Hello!
We want to default the branch location when creating the service order, otherwise we have to fill the branch location every time.
We have only 1 branch and 2 branch locations and one branch location is mostly used other one is rare case. Hence we want to make that mostly used branch location to be defaulted, and there is no dependency.
Please let me know if you know how to do this.
Thanks
Amanda
Best answer by Laura02
View original
+12
Set it in the User Profile and it will populate it on the Service Order
+18
Hello,
Please vote for this idea to expand/improve Branch Location Default features:
In my limited testing, it seems like if ALL Branch Locations are linked to the same Company Branch, then no Branch Location defaults to any service order.
Aside from waiting on a new Acumatica version, I think a small customization to add Default Branch Location to one or more of these screens, and to Service Orders screen might allow your branch to default:
Laura
+1
Hi
The branch location ID will be specific for a branch, hence when we select the branch on the top only the branch location IDs that are assigned to that particular branch will show up.
Please see below for more clarification
The branch assigned is for the highlighted branch location ID is PRODWHOLE
If you try to create a service order from the branch PRODWHOLE, you will only see the branch location ID assigned to it.
Try adding a vote and also comments on this idea for consideration in a future release. - https://community.acumatica.com/ideas/field-service-branch-location-15244
Hi
We were able to default the branch location from the user profile.
Thank you
Amanda
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