Configuring Site Parameters
- Open the Site Parameters form.
-
Specify this information:
- Site
- Specify the appropriate site. The site name and description are displayed. If you need to create a new site, open the Sites form.
- ERP Type
- Specify the appropriate ERP type.
- Default Menu Group
- Determines which menus the users must view by default.
- To generate form component views, click Generate Strings View, Generate Component View, Generate Menus View, and Generate Images View.
-
On the Calendar
Setup tab, select a start date for the site calendar and specify
a tracking year.
- Click Site Holidays to edit holidays.
- Click Site Calendar to view a 12 month array of the site calendar.
-
Configure Work Week Start Day. Specify this
information:
- 1st Day of Work Week
- Set the day of the week that must
be considered as the first day of the work week. By default,
this value is set to Monday.
Note: For Daily Elapsed Employees and Clocked hours employees, this day is considered as the start day of the work week for the selection criteria on the Hours Summary and Daily Elapsed Summary forms. This day is also considered for Weekly Elapsed employees' hours processing. Weekly Elapsed employees must be assigned to Payroll Schedules that have period start dates that correspond with the Site’s 1st Day of the Work Week setting.
- Work Week Effective Date
- Specify the date from which the
change in the first day of the work week, is effective. All
the weekly selection criteria for report dates equal to and
after this date use the corresponding 1st Day of Work Week
to display the records. Queries on report dates, prior to
the Work Week Effective Date use the 1st Day of Work Week
corresponding to the effective date, for the display of
records. If there is no Work Week Effective date that
corresponds to the report dates in the query, the default
1st Day of the Work Week is considered for the display of
records.
Note: For Weekly Elapsed Employees in addition to use in selection queries, this parameter is considered as the work week start date for the selection criteria on the Hours Summary and Weekly Elapsed Summary forms
- Generate work week
- Click Generate work week to modify
the 1st Day of Work Week setting. If a Work Week Effective
Date is specified, report dates prior to the effective date
use the default 1st Day of Work Week or the 1st day that
corresponds to the 1st day defined for the period, prior to
this change.
Note:
- For Weekly Elapsed Employees, effective dates should be set to the current calendar date or to a future date.
- Elapsed Detail records for weekly employees on report dates prior to the effective date of the work week change or that have create dates that are prior to the work week change, create date cannot be reset. The Generate Work Week utility resets records to the new Work Week Start for Weekly Elapsed Time employees with Elapsed Detail records for future dates (ie, planned absences or holiday abs records).
- Contact Infor Support to review your data structure prior to generating a new work week start day.
-
On the M3
Communication tab, specify this information:
- Web Service URL
- Specify the secured M3 API Rest Service URL. This URL is located on the grid information page.
- Authentication Method
- Select this method that is used to
authenticate with M3. User may select only one from the two methods
available:
- Client Certificate: If Client Certificate is selected, client certificate and certificate password must be provided.
- OAuth1.0a: If OAuth1.0a is selected, consumer key and secret key need must be provided. These keys are configured within CloudSuite prior to provisioning.
- Find Certificate
- Select this button and browse to the client certificate required for authentication with the M3 Web service.
- Certificate Loaded
- This check box is automatically selected when you select the client certificate.
- Certificate Password
- Specify the client certificate password.
- Consumer Key
- Specify the consumer key.
- Secret Key
- Specify the secret key.
- Click Test Connection on the M3 Communication tab to verify the connection to the ERP server.
Parent topic: Overviews and Procedures
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