Setting your preferred order entry program

VISUAL offers 2 modules to manage you customer sales orders – Customer Order Entry and Order Management Window.  You can use either one of them to add and modify your sales orders.  If you don’t know the difference between the two – just know that the Order Management Window is a pimped up version of the Customer Order Entry window.  VISUAL also offers 2 modules to manage your purchasing – Purchase Order Entry and Purchase Management Window.  Again the Purchase Management Window is the suped up version of the two

So what am I getting at?  Well, I’m sure you’ve probably decided, based on your operation and your business requirements, which modules are your company’s preferred order entry windows.  But did you let VISUAL know?

If you’re using the standard customer order entry and purchase order entry windows then you have nothing to worry about as VISUAL assumes that you will be using these out of the box.

But…if you’re using either the Order Management Window or Purchasing Management Windows  – then you definitely need to let VISUAL know because it affects what module will open when you drill down on records.  For example, if you’re in Customer Inquiry and view a customer’s order history, you can drill down on the ORDER ID column – the system will either open the order in Customer Order Entry or Order Management Window depending on the preferred setting.

So where can set your preferred order entry module?  Go to the APPLICATION GLOBAL MAINTENANCE window and select “Preferences” under the OPTIONS menu.

Setting your preferred order entry program

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