To assign order entry views and templates to a user:Use the OE View Selection screen to assign order entry views and templates to a user.
The sales, purchase, and transfer order entry Body screens display different columns of information, depending on the selected view. Views can show information such as unit or extended prices, product availability, shipping, or backorder details. Since not all views are appropriate for all users, assign each user the order entry (OE) views related to their job function.
OE view templates contain order entry views grouped together by function. For example, *POE.ALL contains all purchase order entry views. View IDs prefixed with an asterisk are OE view templates.
You can add custom OE views that are wider than 78 characters to a template for users who use Eterm, Solar Eclipse, or both. The users OE view selection list in Eterm includes only the views that are 78 characters or less. However, if the user is in Solar Eclipse, the user can select a view that is wider than 78 characters.
To assign order entry views and templates to a user:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.
In the User ID field, enter a user's ID to display the corresponding record.
Use the OE View hot key to display the OE View Selection screen, which lists the views and templates assigned to this user. The system prefixes template IDs with an asterisk (*).
Note: You must be assigned the USER.VIEW.SELECT authorization key to access this screen.
To assign a view or template, position the cursor on a blank line, press F10, and select a view or template from the list.
The system displays the view or template ID, order entry type, and description in the OE View Selection screen.
Use the Template hot key, as needed, to view or edit the views assigned to a template.
To designate an order entry view as the default for an order type, press F10 in the Dflt ID field and select one from the list. When the user enters the selected order type, this is the default view. This field applies only to views.
Repeat steps 4 and 5 to add additional views or templates to the user's profile.
Press Esc until the user record has been saved.
Note: A user to whom you have assigned a new view must log off the system and then log back on before being able to use the view.
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