When you select a Service Type within a Service Order, the system will check the Preference setting for that particular Service Type across all active vendors. It will try to find a single match; if it does it will automatically default that preferred vendor in the Service Order. You can override the defaulted value by performing a vendor search if necessary. The vendor defaulting will occur according to the logic below:
If there is one and only one Preferred vendor at the company level for the service type, and there are no Preferred vendors at the system level for the service type, default the Preferred vendor.
If there is one and only one Preferred vendor at the company level for the service type, and there is one and only one Preferred vendor at the system level for the service type, do not default a vendor.
If there is one and only one Preferred vendor at the company level for the service type, and there are two or more Preferred vendors at the system level for the service type, do not default a vendor.
If there are two or more Preferred vendors at the company level for the service type, regardless of how many are Preferred at the system level for the service type, do not default a vendor.
If there are no Preferred vendors at the company level for the service type, and there is one and only one Preferred vendor at the system level for the service type, default the Preferred vendor.
If there are no Preferred vendors at the company level for the service type, and there are two or more Preferred vendors at the system level for the service type, do not default a vendor.
If there are no Preferred vendors at the company level for the service type, and there are no Preferred vendors at the system level for the service type, do not default a vendor.