Setting default values in the order header

To streamline data entry, you can set up the system to complete the RevType1-4 fields based on the values in your company profiles. These default values can be copied from a specified profile or from multiple profiles.

For example, you can set up your system so that orders use the RevType1 value from the Bill To company’s profile. If the order’s Bill To changes, the system updates the RevType1 value with the one from the new Bill To’s profile. To do this, set [Order]SetRevType1DefaultFrom=B1.

Entries for this setting are in two parts:

You can also use multiple profiles to determine the RevType1 for the order. For example, if the Bill To company and the Shipper company use different RevType1 values, you can set up your system to ask the user which value to use. To do this, you would set [Order]SetRevType1DefaultFrom=B1,S3.

In the first entry:

In the second entry:

You can also set up your system to prevent orders from being saved when one or more RevType fields are set to UNKNOWN.