Quick Sales Order Customization and Making that Default

Customizing Quick Sales Order Form

We can customize this form for making more fields visible and making only the required fields visible.

Even we can use a query to pull the data and show in this form too.

Navigation:  Order Management à Orders, Returns à Quick Sales Order

From the Folder Tools option, select new folder and do the customization here

Now this will be saved as a private folder for you. But if you select as Public then this will be visible to others, they can use this for their form too.

If Open as Default is checked, then this Folder will open whenever you will open this Form.

Similarly you can do the same for Line Level too.

Making Folder Default for a responsibility

Navigate to the System Administrator Responsibility

Application àAdminister Folder

Find and add the created folders for the responsibility

Save this.

Now when you will open the Quick Sales Order form in this Responsibility, this will open this folder by default