If your organization uses record types, you must select an appropriate set of custom picklist values on the Accounts object for each record type that you have.
This step is conditional. Not all organizations need to perform this task. Also, if you are upgrading from an earlier version of the application, some of these custom picklists may already be configured correctly.
The picklists to edit are as follows:
Key: X - You must set a default value for this picklist.
| Base Date 1-4 | ||
| Billing Method | ||
| Credit Status | X | Credit Allowed |
| Payment Method | ||
| Tax Country Code | ||
| Sales Tax Status | X | Taxable |
| Tax Calculation Method | X | Gross |
| Tax Status | X | Home |
To select a set of custom picklist values for a record type:
- From Setup, click Customize | Accounts | Record Types.
- Click the Record Type Label for the record type that you want to manage. The resulting page displays all the custom and standard picklist values for the Accounts object.
- Click Edit next to one of the picklists to customize its values. Any changes you make to picklist values will only apply to the selected record type.
- Choose a value from the Available Values list and add it to the Selected Values list to include that value in the selected record type. Users will be able to choose from the list of selected values when creating and editing records of this record type.
- Select a default for the picklist in this record type. You must set a default for those picklists marked with X in the previous table.
- Click Save.
- Repeat for all other picklists and for all other record types.
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