Defining Default Order Types in the User Setup

This chapter describes how you can assign a default order type to each user in the user setup. 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 chapter is divided into the following sections:

• Assigning Default Order Types to a User
• Assigning Order Types to an Area

Assigning Default Order Types to a User

You can assign a default order type for specific business areas to users. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the User Setup page.
• Navigate to the line of the user to whom you want to assign a default order type for a specific business area. You may have to click on Edit List in the menu bar to enable editing mode.
• Select the desired order type for the respective business area from the dropdown list in the Sales Order Type, Purchase Order Type or Service Order Type columns.

You have successfully assigned default order types for specific business areas to a user. The changes are applied once you close the user setup page.

Assigning Order Types to an Area

The selectable order types are displayed filtered by area. If no order types are displayed for selection in the user setup, this may be because you have not assigned this order type to an area. Please proceed as follows to assign the order type to a specific area:

• Use the quick search (ALT+Q) to find the Service Order Types page.
• Select the order type you want to assign to a business area.
• Select the checkbox for the area to which you want to assign the order type (Purchase, Sales, Service or Trade-In.

You have successfully assigned an order type to an area. Your changes will be saved automatically. For more information on this, go to Setting Up Service Order Types.