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 revise or undo your changes. After 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 User Defined Order Entry Views screen 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. Press Esc to save the updated view and display the Program Change Log Entry screen.

This screen displays 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 screen 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 screen 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:

The system displays a blank User Defined Order Entry views screen; it does not display the Program Change Log Entry screen again. When you display the updated view again, note that the modification number following the version number is incremented by one. This indicates the number of modifications you have made to this screen while it has been open to your user ID.

The system releases the displayed view from its open status and makes an entry in the change log for this new version of the view. Use the Log hot key to view the log entries.

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

Type Y to undo the changes you made in the new version or type N to exit the prompt.

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

Type V to undo all of the changes in the new version, type M to undo only the most recent modification in the new version, or type N to exit the prompt. When you undo a complete version, the view record is no longer open to your user ID.

See Also:

Creating Custom OE Views

Order Entry Views Maintenance Overview

Assigning Order Entry Views and Templates to Users