[ttl]Application Settings[/ttl]
[form target=setup onload=onload]
[show infobox$ class="infobox show_till_change"][folder _setupfldr$ class=web size=100%/34]
[tab]Defaults[/tab]
These are the default values that will be used when creating records on various tables in the system. Select the most commonly used value to reduce typing and potential errors.[section half]
State/Province: | [input RegionDflt$ file=regions len=24] | %sys.RegionDflt$ |
Country: | [input CountryDflt$ file=countries len=24] | %sys.CountryDflt$ |
Currency: | [input CurrencyDflt$ file=currencies len=3] | %sys.CurrencyDflt$ |
Price List: | [input PriceListDflt$ file=price_lists len=12] | %sys.PriceListDflt$ |
Weight Uom: | [input WeightUOMDflt$ file=uoms len=12] | %sys.WeightUOMDflt$ |
Product Tax group: | [input ProdTaxGrpDflt$ file=tax_grps_prod len=12] | %sys.ProdTaxGrpDflt$ |
Client Tax group: | [input ClientTaxGrpDflt$ file=tax_grps_client len=12] | %sys.ClientTaxGrpDflt$ |
Payment Terms: | [input TermsDflt$ file=payment_terms len=12] | %sys.TermsDflt$ |
Shipping Method: | [input ShippingDflt$ query=scrnlib.en;shipping.q] | %sys.ShippingDflt$ |
[/section][tab]Formats[/tab][section half]
These are the input format masks that will be used withing the system. They may contain a series of A, X, or 0 characters where 'X' indicates upper case alpha-numeric, 'A' allows alpha characters only, and '0' for digits. A - or / separator may also be included.
If you specify an Upper case 'A' or 'X' then only upper case characters will be allowed, using a lowercase 'a' or 'x' allows mixed case.
Client ID: | [input ClientFmt$ len=8 format=pattern:\[aAxX0\-\/\]{0,7}\[aAxX0\-\/#\] tip="8 Characters consisting of A, a, X, x, 0, - or /"] (max 8) | %sys.ClientFmt$ |
Invoice Number: | [input InvoiceFmt$ len=8 format=pattern:\[aAxX0\-\/\]{0,7}\[aAxX0\-\/#\] tip="18 Characters consisting of A, a, X, x, 0, - or /"] (max 8) | %sys.InvoiceFmt$ |
Product ID: | [input ProductFmt$ len=24 format=pattern:\[aAxX0\-\/\]{0,23}\[aAxX0\-\/#\] tip="24 Characters consisting of A, a, X, x, 0, - or /"] (max 24) | %sys.ProductFmt$ |
Supplier ID: | [input SupplierFmt$ len=8 format=pattern:\[aAxX0\-\/\]{0,7}\[aAxX0\-\/#\] tip="8 Characters consisting of A, a, X, x, 0, - or /"] (max 8) | %sys.SupplierFmt$ |
[section half][tab]Ledger[/tab][section half]
The General ledger needs to know what the format of the accounts and ledger groups will be along with the a variety of default ledger accounts.
Ledger Format: | [input LedgerFmt$ len=8 format=pattern:\[4aAxX0\-\/\]{0,8}] (max 8) | %sys.LedgerFmt$ |
Retained Earnings: | [input GLRetained$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] | %sys.GLRetained$ |
Accounts Receivable: | [input GLReceivable$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] (DB) | %sys.GLReceivable$ |
Revenue from product Sales: | [input GLSales$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] (CR) | %sys.GLSales$ |
Freight Revenue: | [input GLFreight$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] (CR) | %sys.GLFreight$ |
Tax collected: | [input GLTax$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] (CR) | %sys.GLTax$ |
Invoice Discounts: | [input GLDiscount$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] (CR) | %sys.GLDiscount$ |
If no Discount GL discount applied to sales revenue acct. | ||
Cost of Good Sold: | [input GLCogs$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] (DB) | %sys.GLCogs$ |
Inventory: | [input GLInventory$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] (CR) | %sys.GLInventory$ |
Commision: | [input GLCommision$ format=(%sys.LedgerFmt$) query=scrnlib.en;glacct.q] | %sys.GLCommision$ |
[section half][tab]Miscellaneous[/tab][section half]
These are various setting used by the application:
Currency Format: | [input CurrencyFmt$ size=15] | %sys.CurrencyFmt$ |
Currency Update: | [list CurrencyUpdate$ size=10 ][data valsep=":" rowsep="/"]Manual:N/Monthly:M/Daily:D/[/data][/list] | %sys.CurrencyUpdate$ |
Currency API key | [input CurrencyApiKey$ size=40] | %sys.CurrencyApiKey$ |
Obtain key at: https://fixer.io | ||
Exchange Price rounding: | [input ExchgPriceRound format=##0.00 tip="Rounding to apply when converting prices to invoice currency"] | %sys.ExchgPriceRound |
Accept Backorders: | [checkbox BackOrders tip="Allow the system to accept backorders for products" text="Backorders"] | %sys.BackOrders |
[/section][/folder][button validate event=save][symbol save] Save[/button][/form]