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Assigning default branch to Purchase Receipts using workflow engine

  • May 29, 2023
  • 2 replies
  • 119 views
K
Semi-Pro II
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Hi,

Looking into automatically filling the Branch field (Others tab) in Purchase Receipts based on the branch of the user receiving it, as opposed to defaulting from Purchase Order.

Workflow seems like a reasonable solution, and I have been referring to this guide, but that seems to only be for fixed values. Any idea on how to make the default value change depending on the current user’s branch?

2 replies

aaghaei
Captain II
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  • aaghaei
  • Captain II
  • May 29, 2023

AccessInfo.BranchID provides the currently logged in branch

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
dcomerford
Captain II
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  • dcomerford
  • Captain II
  • June 2, 2023

I dont think you need to use the Workflow just customise the attributes on the Branch field on the purchase receipt. We needed to populate the owner on the purchase receipt with the current user so done it below

 

Dermot Comerford
darylbowman
Chris Hackett
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