Defaulting Rules

Defaulting Rules

Order Management Defaulting Rules reduce the amount of data input required when entering orders or returns. You can define business rules for defaulting values, and prioritize how conditions and validation rules are implemented. If a defaulting rule definition fails to default desired values for orders or returns, you can choose to define additional defaulting rules for most attributes (fields) within Entities such as Order or Line.

Navigate to Setup > Rules > Defaulting

Defaulting Rules can be defined for 4 categories

1.)   Order Header

2.)   Order Payment

3.)   Order Line

4.)   Line Payment

Query for ‘Order Header’ & select ‘Payment Terms’

Click on Defaulting Rules

Change the precedence of the Sequence 60 to 05. Once the precedence has changed to 05 then always the payment terms will be picked from the price list.

Save the record & go to Tools > Generate Defaulting Handler Package

Now give the payment terms in price list. Navigate to Advance Pricing Responsibility > Price Lists > Price List Setup & give Payment Terms as 30 NET

Now create a sales order & see if the payment terms are defaulted or not. Give the customer name & click on Others Tab

We can see that a Payment term is defaulted.

Creating Custom Defaulting Rules

We can also create a custom Defaulting Rules. In this example, we’ll create a new customer & based upon the customer, we’ll default the PO number. In order to create a customer navigate to Customers > Standard à Click on Create & give details as shown below

Click on Save and Add Details

Click on Details Button à Go To Business Purpose Tab & in Details of Ship to Give following details

Click on Apply

Now create defaulting rules. Navigate to OM Responsibility > Setup > Rules > Defaulting & query for Order Header & click on Defaulting Condition Templates & add Validation Templates as shown below

Add Validation Rules to both the conditions as shown below

Save & close this form. Select Customer Po from Line level & click on Defaulting Rules & give details as shown below

Save the record & go to tools > Generate Defaulter Handler Package

Now create a new sales order & give the customer name

Similarly give another customer name

We can see that the Po number is being defaulted based on the customer name

The Base Tables updated are

OE_DEF_CONDITIONS_TL  (CONDITION_ID)

OE_DEF_CONDN_ELEMS (CONDITION_ID)

OE_DEF_ATTR_CONDNS

OE_DEF_ATTR_DEF_RULES