Set Screen Preferences

The Set Screen Preferences option allows a user to define settings for a specific screen, in order to have the fields (or tabs) on the screen display or function a certain way. The Set Screen Preferences are saved by user (except for the settings with custom fields, which are saved and applied to all users system wide). Depending on where the Set Screen Preferences option is accessed, the following functions may be available when setting the screen preferences: changing the order of the fields, columns, or screens; hiding particular fields, columns, or screens; and/or defining which fields to repeat information automatically from the previous entry without requiring an additional keystroke by the user. There are also a few additional miscellaneous features available within the Set Screen Preferences option for particular screens.

The Set Screen Preferences option is only available for certain screens within the School Accounting System. The modules and options where the Set Screen Preferences option can be accessed, along with the functions available for the option, are listed below.

Module	Option	Set Screen Preference Functions
Accounts Payable	Custom Fields	Change order
Accounts Payable	Invoices	Change order, hide, repeat
Accounts Payable	Purchase Orders	Change order, hide, repeat
Accounts Payable	Vendor Inquiry	Change order, hide
Accounts Payable	Purchase Order Inquiry	Change order, hide
Accounts Payable	Requisition Inquiry	Change order, hide
Accounts Receivable	Customer Inquiry	Change order, hide
Accounts Receivable	Invoices	Change order, hide, repeat
Accounts Receivable	Payments - Detail Information	Change order, hide
Accounts Receivable	Payments - Header Information	Change order, hide, repeat
Accounts Receivable	Prepaid Invoices	Change order, hide, repeat
Fixed Asset Inventory	Add New Assets	Repeat
Fixed Asset Inventory	Custom Fields	Change order
General Ledger	Budgets	Change order, hide, repeat
General Ledger	Cash Receipt Inquiry	Change order, hide
General Ledger	Cash Receipts - Detail Information	Change order, repeat
General Ledger	Cash Receipts - Header Information	Change order, hide, repeat
General Ledger	Manual Journal Entries	Change order, hide, repeat
Human Resources	Custom Fields	Change order
Human Resources	Employees	Change screen order, hide screens
Payroll	Custom Fields	Change order
Payroll	Deduction/Tax Adjustments	Repeat, miscellaneous feature
Payroll	Employee Absences	Repeat, miscellaneous features
Payroll	Employees	Change screen order, hide screens
Payroll	Pay Period Entries	Repeat, miscellaneous features
Payroll	Time Cards	Repeat, miscellaneous feature

Note: If changes are made to the screen preferences, the default preference settings can be restored if desired. The option to restore the default settings is not available for custom fields.

Tip: If desired, the data entry (screen) preferences to hide and/or repeat fields, along with other settings, for requisition entry can be defined within the Requisition Options option.

Steps to Set Screen Preferences for Custom Fields

Steps to Set Screen Preferences for Data Entry Screens and Add New Assets Option

Steps to Set Screen Preferences for Employee File

Steps to Set Screen Preferences for Inquiry Screens

Steps to Restore Default Screen Preferences