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Save Default Values for Purchase Order Data Entries

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You can save default values for fields in Purchase Order Entry, Receipt of Goods Entry, Receipt of Invoice Entry, and Material Requisition Issue Entry during the current data entry session.

After saving default values for the current session, you can also save default values for future sessions.

  • For Purchase Order Entry, you can save default values for the Next Order No., Warehouse, Order Type, Print Purchase Order, Ship-To Address, Ship Via, and FOB fields for future sessions.

  • For Receipt of Goods Entry, you can save default values for the Next Receipt Number, Warehouse, Ship-To Address, Ship Via, and FOB fields for future sessions.

  • For Receipt of Invoice Entry, you can save default values for the Next Receipt Number and Next Invoice Number fields for current sessions.

  • For Material Requisition Issue Entry, you can save default values for the Next Issue Number, Ship-To Address, Warehouse, Ship Via, and FOB fields for future sessions.

  • For Return of Goods Entry, you can save default values for the Next Return Number, Ship-To Address, Warehouse, Print Return Order, Ship Via, and FOB fields for future sessions.

Default values are stored by user logon or workstation with the exception of the next order number and next receipt number.

Use one, all, or a combination of the following methods to save default values:

 

To save the default values for Purchase Order Entry

  1. Select Purchase Order Main menu > Purchase Order Entry.

  2. Click Defaults.

  3. In the Default Values for Purchase Order Entry window, enter the information to save as default values in the Purchase Order Entry window. For more information, see Default Values for Purchase Order Entry – Fields.

  4. Click OK. If you did not change the values of the Order Type, Ship-To Address, Warehouse, Print Purchase Order, Ship Via, or FOB fields, you are returned to the Purchase Order Entry window.

  5. If you changed the values of the Order Type, Ship-To Address, Warehouse, Print Purchase Order, Ship Via, or FOB fields, a message appears prompting you to save these values.

  6. To save these values for future sessions, click Yes. The default values in the Order Date and Required Date fields are not saved for future sessions. If you do not want to save these values for future sessions, click No.

 

To save the default values for Receipt of Goods Entry

  1. Select Purchase Order Main menu > Receipt of Goods Entry.

  2. Click Defaults.

  3. In the Default Values for Receipt of Goods Entry window, enter the information to save as default values in the Receipt of Goods Entry window. For more information, see Default Values for Receipt of Goods Entry – Fields.

  4. Click OK. If you did not change the values of the Ship-To Address, Warehouse, Ship Via, or FOB fields, you are returned to the Receipt of Goods Entry window.

  5. If you changed the values of the Ship-To Address, Warehouse, Ship Via, or FOB fields, a message appears prompting you to save these values.

  6. To save these values for future sessions, click Yes. The default values in the Receipt Date and Required Date fields are not saved for future sessions. If you do not want to save these values for future sessions, click No.

 

To save the default values for Receipt of Invoice Entry

  1. Select Purchase Order Main menu > Receipt of Invoice Entry.

  2. Click Defaults.

  3. In the Default Values for Receipt of Invoice Entry window, enter the information to save as default values in the Receipt of Invoice Entry window. For more information, see Default Values for Receipt of Invoice Entry – Fields.

  4. Click OK. You are returned to the Receipt of Invoice Entry window.

 

To save the default values for Material Requisition Issue Entry

  1. Select Purchase Order Mat. Req/Return menu > Material Requisition Issue Entry.

  2. Click Defaults.

  3. In the Default Values for Material Requisition Issue Entry window, enter the information to save as default values in the Material Requisition Issue Entry window. For more information, see Default Values for Material Requisition Issue Entry - Fields.

  4. Click OK. If you did not change the values of the Ship-To Address, Warehouse, Ship Via, or FOB fields, you are returned to the Material Requisition Issue Entry window.

  5. If you changed the values of the Ship-To Address, Warehouse, Ship Via, or FOB fields, a message appears prompting you to save these values.

  6. To save these values for future sessions, click Yes. The default values in the Issue Date and Required Date fields are not saved for future sessions. If you do not want to save these values for future sessions, click No.

 

To save the default values for Return of Goods Entry

  1. Select Purchase Order Mat. Req/Return menu > Return of Goods Entry.

  2. Click Defaults.

  3. In the Default Values for Return of Goods Entry window, enter the information to save as default values in the Return of Goods Entry window. For more information, see Default Values for Return of Goods Entry - Fields.

  4. Click OK. If you did not change the values of the Ship-To Address, Warehouse, Print Return Order, Ship Via, or FOB fields, you are returned to the Return of Goods Entry window.

  5. If you changed the values of the Ship-To Address, Warehouse, Print Return Order, Ship Via, or FOB fields, a message appears prompting you to save these values.

  6. To save these values for future sessions, click Yes. The default values in the Return Date and Required Date fields are not saved for future sessions. If you do not want to save these values for future sessions, click No.

Default values are saved for the current data entry session, or for the current and future data entry sessions.

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