User Defaults - Service Repair

The User Defaults maintenance screen allows each Traverse User ID to have set defaults upon login. For example, users can assign their default batch code(s), location ID, and bank ID.

The logged-in user can select defaults for their user ID, or copy defaults from another user via the Copy From drop-down list.

The default values available depend on the application selected.

Once you are finished setting user defaults, Save your settings.

AP - Accounts Payable

  • Select a default Bank ID.
  • Enter a default Batch Code.
  • Select a default Location ID.

AR - Accounts Receivable

  • Select a default Bank ID.
  • Select a default Distribution Code to use when creating new customers.
  • Select a default Location ID.
  • Select a default Payment Method to use when creating new customers.
  • Enter a default Receipt Batch Code.
  • Select a default Tax Group ID to use when creating new customers.
  • Select a default Terms Code to use when creating new customers.
  • Enter a default Transaction Batch Code.

BM - Bill of Material/Kitting

Select a default Location ID.

BR - Bank Reconciliation

Select a default Bank ID.

DR - Requirements Planning

Select a default Location ID.

GL - General Ledger

Enter a default Batch Code.

IN - Inventory

  • Select a default Location ID.
  • Enter a default Transaction Batch Code.
  • Enter a default Transfer Batch Code.

JC - Project Costing

  • Enter a default Billing Batch Code.
  • Select a default Location ID.
  • Enter a default Transaction Batch Code.

MB - MFG - Bills of Material

Select a default Location ID.

MP - MFG - Production

Select a default Location ID.

PA - Payroll

Select a default Bank ID.

PO - Purchase Order

  • Select a default Bank ID.
  • Enter a default Batch Code.
  • Select a default Location ID.

SD - Service Director

  • Enter a default Batch Code.
  • Select a default Location ID.
  • Select a default Order Category.
  • Select a default Service Zone.

SO - Sales Order

  • Enter a default Batch Code.
  • Select a default Location ID.

SR - Service Repair

  • Enter a default Billing Batch Code.
  • Enter a default Job Transaction Batch Code.
  • Enter a default Job Transaction Type.
  • Select a default Location ID.
  • Select a default Time Zone.

WM - Warehouse Management

  • Enter a default Adjustment Batch Code.
  • Enter a Default Printer. This is the default label printer the Mobile WMS application will use.
  • Select a default Location ID.
  • Select a default Packing Bin.
  • Select a default Receiving Bin.
  • Enter a default Transfer Batch Code.
  • Select a default Working Bin.