Defining Default Order Types in the User Setup

In the user setup, you can assign a default order type to every user. The order type will then be added automatically when you open a document and doesn’t have to be added manually each time you create a new document.
The following order types can be assigned to a user by default:

• Sales Order Type,
• Rent Order Type
• Rental Purchase Order Type,
• Purchase Order Type,
• Service Order Type.

Accessing the function

• Use the quick search in TRASER DMS 365 to find the page User Setup.
• A table with all available users is displayed.

Assigning Order Types

• Select Edit List from the menu bar.
• To assign a default order type to a user, click the field in the order type column.
• The order types that can be selected for the relevant area (Sales, Purchase, Service) are displayed.
• Select the desired order type.

• If no order type is shown, you can either create a new order type (by clicking New) or assign an order type to a certain area (see the following section).
• The changes will be applied when you close the user setup page.

Assigning order types to an area

The order types filtered by area are displayed. If you cannot find a certain order type the reason for this might be that you did not assign the order type to this area.

• From the dialog box, choose Select from full list

• A new page is displayed.
• The filter symbol indicates which column is currently being filtered (in this case Purchase).

• To edit the list, select Edit List from the menu bar.
• You will find a various check boxes under the columns.

• In order to see the existing order types, you must delete the filter.
• In this case, right-click on the filter symbol and select Clear Filter.
• All order types that have already been defined will be displayed.

• Since no order types were enabled for the Purchase area in this example, no default order types could be selected and assigned to a user.
• Enable the order types for the respective areas.
• Confirm with OK.
• Now you can assign the default order types to the respective area.