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, 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.
- Select information specifically required by user under Documents: Company, Branch, Sales Rep.
- Select information specifically required by user under Document Lines: Default Sales Warehouse, Default Purchase Warehouse.
- Select information specifically required by user under Working Documents: Company, Branch.
- Select information specifically required by user under Inventory: Company.
- Select information specifically required by user under Task Timesheets: Company, Billable Inventory, Hourly Rate, Daily Rate.
- Select information specifically required by user under Accounts: Company.
- Select information specifically required by user under Sales Budgets: Sales Rep.
- 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.