Configuring Screen Views

You can configure the screen view settings that apply to all PaymentNet users for the following List screens:

• Account List

• Employee List

• MCC List

• Merchant List

• Payable List

• Transaction List

To configure screen views:

1. Select Administration > Hierarchy > Settings > Screen Views.

2. Enter the hierarchy ID in the Hierarchy ID field, or click the link and select a node from the hierarchy tree.

3. Select Override inheritance.

   Note:The Override inheritance check box overrides the settings from the parent hierarchy ID, which is listed in the Inherited from field. This allows you to configure screen views differently for the selected hierarchy ID. If this check box is not selected, you will not be able to make any changes on this screen, and the selected hierarchy ID will retain the settings of the parent node.

4. From the Screen To Configure list, select the List screen you want to configure.

5. To add one or more fields to the display, select them from the Available Columns list and click Add.

   To select fields in sequential order, click the name of the first field you want to display, hold down the SHIFT key, and click the name of the last field you want to display. All the fields in the selected group will be added.

   To select fields in non-sequential order, click a field name, hold down the CTRL key, and click the names of the additional fields in any order. Only the selected fields will be added.

   To add all the available fields to the display, click Add All.

6. To remove one or more fields from the display, select them from the Selected Columns list and click Remove. Required fields cannot be removed.

   To select fields in sequential order, click the name of the first field you want to remove, hold down the SHIFT key, and click the name of the last field you want to remove. All the fields in the selected group will be removed.

   To select fields in non-sequential order, click a field name, hold down the CTRL key, and click the names of the additional fields in any order. Only the selected fields will be removed.

   To remove all the non-required fields from the display, click Remove All.

7. To change the order in which columns appear on the screen, select a column in the Selected Columns list and move it up or down using the adjacent buttons.

   To move a column to the top of the list, click Move to Top.

   To move a column up one position, click Move Up.

   To move a column down one position, click Move Down.

   To move a column to the bottom of the list, click Move to Bottom.

8. Click Save.