After roles are created you then can assign standard Order Entry Views (OE Views) to job roles. This lets you take advantage of the standard views used in order entry or user-defined views you have created limiting the job role user's view within the Sales Order Entry process. Additionally, you can assign template views you have created for users.
Note: Changes in Role Maintenance for OE Views are pushed back to the OE Maintenance window.
To assign OE views to job roles:
From the System > System Files > User Control menu, select Role Maintenance to display the Role Maintenance window.
Display the job role you want to add an OE view to.
Click the Assign OE Views pane.
This process works the same way as standard Order Entry Views (OE Views).
In the View area in the View field, select which view you want to assign to this job role.
The system populates the Template area with the available views for the selected view with all possible views selected for the user. Templates are validated against the standard Order Entry Views (OE Views).
In the Template area, deselect any column views you want to eliminate from the assignment.
Templates display as view-only, if that template is view-only in the standard Order Entry Views (OE Views).
Save your changes and exit the window.
The user will need to log off and back on to see the new views assigned.