Maintain User Defaults {PR0001-1}

In this option the user creates and maintains User Defaults. The code linked to a User Default is used to populate the relevant field when creating a new Requisition or adding an Item to a Requisition.

The first screen lists the User Defaults and the Values linkedto each type of default. The user may change or delete any default. To create new User Default, for Defaults not yet used, click on the New Record Button.

To create a user default Click on the New Record Button
On the Add User Default screen, click on the User Default LOV button, it will display all the Default Codes not yet linked to the user.
Select a default by clicking on a default value for example "Buyer Codes".
Click on the Default Value LOV button, it will display a list of values for the User Default. If the LOV contains no entries, values are not defined.
Select a value by clicking on the code to be set as a default
Click on Save to commit the record.

To delete a User Default, click on the delete checkbox next to the user default to be deleted and save.

Name	Type	Action
Save	Button	Save commits the changes to the database.
Revert Changes	Button	Revert refreshes the screen with the data as per database.
New Record	Button	Opens the"Add User Default" screen where new records are created.
Clear Form	Button	Clear data entered not yet saved on a screen.

Example: Maintain User Defaults

Example: Add User Defaults

User Defaults
Department Code	As defined in option "Department Codes" {GCS-4}.
Telephone Number	Communication numbers as defined in the address system for the Address Reference Type W- Work Telephone Number.
Campus Code	As defined in option "Campus Codes" {SPCS-1}.
Building Code	As defined in option "Building Codes" {SPCS-4}.
Floor Code	As defined in option "Floor Codes" {SPOPS -1}.
Room Code	As defined in option "Room Codes" {SPOPS -1}.
Expense Cost Centre	As defined in option "Maintain Cost Centre Definition", {FCSO-1b1}.
Expense Account	As defined in option "Maintain Account Definition", {FCSO-3b1}. Defined Items The account will firstly be selected from the General {FPMM-3b1} or Stock Item {FPMM-23b1} definition else the expense account wil default. If no user default exists for the user the user must enter the expense account. Non-Defined Item The expense account wil default, if no user default exists for the user, the user must then enter the expense account.
Commodity Code	As defined in option "Commodity Codes", {FPMC-2}. If the User Default Commodity Code is set, the selected commodity code will be the default search commodity for Defined Items.
Store Code Number 1	As defined in option "Store & Section Definitions", {FPMM-22b1}. If the institution has more than one store code in the system and the user uses only one or two of the stores, then it's advisable to use these store code defaults. NB, IF USED, THE USER IS RESTRICTED ON REQUISITIONS TO THE ITEMS OF THIS STORE CODE ONLY.
Store code Number 2	As defined in option "Store & Section Definitions", {FPMM-22b1}. If the institution has more than one store code in the system and the user uses only one or two of the stores, then it's advisable to use these store code defaults. NB, IF USED, THE USER IS RESTRICTED ON REQUISITIONS TO THE ITEMS OF THIS STORE CODE ONLY.
Buyer User Code	As defined in option "Finance User Access Control", {FCSM -5}. Buyer Privilege must be "Yes" for the User Code. Normally a specific buyer will process 80% of a user requisition. This Buyer ought to be linked to the user defaults. The default buyer will automatically be linked the requisition to a buyer when the requisition is completed

History of Changes

Date	System Version	By Whom	Job	Description
27-May-2009	v01.0.0.0	Marchand Hildebrand	t156750	New manual format.