Specify sales order item defaults

Article • 4/27/2026 • 3 min read

Use the Sales (CSSALE) page to specify the Sales Order (SO) item defaults.

To specify the SO item defaults:

  1. Open the Sales (CSSALE) page.
  2. Click the Miscellaneous tab.
  3. In the Sales Order Item Defaults area, specify the defaults for the SO line items:

    • Ship Item: Select this checkbox if the line item is available to be selected for a shipper.

    • Split Ship: Select this checkbox to enable splitting the line item quantity into multiple, partial shipments.

    • Print Memo: Select this checkbox to print the memo of the line item on the sales order document.

    • Ship Early: Select this checkbox to allow the shipment of the line item before its due date.

    • Update Delivery Commitment with Modified Ship Date:
      i. select this checkbox to modify the Delivery Commitment field in the Items tab of the Sales Orders (SO) page as follows:

      • When you add a new line item and change the date or text in the Delivery Commitment field before saving, the Ship Date value is inserted at the beginning, and the entered text is retained.
      • When you edit the Ship Date on the Items tab, the date at the beginning of the Delivery Commitment field is overwritten with the new value, and all other text entered is retained.
        ii. Clear this checkbox to modify the Delivery Commitment field as follows:
      • By default, the Update Delivery Commitment with Modified Ship Date checkbox is cleared.
      • The Delivery Commitment field is never automatically updated.
      • When adding a line item, the Ship Date is added to the Delivery Commitment field. Changes to the text or date in the field during the add (before saving) are retained and not overwritten by the Ship Date.
      • When copying a line item, the Delivery Commitment text is not copied to the new line item.
      • When editing the Default Due Date field on the Customer Info tab, the Ship Date is set to the new default due date only on confirmation. The date at the beginning of the Delivery Commitment field is overwritten, but all other text is retained.
      • When copying a line item in the SO, the text in the Delivery Commitment field is copied to the new line item’s Delivery Commitment field, with the Ship Date inserted at the beginning of the field.

    • Update Ship Date When Shipper Is Shipped: Select this checkbox to set the Ship Date of the shipper created for the sales order to the date the shipper is confirmed.Clear this checkbox to leave the Ship Date as the date the shipper was created, even when the shipper is confirmed.

    • Note: By default, the Update Ship Date When Shipper Is Shipped check box is clear.

    • Default Unit of Measure (U/M):
      Select the default Unit of Measure for Sales Orders and Quotes from the dropdown. If a part has a Selling U/M different from its Inventory U/M, an additional dropdown appears in Sales Orders and Quotes, allowing you to switch between the Inventory U/M and any available Selling U/Ms.

      Note: By default, Selling U/M is configured in the Sales Setup [CSSALE]

    • Update the Unit Price Based On the Conversion Rate While Switching Between Inventory U/M and Selling U/M:
      Select this checkbox to automatically update the unit price proportionally based on the conversion rate defined in the Item Master [INV] when switching the U/Ms.

      Note: If this option is not selected, the system retrieves the Unit Price directly from the Item Master [INV]. Any active Price Schedule or Contract pricing continues to apply normally, regardless of this setting. Choose the setting that best suits your pricing requirements.

  4. On the toolbar, click Save.