Defining Organization Unit Line Status Defaults

When products are added to orders, the new line item will have the status set here.

To set up the line status defaults:

1.    Select System Admin > Organization Structure > Organization Unit Definition from the toolbar.

2.    Search for an organization unit and double-click it or highlight it and click Select Org Unit.
The Organizational Unit Maintenance General Parameters screen displays.

3.    From the Subsystem Parameters task category, click Line Status Defaults.
The Organizational Unit Maintenance Line Status Defaults for New Orders screen displays, as shown below.
line_status.png

4.    Select the appropriate options from the drop-downs.
The option selected will dictate the line status of the product within the subsystem.

·            Active – Financials will be associated with the order. The customer has indicated a firm commitment to purchasing the product.

·            Proforma – No financials will be associated with the order. The customer has indicated an intent to purchase, but no commitment is associated with this action.

Note.pngWhen the default line status is "Active" and the unit price is updated to say $10.00 for the product having a price of zero, the line status changes from "Proforma" to "Active."

5.    In the Default Status for Web Bill Me section, perform the following:

a.    If necessary, select the Purchase Order Required checkbox.

b.    Select the Order Status for Bill-Me Orders from the drop-down.

6.    Click Save.

Screen Element

Description

Default Membership Status

Drop-down. Select the default membership product line status. For example, Active or Proforma.

Default Sub Status

Drop-down. Select the default subscription product line status. For example, Active or Proforma.

Default Meeting Status

Drop-down. Select the default meeting product line status. For example, Active or Proforma.

 

When set to “Proforma,” an order created for a partially waitlisted quantity will have a line status for the available quantity of “P” and a line status for the waitlisted quantity of “W” with a line status reason code of “PROWAIT” (waitlisted proforma). The MTG900 process will ignore this waitlisted line since it is a byproduct of a proforma order.

Default Inventory Status

Drop-down. Select the default inventory product line status. For example, Active or Proforma.

 

When set to “Proforma,” an order created for a partially backordered quantity will have a line status for the available quantity of “P” and a line status for the backordered quantity of “B” with a line status reason code of “PROBACK” (backordered proforma). The INV635 process will ignore this backordererd line since it is a byproduct of a proforma order.

Default Exhibition Status

Drop-down. Select the default exhibition product line status. For example, Active or Proforma.

Default Certification Status

Drop-down. Select the default certification product line status. For example, Active or Proforma.

Default Fundraising Status

Drop-down. Select the default fundraising product line status. For example, Active or Proforma.

Default Facility Status

Drop-down. Select the default facility product line status. For example, Active or Proforma.

Default Misc Status

Drop-down. Select the default miscellaneous product line status. For example, Active or Proforma.

Default Advertising Status

Drop-down. Select the default advertising product line status. For example, Active or Proforma.

Electronic Content Delivery

Drop-down. Select the default electronic content delivery status. For example, Active or Proforma.

Default Package Status

Drop-down. Select the default package product line status. For example, Active or Proforma.

Default Status for Web Bill Me

Purchase Order Required

Checkbox. When selected, indicates a purchase order is required for all Web transactions for this organization unit.

Order Status for Bill-Me Orders

Drop-down. The default status of the order when a customer purchases a product over the Web. For example, Active, Proforma, or Active with Purchase Order.