Order Defaults

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Revision as of 13:59, 5 August 2024 by Anw (talk | contribs) (Categorisation)
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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:

TMS-ORDDEF-6.png

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:

TMS-ORDDEF-7.png

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.