System Configuration - Summary

System Configuration is used to establish a variety of system variables and default settings.

System tab

The System tab is used for various system-wide settings and to establish labels for customizable fields.

In general, any item indicated as a "Label" allows the user to indicate the field name that will be displayed on screen. Items not indicated as a label will have a choice list of possible values or a true/ false setting.

  • Group: Indicates which screen the field or function applies to.  
  • Name: Indicates the setting which is to be affected.
  • Value: An enterable field where you can establish the name of a field, activate a function or make any other indicated user defined setting.
  • Desc: The description for the field or function.
System Configuration - System tab

Use the Quick Search field to find specific System Configuration settings by keyword.

This functions as a typeahead search -- which means the system continually refines the search results as text is entered. Both the Name and Desc columns will be scanned for the entered value.

Quick Search example

Marketing tab

The Marketing tab allows the user to label each of the 10 Marketing fields for use in Client-based reporting.

System Configuration - Marketing tab

Product tab

The Product tab is used to define field labels on the Product record.

  • Activate Auto Part Number: Enables a feature that will generate Part Numbers for Product records based on entries made in these 9 custom fields. Using this feature will disable the ability to modify Part Numbers manually.
  • Custom Field Labels: Set the name of 10 user-defined fields on the Product record.
  • Alias Field Labels: Used to define the columns on the Alias tab of the Product record. Aliases are alternate Part Numbers that can be used in searching and reporting on Product activity.
System Configuration - Product tab

Opportunity tab

The Opportunity tab is used to define the field labels for 8 customizable fields on Opportunity records. If a field label is not present, then the field will not be displayed.

System Configuration - Opportunity tab

Line Items tab

The Line Items tab can be used to manage the columns that appear in the detail areas (i.e. line items) for Sales Orders, Purchase Orders, Job Custom Items and Warehouse Transfers.

Click the Edit Detail Column Configuration button to edit the list of visible or enterable columns.

  • Column: The database field that the column represents.
  • Header: This is the label that appears at the top of each column. For example, you may wish to display Part # instead of the default Part Number column header.
  • Visible: Click into the Visible column to activate a read only field on the Order entry screen. Remove the bullet point to deactivate a field.
    • AcctVantage will ALWAYS capture the data for each column/field for reporting purposes whether the column is marked visible or not.
    • A gray colored bullet indicates a required column that cannot be deactivated.
  • Enterable: Click into the Enterable column to make a field read/write during the Order entry process. For example, you may choose to make Unit Price read only by removing the bullet point.
System Configuration - Line Items tab

Custom Lists tab

The Custom Lists tab can be used to define Custom Choice lists (similar to the lists for Product Category, Price Break Type, etc.)

There are three predefined lists: Price Break, Sales Order FOB and Job Roles. Please contact AV Support for more information on assigning custom lists.

System Configuration - Custom Lists tab