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Record Defaults system reference are useful in getting the system to auto-populate a record/field with a default value when relevant object is created e.g. Card or Product, which not only enhances user experience but also enforces data consistency where applicable. Some notable record defaults are:

RecordDescriptionDefault Value
Card.CustomerCreditLimitDefault value for the Customer Credit Limit property on Card 
Card.InvoiceDeliveryMethodDefault value for the Invoice Delivery Method property on Card 
Card.LeadTimeDefault value for the Lead Time property on Card 
Product.DisplayOnWebsiteDefault value for the Display on Website property on Product 

 

For a complete list refer to Record defaults system type.

The steps to set the system reference are as follows:

  1. From the Navigation panel, click Administration , Advanced then System Types
  2. Select RECORD-DEFAULTS from the list panel
  3. Select the required Record system reference from the main panel
  4. Change the value to the desired value

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  5. Click Save to save the change

 

 

  

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