I see there is an option under the customer to have a default project but when I add a default project I do not see where that comes into play anywhere when I create the service order. What is the purpose of having a field to select a default project for an individual customer if it doesn’t default to the service order being created?
Best answer by ChandraM
View originalHi
The default project in customer location screen - Acumatica uses this project when it creates a document like purchase order. The default project is used for informational purposes only and is not involved to any process, per the documentation.
Screenshot for reference:
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