Postal Defaults - Service Default

To define values to be defaulted for a service point located in a postal range, open Admin > Geographic > Postal Code Default > Search and navigate to the Service Defaults page.

Fastpath:

For more information about where these default values are used, refer to Maintaining Service Points.

Description of Page

Use the Service Defaults collection to define values to be defaulted on service points located in a given postal code range belonging to a given Service Type (note, a service point's Service Type comes from its SP Type).

The following values may be defined per Service Type:

  • When a meter or item is removed from a service point located in this postal code range, the system assigns it by default to Stock Location. Note that this is only used if the meter's meter type or item's item type indicates that stock locations are tracked.
Fastpath:

For more information about location history, refer to Stock Location History Is Created Behind The Scenes .

  • Use the Field Services collection to define the Field Service Classifications and their respective Operation Area to be defaulted on new service points located in this postal range. Refer to Designing Field Service Classifications for more information.
  • Use the Characteristic Types and Values collection to define the Characteristic Types and their respective Characteristic Values to be defaulted on new service points located in this postal code range. In addition to providing interesting information, these characteristics may also determine the prices and tax rates on the bills generated for the services consumed at a service point.
  • Use the Geographic Types and Values collection to define the Geographic Types and their respective Values to be defaulted on new service points located in this postal code range. In addition to providing interesting information, these values may be used to sort field activities in geographic value order.

Where Used

Information is defaulted when a new Service Point is added to a Premise. Refer to Service Point - Main Information for more information.

Stock Location is defaulted when a Meter or an Item is removed from a Service Point. For details see SP/Meter Installation and SP/Item Installation.