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Sales ID associated to a Site ID - GP 9.0 SP4

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Sales ID associated to a Site ID - GP 9.0 SP4

This question is answered
Jeff Boughton
Posted by
on 6 Jul 2011 1:59 PM

Hello,

This may be a simple question but I have racked my brain over it for over an hour and I thought to reach out to the professional community.

In Dynamics GP 9.0, we have several ORDER Sales ID types setup (to classify different order types). Currently, one of our order types (LOANERS) when chosen in the Sales Transaction Entry, automatically changes the default site from WH01 to WH02. I need to change this so that the ORDER sales id type of LOANERS leaves it on WH01 as the default site.

Can anyone help me with this? I have tried looking in SETUP, SALES, CARDS, etc but cannot find the right place.

Thanks!

Jeff Boughton, MCSA, VCP, A+, N+, Server+
Manager, Information Technology
Synthes (Canada) Ltd.

9 GP id sales setup site SOP
Verified Answer
  • VictoriaYudin
    Posted by
    on 7 Jul 2011 8:16 AM
    Verified Answer
    Verified by

    Jeff,

    Tim is right, it's not the transaction Type or Type ID that determines the Default Site ID on the Sales Transaction Entry window.  There is one Site ID default possible in Sales Order Processing and it is global to all sales transaction types and ID's.  That default (if it's set) will be overridden by the Site ID specified for the customer's Ship To address.  I suspect this may be what is happening.  

    However, if you actually see the Default Site ID change as soon as you change the Order Type ID, then you have a customization or add-in product causing that behavior - this is not standard GP functionality.

    Victoria Yudin  - Dynamics GP MVP (2005-2013)     

    Want to use Crystal Reports or SSRS with Dynamics GP? Check out GP Reports Viewer
All Replies
  • Tim Foster
    Posted by
    on 7 Jul 2011 8:06 AM

    Do your Customer Address Cards have Sites set?  They will override the default Site setting in Sales Order Processing Setup.  There is no default Site setting by Sales Document type (to my knowledge).

    Tim
  • VictoriaYudin
    Posted by
    on 7 Jul 2011 8:16 AM
    Verified Answer
    Verified by

    Jeff,

    Tim is right, it's not the transaction Type or Type ID that determines the Default Site ID on the Sales Transaction Entry window.  There is one Site ID default possible in Sales Order Processing and it is global to all sales transaction types and ID's.  That default (if it's set) will be overridden by the Site ID specified for the customer's Ship To address.  I suspect this may be what is happening.  

    However, if you actually see the Default Site ID change as soon as you change the Order Type ID, then you have a customization or add-in product causing that behavior - this is not standard GP functionality.

    Victoria Yudin  - Dynamics GP MVP (2005-2013)     

    Want to use Crystal Reports or SSRS with Dynamics GP? Check out GP Reports Viewer
  • Jeff Boughton
    Posted by
    on 15 Jul 2011 3:21 PM
    Suggested Answer

    Thank you both Tim and Victoria. Victoria, you nailed it right on the nose with the line "then you have a customization..." I went through the customizations and asked a few people who have been here a LONG time and it turns out a customization was written a long time ago to make this happen. I should have thought of this but it alluded me. Thanks for your time in directing me to the solution.