Editing Order Entry View Templates

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 view 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.

You can add custom OE views that are wider than 78 characters to a template for users who use Eterm, Solar Eclipse, or both. The users OE view selection list in Eterm includes only the views that are 78 characters or less. However, if the user is in Solar Eclipse, the user can select a view that is wider than 78 characters.

To edit OE view templates:

From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance screen.
In the User ID field, enter a user's ID to display the corresponding record.
Use the OE View hot key to display the OE View Selection screen, which lists the views and templates assigned to this user. The system prefixes template IDs with an asterisk (*).

Note: You must be assigned the USER.VIEW.SELECT authorization key to access this screen.

Position the cursor on a template and use the Template hot key to display the Edit OE View Template screen.
Do any of the following to edit the template:

To add a view to the template, on a blank line, press F10 and select one from the list. The system displays the ID, order entry type, and description on the OE View Selection screen.
To remove a view from the template, select the view and press Alt-Delete.
To change the template description, use the Change Template Desc hot key.
To delete the currently displayed template, use the Delete hot key. The system prompts you to confirm the deletion.

To designate an order entry view as the default for an order type, press F10 in the Dflt field and select one from the list. When the user enters the selected order type, this is the default view. This field applies only to views.
Press Esc twice to save the template and update the user record.