SA All Company Information Setup field descriptions

Fields are presented in alphabetical order within each section.

All Company Information

Documentation Directory

In CloudSuite Distribution, the print directory is specified during the automated provisioning process. You cannot change this value in the cloud.

Ending WT#

The last warehouse transfer number that the system can use. After this number is used, the warehouse transfer numbers start over with the beginning number. If the beginning number is still in use by an existing transfer, the transaction entry functions continue to increment the transfer number until an available number is found. If all warehouse transfer numbers are in use, a warning message is displayed within the corresponding transaction entry functions. You must purge the old transfers before you can enter new transfers. You can only delete inactive transfers. After the old transfers have been purged, the next number must be reset to the first available number and the numbering process starts over. Because active transfers may still exist, the new numbers may not be available in sequential order.

Do not change the value in this field after it is set.

Monitor Mode

Select this option to monitor performance for each operator. A file is created by the system specifically for each operator’s id that is updated each time the operator accesses a new function. These statistics assist Infor Support personnel in performance analysis.

Next WT#

The number in this field increments by one each time a new warehouse transfer is created. Do not change the value in this field after it is set.

System File Location

The directory where the system files are located. Shell scripts are called by the system from this location. The location assumed by the system to be /rd/opsys, therefore, specify the root file location, or the partition location of /rd/opsys. On most systems, this is /. Other systems this might use /usr.

In CloudSuite Distribution, this directory is specified during the automated provisioning process. You cannot change this value in the cloud.

Time Out in Minutes

The time-out feature is used strictly with system setup windows. Specify the number of minutes a user can access a setup function before the window closes and the user is returned to the starting position. This setting prevents a user from locking a record for an indefinite amount of time.

WT#

The beginning warehouse transfer numbers. All warehouse transfers for all companies use the same range of warehouse transfer numbers.

Do not change the value in this field after it is set.

License To

Customer #

Infor provides a customer number for each company you must set up. You cannot set up a company without a customer number. You cannot change the modules purchased options, license date, and company name without obtaining another security number from Infor.

License #

Infor provides you with the license number. Specify a value in this field only when you receive a new license number. After you save the record, the value is not displayed.

The license number is generated by a proprietary Infor procedure. A combination of your user number, customer name, the purchased license fee date, and a series of settings designating which modules have been purchased are used to produce your license number. During installation, specify this number in SA All Company Info Setup with the customer and module information. The license number is validated on completion of entry, so it must be entered correctly before exiting SA All Company Info Setup. The license number is case sensitive and must be carefully entered to ensure a match with the valid license number.

Typically, you are licensed for a period of one year from date of purchase, after which you must renew the license and specify a new number. The new number is generated by Infor on receipt of the license fee payment. Infor sends you the new license number, fee date, and applicable module changes, which you must then enter in SA All Company Information Setup.

License Date

The expiration date for your current license. Change this date only when you obtain a new license number.

When you reach your warning period date, which is generally 30 or 60 days before you current license expires, without having entered a new license number, this message is displayed each time you log in:

License will expire in XX days, please contact Infor Support to renew your license

If you do not enter a new license number before your license expires, this message is displayed:

License expired, please contact Infor Support 

Your must enter a valid license number or you cannot access any system files.

Infor sends an invoice before your license expiration date. Upon receipt of payment you are issued a new license number and a new expiration date.

License To

Your company name as communicated on pre-installation documents submitted to Infor.

Number of Users

This field represents the number of users you have established for your system to determine hardware requirements.

Modules Purchased

These options indicate which system modules you have purchased. You can select modules only after you specify a new license number. If you purchase additional system modules, you can update these settings after Infor sends you a new license number.

Select the system modules that you have purchased. If you select Order Entry, you can use the Sales Manager and Pricing and Discounting modules. If you select the EDI, you have full access to EDI Electronic Transaction Control Center Entry. If you select one of these modules, you can use the Check Reconciliation module:

• General Ledger
• Accounts Receivable
• Accounts Payable
• Order Entry

If you have obtained your Credit Card Interface module license information unbundled, you must specify information in SA All Company Information Setup.

If you purchased AvaTax, or Sovos Global Tax Determination, or Vertex Cloud, the Tax Interface option is selected. Although standard tax tables contain basic system logic to calculate tax, you can integrate with one of these optional third-party packages that automatically calculate sales, use, and rental taxes for goods and services for any location in the United States and its territories, and the Canadian provinces. When you implement a third-party package, you supersede all Distribution SX.e tax tables you may have set up in the system tax master records. You cannot use third-party packages and standard tax tables simultaneously in a single company.