I am trying to create a workflow that creates a sales order but I do not see an option to populate the subsidiary. Is this not possible?
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RJMNS
06/28/2022, 4:22 PM
Are you using the multi-sub customers functionality? If not, the sub field defaults.
If so, it will default the primary subsidiary. If you need to populate an alternate one and that field isn't there, you could be stuck. At least doing it via Workflow.
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pen one
06/28/2022, 4:23 PM
multi-sub customers. ok - scripting it is. thanks.
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KevinJ of Kansas
06/28/2022, 10:29 PM
Ok - dumb question here - a workflow that creates a sales order? from what?
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pen one
06/29/2022, 12:28 AM
From another sales order. The sales team wants to copy orders but not the entire order so need to pick and choose fields.
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Luis
06/29/2022, 11:28 AM
@pen one are you copying the backordered lines? Just wondering what's the use case
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pen one
06/29/2022, 1:22 PM
@Luis Negative on that. Company is a logistics company and sometimes clients have multiple shipments and new sales orders are needed.