Session Defaults
Introduction
Session Defaults are configurable default values set during user sessions.
Consider a scenario where you have 8 companies set up in your account and you have to set the 'Company' field every time while creating a new Sales Order. This is a very time-consuming process when you have to deal with multiple Sales Orders daily.
Steps to create Session Defaults
The steps to create Session Defaults are summarized below:
Set up the Session Default Settings
Go to Session Default Settings. There you can see a table for Session Defaults.
Click on 'Add Row'.
Select the DocType for which you want to set Session Defaults.
Click the Save button.
Set up the Session Default Values
Click on the 'Settings' menu in the toolbar.
Locate and click on the ‘Session Defaults' option.
A 'Session Defaults' prompt will appear.
Set the default values for the respective fields.
Click the Save button.
After saving, the default values will be set everywhere.
For Example, if you open a new Sales Order, you will notice that the company field is set to the default Company.
Similarly, if you open a new Task, you will notice that the 'Project' field is set to the default Project.
Likewise, if you open the General Ledger you will notice that the filter is set to the default Company.
Features
Some of the prominent features of Session Defaults are explained below:
Defaults cleared on logout
The default values are set for that particular user for the ongoing session. Once logged out, these default values are cleared.
'Settings' button visibility
The Settings button is only visible to the System Manager or to a person having permission to access 'Session Default Settings'. This button navigates you to Session Default Settings where you can add or remove the document types for which you want to set Session Defaults.