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Question

Warehouse in Sales Order

  • January 20, 2026
  • 3 replies
  • 42 views

Is there a way in Acumatica to automatically default a specific Destination Warehouse on the Sales Order screen when a certain Order Type (for example, TR) is selected?

3 replies

Manikanta Dhulipudi
Captain II
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@kimhungnguyenthi You can do using Business events,


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  • Captain II
  • January 20, 2026

I am not sure whether there is a OOTB way to do this, but you could do it via a fairly simple customisation.

Let me know if this is of interest and I can post it.


mymetaforgeid26
Freshman I
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Yes, you can default a specific Destination Warehouse based on the Order Type on the Sales Order screen.

There are a few ways to do it depending on how flexible you need it to be:

1. Using Order Type Setup
If the Order Type (e.g., TR) should always use the same warehouse, you can set the default warehouse directly under SO201000 →Order Types. This works when the warehouse is fixed per type.

2. Using Automation Steps
If you need to default the warehouse conditionally (based on type, customer, etc.), you can configure an Automation Step to set the warehouse field when the Order Type = TR. No code required.

3. Using a Customization
For more complex logic, you can override the field default in the graph (e.g., SOLine.SiteID or SOOrder.DestinationSiteID) and apply your logic based on the Order Type. A simple FieldDefaulting/RowUpdated event works.