Setting default values in the order header
To streamline data entry, you can set up the system to populate certain fields based on values taken from company or user profiles. Default value settings are available for these order header fields, and values can be copied from a specified profile or from multiple profiles.
Example 1:
You can set your order to use the RevType1 value that is on the Bill To company’s profile. If the RevType1 value changes on the profile, new orders will automatically update to have the new RevType1 value. To do this, set [Order]SetRevType1DefaultFrom=B1.
-
The
Btells the system to get the RevType1 value from the Bill To company’s profile. -
The
1tells the system to automatically overwrite the existing RevType1 value if the Bill To is changed.
Example 2:
You can use multiple profiles to determine the RevType1 for the order. For example, if the Bill To company and the Consignee company use two different RevType1 values, you can have the system ask the user which value to use. To do this, you would set [Order]SetRevType1DefaultFrom=B1,C3.
+ In the first entry:
-
The
Btells the system to get the RevType1 value from the Bill To company’s profile. -
The
1tells the system to automatically overwrite the existing RevType1 value if the Bill To is changed.In the second entry:
-
The
Ctells the system to replace the RevType1 value from the Bill To company’s profile with the RevType1 value from the Consignee company’s profile if the Bill To and Consignee are different companies. -
The
3tells the system to prompt the user for confirmation before overwriting the value in the RevType1 field.