The Company functional area is used to configure things that work across multiple functional areas. The purpose of the Company Preference Page is to configure how these features work. From here, users can set defaults, identify which features are used, and how the enabled features perform.
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| Save |
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| Fields | Description | ||||||||
| Preference Name | Identifies the Preference that is being setup. | ||||||||
| Value | A text box or lookup to set the value of the preference. Preference values are always editable and can be changed at any time, unless otherwise specified. | ||||||||
| Preferences | Description | ||||||||
| Data Access | |||||||||
| Enable Report Data Access | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. Setting the value to "Yes" means that... Setting the value to "No" means that... | ||||||||
| Enable Workflow Data Access | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. Setting the value to "Yes" means that... Setting the value to "No" means that... | ||||||||
| Data Warehouse | |||||||||
| Data Warehouse Database | A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... Linked Database Field: ERPx_#####.#####. | ||||||||
| Default | |||||||||
| Default Currency ID | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||||
| Email Notifications | |||||||||
| Database Mail Profile | A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... Linked Database Field: ERPx_#####.#####. | ||||||||
| Auto Email Copied Email List or Group | A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... Linked Database Field: ERPx_#####.#####. | ||||||||
| Integration Settings | |||||||||
| Email Address(es) to notify if inbound integration error occurs | |||||||||
| Integration Settings - GL | GL Source Document ID | ||||||||
| Integration Settings - PR | Default Employee Customer Class | ||||||||
| Reporting | Reporting Weight UOM 1 | Reporting Weight UOM 2 | |||||||
| Voiding | Days back that applications can be unapplied | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... Linked Database Field: ERPx_#####.#####. | Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable.|||||||
| Integration Settings - GL | |||||||||
| GL Source Document ID | A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... Linked Database Field: ERPx_#####.#####. Lookup (from an Enumeration) | ||||||||
| Integration Settings - PR | |||||||||
| Default Employee Customer Class | A (single-select standard lookup standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. Lookup (non Enumeration)a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||||
| Reporting | |||||||||
| Reporting Weight UOM 1 | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||||
| Text Field | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) Reporting Weight UOM 2 | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | |||||||
| Voiding | |||||||||
| Days back that applications can be unapplied | A text box to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This defaults to (blank) and is (always, never, or conditionally) required and must . This must be <= (how many) characters and must be formatted as.. (This column has a grand total at the bottom). .. Linked Database Field: ERPx_#####.#####. | Yes/No Lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. Setting the value to "Yes" means that... Setting the value to "No" means that... | ||||||
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