Managing screen defaults and user preferences

Managing Screen Defaults and Preferences - A summary of the activity

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

Using Online Help

The “Manage Screen Defaults and Preference” screen appears.

Header

The system displays the following fields in the header:

Role

The role of the login user by default.

User Name

The name of the login user.

Preference For

The screen for which the user preference is set which could be “Demand Management Hub”, “Customer Order Hub”, "Repair Order Hub" or "Trade Compliance Hub", based on the hub from which this screen is launched.

Note: Enter either ‘Role’ or ‘User Name’ to retrieve the User Preference details.

Preferences

In this, you can define filter criteria with various attributes using ‘AND’ and ‘OR’ operators, to retrieve the Materials Requests satisfying the filter criteria, for a User-Role combination. (For example, the following parameters are applicable for Demand Management Hub: Package Type, Shop Work Order Type, Warehouse #, Work Center #, Processing Status, Ref. Document Type, Customer #, Customer Name, Part #, Part Description, Part Type, Part Category,  Part Planning Group, A/C Reg. #, A/C Model #, MR Class, MR Type, MR Category, MR User Status, Priority, Customer Group, Customer Contract #, Service Sale Type and Part Sale Type).

You can perform the following operations to define the preferences.

Parameters

The system displays the following fields in the “Parameters” multiline. Different sets of parameters are displayed in the multiline when the “Manage Screen & Default Preferences” screen is launched from “Demand Management Hub”, “Customer Order Management Hub”, "Repair Order Hub" and "Trade Compliance Hub".

Parameter For

The applicable values for which user preference is set.

Parameters

The parameter for which the user preference can be set.

Permitted Value

The permitted values for the default or preference.

Value

The value of the parameter.

Status

Indicates whether one or more process parameters are defined for the entity. It could be any of the following:

·         Defined – Indicates that one or more process parameters are defined for the entity

·         Not Defined – Indicates that no parameter is defined for the entity.

By default the system displays “Not Defined” in this field.

Error Message

The error message is displayed when the value you specify for the parameter is not valid.

For example, permitted values for a parameter are 1 to 10 and you enter 11 as the value for the parameter. On click of the “Save” pushbutton, an error message indicating that the value entered is not a permitted value is displayed.

By default the system leaves this field blank.

The system displays the following fields in the “Record Statistics” group box:

Created By

The login ID of the user who created the parameter settings.

Created Date

The date on which the parameter settings were created.

Last Modified By      

The login ID of the user last modified the parameter settings.

Last Modified Date

The date on which the parameter settings were last modified.