It is possible to save a default list of instructions documentation for a Counterparty. Once saved, this default list of instructions will appear in the Instructions tab for a Sale to that Counterparty in a Delivery Line on a Delivery form. Using defaults can speed up editing of a Delivery line.
Adding Instructions Defaults for a Counterparty
| • | Select a Delivery line in a Delivery form. |
| • | Select the Instructions tab. |
| • | Select the documents needed using the Add documents button. |
| • | Once the list is complete, tick the “Save as default for <company name> " |
| • | When you then select the green check mark to save the information in the Delivery line, the list of Instructions will be saved as a default for the Counterparty of the Sales contract. |
These defaults will appear for a Counterparty the next time a Sales contract appears in a Delivery line in a Delivery line form.
Notes:
| • | The only way to edit these defaults for a Counterparty is to edit the document list on a Instructions tab on a new Delivery line and ticking the “Save as default” check box to save the new information. |
| • | Any Counterparty instruction defaults will only show up for new deliveries. |