Set Default Value in Epicor®
One of the most common requests we get from customers is how to set a default value on a field in Epicor®. Below is a simple example of how to set the default value on a customer field called Source. This process is fairly simple and works for almost any field.
In my example the source field is a user-defined field in the customer table called Character10. Prior to this example I setup user codes and tied the user codes to this field.
To set a default value, you use a BPM. Open Epicor® and navigate to System Management -> Business Process Management -> Setup -> Method Directives
1. Choose Customer from the business object drop down and type GetNew in the method name box. Choose GetNewCustomer from the search results
![BPM search](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerSearchBPM.png)
2. After selecting that method your screen should look like this:
![Customer BPM view](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerBPM.png)
3. Next enter Default Source in the directive name box, and Customer in the group box. The group allows you to easily find and group together BPMs.
![Customer BPM setup](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerBPMSetup.png)
4. Next click on Actions, then click the new icon. Next choose “set the specified field of the changed row to the specified expression” from the User Text drop down list.
![Customer BPM view](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerBPM-Step4.png)
5. Click on “specified” to choose the field you want to change. Choose ttCustomer from the table list then click the check box next to Character10 and click OK.
![Customer BPM view](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerBPM-Step5.png)
6. Next click specific and enter the default value.
![Customer BPM](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerBPM-Step6.png)
7. Now your actions screen should look like the following. Click Ok.
![Customer BPM view](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerBPM-Step7.png)
8. The BPM screen should look like the following. Check the enabled box and click save. Next time you create a new customer record you will see the default value in the Character10 field.
![Customer BPM view](http://cdn2.hubspot.net/hubfs/2488049/Imported_Blog_Media/CustomerBPM-Step8.png)
Wrap Up
If you’d like more help with Epicor®, please contact us today! Datix knows ERP inside and out.