You can edit order entry (OE) view templates to make them match an individual's job functions.
For example, if an employee who is responsible for entering and checking on orders does not need the Audit Pricing view for sales order entry, you can edit the *SOE.ALL template to remove the Audit Pricing view for this employee.
Standard OE view templates are not editable. To create your own templates for groups of employees, copy and rename a standard OE view template and then edit it.
To edit OE view templates:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User ID field, enter a user's ID to display the corresponding record.
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. The system indicates template IDs with a check mark in the Template column.
Note: You must be assigned the USER.VIEW.SELECT authorization key to access this window.
Select the template to edit.
The system displays the views assigned to the template in the Template area of the window.
Do any of the following to edit the template:
To add a view to the template, position the cursor on a blank line in the View column of the Template area and select a view from the list. The system displays the ID and description. Check the order types to which the view applies.
To remove a view from the template, select the view and press Alt+Delete.
To change the template description, select Change Description from the Template menu. At the prompt, enter the new template description.
To delete a template, position the cursor on the ID and then select Delete from the Template menu. The system prompts you to confirm the deletion.
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
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.
See Also:
Assigning Order Entry Views and Templates to Users