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. Proceed as follows to access the function:

• Use the quick search (ALT+Q) to find the page User Setup.

• A table with all available users is displayed.

• To assign a default order type to a user for a specific business area, navigate to one of the following columns:

• Sales Order Type

• Purchase Order Type

• Service Order Type

• Select an order type for a specific business area.

• 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. For more information, read Assigning Order Types to an Area.

• 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. Please proceed as follows to assign the order type to a specific area:

• Use the quick search (ALT+Q) to find the page Service Order Types in TRASER DMS 365.

• The page Service Order Types is displayed.

• Select a service order type.

• Navigate to one of the following checkboxes:

• Purchase

• Trade-In

• Sales

• Service

• Activate the checkbox for the area you would like to assign the order type to.

• Your changes will be saved automatically.

You have successfully assigned a service order type to an area. For more information on this, go to Setting Up Service Order Types.