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Prompt User to select a customer location


rwhetsell77
Freshman II
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Client wants the user to be forced to select a location rather than have it default into the sales order after selecting the customer.

Acumatica forces the selection of a “primary” location which will default into the sales order screen.

This field is required so it cannot be “blanked out.”

Was wondering if we might be able to create a workflow that would automatically open the location lookup window after the customer has been selected and the default location fills in.

Any other suggestions would be great, just brainstorming here.

Best answer by dcomerford

@rwhetsell77 What you are looking for would require development but you could try this as a low code option if you change the attributes of the CustomerLocationID and remove the default part. Then the location wont populate and they will have to select it.

 

 

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3 replies

dcomerford
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  • December 12, 2023

@rwhetsell77 What you are looking for would require development but you could try this as a low code option if you change the attributes of the CustomerLocationID and remove the default part. Then the location wont populate and they will have to select it.

 

 


Kandy Beatty
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  • December 12, 2023

rwhetsell77
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  • December 12, 2023
dcomerford wrote:

@rwhetsell77 What you are looking for would require development but you could try this as a low code option if you change the attributes of the CustomerLocationID and remove the default part. Then the location wont populate and they will have to select it.

 

 

This worked perfectly @dcomerford, thanks!!!!!!!!!!


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