Edit Line Status Defaults

To edit line status defaults for new orders:

1. From the Order Subsystem Parameters section on the Organization Unit Settings page, select Line Status Defaults.
   The Edit Line Status Defaults  page will display, as shown below.
   
2. In the Default Line Statuses for New Orders section, select the appropriate options from the top-downs.
   The option selected will dictate the line status of the product within the subsystem.
   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 an intent to purchase, but no commitment is associated with this action.
3. In the Default Line Statuses for Bill Me Orders through eBusiness section, perform the following:
   1. Select YES or NO for Purchase Order Required.
   2. Select the Order Line Status from the drop-down. All selections in this drop-down result in an Active status.
4. Click Save.

Screen Element	Description
Membership	Drop-down. Select the default membership product line status. For example, Active or Proforma.
Subscription	Drop-down. Select the default subscription product line status. For example, Active or Proforma.
Meeting	Drop-down. Select the default meeting product line status. For example, Active or Proforma. When set to “Proforma,” an order created for a partially waitlisted quantity will have a line status for the available quantity of “P” and a line status for the waitlisted quantity of “W” with a line status reason code of “PROWAIT” (waitlisted proforma). The MTG900 process will ignore this waitlisted line since it is a byproduct of a proforma order.
Inventory	Drop-down. Select the default inventory product line status. For example, Active or Proforma. When set to “Proforma,” an order created for a partially backordered quantity will have a line status for the available quantity of “P” and a line status for the backordered quantity of “B” with a line status reason code of “PROBACK” (backordered proforma). The INV635 process will ignore this backordererd line since it is a byproduct of a proforma order.
Exhibition	Drop-down. Select the default exhibition product line status. For example, Active or Proforma.
Certification	Drop-down. Select the default certification product line status. For example, Active or Proforma.
Fundraising	Drop-down. Select the default fundraising product line status. For example, Active or Proforma.
Facility	Drop-down. Select the default facility product line status. For example, Active or Proforma.
Package	Drop-down. Select the default package product line status. For example, Active or Proforma.
Advertising	Drop-down. Select the default advertising product line status. For example, Active or Proforma. As an advertising best practice, you want advertising order lines to default to a status of "Active".
Digital Content Delivery	Drop-down. Select the default digital content delivery status. For example, Active or Proforma.
Miscellaneous	Drop-down. Select the default miscellaneous product line status. For example, Active or Proforma.
Default Line Statuses for Bill Me Orders through eBusiness
Purchase Order Required	Toggle. When set to YES, indicates a purchase order is required for all Web transactions for this organization unit.
Order Line Status	Drop-down. The default status of the order when a customer purchases a product over the Web. For example, Active, Proforma, or Active with Purchase Order. Values in the drop-down are populated based on the fixed codes defined for the APP "DEFAULT_BILL_ME_STATUS" system type.