Creating Custom OE Views

Use the User Defined Order Entry Views screen to display standard views and create custom views for order entry Body screens. Although you cannot edit standard views, you can copy and rename them. You can then edit the copied views to create custom views. You can also build custom views. If a custom view becomes obsolete, you can delete it.

Order entry views use standard view elements and user-defined view elements. By default, the system assigns two required view elements to OE views: QUANTITY and PRODUCT.DESC. These elements must be included in all views to show item quantity and item descriptions on all orders.

After you create custom views, you can assign them to users or use them to create custom OE view templates.

Due to the nature of the Eclipse display, views for use in Eterm can only be 78 characters wide. You can however build views that are greater than 78 characters wide for use in Solar Eclipse.

Use the following procedures to:

Create a custom order entry view.
Copy a view to create a custom order entry view.
Delete a custom order entry view.

To create a custom order entry view:

Display the User Defined Order Entry Views screen in one of the following ways:

From the System > System Programming > User Defined Functions menu, select User Defined OE Views.
From the Tools > User Defined Documents menu, select User Defined OE Views.

In the View ID field, enter an ID for the new order entry view. The ID can be up to 20 characters.

The system prompts you to confirm that this is a new ID.

In the Description field, enter an informative description of the view. The description can be up to 45 characters.

This description displays in the list of available views on the order entry screen.

In the Order Type field, press F10 and select whether the view applies to sales, purchase, or transfer order entry.
In the Alt Desc field, indicate whether to display the alternate product description when this view is used. The default value is N.

Y – Displays the alternate product description.
N – Displays the primary product description.

In the View Element field, by default, the system assigns two required elements to all order entry views: QUANTITY and PRODUCT.DESC. Do the following, as needed:

You can change the value in the Col Heading field for QUANTITY. For example, you can name it Item Quantity.
You can change the values in the Col Heading and Wdth fields for PRODUCT.DESC. For example, you can name it Prod Description.

On the next blank line in the View Element column, press F10 to display a list of order view elements and select the next one to display in the view.

The system populates the Col Heading, Wdth, Conv, Dcml, Just, Ovrd, Mult, Upd, and Neg fields, based on the dictionary item definition.

Edit the fields as needed, using the following guidelines:

Field	Guidelines for Editing
Col Heading	A column heading can only be as long as the field width.
Wdth	The width of the column in character spaces. Change the width if necessary. As you build the view, the system tracks and displays the current view width in the Total Width field, including space for column separators. The total number of character spaces available for a view in Eterm is 78. However, you can create views that are wider that 78 characters for viewing in Solar Eclipse. If the width is larger than 78, the Display In field in the screen header displays Solar Only. Any views that is 78 characters or less can be viewed in both Eterm and Solar Eclipse environments.
Conv	Indicates whether a pick output conversion code, which determines the display or report format of the data if the data in this column is numerical, is defined.
Dcml	The number of decimal places to display, if the field is numeric.
Just	Enter R or L to change the justification of the data in the column to the right or left. Right justify dates and numbers.
Ovrd	Indicate whether to reserve one character of the column width for displaying an override asterisk (*). Y – One character of the column width is reserved for displaying an override asterisk. The designated view column displays an asterisk when overridden. N – Override asterisks never display.
Mult	Indicates whether the column is multi-valued.
Upd	Indicates whether a user can update this column when using this view in order entry. You can only change Y values to N.
Neg	Indicates whether to allow negative numbers. You can set this field to Y only if R justification is selected.

Use the Preview hot key to see the view you have defined.

You can only preview views that are 78 characters or less.

Repeat steps 7 and 8 to add additional elements to the view.
Press Esc to save the view.

To copy a view to create a custom order entry view:

Display the User Defined Order Entry Views screen in one of the following ways:

From the System > System Programming > User Defined Functions menu, select User Defined OE Views.
From the Tools > User Defined Documents menu, select User Defined OE Views.

In the View ID field, enter an ID to display the view you want to copy.
Use the Copy hot key to display the following prompt: Enter New ID.
At the prompt, enter the new ID. The ID can be up to 20 characters.

The dictionary items from the copied view populate the screen.

Edit the view as needed.

Use Alt-Insert and Alt-Delete to insert and delete lines.
Follow the guidelines described in step 8 in the previous task for editing fields.

Press Esc to save the view.

To delete a custom order entry view:

Display the User Defined Order Entry Views screen in one of the following ways:

From the System > System Programming > User Defined Functions menu, select User Defined OE Views.
From the Tools > User Defined Documents menu, select User Defined OE Views.

In the View ID field, press F10 and select the view to delete.
Use the Del hot key. At the prompt, type delete and press Enter.