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Default Branch on Customer Contracts or Contract Items

  • September 2, 2024
  • 2 replies
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Brendan Shepperd
Freshman I

Hi All,

Is there anyway to get a defualt branch on either the customer contracts or contract items?

 

We have multiple branches with different contracts, it currently defaults to the logged in branch when running the contract billing

Best answer by vdiaz

Hi @Brendan Shepperd !

Try the setting for deafult branch on the User Profile. Other than this, there is no other way to set a default branch as far as I know. 

 

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vdiaz
Acumatica Moderator
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  • vdiaz
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  • October 28, 2024

Hi @Brendan Shepperd !

Try the setting for deafult branch on the User Profile. Other than this, there is no other way to set a default branch as far as I know. 

 

Valentina
Chris Hackett
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  • Chris Hackett
    Chris Hackett
meganfriesen37
Captain II
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I’ve created an idea here: 

https://community.acumatica.com/ideas/contracts-by-branch-make-visible-and-restrict-billing-27760

 The odd thing is that the Contracts DAC is tracking a Default Branch for the contract (which seems to come from the logged in branch when the contract was created).

Megan Friesen, Contego Software Solutions, Canada
vdiaz
Chris Hackett
2 people like this
  • vdiaz
    vdiaz
  • Chris Hackett
    Chris Hackett

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