Have you checked whether the address and contact records are properly linked to the customer and set as the default values? I’ve seen similar behavior before where the records existed but were not selected automatically in transactions. It might also be worth testing with a new customer record to rule out any data issue. Let us know if you find the cause.
I verified that the address and contact records are linked to the Customer/Supplier and are marked as Primary, Billing, and Shipping.
However, when I create a new Sales Order or Purchase Order and select the Customer/Supplier, the address and contact details are not populated automatically.
The only thing that gets fetched is the Territory/State. The following fields remain blank:
Customer/Supplier Address
Shipping Address
Contact Person
If I go back to the Customer/Supplier record and create the address/contact again, then it starts appearing in transactions.
I have also observed the same behavior with records created through Bulk Import.
Am I missing any configuration or following the wrong process for creating addresses and contacts? Is there a recommended way to set up Customer/Supplier addresses so that they are automatically picked in Sales Orders and Purchase Orders?
