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Procedure documentationDefining Default Branches for Users

 

If a user is assigned to more than one branch, SAP Business One lets you define a default branch for the user.

Procedure

  1. From the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step Setup Next navigation step General Next navigation step User Defaults End of the navigation path.

  2. In the User Defaults window, find the set of user defaults you want to define, or specify a new set of user defaults.

  3. On the Defaults tab, from the Branch dropdown list, select a branch.

  4. Choose the Update or Add pushbutton.

  5. In the Defaults field of the User — Setup window, assign the appropriate defaults to the selected user.

Result

You are in one of the following situations:

  • If you are not assigned to the branch of the linked user defaults, you still do not have a default branch.

  • If you are assigned to the branch of the linked user defaults, it becomes your default branch.

    However, you can keep changing the default branch for the current logon by clicking Default Branch Selection (Default Branch Selection) in the toolbar.