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Small and medium business | Business Central, N...
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Assigning Default Location on Sales Order Creation

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Hi everyone,
 
I'm trying to configure permissions in BC to ensure a user can only view and create sales orders assigned to Location Y. (I applied a filter on the Sales Header by Location.) This works fine for viewing existing orders, but when the user tries to create a new order for a customer with a different default location assigned, the system blocks the process due to location permissions.
 
Is there a way to automatically set the default location to Y when this user creates a sales order, overriding the customer's default location? Or is there another solution where the user can only see and create sales orders related to Location Y without being blocked by customers having a different location assigned by default?
 
Thanks in advance for your help!
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  • Suggested answer
    YUN ZHU Profile Picture
    101,995 Super User 2026 Season 1 on at
    Hi, hope the following can give you some hints.
    Dynamics 365 Business Central: Define default location for sales or purchase
     
    Thanks.
    ZHU

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