Default values management

The Set as default value function is used to avoid repeated entering of data for similar objects.

To pick a default value, go to the field of choice, right-click it, and from the context menu, select the function

Default value→ Set as default value.

The default value function requires enabled Customize Current View mode.

Customize current view

Set default value

The Set default value form opens. It displays a set of options and sub-options to choose from.

Value form

Press OK to save the selected options.

Example 1:

You want to set Account EUR as the default payment account in a sales order document.

Select the following: For the current user and For the current document type.

Any time you open a new sales order document, the Account EUR value will automatically appear in the Payment account field.

The Clear default value function clears the data set as default.

To use that functionality, go to the field of choice, right-click it, and select Clear default value from the menu.

Clear default value

The Default Values navigator opens up. Another way to open it is through: Main menu→Setup→Tools→Field Default Values

Mark the row in the panel with a mouse click, then right-click and select the Delete Rows function.

Delete rows

Example 2:

The default value that you set – Account EUR, in the Payment account field of the sales order document, needs to be cleared.

After clearing the default value following the steps above, if you open a sales order document, the Payment account field will be empty.