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Question

New Locations on Sales Orders don't use customer defaults but does on Customer Locations

  • January 22, 2025
  • 0 replies
  • 10 views

Hi Team,

I am experiencing a strange system process that I am trying to figure out if its intended or a customization somewhere.

Essentially if you create a new record on Customer Locations screen the new location will auto pull in “Warehouse”, “Ship Via”, and “Shipping Terms”. Essentially the account defaults.

Yet when you do the same action of creating a new location on the Sales Order these defaults don’t get pulled in. 

My gut is saying there is an issue here because if the account defaults aren’t being used for new locations what is the point of account defaults?

-Jacob

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