Setting Default Sales Order Values

The section provides an overview and discusses defaulting:

Header information
Line information.
Schedule information.
VAT information.

Understanding Sales Order Defaulting

Many of the fields on the order entry form and schedule pages are automatically populated from the sold to customer, order group, or sales buying agreement that you select.

If any fields change that control data in additional fields, the default values could change too. For example, if you change the ship to customer on the order line so that it is different than the order header, the system performs the same default processing as on the ship to customer of the order header. The same processing occurs for the schedule. In another example, if you change the buying agreement on the order line, the system automatically populates the order line values the same way that it does on the order header, for values that are controlled by the buying agreement.

The fields that control data in additional fields on the line are:

Inventory load
Product
Buying agreement line
Buying agreement
Ship to customer
Order group
User preferences
Order Management business unit

The ship to customer ID field controls data in additional fields on the schedule.

Defaulting Header Information

The table describes header defaults:

Field Label	Operator	Sold To Customer	Ship To Customer	Bill To Customer	Order Group	Customer Group	Buying Agreement	Order Management Business Unit	Notes
ADDRESS (BILL TO)				1					Primary
ADDRESS (SHIP TO)			1						Primary
ADDRESS (SOLD TO)		1							Primary
ALLOW PRODUCT SUBSTITUTIONS		1
BILL TO		1							Highest priority
BILL TO CONTACT				1
BILL TYPE				1	2
BUYING AGREEMENT ID		1							Or customer group. Default
CANCEL BACKORDER			2		3		1
CARRIER ID			2		3		1
CARRIER ID EXPORT			2		3		1
CURRENCY CODE		1
COMMISSION LEVEL								1
COMMISSION METHOD									The default is the commission percent.
CUSTOMER CHANNEL		1
CREDIT CARD INFORMATION		1							Bill-to customer contact
CUSTOMER PO				1					Not expired
DIRECT INVOICING				1
DISTRIBUTION RULE								1
EXCLUSIVE PRICING ID		1			2
EXPORT			1
FREIGHT BILL				1
FREIGHT CHARGE METHOD		2				3	1
FREIGHT TRM			2		3		1
FREIGHT TRM (Export)			2		3		1
WEIGHT AND VOLUME ARBITRATION PLAN		1							2 — default weight and volume arbitration plan
ORDER DATE									System date or the quote date for quotes.
ORDER GROUP	1
Order Owner	1
ORDER, QUOTE	Prefix from User Preferences								System
ORDER STATUS, QUOTE STATUS									Open
PARTIAL ORDER			2		3		1
PARTIALS			2		3		1
PAYMENT METHOD				3	2		1
PAYMENT TERMS ID				2	3		1		Or from payment terms on the price formula
PRODUCT SOURCE		2					1
PRICING ARBITRATION PLAN		1				2			3 — Uses pricing arbitration plan
PRIORITY			2		3		1
PRIORITY (Export)			2		3		1
QUOTE NUMBER									From converted quote
SHIP PRIOR			2		3		1
SHIP TO		1							Highest priority
SHIP VIA			2		3		1
SHIP VIA (Export)			2		3		1
SINGLE SHIP FLAG			2		3		1
SOLD TO CONTACT			1
SOLD TO CONTACT		1
SOURCE	2				1
STANDARD DISCOUNT					1
STORE #			1
SUBCUS-TOMER1				1
SUBCUS-TOMER2				1
SUPPORT TEAM CODE			1						Uses default team
SHIP FROM BU	1
SHIP TO CONTACT			1
TAX CODE			1
TAX TRANSACTION TYPE			1
TRANSPORTATION LEAD RULE CODE								1	2 — default
UNIT	1
VMI SHIP TO			1

Defaulting Line Information

The table describes line defaults:

Field Label	Header	Other Record or Default	Notes
ADDRESS	1	2. Ship to primary
ADDRESS OVERRIDE	X		If ship-to is the same as header
BUYING AGREEMENT ID	X
CANCEL BACKORDER	2	1. Buying agreement, 3. Ship-to, 4. Order group
CARRIER ID	3	1. Inventory load , 2. Buying agreement, 4. Ship-to 5. Order group
CARRIER ID (Export)	2	1. Buying agreement, 3. Ship-to, 4. Order group
CUST ITEM		Product alias
CUSTOMER PO	X
EXCLUSIVE PRICING ID	2	1– Order group
EXPORT FLAG	X
FREIGHT TERMS	2	1. Buying agreement, 3. Ship to, 4. Order group
FREIGHT TERMS (Export)	2	1. Buying agreement, 3. Ship to, 4. Order group
BUYING AGREEMENT LINE		Buying Agreement, based on product, unit of measure (UOM), and business unit entered.
IMPORT DATA	X
LINE		System assigned	Increments on Order Management Business Unit.
UPN
UPC
LINE BACKORDER RULE		1. buying agreement, 2. uses reservation backorder default arbitration plan
LINE RESERVATION RULE		Uses reservation backorder default arbitration plan
LINE RESERVATION BACKORDER RULE		Uses reservation backorder default arbitration plan
ORDER RESERVATION BACKORDER RULE		Uses reservation backorder default arbitration plan
LOAD ID
ROUTE
ORDER GROUP	X
ORDER NO	X
PARTIALS	2	1. Buying agreement, 3. Ship-to, 4. Order group
PAYMENT TERMS	3	1. Buying agreement, 2. Price rule, 4. Order group	Price rule terms used if better than existing terms
PHYSICAL NATURE	2	1. Product
PICK-UP			Defaults from the ship via.
PRICE PROTECTED		1. Buying agreement, 2. Price list
PRODUCT SOURCE	X
PRIORITY	2	1. Buying agreement, 3. ship to, 4. Order group
PRIORITY (Export)	2	1. Buying agreement, 3. ship to, 4. Order group
REQUESTED ARRIVAL DATE, REQUESTED ARRIVAL TIME	1	2. Calculated based on requested ship date and time	Uses ship from closure, ship to, and carrier exception calendars.
REQUESTED SHIP DATE, REQUESTED SHIP TIME		1. Calculated if requested arrival date entered on the header, 2. Defaults to current date.	Uses transportation lead time to calculate if based on default header requested arrival date.
SCHEDULED ARRIVAL DATE, SCHEDULED ARRIVAL TIME		Calculated	Uses transportation rule and sets for lead time and ship from closure, ship to, and carrier exception calendars.
SCHEDULED SHIP DATE, SCHEDULED SHIP TIME		Calculated	Uses transportation rule and sets for lead time and ship from closure, ship to, and carrier exception calendars.
SHIP FROM		Stock. The PeopleSoft Inventory business unit in the distribution network code with the highest priority that has the quantity ordered available. Kit or not enough quantity found for 1. The PeopleSoft Inventory business unit in the distribution network with the highest priority. If none, then the PeopleSoft Order Management business unit. Other non-stock. No default value for the ship from field appears on the page. However, when the non-stock product is marked for billing, the system uses the priority 1 PeopleSoft Inventory business unit for creating the shipping history record and the costing record.	If counter sale order, defaults from the header.
SHIP PRIOR	2	1. Buying agreement, 3. Ship-to, 4. Order group
SHIP TO	X
SHIP TO CONTACT	2	1. Ship to customer
SHIP VIA	4	1. Load, 2. Inventory item, 3. Buying agreement, 5. ship to customer, 6. Order group
SHIP VIA (Export)	2	1. Buying agreement, 3. Ship-to, 4. Order group
STANDARD DISCOUNT	2	1. Order group
STATUS	X
STORE #	1	2. Ship-to
TAX CODE	2	1. Ship-to
TAX CUSTOMER GROUP	2	1. Based on ship-to customer
TAX TRANSACTION TYPE	X
UNIT	X
UNIT COST		Product cost (inventory items) or product UOM (non-inventory items)
UOM		Product UOM	Uses default.
VAT DATA	X

Defaulting Schedule Information

The table describes schedule defaults:

Field Label	Line	Other Record or Default	Other
ACTIVITY ID		Product	Header
ALLOW OVERPICK			Ship-to customer options
CANCEL BACKORDER	1	2. Ship-to
CARRIER ID	1	2. Ship-to
CARRIER ID (Export)	1	2. Ship-to
CLAIMBACK CONTRACT ID	X
COMMISSION METHOD		Header
CUSTOMER PO	X
CUSTOMER PO LINE	X
DOCUMENT REFERENCE	X
DISTRIBUTION CODE, REVENUE CODE, SURCHARGE CODE		Distribution sets. PeopleSoft Inventory business unit if it has an associated PeopleSoft Billing business unit. PeopleSoft Order Management business unit only if no discount distribution code is associated with the price sets that apply to the line or schedule.
EXPORT INFORMATION	X
DISTRIBUTION TYPE			Distribution sets
DIRECT SHIP		Product
FREIGHT TERMS	1	2. Ship to
FREIGHT TERMS (Export)	1	2. Ship to
INVENTORY ITEM		Product
LINE BACKORDER RULE	X
LINE RESERVATION RULE	X
LINE RESERVATION BACKORDER RULE	X
ORDER RESERVATION BACKORDER RULE	X
LINE	X
LIST PRICE	X
LOAD ID
ORDER NO	X
QUANTITY SCHEDULED	X		From order quantity
PARTIALS	1	2. Ship to
PAYMENT TERMS	2	1. Pricing	From price rule if better terms are found.
PC UNIT		Product	Header
CUSTOMER PO SCHEDULE			From EDI
PICK-UP	X
PRICE PROTECTED	1	2. Price list
PRIORITY	1	2. Ship to
PRIORITY (Export)	1	2. Ship to
PROJECT ID		Product	Header
ROUTE	X
REQUESTED ARRIVAL DATE, REQUESTED ARRIVAL TIME	1	2. Calculated if requested ship date and time are changed.	Uses ship from closure, ship to, and carrier exception calendars.
REQUESTED SHIP DATE, REQUESTED SHIP TIME	1	2. Calculated if requested arrival date and time are changed.	Uses transportation lead time to calculate if based on default header requested arrival date.
SCHEDULED ARRIVAL DATE, SCHEDULED ARRIVAL TIME		Calculated	Uses transportation rule and sets for lead time and ship from closure, ship to, and carrier exception calendars.
SCHEDULED SHIP DATE, SCHEDULED SHIP TIME		Calculated	Uses transportation rule and sets for lead time and ship from closure, ship to, and carrier exception calendars.
SCHEDULE		System assigned	Increments on Order Management business unit.
SHIP FROM	X
SHIP PRIOR	1	2. Ship-to
SHIP TO	X
SHIP VIA	1	2. Ship-to
SHIP VIA (Export)	1	2. Ship-to
SKIP LOT ALLOCATION
SKIP PROMISING	X
STATUS	X
STORE #	1	2. Ship-to
SUPPORT TEAM CODE		Header
TAX CODE	2	1. Ship-to
TAX CUST GROUP	2	1. Derived from ship-to
TAX EXEMPT		Header
TAX TRANSACTION TYPE	X
UNIT PRICE		1. Buying agreement, 2. price lists, 3. product price	If 2 or 3, then possible adjustments from pricing.
VAT INFO	2	1. Ship-to

Defaulting VAT Information

VAT defaults are discussed in the documentation for processing orders in a VAT environment.

See Order Processing in a VAT Environment.