+4In the Customer screen under “Sales → Sales” you can select a default order type for that customer.
I want to change it now to a different order type. After changing it, it still fetches the old one when I open a new customer order.
Is this a bug? Or is there a field that overrules the order type from the customer screen?
+18Is there a default Order Type against the Site that’s over-riding; or a Site or Customer Supply Chain Matrix in place?
Linda
+4Hi Linda
in the Site setup the order type field is blank:
We do have a Supply Chain Matrix for Customer setup, but in there you can’t define any order types. Also the Supply Chain Matrix only affects the Customer Order Lines as far as I am aware, so that is only active when we start entering lines.
Or are you talking about a different view? I might not have all the permissions to check these sites, but if you can name them for me, I can check internally.
Thanks a lot.
+18Is there a Customer Hierarchy (we don’t use this so I’m not up to speed on it) in place or a Customer Agreement? Is there some Custom Event set up? Is it the same for other users creating orders for the same customer? Are you creating a new CO and not ‘duplicating’ or ‘creating from template’?
+4Hi Linda
well I got one step closer. I tried a different customer and there it works when I change it in the Customer setup.
The one that does not work is in a hierarchy. I tried changing the order type of the main customer number of the hierarchy, in hope that it’ll overrule - but it doesn’t.
The customer that works has no hierarchy.
Agreement is in place, but also there I don’t see any options to put an order type.
I am creating the CO newly, not duplicating or copying.
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