Managing screen defaults and user preferences
Select the ‘’ icon in the top right corner of the ‘Demand Management
Hub’ page, ‘Customer Order Management Hub’, 'Repair Order Hub'
or 'Trade Compliance Hub' page.
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. |
Click the “Get” pushbutton to retrieve the preferences and parameter details.
Note: Enter either ‘Role’ or ‘User Name’ to retrieve the User Preference details.
Preferences
Go the “Preferences” section. (This section is currently applicable only for Demand Management Hub).
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.
Select the “AND” button to retrieve the parts that satisfies all the filters.
Select the “OR” button to retrieve the parts that satisfies any one of the filters.
Select the “Not True” checkbox to retrieve the parts that do not satisfy the filters.
Click the icon
to add filters to the advanced search.
Click the icon
to add parameter to the filter section.
Click the icon
to delete the parameter from the filter section.
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. |
Click the “Save” pushbutton to save the preferences set.
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. |