Paradigm Support Desk

Setup User Defaults

User defaults are set up so that when the user is signed in with their credentials, the user defaults auto populate when documents are created.

Navigation → Administration → User Management → User Settings → Select User and Double Click

  1. Select Defaults tab to set up defaults.  Various default fields exist in Paradigm: Documents, Document Lines, Working Documents, Inventory, Task Timesheets, Accounts, Sales Budgets, Tasks.  These default fields are user specific and will auto populate when documents/records are captured.  This default information differs per Paradigm site.
  2. Select information specifically required by user under Documents: Company, Branch, Sales Rep.  
  3. Select information specifically required by user under Document Lines: Default Sales Warehouse, Default Purchase Warehouse.
  4. Select information specifically required by user under Working Documents: Company, Branch.
  5. Select information specifically required by user under Inventory: Company.
  6. Select information specifically required by user under Task Timesheets: Company, Billable Inventory, Hourly Rate, Daily Rate.
  7. Select information specifically required by user under Accounts: Company.
  8. Select information specifically required by user under Sales Budgets: Sales Rep.
  9. Select information specifically required by user under Tasks: Task Default Company, Task Default Branch.

NOTE: It is not mandatory to set up defaults for each and every item. e.g. a default company and branch can be selected for a Document and left blank for a Working Document.

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