Order Preferences

(Topic Last Updated On: 05/05/2010)

The Preferences menu item on the Administration menu launches the Preferences window, which is used to access and modify system preferences. Order Preferences are accessed in the Preference Type field, and there is currently only one associated Preference Category, 'General Setup'. Currently only a setting related to the Order History screen is available in Order Preferences.

Field Descriptions

Preference Type

This field is used for selecting the type of preferences to be displayed on this screen.

Preference Category

This field is used for selecting the category of preferences to be displayed on this screen for each selected Preference Type.

General Setup Preference Descriptions

1. Default Order History to show Future Orders

Checking this checkbox will cause the 'Show Future Orders' checkbox to be checked by default on the Order History screen when it is accessed.

Procedures

How to Change Preference Settings
1.) Select the 'Preference Type' and 'Preference Category' to display the preference you wish to change. 2.) Change data as desired in the preference fields. 3.) Click on Save. A confirmation message box will appear confirming the 'Preference was saved successfully.' Click OK on this message. 4.) (Optional) Click on Close to exit the Preferences window.

Considerations

Be Very Careful When Making Changes on this Screen!

The settings on this screen are generally the default settings delivered with the system, or are made while Methasoft training staff is on-site, at the time your system was implemented. These settings affect core accounting, grace period and billing functionality. Changing them without fully understanding the consequences can cause numerous accounting or billing problems.

System Preferences

Some functionality in Methasoft is controlled by System Preference settings. System Preferences are only available to trained Methasoft Support and Training personnel.