Parameter Profile
A parameter profile is a named set of field defaults: on this screen, in this company, this field starts with this value, is required, or is greyed. Give the profile to users on User, and every user who carries it gets those defaults.
What it is for
Typing the same defaults on each user’s User Parameter Value is slow. A profile does it once. When the profile is saved, its lines are copied into the User Parameter Value of every user who carries it, replacing that profile’s earlier lines and leaving the user’s other lines alone.
At least one line is required, and the same company, screen and field may appear only once.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Parameter Profile | The code that identifies the parameter profile. You type it on New, before Create. | Required. A short code; it cannot be changed once the record exists. |
| Name | The name of the parameter profile, shown next to the code wherever it is picked. | Required. |
Basic Data
Basic Data.
| Column | What it means | What to put |
|---|---|---|
| Legal Entity | The company the default applies in. | Required. Pick from the Company list. |
| Process Code | The screen. | Required. Pick from the list. |
| Object No | The field. Changing the screen clears the line. | Required. Pick from the list. |
| Field Value | The value the field starts with. The list offered is the field’s own list. | Optional. |
| Mandatory | The field must be filled. | Optional. |
| Disable | The field is greyed. | Optional. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
Scenarios
- Every cashier must start receipts on the same cash account. A profile with that line, given to each cashier on User.
What it is connected to
- Picked on these company setup screens: User.
- Set up a new company - where this screen fits in the setup order.
If something looks wrong
- “Basic Data Lines cannot be empty” Add at least one line.
- “Parameter Profile - Line ID: … is duplicated with Line ID: …” The same company, screen and field are on two lines.
- A user does not get the profile’s defaults. The profile is not on that user, or the profile was given before its last change: save the profile again to copy its lines.