System Configuration - Detail
Accounts Payable
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Accounts Payable | Allow AP Doc Date Change | True if the user can modify AP document dates. | False | System and User |
Accounts Payable | AP Check Form Name | The name of the Custom Form to be used when printing AP checks. | System | |
Accounts Payable | AP Voucher Custom Text 01 | Label for the Custom 01 field. | Custom 01 | System |
Accounts Payable | AP Voucher Custom Text 02 | Label for the Custom 02 field. | Custom 02 | System |
Accounts Payable | Default Detail Tab | Which detail tab is active by default on AP Voucher detail view | PO Line Items | System |
Accounts Payable | Full page advice | Always print full page advice/check stub? | False | System |
Accounts Payable | Payroll Check Form Name | The name of the Custom Form to be used when printing Payroll checks. | System | |
Accounts Payable | PO Lines on Voucher | Allow paying of non-inventory PO line items on vouchers? | False | System |
Accounts Payable | Quick Check Form Name | The name of the Custom Form to be used when printing Quick Checks. | System | |
Accounts Payable | Vouchers per Check | The number of vouches to include on a single AP check. | All | System and User |
Accounts Receivable
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Auto PO | Auto PO Custom Form | Indicate the custom form to use when printing. | System | |
Auto PO | Auto PO Print Option | Indicate whether you want Auto PO to use the system form or a custom form when printing. | System Report | System |
Auto PO
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Auto PO | Auto PO Custom Form | Indicate the custom form to use when printing. | System | |
Auto PO | Auto PO Print Option | Indicate whether you want Auto PO to use the system form or a custom form when printing. | System Report | System |
Back Order
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Back Order | BO Fill: Create SO | Controls if on Back Order Fill complete SO will be created. | Disabled | System |
Back Order | BO Fill: Create SO Print | Controls if Sales Order is printed for Ord-BO. | Disabled | System |
Back Order | BO Fill: Create SO Print Custom Form | Custom Print Form that prints when Ord-BO orders are created on Back Order Fill. | System | |
Back Order | BO Fill: Hold Tag Print | Controls if Sales Order is printed for Ord-BO. | Disabled | System |
Back Order | BO Fill: Hold Tag Print Custom Form | Custom Print Form that prints when Ord-BO orders are created on Back Order Fill. | System |
Client
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Client | Custom Alpha 01 Field Label | The label for custom alpha field 01 on the Client Info tab of the Client screen. | Custom Alpha 01 | System |
Client | Custom Alpha 02 Field Label | The label for custom alpha field 02 on the Client Info tab of the Client screen. | Custom Alpha 02 | System |
Client | Custom Alpha 03 Field Label | The label for custom alpha field 03 on the Client Info tab of the Client screen. | Custom Alpha 03 | System |
Client | Custom Alpha 04 Field Label | The label for custom alpha field 04 on the Client Info tab of the Client screen. | Custom Alpha 04 | System |
Client | Custom Alpha 05 Field Label | The label for custom alpha field 05 on the Client Info tab of the Client screen. | Custom Alpha 05 | System |
Client | Custom Alpha 06 Field Label | The label for custom alpha field 06 on the Client Info tab of the Client screen. | Custom Alpha 06 | System |
Client | Custom Boolean 01 Field Label | The label for custom boolean field 01 on the Client Info tab of the Client screen. | Custom Boolean 01 | System |
Client | Custom Boolean 02 Field Label | The label for custom boolean field 02 on the Client Info tab of the Client screen. | Custom Boolean 02 | System |
Client | Custom Boolean 03 Field Label | The label for custom boolean field 03 on the Client Info tab of the Client screen. | Custom Boolean 03 | System |
Client | Custom Boolean 04 Field Label | The label for custom boolean field 04 on the Client Info tab of the Client screen. | Custom Boolean 04 | System |
Client | Custom Boolean 05 Field Label | The label for custom boolean field 05 on the Client Info tab of the Client screen. | Custom Boolean 05 | System |
Client | Custom Boolean 06 Field Label | The label for custom boolean field 06 on the Client Info tab of the Client screen. | Custom Boolean 06 | System |
Client | Custom List Field Label | The label for custom list on the Additional Info tab of the Client screen. | Custom List | System |
Client | Custom Real 01 Field Label | The label for custom real field 01 on the Client Info tab of the Client screen. | Custom Real 01 | System |
Client | Custom Real 02 Field Label | The label for custom real field 02 on the Client Info tab of the Client screen. | Custom Real 02 | System |
Client | Custom Real 03 Field Label | The label for custom real field 03 on the Client Info tab of the Client screen. | Custom Real 03 | System |
Client | Custom Real 04 Field Label | The label for custom real field 04 on the Client Info tab of the Client screen. | Custom Real 04 | System |
Client | Custom Real 05 Field Label | The label for custom real field 05 on the Client Info tab of the Client screen. | Custom Real 05 | System |
Client | Custom Real 06 Field Label | The label for custom real field 06 on the Client Info tab of the Client screen. | Custom Real 06 | System |
Client | Custom Real 07 Field Label | The label for custom real field 07 on the Client Info tab of the Client screen. | Custom Real 07 | System |
Client | Custom Real 08 Field Label | The label for custom real field 08 on the Client Info tab of the Client screen. | Custom Real 08 | System |
Client | Custom Text 01 Field Label | The label for custom text field 1 on the Additional Info tab of the Client screen. | Custom 01 | System |
Client | Custom Text 02 Field Label | The label for custom text field 2 on the Additional Info tab of the Client screen. | Custom 02 | System |
Client | Custom Text 03 Field Label | The label for custom text field 3 on the Additional Info tab of the Client screen. | Custom 03 | System |
Client | Custom Text 04 Field Label | The label for custom text field 4 on the Additional Info tab of the Client screen. | Custom 04 | System |
Client | Custom Text 05 Field Label | The label for custom text field 5 on the Additional Info tab of the Client screen. | Custom 05 | System |
Client | Custom Text 06 Field Label | The label for custom text field 6 on the Additional Info tab of the Client screen. | Custom 06 | System |
Client | Custom Text 07 Field Label | The label for custom text field 7 on the Additional Info tab of the Client screen. | Custom 07 | System |
Client | Custom Text 08 Field Label | The label for custom text field 8 on the Additional Info tab of the Client screen. | Custom 08 | System |
Client | Custom Text 09 Field Label | The label for custom text field 9 on the Additional Info tab of the Client screen. | Custom 09 | System |
Client | Custom Text 10 Field Label | The label for custom text field 10 on the Client Info tab of the Client screen. | Custom 10 | System |
Client | Custom Text 11 Field Label | The label for custom text field 11 on the Client Info tab of the Client screen. | Custom 11 | System |
Client | Custom Text 12 Field Label | The label for custom text field 12 on the Client Info tab of the Client screen. | Custom 12 | System |
Client | Default COD | Default for Client's COD. | True | System |
Client | Default Credit Limit | Default for Client's Credit Limit. | 1000 | System |
Client | Default Discount Days Paid Within | Default for Client's Discount Days Paid Within. | 30 | System |
Client | Default Discount Percent | Default for Client's Discount Percent. | 5 | System |
Client | Default Disount Days Paid By | Default for Client's Days Paid By. | 0 | System |
Client | Default Finance Charge | Default for Client's for Finance Charge. | True | System |
Client | Default Net Days Due | Default for Client's Net Days Due. | 0 | System |
Client | Default Open Account | Default for Client's Open Account. | True | System |
Client | Default Prompt | Sets system behavior for using defaults for Client | No | System |
Client | Default Statement | Default for Client's Statement. | True | System |
Contact
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Contact | Copy address from parent record | Copy the address from the Client or Vendor record for new Contacts | always | System |
Contact | CustomCB_01 Label | Label for the Custom_01 checkbox. | Custom_01 | System |
Contact | CustomCB_02 Label | Label for the Custom_02 checkbox. | Custom_02 | System |
Contact | CustomCB_03 Label | Label for the Custom_03 checkbox. | Custom_03 | System |
Dashboard
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Dashboard | Dashboard Access | User access to Dashboard. | False | System and User |
Dashboard | Dashboard Accounting Module | User access to Accounting module on Dashboard. | False | System and User |
Dashboard | Dashboard Default Module | User default Dashboard module. | Sales | System and User |
Dashboard | Dashboard Inventory Module | User access to Inventory module on Dashboard. | False | System and User |
Dashboard | Dashboard Open on Startup | Controls if Dashboard is displayed on Startup. | False | System and User |
Dashboard | Dashboard Purchasing Module | User access to Purchasing module on Dashboard. | False | System and User |
Dashboard | Dashboard Sales Module | User access to Sales module on Dashboard. | False | System and User |
Documents
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Documents | Show related client/vendor documents | Show client/vendor documents for clients/vendors that have the same names | False | System |
Documents | Storage Location | Where should attached documents be stored? | In the data file | System |
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Email Send Method | Outgoing email should be sent using this method. | SMTP | System and User |
InvenLot
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
InvenLot | Custom Alpha 01 Label | Label for the Custom Alpha 01 field. | Custom Alpha 01 | System |
InvenLot | Custom Alpha 02 Label | Label for the Custom Alpha 02 field. | Custom Alpha 02 | System |
InvenLot | Custom Alpha 03 Label | Label for the Custom Alpha 03 field. | Custom Alpha 03 | System |
InvenLot | Custom Alpha 04 Label | Label for the Custom Alpha 04 field. | Custom Alpha 04 | System |
InvenLot | Custom Alpha 05 Label | Label for the Custom Alpha 05 field. | Custom Alpha 05 | System |
InvenLot | Custom Real 01 Label | Label for the Custom Real 01 field. | Custom Real 01 | System |
InvenLot | Custom Real 02 Label | Label for the Custom Real 02 field. | Custom Real 02 | System |
InvenLot | Custom Real 03 Label | Label for the Custom Real 03 field. | Custom Real 03 | System |
Inventory
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Inventory | Allow Draw from BO | Inven Maint: Allow draw on BO quantities. | Disabled | System and User |
Inventory | Physical Inventory Import Cost Source | Indicate what cost should be used when processing a physical inventory import. | Current Average Cost, All Warehouses | System |
Inventory | Physical Inventory Import Offset Account | Indicate the GL Account account to use for offset. | System Default | System |
Inventory | Stats: Auto-set Maximum Stock | Maximum Stock = this number times avg. monthly unit sales. Use 0 for manual entry of Maximum Stock levels. | 0 | System |
Inventory | Stats: Auto-set Minimum Stock | Minimum Stock = this number times avg. monthly unit sales. Use 0 for manual entry of Minimum Stock levels. | 0 | System |
Inventory | Stats: Exclude Warehouse Transfers | Exclude Warehouse Transfers from inventory statistics calculations? | False | System |
Inventory | Stats: Rounding | The number of decimal places to use when rounding calculated Min and Max values. | 0 | System |
Inventory | Stats: Time Period | The number of months to consider for turns and monthly unit sales calculations. | 6 | System |
Invoice
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Invoice | Email 1 Source | Source of email address for Email 1. | Ordered By | System |
Invoice | Email 2 Source | Source of email address for Email 2. | Client | System |
Invoice Detail
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Invoice Detail | Allow New Product | Unknown Item Number or Product Name will cause a new Product to be created from the values entered into the line item. | False | System and User |
Invoice Detail | Discount Calculation Option | Which base price is used to calculate a line item discount. | List Price | System |
Invoice Detail | Margin Calc Cost Source | Indicate what cost should be used in line item margin calculations. | Default PO Cost | System |
Jobs
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Jobs | Cust_Date_Comm_01 Label | Label for the Cust_Date_Comm_01 field. | Cust_Date_Comm_01 | System |
Jobs | Cust_Real_Comm_01 Label | Label for the Cust_Real_Comm_01 field. | Cust_Real_Comm_01 | System |
Jobs | Cust_Real_Comm_02 Label | Label for the Cust_Real_Comm_02 field. | Cust_Real_Comm_02 | System |
Jobs | Custom_Integer_Label | Label for the Custom_Integer Field. | Custom_Integer | System |
Jobs | Custom_Real_01_Label | Label for the Custom_Real_01 Field. | Custom_Real_01 | System |
Jobs | Custom_Real_02_Label | Label for the Custom_Real_02 Field. | Custom_Real_02 | System |
Jobs | Custom_Real_03_Label | Label for the Custom_Real_03 Field. | Custom_Real_03 | System |
Jobs | Custom_Real_04_Label | Label for the Custom_Real_04 Field. | Custom_Real_04 | System |
Jobs | Custom_String_02_Label | Label for the Custom_String_02 Field. | Custom_String_02 | System |
Jobs | Custom_String_Label | Label for the Custom_String Field. | Custom_String | System |
Jobs | CustomAlpha_01 Label | Label for the Custom_Alpha_01 field. | Custom_Alpha_01 | System |
Jobs | CustomAlpha_02 Label | Label for the Custom_Alpha_02 field. | Custom_Alpha_02 | System |
Jobs | CustomAlpha_03 Label | Label for the Custom_Alpha_03 field. | Custom_Alpha_03 | System |
Jobs | CustomAlpha_04 Label | Label for the Custom_Alpha_04 field. | Custom_Alpha_04 | System |
Jobs | CustomAlpha_05 Label | Label for the Custom_Alpha_05 field. | Custom_Alpha_05 | System |
Jobs | CustomAlpha_06 Label | Label for the Custom_Alpha_06 field. | Custom_Alpha_06 | System |
Jobs | CustomAlpha_07 Label | Label for the Custom_Alpha_07 field. | Custom_Alpha_07 | System |
Jobs | CustomAlpha_08 Label | Label for the Custom_Alpha_08 field. | Custom_Alpha_08 | System |
Jobs | CustomAlpha_09 Label | Label for the Custom_Alpha_09 field. | Custom_Alpha_09 | System |
Jobs | CustomAlpha_10 Label | Label for the Custom_Alpha_10 field. | Custom_Alpha_10 | System |
Jobs | CustomAlpha_11 Label | Label for the Custom_Alpha_11 field. | Custom_Alpha_11 | System |
Jobs | CustomAlpha_12 Label | Label for the Custom_Alpha_12 field. | Custom_Alpha_12 | System |
Jobs | CustomAlpha_13 Label | Label for the Custom_Alpha_13 field. | Custom_Alpha_13 | System |
Jobs | CustomAlpha_14 Label | Label for the Custom_Alpha_14 field. | Custom_Alpha_14 | System |
Jobs | CustomAlpha_15 Label | Label for the Custom_Alpha_15 field. | Custom_Alpha_15 | System |
Jobs | CustomAlpha_16 Label | Label for the Custom_Alpha_16 field. | Custom_Alpha_16 | System |
Jobs | CustomAlpha_17 Label | Label for the Custom_Alpha_17 field. | Custom_Alpha_17 | System |
Jobs | CustomAlpha_18 Label | Label for the Custom_Alpha_18 field. | Custom_Alpha_18 | System |
Jobs | CustomAlpha_19 Label | Label for the Custom_Alpha_19 field. | Custom_Alpha_19 | System |
Jobs | CustomAlpha_20 Label | Label for the Custom_Alpha_20 field. | Custom_Alpha_20 | System |
Jobs | CustomAlpha_21 Label | Label for the Custom_Alpha_21 field. | Custom_Alpha_21 | System |
Jobs | CustomAlpha_22 Label | Label for the Custom_Alpha_22 field. | Custom_Alpha_22 | System |
Jobs | CustomAlpha_23 Label | Label for the Custom_Alpha_23 field. | Custom_Alpha_23 | System |
Jobs | CustomAlpha_24 Label | Label for the Custom_Alpha_24 field. | Custom_Alpha_24 | System |
Jobs | CustomAlpha_25 Label | Label for the Custom_Alpha_25 field. | Custom_Alpha_25 | System |
Jobs | CustomAlpha_26 Label | Label for the Custom_Alpha_26 field. | Custom_Alpha_26 | System |
Jobs | CustomAlpha_27 Label | Label for the Custom_Alpha_27 field. | Custom_Alpha_27 | System |
Jobs | CustomAlpha_28 Label | Label for the Custom_Alpha_28 field. | Custom_Alpha_28 | System |
Jobs | CustomAlpha_29 Label | Label for the Custom_Alpha_29 field. | Custom_Alpha_29 | System |
Jobs | CustomAlpha_30 Label | Label for the Custom_Alpha_30 field. | Custom_Alpha_30 | System |
Jobs | CustomAlpha_31 Label | Label for the Custom_Alpha_31 field. | Custom_Alpha_31 | System |
Jobs | CustomAlpha_32 Label | Label for the Custom_Alpha_32 field. | Custom_Alpha_32 | System |
Jobs | CustomAlpha_33 Label | Label for the Custom_Alpha_33 field. | Custom_Alpha_33 | System |
Jobs | CustomAlpha_34 Label | Label for the Custom_Alpha_34 field. | Custom_Alpha_34 | System |
Jobs | CustomAlpha_35 Label | Label for the Custom_Alpha_35 field. | Custom_Alpha_35 | System |
Jobs | CustomAlpha_36 Label | Label for the Custom_Alpha_36 field. | Custom_Alpha_36 | System |
Jobs | CustomAlpha_37 Label | Label for the Custom_Alpha_37 field. | Custom_Alpha_37 | System |
Jobs | CustomAlpha_38 Label | Label for the Custom_Alpha_38 field. | Custom_Alpha_38 | System |
Jobs | CustomAlpha_39 Label | Label for the Custom_Alpha_39 field. | Custom_Alpha_39 | System |
Jobs | CustomAlpha_40 Label | Label for the Custom_Alpha_40 field. | Custom_Alpha_40 | System |
Jobs | CustomAlpha_41 Label | Label for the Custom_Alpha_41 field. | Custom_Alpha_41 | System |
Jobs | CustomAlpha_42 Label | Label for the Custom_Alpha_42 field. | Custom_Alpha_42 | System |
Jobs | CustomAlpha_43 Label | Label for the Custom_Alpha_43 field. | Custom_Alpha_43 | System |
Jobs | CustomAlpha_44 Label | Label for the Custom_Alpha_44 field. | Custom_Alpha_44 | System |
Jobs | CustomAlpha_45 Label | Label for the Custom_Alpha_45 field. | Custom_Alpha_45 | System |
Jobs | CustomAlpha_46 Label | Label for the Custom_Alpha_46 field. | Custom_Alpha_46 | System |
Jobs | CustomAlpha_47 Label | Label for the Custom_Alpha_47 field. | Custom_Alpha_47 | System |
Jobs | CustomAlpha_48 Label | Label for the Custom_Alpha_48 field. | Custom_Alpha_48 | System |
Jobs | CustomAlpha_49 Label | Label for the Custom_Alpha_49 field. | Custom_Alpha_49 | System |
Jobs | CustomAlpha_50 Label | Label for the Custom_Alpha_50 field. | Custom_Alpha_50 | System |
Jobs | CustomReal_10 Label | Label for the Custom_Real_10 field. | Custom_Real_10 | System |
Jobs | CustomReal_11 Label | Label for the Custom_Real_11 field. | Custom_Real_11 | System |
Jobs | CustomReal_12 Label | Label for the Custom_Real_12 field. | Custom_Real_12 | System |
Jobs | CustomReal_13 Label | Label for the Custom_Real_13 field. | Custom_Real_13 | System |
Jobs | CustomReal_14 Label | Label for the Custom_Real_14 field. | Custom_Real_14 | System |
Jobs | CustomReal_15 Label | Label for the Custom_Real_15 field. | Custom_Real_15 | System |
Jobs | CustomReal_16 Label | Label for the Custom_Real_16 field. | Custom_Real_16 | System |
Jobs | CustomText_01 Label | Label for the Custom_Text_01 field. | Custom_Text_01 | System |
Jobs | CustomText_02 Label | Label for the Custom_Text_02 field. | Custom_Text_02 | System |
Jobs | Default Part Number | Sets default Part Number for Progress Billing. | CAT-01 | System |
Jobs | Due Date Label | Label for the Due Date field. | Due Date | System |
Jobs | Labor Markup Pct | Default % for labor markup on jobs. | 0 | System |
Jobs | Track Adjusting Journal Entries | Track Adjusting Journal Entry transactions in Job records. | Off | System |
Jobs | Track Checks | Track Quick Check transactions in Job records. | Off | System |
Jobs | Track Receipts | Track Receipt transactions in Job records. | Off | System |
Jobs | Track Vouchers | Track Voucher transactions in Job records. | Off | System |
List View
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
List View | Query Log | Create a System Log for each List View query performed?. | False | System |
List View | Record Display Limit | The maximum number of records that can be displayed on a list view. Use 0 for no limit. | 1000000 | System |
MRP
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
MRP | Calculate Parent Assy Open Sales | Calculate ''Parent Assy Open Sales'' on product MRP. | False | System |
Once Daily Update
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Once Daily Update | Client YTD | Enable Client YTD Sum Update | True | System |
Once Daily Update | Inventory Stats | Enable Inventory Stats Update | True | System |
Navigation Bar
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Navigation Bar | Visible | Visibility of the main navigation bar | False | System and User |
Pictures
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Pictures | Storage Location | Where should product pictures be stored? | On the server machine | System |
Planner
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Planner | Custom_Alpha_01_Label | Label for the Custom_Alpha_01 field on the Planner Task detail screen. | Custom_Alpha_01 | System |
Planner | Custom_Alpha_02_Label | Label for the Custom_Alpha_02 field on the Planner Task detail screen. | Custom_Alpha_02 | System |
Planner | Custom_Alpha_03_Label | Label for the Custom_Alpha_03 field on the Planner Task detail screen. | Custom_Alpha_03 | System |
Planner | Custom_Alpha_04_Label | Label for the Custom_Alpha_04 field on the Planner Task detail screen. | Custom_Alpha_04 | System |
Planner | Custom_Alpha_05_Label | Label for the Custom_Alpha_05 field on the Planner Task detail screen. | Custom_Alpha_05 | System |
Planner | Custom_Alpha_06_Label | Label for the Custom_Alpha_06 field on the Planner Task detail screen. | Custom_Alpha_06 | System |
Planner | Custom_Alpha_07_Label | Label for the Custom_Alpha_07 field on the Planner Task detail screen. | Custom_Alpha_07 | System |
Planner | Custom_Alpha_08_Label | Label for the Custom_Alpha_08 field on the Planner Task detail screen. | Custom_Alpha_08 | System |
Planner | Custom_Alpha_09_Label | Label for the Custom_Alpha_09 field on the Planner Task detail screen. | Custom_Alpha_09 | System |
Planner | Custom_Alpha_10_Label | Label for the Custom_Alpha_10 field on the Planner Task detail screen. | Custom_Alpha_10 | System |
Planner | Custom_Alpha_11_Label | Label for the Custom_Alpha_11 field on the Planner Task detail screen. | Custom_Alpha_11 | System |
Planner | Custom_Alpha_12_Label | Label for the Custom_Alpha_12 field on the Planner Task detail screen. | Custom_Alpha_12 | System |
Planner | Custom_Alpha_13_Label | Label for the Custom_Alpha_13 field on the Planner Task detail screen. | Custom_Alpha_13 | System |
Planner | Custom_Alpha_14_Label | Label for the Custom_Alpha_14 field on the Planner Task detail screen. | Custom_Alpha_14 | System |
Planner | Custom_Alpha_15_Label | Label for the Custom_Alpha_15 field on the Planner Task detail screen. | Custom_Alpha_15 | System |
Planner | Custom_Alpha_16_Label | Label for the Custom_Alpha_16 field on the Planner Task detail screen. | Custom_Alpha_16 | System |
Planner | Custom_Alpha_17_Label | Label for the Custom_Alpha_17 field on the Planner Task detail screen. | Custom_Alpha_17 | System |
Planner | Custom_Alpha_18_Label | Label for the Custom_Alpha_18 field on the Planner Task detail screen. | Custom_Alpha_18 | System |
Planner | Custom_Alpha_19_Label | Label for the Custom_Alpha_19 field on the Planner Task detail screen. | Custom_Alpha_19 | System |
Planner | Custom_Alpha_20_Label | Label for the Custom_Alpha_20 field on the Planner Task detail screen. | Custom_Alpha_20 | System |
Planner | Custom_Alpha_21_Label | Label for the Custom_Alpha_21 field on the Planner Task detail screen. | Custom_Alpha_21 | System |
Planner | Custom_Alpha_22_Label | Label for the Custom_Alpha_22 field on the Planner Task detail screen. | Custom_Alpha_22 | System |
Planner | Custom_Alpha_23_Label | Label for the Custom_Alpha_23 field on the Planner Task detail screen. | Custom_Alpha_23 | System |
Planner | Custom_Alpha_24_Label | Label for the Custom_Alpha_24 field on the Planner Task detail screen. | Custom_Alpha_24 | System |
Planner | Custom_Alpha_25_Label | Label for the Custom_Alpha_25 field on the Planner Task detail screen. | Custom_Alpha_25 | System |
Planner | Custom_Alpha_26_Label | Label for the Custom_Alpha_26 field on the Planner Task detail screen. | Custom_Alpha_26 | System |
Planner | Custom_Alpha_27_Label | Label for the Custom_Alpha_27 field on the Planner Task detail screen. | Custom_Alpha_27 | System |
Planner | Custom_Alpha_28_Label | Label for the Custom_Alpha_28 field on the Planner Task detail screen. | Custom_Alpha_28 | System |
Planner | Custom_Alpha_29_Label | Label for the Custom_Alpha_29 field on the Planner Task detail screen. | Custom_Alpha_29 | System |
Planner | Custom_Alpha_30_Label | Label for the Custom_Alpha_30 field on the Planner Task detail screen. | Custom_Alpha_30 | System |
Planner | Custom_Alpha_31_Label | Label for the Custom_Alpha_31 field on the Planner Task detail screen. | Custom_Alpha_31 | System |
Planner | Custom_Boolean_01_Label | Label for the Custom_Boolean_01 field on the Planner Task detail screen. | Custom_Boolean_01 | System |
Planner | Custom_Boolean_02_Label | Label for the Custom_Boolean_02 field on the Planner Task detail screen. | Custom_Boolean_02 | System |
Planner | Custom_Boolean_03_Label | Label for the Custom_Boolean_03 field on the Planner Task detail screen. | Custom_Boolean_03 | System |
Planner | Custom_Boolean_04_Label | Label for the Custom_Boolean_04 field on the Planner Task detail screen. | Custom_Boolean_04 | System |
Planner | Custom_Boolean_05_Label | Label for the Custom_Boolean_05 field on the Planner Task detail screen. | Custom_Boolean_05 | System |
Planner | Custom_Boolean_06_Label | Label for the Custom_Boolean_06 field on the Planner Task detail screen. | Custom_Boolean_06 | System |
Planner | Custom_Boolean_07_Label | Label for the Custom_Boolean_07 field on the Planner Task detail screen. | Custom_Boolean_07 | System |
Planner | Custom_Text_01_Label | Label for the Custom_Text_01 field on the Planner Task detail screen. | Custom_Text_01 | System |
Planner | Custom_Text_02_Label | Label for the Custom_Text_02 field on the Planner Task detail screen. | Custom_Text_02 | System |
Planner | Custom_Text_03_Label | Label for the Custom_Text_03 field on the Planner Task detail screen. | Custom_Text_03 | System |
Planner | Custom_Text_04_Label | Label for the Custom_Text_04 field on the Planner Task detail screen. | Custom_Text_04 | System |
Planner | Default Duration | Sets the default task duration in hours. | 8 | System |
Planner | New Task Alarm Default | New Tasks will have the reminder alarm set to On by default. | True | System |
Posting
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Posting | Backup Checkbox Default | True if the backup checkbox should be checked by default on the main posting screen. | True | System |
Posting | Consolidate Like Accounts | Consolidate like accounts within a document when posting? | True | System |
Price Break
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Price Break | Client Name as Category | Consider client names to be price break categories? | True | System |
Price Break | Respect UM | Price Break lookups will consider only Price Breaks matching the Unit of Measure. | True | System |
Product
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Product | Auto PO Order Qty | Assign Auto PO reorder quantity formula. | Reorder Qty | System |
Product | Custom Alpha 11 Field Label | Label for the Custom 11 field. | System | |
Product | Custom Alpha 12 Field Label | Label for the Custom 12 field. | System | |
Product | Custom Alpha 13 Field Label | Label for the Custom 13 field. | System | |
Product | Custom Alpha 14 Field Label | Label for the Custom 14 field. | System | |
Product | Custom Alpha 15 Field Label | Label for the Custom 15 field. | System | |
Product | Custom Alpha 16 Field Label | Label for the Custom 16 field. | System | |
Product | Custom Alpha 17 Field Label | Label for the Custom 17 field. | System | |
Product | Custom Alpha 18 Field Label | Label for the Custom 18 field. | System | |
Product | Custom Alpha 19 Field Label | Label for the Custom 19 field. | System | |
Product | Custom Alpha 20 Field Label | Label for the Custom 20 field. | System | |
Product | Custom Boolean 01 Field Label | Label for the Custom_01 checkbox. | System | |
Product | Custom Boolean 02 Field Label | Label for the Custom_02 checkbox. | System | |
Product | Custom_Boolean_01_Label | Label for the Custom_Boolean_01 Cell on the Inventory Tab. | Custom_Boolean_01 | System |
Product | Custom_Date_01_Label | Label for the Custom_Date_01 Cell on the Inventory Tab. | Custom_Date_01 | System |
Product | Custom_Real_01_Label | Label for the Custom_Real_01 Cell on the Inventory Tab. | Custom_Real_01 | System |
Product | Custom_String_01_Label | Label for the Custom_String Cell on the Inventory Tab. | Custom_String | System |
Product | MRP Damper Days | Number of damper days used in MRP levels calculations. | 0 | System |
Product | New Kits Fixed Price | Should new kits default to 'fixed price'? | False | System |
Product | Price Break for New Product | Determines the source of default Price Breaks | Product Class | System |
Product | Price Break Source Price | What price should be used when calculating price-break prices? | Sell Price | System |
Purchase Order
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Purchase Order | Alternate ID Field Label | The field label for the Alternate ID field on Purchase Orders. | Alternate ID | System |
Purchase Order | Alternate ID Rollover | The alternate ID value is carried over when new POs are created. | False | System |
Purchase Order | Auto-fill Related Sales Orders | Fill open Sales Orders and Back Orders when a PO is saved after receiving. | Ask | System |
Purchase Order | Custom Boolean 01 Field Label | Label for the CustomBoolean_01 checkbox. | System | |
Purchase Order | Custom Boolean 02 Field Label | Label for the CustomBoolean_02 checkbox. | System | |
Purchase Order | Custom Boolean 03 Field Label | Label for the CustomBoolean_03 checkbox. | Label for CustomBoolean_03 | System |
Purchase Order | Custom Boolean 04 Field Label | Label for the CustomBoolean_04 checkbox. | Label for CustomBoolean_04 | System |
Purchase Order | Custom Boolean 05 Field Label | Label for the CustomBoolean_05 checkbox. | Label for CustomBoolean_05 | System |
Purchase Order | Custom Boolean 06 Field Label | Label for the CustomBoolean_06 checkbox. | Label for CustomBoolean_06 | System |
Purchase Order | Custom Boolean 07 Field Label | Label for the CustomBoolean_07 checkbox. | Label for CustomBoolean_07 | System |
Purchase Order | Custom Boolean 08 Field Label | Label for the CustomBoolean_08 checkbox. | Label for CustomBoolean_08 | System |
Purchase Order | Custom_01 Label | Label for the Custom_01 field. | System | |
Purchase Order | Custom_02 Label | Label for the CustomAlpha_02 field. | System | |
Purchase Order | Custom_03 Label | Label for the CustomAlpha_03 field. | System | |
Purchase Order | Custom_04 Label | Label for the CustomAlpha_04 field. | System | |
Purchase Order | CustomAlpha_05 Label | Label for the CustomAlpha_05 field. | Label for CustomAlpha_05 | System |
Purchase Order | CustomAlpha_06 Label | Label for the CustomAlpha_06 field. | Label for CustomAlpha_06 | System |
Purchase Order | CustomAlpha_07 Label | Label for the CustomAlpha_07 field. | Label for CustomAlpha_07 | System |
Purchase Order | CustomAlpha_08 Label | Label for the CustomAlpha_08 field. | Label for CustomAlpha_08 | System |
Purchase Order | CustomAlpha_09 Label | Label for the CustomAlpha_09 field. | Label for CustomAlpha_09 | System |
Purchase Order | CustomDate_01 Label | Label for the CustomDate_01 field. | Label for CustomDate_01 | System |
Purchase Order | CustomDate_02 Label | Label for the CustomDate_02 field. | Label for CustomDate_02 | System |
Purchase Order | CustomDate_03 Label | Label for the CustomDate_03 field. | Label for CustomDate_03 | System |
Purchase Order | CustomDate_04 Label | Label for the CustomDate_04 field. | Label for CustomDate_04 | System |
Purchase Order | CustomDate_05 Label | Label for the CustomDate_05 field. | Label for CustomDate_05 | System |
Purchase Order | CustomReal_01 Label | Label for the CustomReal_01 field. | Label for CustomReal_01 | System |
Purchase Order | CustomReal_02 Label | Label for the CustomReal_02 field. | Label for CustomReal_02 | System |
Purchase Order | CustomReal_03 Label | Label for the CustomReal_03 field. | Label for CustomReal_03 | System |
Purchase Order | CustomReal_04 Label | Label for the CustomReal_04 field. | Label for CustomReal_04 | System |
Purchase Order | CustomReal_05 Label | Label for the CustomReal_05 field. | Label for CustomReal_05 | System |
Purchase Order | Email Custom Form | The Custom Form to use when emailing documents from the Purchase Order list view action menu. | System | |
Purchase Order | Line Item Extended Calculation | Round or truncate when calculating PO line item extended values? | Round | System |
Purchase Order | Print Alternate ID Prominently | The alternate ID value will appear prominently on printed POs. | False | System and User |
Purchase Order | Product/Vendor Mismatch Warning | An alert will appear if the default vendor for the indicated product does not match the vendor on the PO. | False | System |
Purchase Order | Supply-type Product Lookup | Validate part numbers on supply-type POs?. | False | System |
Purchase Order | Tax/Surcharge 1 Enable | Set to True to turn feature on. | False | System |
Purchase Order | Tax/Surcharge 1 Name | The name of Tax/Surcharge #1. | Tax/Surcharge 1 | System |
Purchase Order | Tax/Surcharge 2 Enable | Set to True to turn feature on. | False | System |
Purchase Order | Tax/Surcharge 2 Name | The name of Tax/Surcharge #2. | Tax/Surcharge 2 | System |
Receipt
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Receipt | Allow Misc Client Receipts | Allow non-AR receipts for system client ''_Misc''? | False | System |
Sales Document
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Sales Document | Account Manager Warning | Warn user when saving with no Account Manager specified? | True | System |
Sales Document | Address Change Messages | Set the system's reaction to a new or modified Ship To address. | Ask | System |
Sales Document | Allow _Misc Client Jobs | Allow _Misc Client Jobs | False | System |
Sales Document | Allow multiple sales order screens | The maximum number of Sales Order screens that can be open at one time. | 1 | System and User |
Sales Document | Allow Posted Notes Edit | Can user edit notes on posted Sales Doc? | False | System and User |
Sales Document | Allow Qty Reserve BO Override | Allow shipping of units currently reserved for back orders? | False | System and User |
Sales Document | Allow Tax Override | Override calculated invoice tax amount with user entered amount? | False | System |
Sales Document | Auto Assembly Build | Controls if assemblies are created as needed in SO. | False | System |
Sales Document | Auto enter client name | Automatically enter the name of the client on the open Client detail screen into new Sales Documents? | False | System |
Sales Document | Auto enter Picked date | Auto-enter today's date when Picking a sales order? | False | System |
Sales Document | Auto enter Shipped date | Auto-enter today's date when Shipping a sales order? | False | System |
Sales Document | Auto fill PO Alt ID | When POs are created from Sales Orders, automatically fill in the PO Alternate ID field with this Sales Order field? | System | |
Sales Document | Auto-task Create, Lead Time | The number of days later to set the task due date when a sales document is created. | System | |
Sales Document | Auto-task Create, User Name | The name of the user who will be assigned a task when a sales document is created. | System | |
Sales Document | Client Lookup Field 2 | The field that will be used as the second lookup on the Sales Doc detail screen. | Client Number | System |
Sales Document | Confirm kit line item sell price change | Confirm new price if the user changed the cost of a line item on the fly | True | System |
Sales Document | Custom Alpha 1 Field Label | The label for custom alpha field 1 on the Notes tab of the Sales Document screen. | Custom Alpha 1 | System |
Sales Document | Custom Alpha 2 Field Label | The label for custom alpha field 2 on the Notes tab of the Sales Document screen. | Custom Alpha 2 | System |
Sales Document | Custom Alpha 3 Field Label | The label for custom alpha field 3 on the Notes tab of the Sales Document screen. | Custom Alpha 3 | System |
Sales Document | Custom Alpha 4 Field Label | The label for custom alpha field 4 on the Notes tab of the Sales Document screen. | Custom Alpha 4 | System |
Sales Document | Custom Alpha 5 Field Label | The label for custom alpha field 5 on the Notes tab of the Sales Document screen. | Custom Alpha 5 | System |
Sales Document | Custom Alpha 6 Field Label | The label for custom alpha field 6 on the Notes tab of the Sales Document screen. | Custom Alpha 6 | System |
Sales Document | Custom Boolean 1 Field Label | The label for custom boolean field 1 on the Notes tab of the Sales Document screen. | Custom Boolean 1 | System |
Sales Document | Custom Boolean 2 Field Label | The label for custom boolean field 2 on the Notes tab of the Sales Document screen. | Custom Boolean 2 | System |
Sales Document | Custom Boolean 3 Field Label | The label for custom boolean field 3 on the Notes tab of the Sales Document screen. | Custom Boolean 3 | System |
Sales Document | Custom Boolean 4 Field Label | The label for custom boolean field 4 on the Notes tab of the Sales Document screen. | Custom Boolean 4 | System |
Sales Document | Custom Boolean 5 Field Label | The label for custom boolean field 5 on the Notes tab of the Sales Document screen. | Custom Boolean 5 | System |
Sales Document | Custom Boolean 6 Field Label | The label for custom boolean field 6 on the Notes tab of the Sales Document screen. | Custom Boolean 6 | System |
Sales Document | Custom List Field Label | The label for custom list on the Additional Info tab of the Sales Document screen. | Custom List | System |
Sales Document | Custom Real 1 Field Label | The label for custom real field 1 on the Notes tab of the Sales Document screen. | Custom Real 1 | System |
Sales Document | Custom Real 2 Field Label | The label for custom real field 2 on the Notes tab of the Sales Document screen. | Custom Real 2 | System |
Sales Document | Custom Real 3 Field Label | The label for custom real field 3 on the Notes tab of the Sales Document screen. | Custom Real 3 | System |
Sales Document | Custom Real 4 Field Label | The label for custom real field 4 on the Notes tab of the Sales Document screen. | Custom Real 4 | System |
Sales Document | Custom Real 5 Field Label | The label for custom real field 5 on the Notes tab of the Sales Document screen. | Custom Real 5 | System |
Sales Document | Custom Real 6 Field Label | The label for custom real field 6 on the Notes tab of the Sales Document screen. | Custom Real 6 | System |
Sales Document | Custom Real 7 Field Label | The label for custom real field 7 on the Notes tab of the Sales Document screen. | Custom Real 7 | System |
Sales Document | Custom Real 8 Field Label | The label for custom real field 8 on the Notes tab of the Sales Document screen. | Custom Real 8 | System |
Sales Document | Custom Text 01 Field Label | The label for custom text field 1 on the Additional Info tab of the Sales Document screen. | Custom 01 | System |
Sales Document | Custom Text 02 Field Label | The label for custom text field 2 on the Additional Info tab of the Sales Document screen. | Custom 02 | System |
Sales Document | Custom Text 03 Field Label | The label for custom text field 3 on the Additional Info tab of the Sales Document screen. | Custom 03 | System |
Sales Document | Custom Text 04 Field Label | The label for custom text field 4 on the Additional Info tab of the Sales Document screen. | Custom 04 | System |
Sales Document | Custom Text 05 Field Label | The label for custom text field 5 on the Additional Info tab of the Sales Document screen. | Custom 05 | System |
Sales Document | Custom Text 06 Field Label | The label for custom text field 6 on the Additional Info tab of the Sales Document screen. | Custom 06 | System |
Sales Document | Custom Text 07 Field Label | The label for custom text field 7 on the Additional Info tab of the Sales Document screen. | Custom 07 | System |
Sales Document | Custom Text 08 Field Label | The label for custom text field 8 on the Additional Info tab of the Sales Document screen. | Custom 08 | System |
Sales Document | Custom Text 09 Field Label | The label for custom text field 9 on the Additional Info tab of the Sales Document screen. | Custom 09 | System |
Sales Document | Custom Text 10 Field Label | The label for custom text field 10 on the Notes tab of the Sales Document screen. | Custom 10 | System |
Sales Document | Custom Text 11 Field Label | The label for custom text field 11 on the Notes tab of the Sales Document screen. | Custom 11 | System |
Sales Document | Custom Text 12 Field Label | The label for custom text field 12 on the Notes tab of the Sales Document screen. | Custom 12 | System |
Sales Document | Custom_01 Label | Label for the Custom_01 checkbox. | System | |
Sales Document | Custom_02 Label | Label for the Custom_02 checkbox. | System | |
Sales Document | Custom_03 Label | Label for the Custom_03 checkbox. | System | |
Sales Document | Custom_04 Label | Label for the Custom_04 checkbox. | System | |
Sales Document | Default Custom Form: Committed | The name of the custom form to print when OK & print pressed on a Committed Order. | System | |
Sales Document | Default Custom Form: Credit Memo | The name of the custom form to print when OK & print pressed on a Credit Memo. | System | |
Sales Document | Default Custom Form: Open Order | The name of the custom form to print when OK & print pressed on a Open Order. | System | |
Sales Document | Default Custom Form: Ord as Inv, Ord Qty | The name of the custom form to print for 'Order as Invoice, Order Qty'. | System | |
Sales Document | Default Custom Form: Packed | The name of the custom form to print when OK & print pressed on a Packed. | System | |
Sales Document | Default Custom Form: Picked | The name of the custom form to print when OK & print pressed on a Picked Order. | System | |
Sales Document | Default Custom Form: Posted | The name of the custom form to print when OK & print pressed on a Posted. | System | |
Sales Document | Default Custom Form: Quote | The name of the custom form to print when OK & print pressed on a Quote. | System | |
Sales Document | Default Custom Form: Shipped/Invoice | The name of the custom form to print when OK & print pressed on a Shipped/Invoice. | System | |
Sales Document | Delete Back Orders On Reopen | Delete back orders when resetting to Open status? | False | System |
Sales Document | Display Unit Totals | Display unit totals in line item footer? | No | System |
Sales Document | Email Custom Form | The Custom Form to use when emailing sales documents from the Sales Document list view action menu. | System | |
Sales Document | Invoice Number Assignment Status | The Order Status when an Invoice number is assigned to a Sales Document. | Shipped/Invoice | System |
Sales Document | Lot Entry Warning Cutoff | Do not check inventory lot entry status if there are more than this number of line items. | 20 | System |
Sales Document | Order Margin Mod | User can modify the Order-wide Margin value. | False | System and User |
Sales Document | Order Margin View | User can see the Order-wide Margin value. | False | System and User |
Sales Document | Out of Stock Message | Set the system's reaction to an out-of-stock condition on line item entry. | Ask | System |
Sales Document | Price Break Lookup Date | Which date field to use when looking up a price break | Document Type Date | System |
Sales Document | Reopen BO on Ord-BO Void | Prompts for reopening BO when Voiding the Ord-BO. | False | System and User |
Sales Document | Send Shipment Notification | Send shipment notification when saving an order as Shipped/Invoice? | Don't send | System |
Sales Document | Ship Via Prompt | Determines how Ship Via override prompt behaves. | Ask | System |
Sales Document | Show 2nd Account Manager | Show 2nd Account Manager on Sales Order detail form? | False | System |
Sales Document | Show Part Number Scan Field | Display the Part Number Scan field on the Sales Order detail screen. | False | System |
Sales Document | Split Order at Save | Split sales orders by warehouse as they are saved?. | False | System |
Sales Document | Status Security | The highest Order Status this user is allowed to change to. | Shipped/Invoice | System and User |
Sales Document | Tax/Surcharge 1 Enable | Set to True to turn feature on. | False | System |
Sales Document | Tax/Surcharge 1 GL Acct | The GL Account to credit at posting for Tax/Surcharge #1. | System | |
Sales Document | Tax/Surcharge 1 Name | The name of Tax/Surcharge #1. | Tax/Surcharge 1 | System |
Sales Document | Tax/Surcharge 2 Enable | Set to True to turn feature on. | False | System |
Sales Document | Tax/Surcharge 2 GL Acct | The GL Account to credit at posting for Tax/Surcharge #2. | System | |
Sales Document | Tax/Surcharge 2 Name | The name of Tax/Surcharge #2. | Tax/Surcharge 2 | System |
Sales Document | Their PO field reuse | Warn if the valued entered in Their PO field appears on any other sales documents. | System | |
Sales Document | Unassociated Credit Memo Cost | The source of the cost value used on an unassociated credit memo. Can be overridden during line item entry. | Default PO Cost | System |
Sales Document | Use StarShip Freight Charges | Use StarShip charges as Sales Doc Freight Amount. | False | System |
Sales Summary
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Sales Summary | Enabled | Turns the Sales Summary feature on/off. (Requires server restart.) | True | System |
Ship/Bill To
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Ship/Bill To | Custom Alpha 01 Field Label | Field label for Custom 01 field. | Custom 01 | System |
Shortcuts
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Shortcuts | Accounts Payable Reports | Keyboard shortcut for the Accounts Payable Reports menu item. | System | |
Shortcuts | Accounts Receivable Reports | Keyboard shortcut for the Accounts Receivable Reports menu item. | System | |
Shortcuts | Adjusting Journal Entries | Keyboard shortcut for the Adjusting Journal Entries menu item. | / | System |
Shortcuts | Auto-Purchase Orders | Keyboard shortcut for the Auto-Purchase Orders menu item. | System | |
Shortcuts | Back Orders | Keyboard shortcut for the Back Orders menu item. | B | System |
Shortcuts | Backup | Keyboard shortcut for the Backup menu item. | System | |
Shortcuts | Budget Data Exchange | Keyboard shortcut for the Budget Data Exchange menu item. | System | |
Shortcuts | Bulk Email | Keyboard shortcut for the Bulk Email menu item. | System | |
Shortcuts | Chart of Accounts | Keyboard shortcut for the Chart of Accounts menu item. | G | System |
Shortcuts | Check Register | Keyboard shortcut for the Check Register menu item. | K | System |
Shortcuts | Clients | Keyboard shortcut for the Clients menu item. | T | System |
Shortcuts | Contacts | Keyboard shortcut for the Contacts menu item. | System | |
Shortcuts | Correspondence | Keyboard shortcut for the Correspondence menu item. | H | System |
Shortcuts | Credit Card Charges | Keyboard shortcut for the Credit Card Charges menu item. | System | |
Shortcuts | Custom Forms | Keyboard shortcut for the Custom Forms menu item. | System | |
Shortcuts | Departments | Keyboard shortcut for the Departments menu item. | System | |
Shortcuts | Disbursements | Keyboard shortcut for the Disbursements menu item. | System | |
Shortcuts | Documents | Keyboard shortcut for the Documents menu item. | System | |
Shortcuts | Employees | Keyboard shortcut for the Employees menu item. | System | |
Shortcuts | External Requests | Keyboard shortcut for the External Requests menu item. | System | |
Shortcuts | Financial Reports | Keyboard shortcut for the Financial Reports menu item. | System | |
Shortcuts | Fiscal Period Setup | Keyboard shortcut for the Fiscal Period Setup menu item. | System | |
Shortcuts | Forecast | Keyboard shortcut for the Forecast menu item. | System | |
Shortcuts | General Ledger Reports | Keyboard shortcut for the General Ledger Reports menu item. | System | |
Shortcuts | GL Transaction View | Keyboard shortcut for the GL Transaction View menu item. | System | |
Shortcuts | HTML | Keyboard shortcut for the HTML menu item. | System | |
Shortcuts | Import Tools | Keyboard shortcut for the Import Tools menu item. | System | |
Shortcuts | Imports & External Transactions | Keyboard shortcut for the Imports & External Transactions menu item. | System | |
Shortcuts | In/Out | Keyboard shortcut for the In/Out menu item. | System | |
Shortcuts | Inventory Levels | Keyboard shortcut for the Inventory Levels menu item. | System | |
Shortcuts | Inventory Reports | Keyboard shortcut for the Inventory Reports menu item. | System | |
Shortcuts | Invoices & Credit Memos | Keyboard shortcut for the Invoices & Credit Memos menu item. | I | System |
Shortcuts | Job Costing Reports | Keyboard shortcut for the Job Costing Reports menu item. | System | |
Shortcuts | Job Items | Keyboard shortcut for the Job Items menu item. | System | |
Shortcuts | Jobs | Keyboard shortcut for the Jobs menu item. | System | |
Shortcuts | Kit Analysis | Keyboard shortcut for the Kit Analysis menu item. | System | |
Shortcuts | Lead Source | Keyboard shortcut for the Lead Source menu item. | System | |
Shortcuts | Lots | Keyboard shortcut for the Lots menu item. | ` | System |
Shortcuts | Maintenance | Keyboard shortcut for the Maintenance menu item. | M | System |
Shortcuts | Marketing | Keyboard shortcut for the Marketing menu item. | System | |
Shortcuts | Memo | Keyboard shortcut for the Memo menu item. | System | |
Shortcuts | Opportunities | Keyboard shortcut for the Opportunities menu item. | System | |
Shortcuts | Payment Type | Keyboard shortcut for the Payment Type menu item. | System | |
Shortcuts | Payroll Import | Keyboard shortcut for the Payroll Import menu item. | System | |
Shortcuts | Payroll Reports | Keyboard shortcut for the Payroll Reports menu item. | System | |
Shortcuts | Pick Pack | Keyboard shortcut for the Pick Pack menu item. | System | |
Shortcuts | Planner | Keyboard shortcut for the Planner menu item. | [ | System |
Shortcuts | Planner Task List | Keyboard shortcut for the Planner Task List menu item. | System | |
Shortcuts | Post Transactions | Keyboard shortcut for the Post Transactions menu item. | = | System |
Shortcuts | Posting Sessions | Keyboard shortcut for the Posting Sessions menu item. | - | System |
Shortcuts | Price Break | Keyboard shortcut for the Price Break menu item. | System | |
Shortcuts | Print Checks | Keyboard shortcut for the Print Checks menu item. | System | |
Shortcuts | Print Financial Reports | Keyboard shortcut for the Print Financial Reports menu item. | System | |
Shortcuts | Product Alias | Keyboard shortcut for the Product Alias menu item. | System | |
Shortcuts | Product Classes | Keyboard shortcut for the Product Classes menu item. | System | |
Shortcuts | Products | Keyboard shortcut for the Products menu item. | D | System |
Shortcuts | Profit Centers | Keyboard shortcut for the Profit Centers menu item. | System | |
Shortcuts | Promotions-Discounts | Keyboard shortcut for the Promotions-Discounts menu item. | System | |
Shortcuts | Purchase Analysis | Keyboard shortcut for the Purchase Analysis menu item. | System | |
Shortcuts | Purchase Orders | Keyboard shortcut for the Purchase Orders menu item. | O | System |
Shortcuts | Purchasing Events | Keyboard shortcut for the Purchasing Events menu item. | System | |
Shortcuts | Purchasing Reports | Keyboard shortcut for the Purchasing Reports menu item. | System | |
Shortcuts | Quantity Reserve | Keyboard shortcut for the Quantity Reserve menu item. | System | |
Shortcuts | Quick Entry | Keyboard shortcut for the Quick Entry menu item. | L | System |
Shortcuts | Quick Report Definitions | Keyboard shortcut for the Quick Report Definitions menu item. | System | |
Shortcuts | Receipt Types | Keyboard shortcut for the Receipt Types menu item. | System | |
Shortcuts | Receipts | Keyboard shortcut for the Receipts menu item. | R | System |
Shortcuts | Recipe Components | Keyboard shortcut for the Recipe Components menu item. | System | |
Shortcuts | Reconcile | Keyboard shortcut for the Reconcile menu item. | System | |
Shortcuts | Sales Analysis | Keyboard shortcut for the Sales Analysis menu item. | System | |
Shortcuts | Sales Master | Keyboard shortcut for the Sales Master menu item. | 4 | System |
Shortcuts | Sales Orders & Quotes | Keyboard shortcut for the Sales Orders & Quotes menu item. | J | System |
Shortcuts | Sales Reports | Keyboard shortcut for the Sales Reports menu item. | System | |
Shortcuts | Sales Summary | Keyboard shortcut for the Sales Summary menu item. | System | |
Shortcuts | Save XML Importable Field List | Keyboard shortcut for the Save XML Importable Field List menu item. | System | |
Shortcuts | Scripts | Keyboard shortcut for the Scripts menu item. | System | |
Shortcuts | Serial Numbers | Keyboard shortcut for the Serial Numbers menu item. | System | |
Shortcuts | Ship_Bill To | Keyboard shortcut for the Ship\Bill To menu item. | System | |
Shortcuts | System Configuration | Keyboard shortcut for the System Configuration menu item. | System | |
Shortcuts | System Logs | Keyboard shortcut for the System Logs menu item. | System | |
Shortcuts | System Reports | Keyboard shortcut for the System Reports menu item. | System | |
Shortcuts | System Setup | Keyboard shortcut for the System Setup menu item. | System | |
Shortcuts | Tax Areas | Keyboard shortcut for the Tax Areas menu item. | System | |
Shortcuts | Transactions | Keyboard shortcut for the Transactions menu item. | System | |
Shortcuts | Unit of Measure | Keyboard shortcut for the Unit of Measure menu item. | System | |
Shortcuts | User Access Levels | Keyboard shortcut for the User Access Levels menu item. | System | |
Shortcuts | Utilities | Keyboard shortcut for the Utilities menu item. | System | |
Shortcuts | Vendor Price Break | Keyboard shortcut for the Vendor Price Break menu item. | System | |
Shortcuts | Vendors | Keyboard shortcut for the Vendors menu item. | E | System |
Shortcuts | View AP Aging | Keyboard shortcut for the View AP Aging menu item. | , | System |
Shortcuts | View AR Aging | Keyboard shortcut for the View AR Aging menu item. | ' | System |
Shortcuts | View Editor | Keyboard shortcut for the View Editor menu item. | System | |
Shortcuts | Vouchers | Keyboard shortcut for the Vouchers menu item. | U | System |
Shortcuts | Warehouse Transfers | Keyboard shortcut for the Warehouse Transfers menu item. | Y | System |
Shortcuts | Warehouses | Keyboard shortcut for the Warehouses menu item. | System | |
Shortcuts | Web Browser | Keyboard shortcut for the Web Browser menu item. | System | |
Shortcuts | Work Order | Keyboard shortcut for the Work Order menu item. | System | |
Shortcuts | XML Export Configuration | Keyboard shortcut for the XML Export Configuration menu item. | System |
System
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
System | Quit Confirm Dialog | Display confirm dialog at user quit? | True | System |
Tax
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Tax | City Tax field label | Field label for the City tax area tax. | City | System |
Tax | Extra 1 Tax field label | Field label for the Extra 1 tax area tax. | Extra 1 | System |
Tax | Extra 2 Tax field label | Field label for the Extra 2 tax area tax. | Extra 2 | System |
Tax | State Tax field label | Field label for the State tax area tax. | State | System |
Tax | Transit Tax field label | Field label for the Transit tax area tax. | Transit | System |
User
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
User | Custom_01 Label | Label for the Custom_01 field. | Custom 01 | System |
User | Custom_02 Label | Label for the Custom_02 field. | Custom 02 | System |
User | Custom_03 Label | Label for the Custom_03 field. | Custom 03 | System |
User | Custom_04 Label | Label for the Custom_04 field. | Custom 04 | System |
User | CustomCB_01 Label | Label for the Custom_01 check box. | Custom 01 | System |
User | CustomCB_02 Label | Label for the Custom_02 check box. | Custom 02 | System |
User | CustomCB_03 Label | Label for the Custom_03 check box. | Custom 03 | System |
User | CustomCB_04 Label | Label for the Custom_04 check box. | Custom 04 | System |
User | CustomCB_05 Label | Label for the Custom_05 check box. | Custom 05 | System |
User | CustomCB_06 Label | Label for the Custom_06 check box. | Custom 06 | System |
User | CustomCB_07 Label | Label for the Custom_07 check box. | Custom 07 | System |
User | CustomCB_08 Label | Label for the Custom_08 check box. | Custom 08 | System |
User | CustomCB_09 Label | Label for the Custom_09 check box. | Custom 09 | System |
User | CustomCB_10 Label | Label for the Custom_10 check box. | Custom 10 | System |
User | CustomCB_11 Label | Label for the Custom_11 check box. | Custom 11 | System |
User | CustomCB_12 Label | Label for the Custom_12 check box. | Custom 12 | System |
User | Password Days To Live | Number of days a password can be used before it must be changed. | 30 | System |
User | Password Restrictions | Use additional restrictions on user passwords. | False | System |
User | Void/Delete Access | Allow Void/Delete menu item. | True | System and User |
User Read Only
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
User Read Only | Accounts Payable Accounts Payable Reports | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable AP Payment Type | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Bulk Email | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Check Register | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Contact | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Correspondence | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Disbursement | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Print Checks | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Purchase Order | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Reconcile | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Vendor | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable View AP Aging | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Payable Voucher | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Accounts Receivable Reports | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Bulk Email | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Client | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Contact | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Correspondence | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Credit Card Charges | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Invoice | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable Receipt | User Setting for Read-only access | False | System and User |
User Read Only | Accounts Receivable View AR Aging | User Setting for Read-only access | False | System and User |
User Read Only | Administration Backup | User Setting for Read-only access | False | System and User |
User Read Only | Administration Custom Forms | User Setting for Read-only access | False | System and User |
User Read Only | Administration External Requests | User Setting for Read-only access | False | System and User |
User Read Only | Administration HTML | User Setting for Read-only access | False | System and User |
User Read Only | Administration Import Tools | User Setting for Read-only access | False | System and User |
User Read Only | Administration Product Class | User Setting for Read-only access | False | System and User |
User Read Only | Administration Quick Report Defs | User Setting for Read-only access | False | System and User |
User Read Only | Administration Receipt Types | User Setting for Read-only access | False | System and User |
User Read Only | Administration Script | User Setting for Read-only access | False | System and User |
User Read Only | Administration SysLog | User Setting for Read-only access | False | System and User |
User Read Only | Administration System Configuration | User Setting for Read-only access | False | System and User |
User Read Only | Administration System Report | User Setting for Read-only access | False | System and User |
User Read Only | Administration System Setup | User Setting for Read-only access | False | System and User |
User Read Only | Administration User | User Setting for Read-only access | False | System and User |
User Read Only | Administration Utilities | User Setting for Read-only access | False | System and User |
User Read Only | Administration View Editor | User Setting for Read-only access | False | System and User |
User Read Only | Administration Warehouse | User Setting for Read-only access | False | System and User |
User Read Only | Administration XML Export Configuration | User Setting for Read-only access | False | System and User |
User Read Only | Administration XML Importable Field List | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Adjustment | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Budget Data Exchange | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Chart of Accounts | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Department | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Financial Report Maker | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Fiscal Period Maintenance | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger General Ledger Reports | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger GL External Transaction | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger GL Transaction View | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Post & Journal | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Post Session | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Print Financial Report | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Profit Center | User Setting for Read-only access | False | System and User |
User Read Only | General Ledger Tax Area | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Backorder | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Forecast | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Inventory Levels | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Inventory Lot | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Inventory Maintenance | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Inventory Reports | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Inventory Transaction | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Pick Pack | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Price Break | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Product | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Product Alias | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Product Serial Numbers | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Quantity Reserve | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Recipe Components | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Unit of Measure | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Warehouse Transfer | User Setting for Read-only access | False | System and User |
User Read Only | Inventory Work Order | User Setting for Read-only access | False | System and User |
User Read Only | Job Costing Job Costing Reports | User Setting for Read-only access | False | System and User |
User Read Only | Job Costing Job Item | User Setting for Read-only access | False | System and User |
User Read Only | Job Costing Jobs | User Setting for Read-only access | False | System and User |
User Read Only | Payroll Check Register | User Setting for Read-only access | False | System and User |
User Read Only | Payroll Employee | User Setting for Read-only access | False | System and User |
User Read Only | Payroll Import Payroll | User Setting for Read-only access | False | System and User |
User Read Only | Payroll Payroll Reports | User Setting for Read-only access | False | System and User |
User Read Only | Payroll Print Checks | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Bulk Email | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Contact | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Correspondence | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Product | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Purchase Analysis | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Purchase Event | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Purchase Order | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Purchase Order-Auto | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Purchasing Reports | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Ship/Bill To | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Vendor | User Setting for Read-only access | False | System and User |
User Read Only | Purchasing Vendor Price Break | User Setting for Read-only access | False | System and User |
User Read Only | Sales Backorder | User Setting for Read-only access | False | System and User |
User Read Only | Sales Bulk Email | User Setting for Read-only access | False | System and User |
User Read Only | Sales Client | User Setting for Read-only access | False | System and User |
User Read Only | Sales Contact | User Setting for Read-only access | False | System and User |
User Read Only | Sales Correspondence | User Setting for Read-only access | False | System and User |
User Read Only | Sales Kit Analysis | User Setting for Read-only access | False | System and User |
User Read Only | Sales Lead Source | User Setting for Read-only access | False | System and User |
User Read Only | Sales Marketing | User Setting for Read-only access | False | System and User |
User Read Only | Sales Opportunity | User Setting for Read-only access | False | System and User |
User Read Only | Sales PlannerTask | User Setting for Read-only access | False | System and User |
User Read Only | Sales Product | User Setting for Read-only access | False | System and User |
User Read Only | Sales Promotion | User Setting for Read-only access | False | System and User |
User Read Only | Sales Quick Entry | User Setting for Read-only access | False | System and User |
User Read Only | Sales Receipt | User Setting for Read-only access | False | System and User |
User Read Only | Sales Sales Analysis | User Setting for Read-only access | False | System and User |
User Read Only | Sales Sales Master | User Setting for Read-only access | False | System and User |
User Read Only | Sales Sales Order | User Setting for Read-only access | False | System and User |
User Read Only | Sales Sales Reports | User Setting for Read-only access | False | System and User |
User Read Only | Sales Sales Summary | User Setting for Read-only access | False | System and User |
User Read Only | Sales Ship/Bill To | User Setting for Read-only access | False | System and User |
Vendor
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Vendor | Custom_01 Label | Label for the Custom_01 field. | Custom 01 | System |
Vendor | Custom_02 Label | Label for the Custom_02 field. | Custom 02 | System |
Vendor | Custom_03 Label | Label for the Custom_03 field. | Custom 03 | System |
Vendor | Custom_Alpha_01 Label | Label for the CustomAlpha_01 field. | CustomAlpha 01 | System |
Vendor | Custom_Alpha_02 Label | Label for the CustomAlpha_02 field. | CustomAlpha 02 | System |
Vendor | Custom_Alpha_03 Label | Label for the CustomAlpha_03 field. | CustomAlpha 03 | System |
Vendor | Custom_Bool_01 Label | Label for the CustomBool_01 field. | CustomBool 01 | System |
Vendor | Custom_Bool_02 Label | Label for the CustomBool_02 field. | CustomBool 02 | System |
Vendor | Custom_Bool_03 Label | Label for the CustomBool_03 field. | CustomBool 03 | System |
Vendor | Custom_Bool_04 Label | Label for the CustomBool_04 field. | CustomBool 04 | System |
Vendor | Custom_Bool_05 Label | Label for the CustomBool_05 field. | CustomBool 05 | System |
Vendor | Custom_Bool_06 Label | Label for the CustomBool_06 field. | CustomBool 06 | System |
Vendor | Custom_List_01 Label | Label for the CustomList_01 field. | CustomList 01 | System |
Vendor | Custom_Real_01 Label | Label for the CustomReal_01 field. | CustomReal 01 | System |
Vendor | Custom_Real_02 Label | Label for the CustomReal_02 field. | CustomReal 02 | System |
Vendor | Custom_Real_03 Label | Label for the CustomReal_03 field. | CustomReal 03 | System |
Vendor | Custom_Real_04 Label | Label for the CustomReal_04 field. | CustomReal 04 | System |
Vendor | Custom_Text_01 Label | Label for the Custom_01 field. | Custom 01 | System |
Vendor | Custom_Text_02 Label | Label for the Custom_02 field. | Custom 02 | System |
Vendor | Custom_Text_03 Label | Label for the Custom_03 field. | Custom 03 | System |
Vendor | Custom_Text_04 Label | Label for the Custom_04 field. | Custom 04 | System |
Vendor | Custom_Text_05 Label | Label for the Custom_05 field. | Custom 05 | System |
Vendor | Custom_Text_06 Label | Label for the Custom_06 field. | Custom 06 | System |
Vendor | Custom_Text_07 Label | Label for the Custom_07 field. | Custom 07 | System |
Vendor | Custom_Text_08 Label | Label for the Custom_08 field. | Custom 08 | System |
Web & Web Service
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Web | Browser home page | The web page to load when the browser is started. | System | |
Web | Rows Per Page | The maximum number of records that can be displayed on a web view. | 1000 | System |
Web Service | ROMS_GetPOItems | Indicate whether this Web Service is enabled or not. | Disabled | System |
Work Order
Group | Name | Description | Default value | Applies To |
---|---|---|---|---|
Work Order | Auto-fill Related Sales Orders | Fill open Sales Orders and Back Orders when a Work Order is saved. | Ask | System |
Work Order | Custom Alpha 01 Field Label | The label for custom alpha field 01 on the Work Order screen. | Custom Alpha 01 | System |
Work Order | Custom Alpha 02 Field Label | The label for custom alpha field 02 on the Work Order screen. | Custom Alpha 02 | System |
Work Order | Custom Alpha 03 Field Label | The label for custom alpha field 03 on the Work Order screen. | Custom Alpha 03 | System |
Work Order | Custom Alpha 04 Field Label | The label for custom alpha field 04 on the Work Order screen. | Custom Alpha 04 | System |
Work Order | Custom Alpha 05 Field Label | The label for custom alpha field 05 on the Work Order screen. | Custom Alpha 05 | System |
Work Order | Custom Date 01 Field Label | The label for custom date field 01 on the Work Order screen. | Custom Date 01 | System |
Work Order | Custom Real 01 Field Label | The label for custom real field 01 on the Work Order screen. | Custom Real 01 | System |
Work Order | Custom Real 02 Field Label | The label for custom real field 02 on the Work Order screen. | Custom Real 02 | System |
Work Order | Default warehouse: Component | Which warehouse is the default Component warehouse. | System | |
Work Order | Default warehouse: Finished Good | Which warehouse is the default Finished Good warehouse. | System | |
Work Order | Default warehouse: Production | Which warehouse is the default Production/WIP warehouse. | System | |
Work Order | Use multiple warehouses | Use multiple warehouses for component, product and finished good. | False | System |