An OE view template contains order entry views that have been grouped together by function. For example, the purchase order entry template contains order entry views for purchase orders, stock receipts, and purchasing inquiries. When you assign templates to users, they have access to all of the views in the templates. You can use standard templates or create custom templates.
Although you cannot edit standard OE view templates, you can copy and rename them. You can then edit the copied templates to create custom templates for groups of employees who need specific order entry information.
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.
Use the following procedures to:
Display the Order Entry View Maintenance window in one of the following ways:
From the System > System Programming > User Defined Functions menu, select User Defined OE Views.
From the Tools > User Defined Documents menu, select User Defined OE Views.
From the Edit menu, select Template to display the Select a Template list.
Select New to display the New Order Entry View Template dialog box.
At the New Template ID prompt, enter the new template ID. The ID can be up to 20 characters long.
At the Template Description prompt, enter a description of the template. The description can be up to 30 characters long.
The Order Entry View Template window displays.
To add a view to the template, in the View Element column, select a view to add.
Note: To delete a view, select the view and from the File menu, select Delete.
To designate an order entry view as the default for a new, open, or invoiced sales or direct order, in the Default column, select the default type of order for the designated view.
Save the template and exit the window.
Once created, user-defined order entry templates are available for use.
To copy a template to create a custom OE view template:
Display the Order Entry View Maintenance window in one of the following ways:
From the System > System Programming > User Defined Functions menu, select User Defined OE Views.
From the Tools > User Defined Documents menu, select User Defined OE Views.
From the File menu, select Template and select the template to copy.
The Order Entry View Template window for the selected template displays.
From the File menu, select Copy.
At the Enter New ID prompt, enter the ID of the new template to create.
The system creates a template with the new ID and the Defined Order Entry Views window displays. This window is blank.
In the View ID field, enter the new template name to display the Order Entry View Template window for the new template.
The system populates the window with the views from the copied template.
In the Template Description field, edit the copied description as needed.
Do any of the following to edit the views assigned to the template:
To remove an entry from the template, press Alt-Delete.
To insert a blank line, press Alt-Insert.
To add a view to the template, in the View Element column, select a view to add.
Save the new template and exit the window.
See Also: