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
- Select Defaults tab to set up defaults. Various default fields exist in Paradigm: Documents, Customer | Supplier Masterfiles, Inventory Transactions, Timesheets, Inventory Masterfiles, Sales Budgets, Tasks, Working Documents and Replenishment. These default fields are user specific and will auto populate when documents/records are captured. This default information differs per Paradigm site.
- Select information specifically required by user under Documents: Company, Branch, Sales Rep and GL Branch.
- Select information specifically required by user under Customer | Supplier Masterfiles: Default Company.
- Select information specifically required by user under Inventory Transactions: Branch.
- Select information specifically required by user under Timesheets: Company, Billable Inventory, Hourly Rate, Daily Rate, Weekly Rate and Monthly Rate.
- Select information specifically required by user under Inventory Masterfiles: Company.
- Select information specifically required by user under Sales Budgets: Sales Rep.
- Select information specifically required by user under Tasks: Company and Branch.
- Select information specifically required by user under Working Documents: Company and Branch.
- Select information specifically required by user under Replenishment: 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.