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.
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.
Because not all views are appropriate for all users, assign each user the order entry views related to their job function.
To assign order entry views and templates to a user:
From the Maintenance menu, select Order Entry Views to display the Order Entry View Selection window, which lists the views and templates assigned to this user.
Note: You must be assigned the USER.VIEW.SELECT authorization key to access this window.
To assign a view or template, position the cursor in a blank line in the View column of the View area, and select a view or template from the list. Template IDs display at the top of the list with a check mark in the Template box.
The system displays the view or template ID, along with a check mark for the order type to which the view applies, in the Order Entry View Selection window.
If you select a template, the system displays the views assigned to that template in the Template area of the window.
You can edit the views assigned to a template, as needed.
To designate an order entry view as the default for an order type, select one of the following order types in the Default field. When the user enters the selected order type, this is the default view. This field applies only to views.
NDOE - New Direct OE
NSOE - New Sales OE
IDOE - Invoiced Direct OE
ISOE - Invoiced Sales OE
ODOE - Open Direct OE
OSOE - Open Sales OE
Repeat steps 2 through 4 to add additional views or templates to the user's profile.
Click OK to save this information and return to the User Maintenance window.
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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