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E1: 42: Basic and Advanced Preference Profile Overview and Setup (Doc ID 1665439.1)

Last updated on JANUARY 31, 2024

Why Use Preferences? Preference Profiles are used to override default information for specific sales order detail lines based on specific customer/customer group and item/item group combinations. They override information defaulted from the F4101, F4102, F03012, and/or Data Dictionary. Preferences are best used when there are consistent business requirements that differ from the default values for the Sales Order Management system.

Advanced Preferences were developed to provide the capability of preference functionality to work with complex Item Groups and complex Customer Groups. Many find the setup for Advanced Preferences to be more intuitive and familiar since it is the same interface the one used in Advanced Pricing.

Basic and Advanced Preferences can be used together. When preferences are resolved the Advanced Preferences will be resolved first then the Basic Preferences will be resolved.

At the same time, the system will not let Basic Preference override the already resolved Advanced Preference values by not executing the related/corresponding basic preferences.

Only one field/value is defaulted either from Advanced Preference or Basic Preference, but not by both.

Use of preferences is not currently supported in Procurement (System 43). Note: The exception to this rule are Receiving (21) and Shipping (22) preferences which are only resolved when Warehouse Control check box is activated in the Branch/Plant Constants (P41001).

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