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Microsoft Dynamics CRM (Archived)

Warehouse Ship to Address

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Good day,

Two questions:

1) What is the best way to auto-populate the address information on a PO once the Receive to Warehouse field has been set? The use case is that we are creating a PO that will resupply a warehouse. Currently we need to manually fill out the address for the warehouse each time on the PO; not at all ideal. On the PO form, if you toggle the "Ship To" field to service account it will auto-populate the address for the vendor, but how can we do the same for a warehouse? (It doesn't even look like the warehouse address is even stored anywhere, perhaps we need new address fields in the Warehouse entity?)

po.PNG

2) Where could one even find the business rule for the "Ship To" field? I looked in the default solution but no business rules existed for Purchase Order.

Thanks,

       BGS

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  • Suggested answer
    Wayne Walton Profile Picture
    13,728 on at
    RE: Warehouse Ship to Address

    Yes, if you would like your warehouse address filled out, you'll definitely need to make sure you set up an address on the Warehouse entity.  After you have your core fields, then you'll want to make a workflow (I'm guessing real-time, so your users will see the address pop in short order) that pushes each address line from the warehouse to the PO.

    Once you do those two things, it should work like you want.

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