Default order information

You can assign order information to be the default at the most appropriate level and override the defaults at lower levels in the structure to accommodate special processing requirements.

These menu selections are the hierarchy for order information:

First hierarchy Second hierarchy Third hierarchy
  1. Currency
  2. Billing Company
  3. Process Level
  4. Customer
  1. Location
  2. Process Level
  3. User ID
  1. Order Type
  2. Process Level
  3. User ID
Note:  Default information is displayed on the customer order forms after you add an order. Blank forms are populated with the default values. Selecting a value, even if it is the default value, is considered an override and can make it more difficult for you to change multiple records at one time in the future.

Some fields on the order form are the defaults from one place.

This table shows where the information is the default and the information is overridden on the order form:
Note: If you do not define the defaults at these points, then you must define the information each time you specify a customer order.
On order Original location Override
Order Type User ID Yes, if the user ID is not restricted to the default
Location User ID Yes, if the user ID is not restricted to the default
Process level User ID Yes, if the user ID is not restricted to the default
Customer User ID Yes, if the user ID is not restricted to the default
Request date Order date Yes
Expected shipment date Order date plus the number of ship days Yes
Order date System date Yes