Set Default Values for Other Attributes on Sales Orders

Here are some techniques you can consider when you set the default value for various attributes on sales orders.

• Set up a pretransformation rule. For example, set the default value for the customer contact according to business unit and customer.

  If business unit is y, and if customer is x, then set contact to z.

• Order Management runs pretransformation rules each time you modify the Customer attribute. This configuration makes sure Order Management updates default values according to rules you define. For details, see Overview of Using Business Rules With Order Management.

• Set up an order management extension. For example, get data from a customer entity on the sales order, and then use this data as the default value.

  If customer class is x, then set order type to z.
  If descriptive flexfield on customer contains a, then set attribute b to c.