Setting General Parameters

Open the General Parameters form.
On the Address tab, specify the address and telephone information for the selected site. In the Email field, specify the company's main email address, which is used as the contact email for general questions from portal users.
Specify this information on the General tab:
Multi-Site Group

Select the site for which you want to set parameters.

Transfer/Project BOL Prefix

Specify the default prefix to be used for bill of lading numbers. This prefix is used when generating transfer or project advance ship notices.

Allowable Days Forward

Specify the number of days after the end of the current accounting period for which users without enter out of date range authorization can enter transactions.

Allowable Days Backward

Specify the number of days before the beginning of the current accounting period for which users without enter out of date range authorization may enter transactions.

EC Wt. Conv. Factor

Specify the conversion factor for unit weight on EC SSD Reports. The system uses this factor to convert the Weight field in the Item file into kilograms.

Current Fiscal Year

Select the current fiscal year. This controls how the system determines which current period, out of multiple open fiscal years, is the true current accounting period. Only fiscal years of open accounting periods are available to select.

Message Num Prefix

Specify an alphanumeric prefix to be used when creating new messages. When specified here, the prefix is automatically inserted when an auto-numbered message is created. This prefix allows different groups, and/or different application developers to create messages without their message numbers conflicting with those of another group or application.

Dealer ID

Optionally, specify a dealer ID to use by default on warranty claim paperwork when one is not specified for a vendor or warehouse. You should obtain the dealer ID value from a vendor.

Capitalize State Abbreviations

Select this check box if you want the system to print the abbreviation for the province or state in capital letters (for example, OH for Ohio). Clear the check box if you want the system to capitalize the first letter only (for example, Oh).

Print Company Name on Forms
Select this check box to print your company's name on all forms. Clear the check box if you have pre-printed forms containing your company's name. If you clear the box, the system omits your company's name from the following reports:
- Statements
- Order Invoices
- Credit Memos
- Purchase Orders
Display Report Headers

Select this check box to print report headers on report outputs for this site.

Post to Journal

Select this check box to post distribution journal transaction for all production and material transactions.

Post and Print Simultaneously

Select this box to allow the posting of journals and the printing of financial statements to occur simultaneously.

Activate EC Reporting

Select the box to activate all EC VAT information.

Use Analytical Ledger

Select this check box only if you want to create a separate ledger, the analytical ledger, to accumulate expense and revenue accounts. Clear the check box if you want financials to use a single accounting system and all journals post to the general ledger.

Set Default Ending Value to Starting Value

Select this check box if you want to control how range values are set by default on reports, activities, and utilities. If you select this check box, then on any form where you can specify a range of values, the value you specify in the Starting field is automatically set as the default value in the Ending field.

Auto Post Invoices

Select this check box to automatically post invoices when they are generated.
Enabling this function prevents invoices from being reversed. Instead, a credit memo is created by the Invoice Credit, Purge, and Reverse Utility. This process is followed because invoice posting creates and completes credit card processing, which cannot be reversed.

CTA Account

Specify the number of your Cumulative Translation Adjustment account. The account description is displayed.
On the Calendar tab, specify the business hours for the site and select the dates during which the hours apply.
Save the settings.