0022 Default values

Use the Default values form to enter default values to be used in the other Isah modules. Using default values has various advantages, which will be discussed below.

Note: As the process is the same for almost all fields on this form, the field explanation on the tabs only refer to the fields concerned and their location.

Default values are used automatically

Many of the mandatory fields in Isah are almost always filled with the same value. An example is the default payment condition that your company uses and that must be specified for all customers. You may also have a currency which is used for virtually all of your customers and suppliers, or an order code that is used for the majority of parts.

Once these frequently used values have been entered on the Default values form, they will be filled in automatically whenever they are required. For example, if you enter a default payment condition on the Default values form, this condition will automatically be used for new customers. If you do not want to use the default condition for a particular customer, just enter a different payment condition.

Faster data entry

When you add new records, for example for a new customer, there will be numerous mandatory fields to be filled in. To speed up the entry of new data, you can use the Default values form to specify default values for most of the mandatory fields. The mandatory fields will then automatically be filled with these default values, enabling you to register a customer (or another record) more quickly.

This working method has another, additional advantage. Some fields are mandatory, but can be filled in by only a limited number of users, because not all users have the appropriate rights to those fields. For example, when entering customers on the Financial tab, a customer group must be specified. Because this field controls financial postings, incorrect input values may have major financial consequences. It is therefore likely that only a few user will have the appropriate rights to fill in this field. This would mean, however, that only a limited number of users are able to add customers, because most users do not have access to the mandatory field. This would, of course, not be practical. To ensure that also other users can add customers, a default value can be specified for the mandatory field. When a new customer is added, this default value is filled in automatically, so also users who do not have the appropriate rights are able to register a new customer on the Financial tab.

Any changes to the default values can be applied immediately.

As mentioned above, you can specify various default values that will be used automatically whenever they are required. For instance, your default payment condition will be used for most of your customers, and an alternative payment condition is entered only for those customers with whom you have alternative arrangements. What happens when you change the default payment condition on the Default values form?

For all customers for whom you had entered a payment condition that was different from the default payment condition, this alternative payment condition will be preserved. The change made on the Default values form does not affect these customers.

On the customer card of customers for whom the default payment condition was used, you will see one of the following:

On the customer card in the Customers module, you will see a closed-chain icon to the right of the Payment condition field: . This signifies that the field is linked to the default value, which means that the new default payment condition will be filled in here.
On the customer card in the Customers module, you will see an open-chain icon to the right of the Payment condition field: . This signifies that the field is not linked to the default value. Fields like these will remain unchanged if you change the default value.

0022 Default values - Projects