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User Defaults provide defaults for data entry that appear in the Enter Vouchers screen. They can be overridden at the time of data entry. They are also used for: voucher control & posting, updating line item OM details, organization account security and offsetting open invoices.
To modify user defaults
1. Navigate to the menu and select Administration → User Defaults
2. Fill in the following fields in the User Defaults block:
In this field...
Enter this information...
In this field...
Enter this information...
Organization
Enter the Organization number that will default on the Voucher Entry screen.
Accounting Period
Enter the Financial / Accounting month that will appear on the Voucher Entry screen. This date can be rolled forward by the System Administrator or the users can change it monthly.
Printer
Enter the local or network printer where reports and other output will print. Some clients have PRINT or NOPRINT in this field because they do not have a VPN (virtual print network) set up. In these cases, output has to be viewed and then submitted to the printer.
Leaving the field blank will default the printer to NOPRINT when running a process requiring a printer.
Source Code
Enter the source code which designates the originating group or department of the voucher. Some clients have only 1 source code set up such as FINANCIAL or ACCTG. This code appears on the Voucher Coding reports and can be used to Roll Forward Periods.
The source code is also used when running Generate JIB Voucher JIBU024 process.
Voucher Control Group
Enter the control group this user is assigned to. The Control group controls posting and viewing output.
Batch Queue
Enter the queue name to separate high volume voucher loads from the regular queue. This is only displayed when you have the required Qbyte Gateway license.
Note: The Batch Queue will take precedence over the Module Batch Queue when it is populated. This precedence only happens during the submission into job submissions not as part of the default in the screen where the job is submitted from.
This is not a required field. Customers wanting to take advantage of this field to separate high volume voucher loads from the regular queue will need to reach out to P2 Support as a Qbyte Gateway license fee is required.
Default AP Invoice Type
Enter the default accounts payable invoice type for this user. The Voucher Entry screen will use this entry as the default for payable invoices entered.
Default AR Invoice Type
Enter the default accounts receivable invoice type for this user. The Voucher Entry screen will use this entry as the default for receivable invoices entered.
Default Voucher Type
Enter the default voucher type for this user. The Voucher Entry screen will use this entry as the default for vouchers entered.
When you are finished entering in the values, press Ctrl+S or click Save icon to save your changes.
