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Different Default Order Type by Company or Branch

  • September 25, 2023
  • 3 replies
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Hi All,

 

Is it possible to have a unique Default Order Type based on which branch or company you are logged into? 

We have 2 separate companies in our instance. Company A uses Quotes, or QT order type, for 99% of their orders. Meanwhile, Company B uses Sales Orders with Allocation, or SA order type, for a majority of their orders.

 

Changing the sales default sales order setting affects the default for both companies:

 



Is there a unique setting per company or branch that can be used to configure this instead?

Best answer by dcomerford

One option might be to create a duplicate Sales Order GI and set it up like this

.Where the Order Type is set you can change it to what you need.

You can also add anonther button 

You could control access to which GI by user rights i believe

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    Kandy Beatty
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    • Kandy Beatty
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    • September 25, 2023

    Hi @crodrigues 

    There is no out of the box settings for this. If you change it for one, it will change it for all as you have found. 

    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*.
    Chris Hackett
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      Chris Hackett
    dcomerford
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    • dcomerford
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    • Answer
    • September 25, 2023

    One option might be to create a duplicate Sales Order GI and set it up like this

    .Where the Order Type is set you can change it to what you need.

    You can also add anonther button 

    You could control access to which GI by user rights i believe

    Dermot Comerford
    jhsu64
    Laura02
    Chris Hackett
    3 people like this
    • jhsu64
      jhsu64
    • Laura02
      Laura02
    • Chris Hackett
      Chris Hackett
    Laura02
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    • Laura02
    • Captain II
    • 3132 replies
    • September 25, 2023

    Hello @crodrigues ,

    Please add your idea to the Ideas section of Acumatica Community, so we can vote for it.

    Thank you,

    Laura

    Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
    Chris Hackett
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    • Chris Hackett
      Chris Hackett

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