Order defaults

Default settings provide information and make entry faster. When you sign in, your operator record accumulates global default settings from the last item you inquired about or updated.

These entities are examples of default settings:

• Customer
• Product
• Vendor
• Sales order
• Purchase order
• Warehouse transfer

Default settings are available as you navigate from one module to another.

Sometimes, your operator record provides the default settings. For example, operator records provide a default warehouse to an order if the customer record does not specify one.

If you select the Do Not Allow Override of Home Whse/Group option in SA Operator Setup, you can only use the home warehouse or group set up on your operator record when you are in Sales Entry Order.

Your operator record also determines whether you can override information, such as the Sales Rep In and Sales Rep Out fields in the Customer Order Settings section or the Extended view for line items. These fields are controlled by the Allow Sales Rep Override options in SA Operator Setup. You are can override the inside salesrep, outside salesrep, both, or neither.

There are also defaults that your company can set up to streamline the creation of new records. Your system administrator controls these initial defaults.