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Different Default Order Type by Company or Branch

  • 25 September 2023
  • 3 replies
  • 111 views

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?

3 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

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*.
dcomerford
Rank
Userlevel 7
Badge +14

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
Laura02
Rank
Badge +18

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. ~

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