Entry default settings
On the Entry Defaults page in Sales Order Entry, Purchase Order Entry, Transfer Entry, and Vendor Invoice Center Entry, you can specify the default settings that are displayed when you first access the function.
Depending on the order entry function, you can specify these types of settings:
- Default settings for order and line fields, such as warehouse, order mode, and line type
- Work flow preferences
You can also determine if information is displayed and if features are enabled.
To access the Entry Defaults page, Yes must be selected for the Allow User to Change Entry Layout option on your SA Operator Setup record.
Entry default setting levels
Depending on these factors, you can load or save default entry settings at the user, profile, or company level.
- Save/Load Web Settings on your SA Operator Setup record
- Hierarchy of personalization types
You can also select Current or Other to indicate the type of user or profile you want to load or save. If you select Current, you can load or save the entry default settings for the current user, which is you, or profile. If you select Other, you can specify the user or profile to load or save.
To change the entry defaults settings that are currently applied to your UI, you do not have to load the settings. After you make the changes, click to save the settings to your user record. Optionally, click to save the settings at the selected user, profile, or company level. All settings are saved in bulk. If a single setting is changed and saved, all of the settings are saved to the database table.
Changes at the profile or company level affect other users that use the same level, unless they have saved settings at their personal level. User settings always take precedence over profile and company settings.
We recommend that you use these options when you first define entry default settings:
Set up the profile and company settings before your users have modified and saved them to their personal settings.