Change a default

Yahoo Archive
1
Tony,
Most default values are either in Company or Plant Configuration Maintenance or they are part of the base code, usually with some type of logic applied.
For instance, by default a NEW customer record should be of Type 'Suspect'
From there if a Quote is put on for this customer, the customer type will change to 'Prospect'
Or if a Sales Order is entered for this customer, the customer type will change to 'Customer'

If your installation is not working this way, then you may have a bug.
Outside of these options, your next easiest way to override a default is with a BPM.

-Rick Bird
IT Software Administrator
Rowmark, LLC.

--- In vantage@yahoogroups.com, Tony Hughes <thughes281@...> wrote:
>
> In 8.03.409a, how do you change the default value of a new record?
> Example, for a new Customer record, default value for CustomerType is CUS. If I want to change a new Customer record to default at SUS or PRO, for example, what is simplest way to do that?
> I'm assuming there are easier ways than writing a BPM, or is BPM the only way?
>
> Thanks for any help.
>
2
In 8.03.409a, how do you change the default value of a new record?
Example, for a new Customer record, default value for CustomerType is CUS. If I want to change a new Customer record to default at SUS or PRO, for example, what is simplest way to do that?
I'm assuming there are easier ways than writing a BPM, or is BPM the only way?

Thanks for any help.
3
Out of the top of my head look in Company Maintenance.

*Jose C Gomez*
*Software Engineer*
*
*
*
*T: 904.469.1524 mobile
E: jose@...
http://www.josecgomez.com
<http://www.linkedin.com/in/josecgomez> <http://www.facebook.com/josegomez>
<http://www.google.com/profiles/jose.gomez> <http://www.twitter.com/joc85>
<http://www.josecgomez.com/professional-resume/>
<http://www.josecgomez.com/feed/>
<http://www.usdoingstuff.com>

*Quis custodiet ipsos custodes?*



On Tue, Jul 24, 2012 at 5:55 PM, Tony Hughes <thughes281@...> wrote:

> **
>
>
> In 8.03.409a, how do you change the default value of a new record?
> Example, for a new Customer record, default value for CustomerType is CUS.
> If I want to change a new Customer record to default at SUS or PRO, for
> example, what is simplest way to do that?
> I'm assuming there are easier ways than writing a BPM, or is BPM the only
> way?
>
> Thanks for any help.
>
>


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