Quick Add Defaults

Data Source: PFWTAB

The Quick Add Defaults screen can be accessed from the Configuration Quick Links screen by clicking on the Profile tab from the Equipment list and selecting Quick Add Defaults from the drop down list.

This screen allows users to create defaults that will help populate an equipment profile when adding equipment into the system. These defaults are used when the fields are not available for entry on the screen by the user.

The Quick Add Defaults screen allows you to add a new quick add default or maintain existing quick add defaults.

The Select Location field will list the location that where the listed equipment defaults apply.

To change locations, click the search icon and select a new location from the list or use the arrows to scroll through the locations.

The following is a description of the fields that appear on the Quick Add Defaults screens:

Field	Description
Stock Number	Select the appropriate radio button to indicate if the stock number must be Keyed by the user, or automatically Assigned by the system. Note:   System assigned stock numbers are six-digit sequential numbers. If a prefix is used when automatically assigning stock numbers, it is followed by the six digits.
Stock Number Start Digit	Enter the prefix character that will start each automatically assigned stock number. Note:   This field will only appear if the Stock Number radio button is set to Assigned.
Base Number	Manually enter a default base number or search for an existing base number by using the search icon .
Salesperson	Manually enter a default salesperson or search for an existing salesperson by using the search icon .
Inventory Account	Enter the default Inventory G/L account which should be used in quick-added equipment records. Manually enter a default inventory account or search for an existing inventory account by using the search icon .
Sale Account	Enter the default Sale G/L account which should be used in quick-added equipment records. Manually enter a default sale account or search for an existing sale account by using the search icon .
In/Out	Select the default In/Out indicator for a newly added machine.
Active for System	Select the checkbox to indicate that these defaults are active on the system.

Select the Click here to copy Quick Add Defaults to another location link to copy these quick add defaults to a different branch location.

The following buttons allow you to complete your work on the Quick Add Defaults screen:

Button	Function
Save	Save changes made on the selected quick add default.
Save & Close	Allows you to save any edits/changes made to the selected quick add default and closes the screen you are currently on and returns to the Quick Add Defaults screen.
Close	Closes the screen you are currently on and returns to the Quick Add Defaults screen.