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What Criteria Takes Precedence on Defaults?

  • Updated
Below are several lists that show what criteria causes a specific default (or instruction) to set over another. 
For example: Take the below default requirements in the red box: 
Screen_Shot_2021-10-13_at_10.37.29_AM.png
One has a client and category, the other has a category and priority. 
If a work order is created with the following criteria: 
  • Client = Pitstop
  • Category = Elevator
  • Priority = Emergency

The vendor invoice that is created on that work order will default to the Signoff and Photo Required requirement based off of the Client & Vendor Billing Requirements precedence.
Category and Priority combined are higher on the list than Category and Client combined. 

With that being said, if you wanted the Standard Requirements to default, you would need a default for that requirement, with Client == Pitstop, Category == Elevator and Priority == Emergency: Screen_Shot_2021-10-13_at_10.45.58_AM.png

 

Client & Vendor Billing Requirements:
  1. Category
  2. Category Problem
  3. Priority
  4. Facility
  5. WO Class
  6. Client
Vendor Assignment:
  1. Facility
  2. Brand
  3. Category
  4. Category Problem
  5. Priority
  6. Responsible Party
  7. Severity
  8. WO Class
  9. District
  10. Region
  11. Zones
  12. After Hours
  13. Facility State
  14. Country
User Assignments:
  1. Facility
  2. Client
  3. Category
  4. Department
  5. Division
  6. WO Class
  7. District
  8. Region
  9. Top Performing Facility
  10. After Hours
  11. Facility State
  12. Facility Country
Vendor NTE:
  1. Facility ID
  2. Client
  3. Provider (Vendor/Assignable User)
  4. Category Problem
  5. Category
  6. Priority
  7. Class
  8. District
  9. Region
  10. Center
Client NTE:
  1. Facility
  2. Client
  3. Category Problem
  4. Priority
  5. Class
  6. District
  7. Region
  8. Center
Priorities:
  1. Facility
  2. Category
  3. Category Problem
  4. WO Class
  5. District
  6. Region
  7. Top Performing Facility
  8. Facility State
  9. Facility Country
Tax Defaults:
  1. Client
  2. Facility
  3. Category
  4. WO Class
  5. Postal Code
  6. Product
  7. Product Classification
  8. City
  9. State
  10. Country
Assignment Instructions (both types):
  1. Facility
  2. Brand
  3. Client
  4. Assigned Role Type
  5. Program
  6. Category
  7. Category Problem
  8. Priority
  9. Severity
  10. WO Class
  11. District
  12. Region
  13. Department
  14. Division
  15. State
Work Order Instructions (both kinds):
  1. Facility
  2. Brand
  3. Client
  4. Program
  5. Category
  6. Category Problem
  7. Priority
  8. Severity
  9. WO Class
  10. District
  11. Region
  12. Department
  13. Division
  14. State
Vendor Business Requirements:
  1. Category
  2. Category Problem
  3. Priority
  4. Severity
  5. Facility
  6. Region
  7. District
  8. WO Class
  9. Service Provider
  10. Role of Provider (i.e. technician$, vendor, subcontractor employee, internal employee)
Client Product Pricings:
  1. Product
  2. Product Classification
  3. Facility
  4. ClientRole
  5. Category
  6. Priority
  7. WO Class
  8. Brand
  9. Department
  10. Division
  11. Zone
  12. District
  13. Region
  14. City
  15. State
  16. County
  17. Line Item Amount Minimum
Vendor Product Pricings:
  1. Product
  2. Product Classification
  3. Facility
  4. Vendor Role (Payable Role)
  5. Category
  6. Priority
  7. WO Class
  8. Brand
  9. Client (Billable Role)
  10. Department
  11. Division
  12. Zone
  13. District
  14. Region
  15. City
  16. State
  17. County
  18. Line Item Amount Minimum