When importing EDI orders in GP2013 we need to be able to change the Site location.

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When importing EDI orders in GP2013 the Site that we want to direct the orders to is defaulted to one location and whenever we change it it reverts back to the same location. What can I do to allow changes in this field?
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Mic Kenney

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Posted 5 years ago

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This is a great question and part of the every day use of Process Logic.  The location field is really tied to the field above it, Site Source.  That drop down list has 4 different options which control what 'Site' or 'Location' value is used when generating Sales Order Documents.

1. Sales Default - The location value will be the location specified in the Sales setup window, Tools -> Setup -> Sales -> Sales Order Processing.  Under Document Defaults you will see the 'Site ID' field.  If this option is in the dropdown that is the value put in the location field and it cannot be change.

2. Ship to Address - The location field goes away when this is selected.  The Sales Document site value is set dependent on the 'Site ID' value assigned to the specific customer address value that will be used for the Ship To Address on the order.  You can see the site ID assigned to a specific customer/address value by opening the customer address window and selecting the address ID in question.  In the upper right corner is the customer/address combination default site ID value.

3. Item Default - This will take the location value the item information.  The default site for a specific item can be verified in the Item Quantities window.  Each Item can have a default site value assigned to it in this window.

4. User Selection - Exactly how it sounds.  When you have this value in the drop down list, you, the user, can pick the site/location that will be used when creating the new sales documents. 

For your question Mic, I believe you will want the User Selection value to be in the drop down list.  Then you can set the location field to what you want. 

Another tip for this is that the value of that drop down box can be set to default to the value you want in the B2B Logic window where you setup you other Process Logic information.  On that window is a drop down box called 'Source for Site ID'.  This drop down is used as the default setting for that drop down box when the Import Sales window is opened.  If you go into B2B Logic and set this to User Selection then each time you open the Import Sales window you will get that setting by default and the user will be able to pick the site they want to create the sales documents in. 

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