Default Customer Type for Orders, Quotes, and BidPro Estimates - System Option

X>Utilities>System Options>System Wide>Orders/Quotes/BidPro Estimates

Category-Default Values

Type- Can be Global, Assigned or User

Select the Customer Type normally used on customer orders.  Customer Types are set in  Order Entry>Utilities>Set Up>Customer Type .   The Customer Type may be changed on the customer order.  If a customer name is exported from the customer list, the Customer Type exported will override the default Customer Type entered here. A customer type is required on all orders because customer type is a criteria on many RFMS reports.