Hello,
We are working through some issues on external creation of sales orders and want to confirm the proper setup. What is the recommendation between ‘Sold to’, ‘Ship to’, and ‘User Settings for the ‘Organizational Unit and Company’ field? Please provide use cases if possible. Thank you!
Hi Ellen! There is no recommendation from our side. That field is telling you where we will default the Company and Org Unit from so it is up to you!
If the setting is Sold To, we will first look at the Customers and Contacts record for your Sold To and see if there are default Company and Org Units there. You can either set these up in the Sales tab or on your directory override. If we find none and you have defaults on your user settings, we will use the user settings. If you do not have any on your user settings, you will manually have to enter these field. This also means any change in Sold To will result in a change in the Company and Org Unit.
The same rule applies if the setting is Ship To, respectively.
If the setting is User Settings, the processes is simpler. If you have defaults in your user settings, we will use those. If you do not, those field will remain empty. We do the defaulting of these fields on change of Sold To, Ship To, and Company and Org Unit in this case.
We do not default these on form init but you can easily customize our app settings to get that user experience.
If you are integrating, the only setup you need to get the defaults is either user settings or defaults on the Customer and Contacts record.
Let me know if you have any more questions!