Setting general parameters

Note: Some general parameter information for each site can be replicated to other sites and stored in the parms_mst_all table. None of that information from other sites is displayed on the General Parameters form, however.
  1. For each site and entity, go to the General Parameters form.
  2. On the Address tab, specify the company address to be used for the entity or site. The name and address specified on this tab is displayed on invoices, checks, credit/debit memos, payroll and tax documents, and so on.
  3. On the General tab, specify at least these options. Many of these parameters enable or disable other features and fields in SyteLine. Use the online help to select the options you need.


    • Update the Current Fiscal Year.
    • Specify a multi-site group. This group becomes the default value that is used in the Site Group field on reports and utilities.
    • Optionally, specify a transfer/project BOL prefix. Site-specific prefixes can make it easier to determine which site originated an advance ship notice.
    • Select Set Default Ending Value to Starting Value. Then, in any form where users can specify a range of values, the value they specify in the Starting field is automatically set as the default value in the Ending field. This prevents users from accidentally running extremely long reports that list all possible values.
    • If you want to use multiple financial sets of books, select that option. For more information about this feature, see the online help.
    • For entities, specify the CTA Account. This account is used to store the currency translation differences that might occur during the consolidation of accounts to this corporate entity.
    Note: The CTA account can only be set up after the Reports To Entity hierarchy is set up. See Setting up the financial reporting hierarchy.
  4. Log out of the site and then log back in. Changes to the currency codes and the general parameters require this.