What are Defaulting Rules in Redsky?
Redsky uses various defaulting rules to save you time and streamline the process of entering data. One of these defaulting rules is based on the settings configured for the Partner. These rules help pre-fill certain fields when creating a service order, such as in the Billing page.
Where can I set these defaulting rules?
You can set the defaulting rules for a Partner from the Partner > Additional Partner page.
On this page, you will find two sections for configuring the defaults:
- Default Roles
- Accounting Defaults
- Credit Details
These sections allow you to define default values for specific fields on the Billing page of service orders.
How do the defaulting rules work on the Billing page?
When you are on the Billing page and select a Tocode in the BillToCode field, the relevant default values (such as credit terms) will be automatically populated based on the rules you have set.
Do these rules apply to existing orders?
The default rules only apply to new orders created after the rules have been set up.
Existing orders that have already been saved will not automatically reflect the changes made in the default settings. You will need to update these orders manually on the Billing screen.
Example Scenario:
On 01/01/2024, you set the default Credit Terms as 60 Days for Tcode T12345.
On 20/12/2024, you create a new service order. Based on the rules, the Credit Terms will default to 60 Days on the Billing screen.
On 25/12/2024, you update the default Credit Terms under the Partner settings to Current.
Here’s how it will work:
New Service Order (after 25/12/2024): The new default rules (Credit Terms = "Current") will apply automatically.
Existing Service Order (with updated BillToCode): If you update the BillToCode, the new default rules will apply to this order.
Existing Service Order (without changes to BillToCode): The new default rules will not automatically apply to this order. You will need to manually update the Billing screen.