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The purpose of the (Functional Area Name) Preference Page is to configure how the (Functional Area Name) functional area works. From here, users can set defaults, identify which features are used, and how the enabled features perform.

Software Version: YYYY.MM.DD and newer

Page Header

Toolbar IconsDescription
Excel
Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'.
Favorites Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid Layout
Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'.
Help
Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'.
SaveSaves all changes.
FieldsDescription
Preference NameIdentifies the Preference that is being setup.
Value A text box or lookup to set the value of the preference. Preference values are always editable and can be changed at any time, unless otherwise specified. 
PreferencesDescription
(Preference Group Name) Preferences
Pref Name 1
Pref Name 2
Pref Name 3
Pref Name 4
(Preference Group Name) Preferences
Pref Name 1
Pref Name 2
Pref Name 3
Pref Name 4
(Preference Group Name) Preferences
Pref Name 1
Pref Name 2
Pref Name 3
(Preference Group Name) Preferences
CheckboxUsed to select one or more records.
Date FieldThe date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####.
HyperlinkA hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####.
Lookup (from an Enumeration)

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class. 

Lookup (non Enumeration)

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Text Field

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.


(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

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