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Billing /Shipping contact without override

  • October 21, 2021
  • 4 replies
  • 519 views
W
Jr Varsity III
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Primary contact has been introduced for customer in 21R1. After we moved to 21R1, it seems billing/shipping contact is still loading from default Contact (defContactID in DAC) if uncheck override on Customer screen, but no where to change default contact anymore

Best answer by rosenjon

@woodyg84 The billing and shipping contacts both inherit their information from the General tab for the Customer. If you look at this from the REST API side, the general tab is filling what is known as the MainContact object. Absent any overrides, MainContact will autofill both Shipping and Billing contact information. You can then choose to override either of them to put in different shipping or billing info.

I think the new Primary Contact field on the General tab was just a way to give better visibility to that information. If you guy to the Contacts tab inside a customer, and choose “Set Primary” on a specific contact, it will change in the Primary Contact field on the General tab also. So it’s just a way to provide better visibility to that Contact info and make it easier to set.

    4 replies

    W
    Jr Varsity III
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    • woodyg84
    • Author
    • Jr Varsity III
    • March 22, 2022

    any idea?

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • March 22, 2022

    HI @woodyg84 

    Are you using this on a sales order? 

    Can you provide a screenshot of what you are seeing?

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      R
      Semi-Pro III
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      • rosenjon
      • Semi-Pro III
      • Answer
      • March 26, 2022

      @woodyg84 The billing and shipping contacts both inherit their information from the General tab for the Customer. If you look at this from the REST API side, the general tab is filling what is known as the MainContact object. Absent any overrides, MainContact will autofill both Shipping and Billing contact information. You can then choose to override either of them to put in different shipping or billing info.

      I think the new Primary Contact field on the General tab was just a way to give better visibility to that information. If you guy to the Contacts tab inside a customer, and choose “Set Primary” on a specific contact, it will change in the Primary Contact field on the General tab also. So it’s just a way to provide better visibility to that Contact info and make it easier to set.

        W
        Jr Varsity III
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        • woodyg84
        • Author
        • Jr Varsity III
        • March 27, 2022

        Yes, only thing confused me was the additional account information part is missing firstname, lastname fields by default. After adding them back, it makes the interface more consistent. 

         

        Thanks you, @rosenjon.

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