Why_doesn_t_the_view_use_my_entry_defaults_to_fill_in_the_form_

Why doesn't the view use my entry defaults to fill in the form?

To make filling in the invoice faster, you can set up the default values for a vendor. The default values allow you to choose what to enter in the following fields: item description, GL account, GL activity, bank, department, terms, shipping address, sales tax rate, and description history. When you enter a value as an entry default, it will show up as the default value in the corresponding field when you use the vendor to enter an invoice, purchase order, or requisition. 

This feature is available in Connect 2022.08. To use this option, download and install Connect 2022.08. 

Entry Defaults Map

1 Item Description, GL Account, and GL Activity

Item Description: The default description that displays in the item description box. 

GL account: The default account that displays in the GL account box. 

GL activity: The default activity code that displays in the GL activity box. The GL activity is set up and saved in the Connect General Ledger application. If the options to use GL activity codes are not set up in the Accounts Payable application, this box is disabled. More

2 Bank

The default bank that displays in the Bank box. The banks that show up in the drop-down list are saved in the master bank table in System Management. 

3 Department

This is the default department that displays in the Department box. You can override the department when you enter an invoice, purchase order, or requisition. The departments that are found in the search list are saved in the master departments table in System Management. 

4 Terms

This is the default payment terms that displays in the Terms box. To add a term to the drop-down list, use Organization > Terms. 

5 Sales Tax Rate

This is the default sales tax rate that displays in the Sales Tax box. To add a sales tax rate, use Organization > Sales Tax Rates. 

6 Description History

When you enter a description on an invoice, purchase order, or requisition, the drop-down list will add the new description so you can use it again later. Use this field to decide how many values to include in the Description drop-down list. 

 

 

 

 

1. Open Connect Accounts Payable > Vendors > Modify Existing Vendors. 

2. Click to select the Entry Defaults tab. 

3. Fill in the default values that you want to use when you select the vendor. 

These are the values that will fill in the fields when you enter the vendor number to enter an invoice, requisition, or purchase order. You can replace the default value with a different value when you enter an invoice, requisition, or purchase order. 

Modify Existing Vendors, Entry Defaults tab

4. Click Save (CTRL+S). 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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