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.
Software Version: YYYY.MM.DD and newer
Page Header
Toolbar Icons | Description |
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Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
Favorites | Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab. |
Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'. |
Help | Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'. |
Save | Saves all changes. |
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 | 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 - 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_#####.#####. |
Integration Settings - PR | |
Default Employee Customer Class | 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). |
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). |
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 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_#####.#####. |