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Set Up Contracts Module Defaults

Using the Setup module, you can establish how TMS populates some screens.  You can set up default value for fields. Then, every time a user accesses the module that you set up default values for, these fields are already populated. You can also change fonts for all users, or for a single user or group.

To set contract module defaults, follow these steps:

  1. In the Setup menu, contracts Contracts > Defaults.

  2. The Defaults Editor window opens, with the heading Contracts Properties. In the Group list at the top of the window, select All or select a specific group. If you want to set defaults for a specific user, click Toggle Group/User to the right of the drop-down menu and then select a user from the drop-down menu.

    User defaults override any Group defaults.

  3. To change the Module label, Default Query Results report, or the report designated as the Default Quick Print Report, click the module name in the left pane, under General.

  4. To change the defaults for a specific field in a field group, expand the field group by clicking the arrow next to the group and then click the field in the expanded group. See below for steps on modifying the defaults for a specific field.

  5. Click OK to save your changes.

Set Custom Labels and Default Values

To set a custom label or default value for a vendor field, follow these steps:

  1. In the Contracts Properties window, expand a field group in the tree on the left side of the window and then select the field you want to customize.

  2. To customize the field label, enter the new label in the Custom Label field.

  3. To set a default value, enter the value in the Default value field.

  4. To make this field required, check the Set Field To Required option (if available for this field.

  5. To make this field hidden, check the Hide Field From User option.

  6. To disable the field from user input, but still display it's value, check the Set Field To Read Only option.

  7. Click OK to save your changes.

Review Your Changes

To review your changes, go to Modules > Contracts > New.  You are presented with your customized Contract New screen.