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Currently, when we create a new Business Account, the Shipping Rule (in the Delivery Settings) automatically saves as "Cancel Remainder"
I'm not sure about others, but Cancel Remainder is used very rarely with us. Back Order Allowed is the go-to setting.
How can we get this to automatically save as Back Order Allowed? Or can't it be done?
Going by this idea link, it appears it can't...this is for the insurance button, so a bit different, but the same sort of idea. https://feedback.acumatica.com/ideas/ACU-I-1711
We couldn't find a way to set this. We had to manually set this on each Business Account. I have to believe there is a better way to do it but not sure.
Have you set the Default Shipping Rule on the Customer Class? Every new customer linked to the customer class will then by default get this shipping rule (which you can override at customer level as well)
For existing customers you may need to run an import scenario to update already existing ones, but once you change the default on the customer classes form all new customers will be right 🙂
Hello @bevmccabe
Yes I've looked at this, however this only affects new Customers not new Business Accounts
Most of our customers are started off as prospects, being they go into the system as a Business Account before being converted over to a Customer.
And when this happens the Shipping Rule Setting comes along with it...
@daniel - ahhh I see your conundrum - thought my fix was way too simple....:)
On further testing, I see that even setting the default Customer Class, doesn't change the settings for the newly created customer either...mmmm
What about if you change the default shipping settings on the Branches form? This seems to work (from my brief test).
Import Scenario?
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