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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 IconsDescription
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. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid Layout
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Help
Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'.
SaveSaves all changes.
FieldsDescription
Preference NameIdentifies 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. 
PreferencesDescription
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) enabledLinked 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) enabledLinked 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) enabledLinked 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) enabledLinked 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_#####.#####.

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