Creating Custom OE Views

Use the Order Entry View Maintenance window to create custom views for order entry body windows.

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.

Once you have created 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 Order Entry View Maintenance window 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 or select New to display the following prompt: Enter New ID.
At the prompt, enter an ID for the new order entry view and click OK. The ID can be up to 20 characters.
In the Mode field, select whether the view applies to sales, purchase, or transfer order entry.
In the Description field, enter a description of the view, using up to 40 characters.

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

To display the alternate product description when this view is used, select the Alternate Description option. Otherwise, the system displays the primary product description.
By default, the system assigns two required view elements to all order entry views: QUANTITY and PRODUCT.DESC.

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

In the Columns area of the window, select an order view element and click the Add button to add it to the view.

The system populates the Update Allowed, Multi-Lined, Override Allowed, Heading, Width, Decimal Places, Conversion, Justification, and Negative fields, based on the dictionary item definition.

Edit the fields in the Column Options area of the window as needed, using the following guidelines:

Field	Guidelines for Editing
Update Allowed	Select this option if a user can update this field when using this view in order entry.
Heading	The column heading for this field. A column heading can only be as long as the field width.
Prevent Focus	Select if you want those field marked with Update Allowed to prevent the cursor from jumping to that field when using the Enter key. You can make it so you can quickly enter products on the order by entering a quantity, then the product, and when you press Enter, the focus moves to the next line instead of moving through all the fields. You can go back and edit the skipped fields, if needed.
Multi-Lined	Select this option if the column is multi-valued.
Override Allowed	Select this option to reserve one character of the column width for displaying an override asterisk (*). The designated view column displays an asterisk when overridden. Otherwise, override asterisks never display.
Width	The width of the column in character spaces. Change the width as needed. 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 is 78. If the width is larger than 78, the Display In field in the status bar of the screen displays Solar. Any views that is 78 characters or less can be viewed in both Eterm and Solar Eclipse environments.
Conversion	The pick output conversion code, which determines the display or report format of the data, if the data in this column is numerical.
Decimal Places	The number of decimal places to display, if the field is numeric.
Justification	Enter R or L to change the justification of the data in the column to the right or left. Right justify dates and numbers.
Negative	Select this option to allow negative numbers. You can only select this option for right justified fields.

Repeat steps 7 and 8 to add additional dictionary items to the view.
Save the view and exit the window.

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

Display the Order Entry View Maintenance window 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, select or enter the ID of the view to copy.
From the File menu, select Copy.
At the prompt, enter the ID of the new view.

The dictionary items from the copied view populate the window for the new ID.

Edit the new view as needed.
Save the view and exit the window.

To delete a custom order entry view:

Display the User Defined Order Entry Views window 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, select the view to delete.
From the File menu, select Delete.

The system displays the following prompt: Are you sure you want to delete this from all user profiles?

At the prompt, select Yes.