Editing Custom OE Views

Edit a custom order entry view when you need to change the data or format of the data displayed in the view.

Custom order entry views are version-controlled. After you update a view, the system opens the view record to your user ID. You can then accept, revise, or undo your changes. Once you are satisfied with the changes you made, close the view record. The system maintains a log of each new version of the view and who made the changes.

To edit a custom OE view:

  1. Display the Order Entry View Maintenance window in one of the following ways:

  1. In the View ID field, enter the ID of the order entry view to edit.

  2. Edit the view elements as needed.

See Creating Custom OE Views for field descriptions.

  1. Save the updated view and exit the window.

The system displays the Program Change Log Entry window, whichshows the name of the file and view updated, along with your user ID, the current date and time, and the view's version number incremented by one.  

  1. Complete the window as follows:

Though not displayed, the updated order entry view is now open to your user ID. Other users can view the record, but they cannot edit the record until you close it.

  1. Display the updated order entry view record again.

The window shows that it is open to your user ID and displays the new version number followed by a modification number. Each time you modify the view while it is open to your user ID, the system increments the modification number.

  1. Do one of the following:

Undo Ver # 14 for OE.VIEWS~BBGUN1 (Y/N) : N

SelectYesto undo the changes you made in the new version or selectNoto exit the prompt.

Undo OE.VIEWS~BBGUN1 - Ver#14/Mod#14[2]/Nothing ? (V/M/N) : N

SelectVersionto undo all of the changes in the new version, selectModificationto undo only the most recent modification in the new version, or selectNoneto exit the prompt. When you undo a complete version, the view record is no longer open to your user ID.

See Also:

Order Entry Views Maintenance Overview

Assigning Order Entry Views and Templates to Users