Dynamic Default Values in Custom Segments Example

You can use sourcing to create a dynamic default on a filtered segment. The steps in this example outline how you can set up a state to filter by city on a sales order. Then when you enter the city name on a sales order, the state fills in automatically.

To complete the steps in this example, you'll need to create custom segments. For more information, see Creating a Custom Segment.

Complete the following steps

1. Creating a Custom Segment Type that Determines the Dynamic Default Value.

2. Creating a Custom Segment Type that Displays the Dynamic Default Value.

3. Setting Dynamic Default Values.

4. Using the Segments on a Transaction Form.

General Notices