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To define order status defaults

  1. From Orders, select Set up module to open the Set up module window.
  2. Click Order Staging to open the Order Status Defaults window.
  3. Click Edit.
  4. Enable the default options for each order type category.
  5. Enter the order type to which you want pro forma orders to convert in the Convert to Order Type field.
  6. Enable any other default order status options.
  7. (Optional) Enter the Default Order Type.
  8. Click Save.

See Also

Defining Order Status Defaults

Order Status Defaults window


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