Item defaults to a specific Location upon Sales Order Entry Even if there is no Preferred Location Set in either the Item Record or in Accounting Preferences

The Location on the line item level of the Sales Order is based on the Location set on the Item record.

The system first considers the Preferred Location under Purchasing/Inventory subtab.

If the Preferred Location is blank, then system considers the Location on the Classification section in the Main Line of the Item record.

 

To resolve User may check if there is a designated Location in the main line Location field of the Item record form. User has two (2) options to prevent setting of a default Location when a Sales Order is entered:

Option I: Set the Custom Form to Standard Inventory Part Form.

 

1. Navigate to Lists > Accounting > Items
2. Edit Inventory Item
3. Custom Form: Change to Standard Inventory Part Form
4. Main Line > Location Field: Change to Null
5. Hit Save

 

Option II: Expose the Location in the Main Line of the Custom Inventory Part Form.

 

1. Navigate to Lists > Accounting > Items
2. Edit Inventory Item
3. Go to Customize > Customize Form
4. Under Fields Tab > Main > Location
5. Show Location Checkbox: Set to T
6. Go back to Item Record
7. Main line > Location Field: Change to Null
8. Hit Save