User Preferences

Data Entry Defaults

Accounts Payable Invoice Entry

Sets the default location selection on AP Invoice records. Options include:

• Blank - If selected, the Location field for the corresponding page is not automatically populated and must be selected manually for each new transaction.

• Select Location - The user can select any location to which they are granted access. If a location is no longer available to the user, then the default location setting resets to the Blank option, explained above.

• Use the same location as the previous transaction - If selected, the Location field for the corresponding page is automatically populated with the location used on the previous transaction.
  When this option is selected, the user must manually select the location for the first transaction. If the Save and New or Approve and New option is used to save the transaction, the system automatically populates the Location field on the next transaction.

• Default from user record - If selected, the Location field for the corresponding page is automatically populated with the location set on the User Record: Locations Tab.

• Default the detail grid location from the header section - When set to on, the location shown in the transaction details on the corresponding page match the location shown in the page header.

General Ledger Journal Entry

Sets the default location selection on journal entries. Options include:

• Blank - If selected, the Location field for the corresponding page is not automatically populated and must be selected manually for each new transaction.

• Select Location - The user can select any location to which they are granted access. If a location is no longer available to the user, then the default location setting resets to the Blank option, explained above.

• Use the same location as the previous transaction - If selected, the Location field for the corresponding page is automatically populated with the location used on the previous transaction.
  When this option is selected, the user must manually select the location for the first transaction. If the Save and New or Approve and New option is used to save the transaction, the system automatically populates the Location field on the next transaction.

• Default from user record - If selected, the Location field for the corresponding page is automatically populated with the location set on the User Record: Locations Tab.

• Default the detail grid location from the header section - When set to on, the location shown in the transaction details on the corresponding page match the location shown in the page header.

AP Payment

When Apply default filter for locations is set to On, AP Payment records are filtered to show only locations that match the legal entity shown in the header.

Default Page Settings

My Workflows

Sets the default page view for My Workflows. Options include:

• Open line details - When set to On, line details automatically expand when the user selects a workflow.

• Show Activity - When set to On, the Activity sidesheet is automatically expanded when the user access My Workflows.

Docs-to-Process

Sets the default invoice experience when creating invoices from Docs to Process:

• Accounting Invoice type: The invoice experience that may be better suited to accounting focused users. This invoice record is accessed in the Accounting application.

• Operations Invoice type: The invoice experience that may be better suited to operations focused users. This invoice record is accessed in the Inventory application.

The Docs to Process default page settings options are only displayed to users with both the accounting invoice permissions and operations invoice permissions.

If the user has the following permission(s):	Then the Create button in Docs to Process will open:
Accounts Payable → AP Invoices → Create AP Invoices	The accounting invoice type.
Accounts Payable → AP Invoices → Create AP Invoices	The operations invoice type.
Both permissions: Accounts Payable → AP Invoices → Create AP Invoices Food → AP Invoices → Create AP Invoices	The selection made on the User Preferences page.