On this tab, you can select some values that you (or this user) uses more frequently than other values of the same kind. Then, this value will be automatically inserted in documents you create (this user creates).
The Personal Settings form. The Default Values tab
In the Sales Payment Terms field, you can specify the default sales payment terms for the user.
In the Purchasing Payment Terms field, you can select the default supplier payment terms for the user.
In the Main Type of Sales Price field, you can select a sales price type to be used by default.
You can use the Default Warehouse field to select a warehouse which you use the most frequently.
In the Default Cash Account field, select the cash account used by you most frequently in documents.
Use the Aging Intervals by Default field to specify a set of aging intervals to be used as the default one.
You can use the Status of New Customer Order field to select the default status for new customer orders created by you.
You can use the Status of New Production Order field to select the default status for new production orders created by you.
You can use the Status of New Purchase Order field to select the default status for new purchase orders created by you.
In the Default Customs Duty Rate field, enter the default rate to be used in Customs Declarations created by you.
Project Costing
In the Method of Project Estimate Calculation field, you can select a method of estimation to be used as the default method for your projects.
To select the default analytical parameters for project revenue estimates, click a link next to Estimate Project Revenue By to open the Estimate Project Revenue By dialog box.
The Estimate Project Revenue By dialog box
You can select any of the following analytical parameters:
- Item: To be able to analyze and view project revenues for each item or service you sell.
- Task: To be able to analyze and view project revenues per task.
- Income Item: To be able to view and analyze project revenue estimates and actual revenue by income item.
- Business Activity: To be able to review project revenues by business activity.
- Department: To be able to view project revenues by department.
Click OK to save the selected settings and close the Estimate Project Revenue By dialog box.
To select the default analytical parameters for project revenue estimates, click a link next to Estimate Project Cost By to open the Estimate Project Cost By dialog box.
The Estimate Project Cost By dialog box
You can select any of the following analytical parameters:
- Item: To be able to analyze and view project costs for each item or service you purchase for the project.
- Task: To be able to analyze and view project costs per task.
- Cost Element: To be able to view and analyze project cost estimates and actual costs by cost element such as item, employee work, or fixed asset usage.
- Business Activity: To be able to review project costs by business activity.
- Department: To be able to view project costs by department.
Click OK to save the selected settings and close the Estimate Project Cost By dialog box.