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Classification Defaults - Best Practice

edited Feb 24, 2020 3:26PM in Ask A Guru 1 comment

What is considered best practice for defaulting and controlling classifications on transactions? We've recently added some new physical warehouse locations and have noticed some issues cropping up where an item will be correctly set up, yet the transaction defaults header and line-level location incorrectly on quotes, sales orders, and other transactions. We do not want the end user to have to manually check this, as this adds time and room for error.

Right now, some roles have segment restrictions placed upon them (i.e. Location - none -default to own). This seems to be the culprit of our current woes.

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