Hi, so it is possible to have ‘package options template codes’ assigned to combination of customer / ship-to / carrier / service in the Dynamic Ship Customer Options list.
We assign 3rd party carrier account numbers (fedex, ups) frequently using this list and the options templates. However, when a sales order’s ship-to / carrier / service is modified, there is no validation against the package options currently assigned to the sales order.
Is there some setting for a prompt, validation check, or update check that compares the currently applied package options against existing customer options which match the current Shipping configuration?
For example, if user changes the ship-to from A to B, can they receive a prompt to update the Package Options to B if B has existing customer options?
Navigate to the Dynamic Ship Setup page and select the “Default Templates and Order Options” Fast tab. Expand that fast tab and you will see the “Update” settings.
If you hover over the title for each setting, you will get a description of what each setting does. Once those settings are configured, users will get prompted to update the Package or Shipment Options if they are out of date.