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:

RecordDescription
Card.AutoEmailRemittancesDefault value for the Customer Order Required property on Card
Card.CardTypeThe code for the default value for the Card Type property on Card
Card.CustomerCreditLimitDefault value for the Customer Credit Limit property on Card
Card.CustomerOrderValidationDefault value for the Customer Order Validation property on Card
Card.CustomerPaymentTermThe ID for the default value for the Customer Payment Term property on Card
Card.CustomerTenderThe ID for the default value for the Customer Tender property on Card
Card.DeliveryDocketDeliveryMethodDefault value for the Delivery Docket Delivery Method property on Card
Card.InvoiceDeliveryMethodDefault value for the Invoice Delivery Method property on Card
Card.InvoiceModeDefault value for the Invoice Mode property on Card
Card.LeadTimeDefault value for the Lead Time property on Card
Card.MaximumShipmentsPerSaleDefault value for the Maximum Shipments Per Sale property on Card
Card.PriceLevelThe code for the default value for the Price Level property on Card
Card.StatementDeliveryMethodDefault value for the Statement Delivery Method property on Card
Card.SupplierCreditLimitDefault value for the Supplier Credit Limit property on Card
Card.SupplierPaymentTermThe ID for the default value for the Supplier Payment Term property on Card
Card.SupplierTenderThe ID for the default value for the Supplier Tender property on Card
Case.CaseTypeDefault value for the Case Type property on Case
Contract.ContractPriceTypeDefault value for the Contract Price Type property on Contract
Product.DisplayOnWebsiteDefault value for the Display on Website property on Product
Product.IgnoreCatalogueBarCodeThe code for the default value for the Ignore Catalogue Bar Code property on Product
Product.IgnoreCatalogueBuyUnitAndCostThe code for the default value for the Ignore Catalogue Buy Unit and Cost property on Product
Product.IgnoreCatalogueCategoryThe code for the default value for the Ignore Catalogue Category property on Product
Product.IgnoreCatalogueDescriptionThe code for the default value for the Ignore Catalogue Description property on Product
Product.IgnoreCatalogueMinimumOrderQuantityThe code for the default value for the Ignore Catalogue Minimum Order Quantity property on Product
Product.IgnoreCatalogueNameThe code for the default value for the Ignore Catalogue Name property on Product
Product.IgnoreCatalogueSellUnitAndPriceThe code for the default value for the Ignore Catalogue Sell Unit and Price property on Product
Product.IgnoreCatalogueStatusThe code for the default value for the Ignore Catalogue Status property on Product
Product.IgnoreCatalogueSupplierThe code for the default value for the Ignore Catalogue Supplier property on Product
Product.PriceCategoryThe code for the default value for the Price Category property on Product
Product.TaxCodeBuyThe code for the default value for the Tax Code Buy property on Product
Product.TaxCodeSellThe code for the default value for the Tax Code Sell property on Product
Product.WarrantyThe code for the default value for the Warranty property on Product
ProductSupplier.BuyShipUnitThe display name for the default value for the Buy Ship Unit property on Product-Supplier
ProductSupplier.DefaultBuyUnitThe display name for the default value for the Default Buy Unit property on Product-Supplier
ProductSupplier.DefaultOrderUnitThe display name for the default value for the Default Order Unit property on Product-Supplier
PurchaseInvoice.CostUpdateModeDefault value for the Cost Update Mode property on Purchase Invoice
SaleOrder.MaximumShipmentsDefault value for the Maximum Shipments property on Sale Order
ServiceOrder.OrderTypeDefault 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:

  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