Default values

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.

Note

The default value function requires enabled Customize Current View mode.

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

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.

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.

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.

A new approach introduced in v.27

The new Entity Attribute Default Values entity is the preferred place to create default-value settings, and its values can also be applied in the Desktop Client. It is available under the WEB Client only.

The existing Data Entry Default Values settings remain in use, however. When both entities contain an applicable default for the same field, the Desktop Client uses the value from Data Entry Default Values, even if the new setting matches more conditions. If no old setting is applicable, it can use the value from Entity Attribute Default Values. Before adding a default, review applicable settings in both entities to avoid an unexpected result.

Learn more from the dedicated page HERE

Learn how to use the new entity from HERE