To define order status defaults
- From Orders, select Set up module to open the Set up module window.
- Click Order Staging to open the Order Status Defaults window.
- Click Edit.
- Enable the default options for each order type category.
- Enter the order type to which you want pro forma orders to convert in the Convert to Order Type field.
- Enable any other default order status options.
- (Optional) Enter the Default Order Type.
- Click Save.