Save Default Values for Sales Order and Invoice Data Entry

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You can save default values for fields in Sales Order Entry and S/O Invoice Data Entry use during the current data entry session.

After saving default values for the current session, you can also save default values for future sessions. For Sales Order Entry, you can save default values for the Warehouse, Order Type, Print Order, Print Pick Sheet, Ship Via, and FOB fields for future sessions. For S/O Invoice Data Entry, you can save default values for the Warehouse, Print Invoices, Ship Via, and FOB fields for future sessions.

Default values are stored by user logon and workstation.

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

 

To save default values for Sales Order Entry

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

  2. Click Defaults.  

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

  2. Click OK. If you did not change the values of the Order Type, Warehouse, Print Order, Print Pick Sheet, Ship Via, or FOB fields, you are returned to the Sales Order Entry window.

  3. If you changed the values of the Order Type, Warehouse, Print Order, Print Pick Sheet, Ship Via, or FOB fields, a message appears asking if you want to save these values.

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

 

To save default values for Invoice Data Entry

  1. Select Sales Order Main menu > Invoice Data Entry.

  2. Click Defaults.

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

  4. Click OK. If you did not change the values of the Warehouse, Print Invoices, Ship Via, or FOB fields, you are returned to the S/O Invoice Data Entry window.

  5. If you changed the values of the Warehouse, Print Invoices, Ship Via, or FOB fields, a message appears asking if you want to save these values.

  6. If you want to save these values for future sessions, click Yes. The default values in the Next Invoice No., Invoice Date, Invoice Type, and Ship 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.