Record/Field Defaults
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:
| Record | Description |
|---|---|
| Card.AutoEmailRemittances | Default value for the Customer Order Required property on Card |
| Card.CardType | The code for the default value for the Card Type property on Card |
| Card.CustomerCreditLimit | Default value for the Customer Credit Limit property on Card |
| Card.CustomerOrderValidation | Default value for the Customer Order Validation property on Card |
| Card.CustomerPaymentTerm | The ID for the default value for the Customer Payment Term property on Card |
| Card.CustomerTender | The ID for the default value for the Customer Tender property on Card |
| Card.DeliveryDocketDeliveryMethod | Default value for the Delivery Docket Delivery Method property on Card |
| Card.InvoiceDeliveryMethod | Default value for the Invoice Delivery Method property on Card |
| Card.InvoiceMode | Default value for the Invoice Mode property on Card |
| Card.LeadTime | Default value for the Lead Time property on Card |
| Card.MaximumShipmentsPerSale | Default value for the Maximum Shipments Per Sale property on Card |
| Card.PriceLevel | The code for the default value for the Price Level property on Card |
| Card.StatementDeliveryMethod | Default value for the Statement Delivery Method property on Card |
| Card.SupplierCreditLimit | Default value for the Supplier Credit Limit property on Card |
| Card.SupplierPaymentTerm | The ID for the default value for the Supplier Payment Term property on Card |
| Card.SupplierTender | The ID for the default value for the Supplier Tender property on Card |
| Case.CaseType | Default value for the Case Type property on Case |
| Contract.ContractPriceType | Default value for the Contract Price Type property on Contract |
| Product.DisplayOnWebsite | Default value for the Display on Website property on Product |
| Product.IgnoreCatalogueBarCode | The code for the default value for the Ignore Catalogue Bar Code property on Product |
| Product.IgnoreCatalogueBuyUnitAndCost | The code for the default value for the Ignore Catalogue Buy Unit and Cost property on Product |
| Product.IgnoreCatalogueCategory | The code for the default value for the Ignore Catalogue Category property on Product |
| Product.IgnoreCatalogueDescription | The code for the default value for the Ignore Catalogue Description property on Product |
| Product.IgnoreCatalogueMinimumOrderQuantity | The code for the default value for the Ignore Catalogue Minimum Order Quantity property on Product |
| Product.IgnoreCatalogueName | The code for the default value for the Ignore Catalogue Name property on Product |
| Product.IgnoreCatalogueSellUnitAndPrice | The code for the default value for the Ignore Catalogue Sell Unit and Price property on Product |
| Product.IgnoreCatalogueStatus | The code for the default value for the Ignore Catalogue Status property on Product |
| Product.IgnoreCatalogueSupplier | The code for the default value for the Ignore Catalogue Supplier property on Product |
| Product.PriceCategory | The code for the default value for the Price Category property on Product |
| Product.TaxCodeBuy | The code for the default value for the Tax Code Buy property on Product |
| Product.TaxCodeSell | The code for the default value for the Tax Code Sell property on Product |
| Product.Warranty | The code for the default value for the Warranty property on Product |
| ProductSupplier.BuyShipUnit | The display name for the default value for the Buy Ship Unit property on Product-Supplier |
| ProductSupplier.DefaultBuyUnit | The display name for the default value for the Default Buy Unit property on Product-Supplier |
| ProductSupplier.DefaultOrderUnit | The display name for the default value for the Default Order Unit property on Product-Supplier |
| PurchaseInvoice.CostUpdateMode | Default value for the Cost Update Mode property on Purchase Invoice |
| SaleOrder.MaximumShipments | Default value for the Maximum Shipments property on Sale Order |
| ServiceOrder.OrderType | Default value for the Order Type property on Service Order |
For a complete list refer to Record defaults system type.
The steps to set the system reference are as follows:
- From the Navigation panel, click Administration , Advanced then System Types
- Select RECORD-DEFAULTS from the list panel
- Select the required Record system reference from the main panel
Change the value to the desired value
- Click Save to save the change