Set Function Defaults – A summary of the activity

This activity allows you to define the functional defaults for the “Customer Repair Invoice” business component. Function defaults are set for the system to follow while raising invoices for repair orders. By default, the system sets its own values. These functional defaults can be modified according to the requirements of the user.

This page allows you to set the functional defaults the first time you install this business component. You can set defaults for the finance book, in which the accounts must be posted. You can also set whether you want to modify the pay term while raising the invoice and the prefix that must be used along with the pay term. The system stores the login user ID and the system date along with modification details.

Setting function defaults

Ø  Select the “Set Function Defaults” link under the “Customer Repair Invoice” business component.

The “Set Function Defaults” page appears.

Ø  Enter the following fields:

Modify Pay Term	Use the drop-down list box to set whether you want to modify the pay term when the invoice is raised or not. The system displays “No” by default on launch of the page.
Allow Multiple Finance Book Postings	Use the drop-down list box to set whether invoice postings have to be made in multiple finance books. The system displays “No” by default.
Default Finance Book	Use the drop-down list box to set a finance book in which all the financial postings must be made for the login organization unit. All the finance books deployed in the login organization unit will be available for selection in the alphabetical order.

Note: If the  “Allow Multiple Finance Book Postings” field has been set to “No”, it is mandatory to select the default finance book.

Pay Term Prefix	The prefix to be used for the pay term (Alphanumeric, 128).

 

Ø  Click the “Set” pushbutton to set the function defaults.

The system saves the function defaults that have been set for the first time. The system saves the modifications made to the page. 

The system stores the login Id of the user and the system date along with the newly created function defaults and also the modified details.