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Question

Defaulting Warehouse based on Transaction Branch

  • June 15, 2026
  • 1 reply
  • 11 views
A
Freshman I
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Hello community!

Is there a way to default the warehouse for a line item based on the branch of the transaction (SO,PO,etc)? Similar to how the line details branch defaults to the branch you are creating the transaction in, is there a way for the warehouse to default here too?

SO Created in the PRODWHOLE branch would ideally default to the PRODWHOLE warehouse.

I have tried removing the default warehouse from an inventory item. It just appears blank and would still require manual selection.

 

Thank you! 

1 reply

craig2
Pro I
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  • craig2
  • Pro I
  • June 15, 2026

Hi ​@aminerd ,

EDIT: Didn’t read your post close enough, and I’m undercaffeinated.  My best guess is this would require a customization, to add “Default PO Warehouse” and “Default SO Warehouse,” and the logic to pull those in.

Populate the Default Warehouse for the item from the Stock Items screen, see if that works for you:

 

 

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