Setting the Line Status Default for Inventory Products

Setting the Line Status Default for Inventory Products

1. Using the System Administrator Persona, from the ribbon in Personify, select System Admin > Organization Structure > Organization Unit Definition.  The Organization Unit Maintenance screen will display.

2. Click Search and Select the organization/organization unit.  The Organizational Unit Maintenance | General System Parameters screen displays.

3. Click on the Subsystem Parameters screen task category, then Line Status Defaults.  The Organizational Unit Maintenance | Line Status Defaults for New Orders screen will display.

4. From the Default Line Status for New Orders section, select one of the following from the drop down.
1. Active:  Financials will be associated with the order.  The customer has indicated a firm commitment to purchasing the product.
2. Proforma:  No financials will be associated with the order.  The customer has indicated intent to purchase, but no financial commitment is associated with this action.

5. Save  any changes made.