Hi Jody,

Entry Templates in Adagio Order Entry can also be defined in the Security Groups. It is possible - perhaps even desirable - to define a unique security group code for each of your users. From there, you can specify a valid salesperson code for each user via the entry template within the security group. I presume that each staff person in your company has a salesperson code defined in AR, and if not so then it may not be too cumbersome to set this up.

Especially in your case where the order desk is 'open', you would want the entry template to assign the salesperson code, rather than having to remembering to change it.

Before undertaking this type of change, you should first check to see how security is used in Adagio - not just in OE but over all the programs - because users can only be assigned a single security group code. Do you already grant each user their own customized security group access? Do you use specified levels such as admin-level or entry-level to which a number of users are assigned? Or do you even use security? These are a couple of questions to consider and you may want to discuss implications of change with your Adagio consultant.