To create a custom OE view template:An OE view template contains order entry views that have been grouped together by function. For example, the purchase order entry template contains order entry views for purchase orders, stock receipts, and purchasing inquiries. When you assign templates to users, they have access to all of the views in the templates. You can use standard templates or create custom templates.
Although you cannot edit standard OE view templates, you can copy and rename them. You can then edit the copied templates to create custom templates for groups of employees who need specific order entry information.
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.
Use the following procedures to:
To create a custom OE view template:
From the System > System Programming > User Defined Functions menu, select User Defined OE Views to display the User Defined Order Entry Views screen.
Use the Template hot key.
Select New and press Enter.
At the Enter New ID prompt, enter the new template ID. The ID can be up to 20 characters long.
At the prompt, enter a description of the template. The description can be up to 30 characters long.
The Edit OE View Template screen displays.
To add a view to the template, on a blank line in the View Element column, press F10 to display the list of views and select one.
Note: To delete a view, select the view and press Alt-Delete.
To designate an order entry view as the default for a new, open, or invoiced sales or direct order, in the Default field, press F10 to display the SOE, POE, and TOE order types, and select the default type of order for the designated view.
Press Esc to save the template.
Once created, user-defined order entry templates are available for use.
To copy a template to create a custom OE view template:
From the System > System Programming > User Defined Functions menu, select User Defined OE Views to display the User Defined Order Entry Views screen.
Use the Template hot key and select the template to copy.
The Edit OE View Template screen for the selected template displays.
Use the Copy hot key.
At the Enter New ID prompt, enter the ID of the new template to create.
The system creates a template with the new ID and the Defined Order Entry Views screen displays. This screen is blank.
In the View ID field, enter the new template name to display the OE View Template screen for the new template.
The system populates the screen with the views from the copied template.
In the Template Desc field, edit the copied description as needed.
Do any of the following to edit the views assigned to the template:
To remove an entry from the template, press Alt-Delete.
To insert a blank line, press Alt-Insert.
To add a view to a blank line, press F10 to display a list of views and select one.
Press Esc to save the new template.
See Also: