Order Defaults: Difference between revisions
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'''Note''': The User Groups dropdown is used to "Enable" the selected defaults for the customer. Initially on creation, a default set will have No User Groups Set against it, meaning that the set of defaults will not be used in the order entry page. To enable a set for use, the user should set the User Groups that these defaults should be used for when the relevant customer is selected. | '''Note''': The User Groups dropdown is used to "Enable" the selected defaults for the customer. Initially on creation, a default set will have No User Groups Set against it, meaning that the set of defaults will not be used in the order entry page. To enable a set for use, the user should set the User Groups that these defaults should be used for when the relevant customer is selected. | ||
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Latest revision as of 13:59, 5 August 2024
The Order Defaults maintenance page allows the user to create "sets" of default settings per customer for the Order Entry page in section 3.1
Initially the user can select a Customer they wish to create the defaults for, and enter a description for the set of Order Defaults:
Once the defaults have been created or the user has selected an existing customer from the drop-down list and selected the required Description (set) the parameters will be displayed for maintenance:
Note: The User Groups dropdown is used to "Enable" the selected defaults for the customer. Initially on creation, a default set will have No User Groups Set against it, meaning that the set of defaults will not be used in the order entry page. To enable a set for use, the user should set the User Groups that these defaults should be used for when the relevant customer is selected.
