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792Running SL 2011 FP1 in a TS environment on Server 2008 R2. SQL 2008 R2 for the backend.
On the Site Maintenance Form View (SD.040.00) "Serv Call Info" tab, there are 4 required fields. Salesperson, Geographic Zone, Branch ID and Tax ID.
Tax ID may be required via customization, not sure, but regardless, it does need to be populated.
The client users would like these required fields to be populated when the customer's shipping address is mastered in AR.
I have figured out that Geographic Zone and Branch ID can auto populate by filling in the tables in Branch Maintenance and Geographic Zone Maintenance.
I could not figure out how to auto fill the salesperson field without using Customization Manager to give it a default value. Is there another way? I tried using the OM button in AR shipping addresses and setting a default sales person there, but that did not work. So I used customization manager to see if I could get the tax id field to auto fill as well.
So I mastered a new customer and shipping address in AR, opened the customer record in site maintenance form view and all of the required fields were populated except for the tax id field. Is this expected behavior? or should it have auto filled with the tax id from the shipping address?
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