Question

Delivery Terms field on Customer Order

  • 14 May 2021
  • 2 replies
  • 218 views

Userlevel 7
Badge +18

Is it possible to default the Delivery Terms field on the Customer Order to blank and set it as Mandatory Field so that the user has to select the Delivery Terms rather than it come from the Customer.


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2 replies

Userlevel 7
Badge +17

As per the standard functionality, delivery term is fetching from the customer basic data. In order to achieve your business requirement, you may need go for a customization. But I would like to suggest you a workaround.

  1. Define a generic Delivery Term/ Add it to customer
  2. And go to deliver term window and block it.

 

  1. Now when you are creating CO, you will get an error and user can select the relevant delivery term

 

Userlevel 7
Badge +18

Also, if your impact is using incorrect Delivery Terms and users need to give close attention to the selected value, despite what is being chosen by default, I suggest you to consider enabling a Custom Object of the Delivery Terms to CO header.