User-Defined Views Overview

Throughout the system, many windows display with tables that contain various information. From these windows, you often have access to different views to see different data. You might find that you or your users need to see some data from one view and some from others, or that you want to only see a subset of the data in one view.

Note: You cannot create user-defined views in the Body of a sales, purchase, or transfer order. You also cannot create a user-defined view in the Order View All Totals window or in Quick Sell Matrix Maintenance.

To give you access to information you need in a window, create a user-defined view that contains the columns of data that you use the most in that window.

Using user-defined views allows you to do the following:

The following authorization keys are required for working with user-defined views:

Note: If a user does not have access a column within a window, the data in that field within the view is blank for that user.