Use Order Entry Settings to set up Line Entry field options based on your needs and preferences. 

Note: This screen is very similar to the Customize Line Entry window described in Customizing Line Entry.

Customizing Order Entry Settings

To Customize Order Entry Settings:

  1. Open Order Entry Settings: On the Order Entry screen, click Tools . On the Left Menu, select Order Entry Settings.
    The Order Entry Settings screen displays.
  2. In the Settings field, select the setting scheme you want to view or modify.
  3. Use the panels to customize the Order Entry screen to your needs and preferences. Refer to Field Descriptions below.
  4. If desired, save the setting scheme:
    • Click Save to update the current scheme.
    • Click Save As to save the scheme with a new name.
    • Click Set as Default to save the current scheme as your default for future sessions.
      HINT: Refer to Saving and Reusing Settings for information about saving and re-using export schemes.
  1. Click Finish . 

Order Entry Settings Field Descriptions

Line Entry Setting Dropdown

The current setting displays. Click and select the setting that you want to change. 

Public

Check to make the current setting available to other users in the system. Uncheck to indicate a personal setting; available to the logged in user only.

Field Settings

Search

Type a search term and press Enter to search for a specific field. 

Field Setting Grid


A

Right Panel Field Group Header

Fields are grouped logically based on their main purpose, such as Detailing, Vary, Shipping / Billing, etc. Each of these field groups corresponds to a section in the Right Panel.

B

Entry Fields

A list of every possible field available in Order Entry displays in the grid under the appropriate Field Group heading. 

Field Settings Grid - Right Panel Field Group Options

For each Right Panel Field Group, specify the following.

Visible 

Check to include the Field Group in the Right Panel dropdown; uncheck to hide the group. 

Default 

Check to set the current Field Group as the default — the one that displays when you first enter the screen. 

Field Settings Grid - Field Options

For each field, specify the following.

User's Field Label 

If desired, enter a different name for the field that will display in the Entry Grid and Right Panel. For example, if you always use the Reference field to enter a special code that your customer requires for each order, you could change the field label to be "Customer Order Code."

Show in Grid

Check to include the field in the Entry Grid. 

Show in Right Panel

Check to include the field in the Right Panel.

Show in Favorites

Check to include the field in the "Favorites" field group. Recommended: Include the Right Panel fields you use most often in the Favorites group.

Skip Field

Check to have the cursor skip over the field when you progress through fields using Tab or Enter. Uncheck to have the cursor stop in the field. (You can always click to return to a skipped field.)

Auto Duplicate

Check if you want to automatically populate the field with the entry from the previous line. 

Auto Increment

Check if you want to automatically populate the field with the next sequential value based on the previous field. Auto Increment is only valid for certain fields, such as Bar Mark, Plan, and Section.

For additional information, refer to Understanding Duplicate and Increment Actions.

Grid Sequence

Use Grid Sequence to set the order of fields that display in the Entry Grid. All fields marked Show in Grid in the Field Settings panel display in the list.

To set the sequence of grid fields:

  • Simply click the Sequence icon for the desired field and drag to the desired position. 

Favorites Sequence

Use Favorites Sequence to set the order of fields that display in the Favorites panel on the Right Menu. All fields marked Show in Favorites in the Field Settings panel display in the list.

To set the sequence of favorites fields:

  • Simply click the Sequence icon for the desired field and drag to the desired position. 

Element

Elements are used to group line items on an order. For additional information, refer to Working with Elements.

Default Element Action

Select how you want elements to appear when you open the Line Entry screen:

  • Expand - All elements expanded to show the included line items.
  • Collapse - All elements collapsed. Click the Element header to expand and view the included line items.
  • Hide - Elements do not appear on the Line Entry screen. 

Options

Auto Save Lines

Specify the number of lines after which the program will automatically save the order. For example 10 indicates that the order will automatically saved when every tenth line is entered. A lower number minimizes data loss but may affect performance. 

Default Page on Open

Select the page you want to display when you open the Order Entry module. Typically, you would set this to Main (for setting up or opening orders) or Line Entry (for entering details). 

Skip Checkmark

Check to automatically save entry lines when the last required field is completed. When unchecked, you must manually click Finish (or tab until Finish has focus and press Enter) to complete each line. 

Show Right Menu

Check to display the Right Panel Menu when you open the Line Entry Screen. Uncheck to hide the Right Panel Menu until you manually open it.

Shape Display Option

Select the way you want shape and shape dimensions to display on the Line Entry screen after you save a line with a bent item:

  • Unscaled without dimensions
  • Scaled without dimensions
  • Unscaled with dimensions

Default Rebar Category Type on Load

The first field you must complete on each line item is Product Category. The category determines which fields are valid for the line item. Check to automatically populate the Product Category field with "Rebar Category" when you first open the Line Entry screen. Uncheck to leave the Product Category field blank when the screen opens.

Note: After you begin entering lines, Product Category automatically populates based on your previous entry.