Line Defaults can be applied to any Inventory and Procurement documents, with the exception of Receiving, Direct (Contract) Receiving, and Invoices. Use Line Defaults to apply changes made to the document header across all items already listed on the document.
Line Defaults - In the Document
Line Defaults
1. When you make changes to the header details of a document with existing items, use “Line Defaults” to update those changes across all listed items.
Line Item Defaults - Fields
1. The Line Item Defaults pop-up will appear, allowing the user to choose which fields of the document should be updated.
- Required Date – This is the date that the product should be delivered.
- Bill To Department – This is the department requesting the items.
- Buyer – This is the Buyer set up to purchase the Items.
- Supplier – This is the Supplier that will provide all the Items on the document.
- Receiving Area – This is the location that the Supplier will deliver to, usually the Receiving Dock.
- Capital Project – This is the CapEx that will be assigned to the document, this will include the Override account that is attached to the CapEx.
- Close Short Shipment – This is if you want your document to close or remain open after doing the first receiver.
- Override Account - This is the override account assigned to the document, which will replace all other accounts when applied.
2.Check mark the fields that need to be added to the lines and click “Ok”
Confirm & Update
1. Confirm to the changes, click “Yes”.
2.Click “Update”.
