Sage 100

Have a client that wants to set the default warehouse on the sales order header by customer. Is there a way to do this with a UDF in the Customer Master and as script? Or any other method - I'm open to suggestions.

4.40 and higher it should be relatively easy with a user defined script.

Create a ship to location and set the default warehouse in that table for those customers that don't ship from the default location. Otherwise, create a UDF in the customer master and create a script to set it as Robert indicated. I think Sage is a bit lazy in that they allow a default wareshouse by ship to location but do not allow a default location in the customer master table. I wish I could say this is surprising, but I don't want to lie this close to Christmas. Santa is watching me closely.

The problem with using a UDF in the Customer Master is that you cannot validate UDF's from IM_Warehouse - only a UDT (vote for the enhancement to validate by standard tables here http://tinyurl.com/7qc28vq ). Using a ShipTo code convention provides warehouse code validation. I have done a similar script where a predefined contact code was used to provide a default email address different from that in the Customer Master thereby gaining contact code validation not available with a UDF.

This is another example of Sage's communicaton (or lack thereof). Suggestion has been on the table for nearly a year now! There needs to be an active feedback mechanism.

Yes it is possible. Set up the udf on the customer master, and then a script in the post validate event on the customer field in the sales order our invoice header. If you need help with the script, give me a call. EDIT: Or, just do what @DanBurleson says. He's a pretty smart cookie. :)