Navigation: From the Setup Entry menu, select the System Settings button. Then click the Defaults – W/O tab.
Here you will set rules within the system that have to do with your workorder screen. Read through each line and check the box for the rules you would like to set. You can accomplish things like requiring that a Referred by is selected for every new customer, or setting a rule to tax items after discounts have been applied. You do not need to exit AutoFluent for the changes on this tab to take effect.
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