Create Service Order from Sales Order

Did you figure this out? If this is a recurrent issue, I advise you to enter a support case for this. 

Hi ​@vdiaz and ​@Troy Vars have either of you found a solution for this?  Thank you

​@debbiereed72 ​@Troy Vars 

Hi Debbie,

Got to the bottom of the behavior. The key is which option the Service Order Type uses under Take Address and Contact Information From, because that determines where the address is takes from:

• Contact reads the selected contact's own default address. That contact sits at the business-account level, so you get the account's Main address — it has no tie to the non-Main location on the Sales Order. That's why this setting always shows Main. This works as designed, unfortunately, it is not helpful for your scenario.
• Business Account reads from the Location's default address and contact — so this is the option that actually honors a non-Main location. If you need the location address to flow onto the Service Order, this is the source to use.

So the workaround is to set the Service Order Type's source to Business Account rather than Contact.

Note that Business Account is the option that produced the confirmation-dialog loop Troy ran into. That confirmation prompt has since been changed in the product, so in the current version it may no longer loop — I'd retest it on your build first. If it still loops for you, that specific behavior is one to raise with Acumatica Support, referencing this thread.

And regardless of source, you can always check the Override Address on the created Service Order and key in the correct location address as a manual fallback.

I hope this helps. Let me know if this works.