RE: Workflow : Sales Order from Customer Form

All Customers have a preferred Location from where Inventory is delivered from. I have used a simple Workflow by adding the Location to the Customer is takes said preffered Location from the Customer and pulls it through onto the Sales Order. This works fine for when starting my transaction from the Sales Order Entry Form

What I have noticed is, if I am on the Customer if I use the shortcut to go to the Sales Order, the Location is not pulled though.

Any help/pointers, would be appreciated.

mattp Rookie Asked on December 11, 2022 in How To's.
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1 Answers


So this works when you start a new Sales Order and select the customer but not when you do New Sales Order from the Customer?

If so, could you share a couple of screenshots?



Intermediate Answered on December 14, 2022.
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