Working with defaults
You can define default values for coordinators/tradespeople, based on the default settings for the Trade or for Order group business objects.
Settings concerning preferred or default tradespeople and coordinators per property, trade or order group can be created in Default assignments.
*For more information refer to Basic Data > Default settings.
In orders, when adding or modifying orders, default internal/external coordinator/tradesperson field values are searched in the following sequence:
1. If no default value is available for the Service company field, the default defined for the asset is used.
2. If the 1, Trade / Order group option is selected, the default settings are assigned in the following order, depending on the availability of the default values in the business object combinations:
3. If the 2, Order group/Trade option is selected, the default settings are assigned in the following order, depending on the availability of the default values of the business object combinations: