(Paste the contents of the Functional Area description from the NorthScope Page Help Home Page). The purpose of the (Functional Area Name) 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: 2019.MM.DD and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| 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.
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| 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 |
| Payment | |
| Accounts Payable ACH Remittance Format | |
| Accounts Payable Check Format | |
| Purchasing Defaults | |
| Default Invoice, Credit, & PO UOM | |
| Document Management Query URL for Individual Transactions | |
| Document Management Query URL for Multiple Transactions | |
| Payroll Deduction Code for Employee Distributions | |
| Settlement Defaults | |
| Default Vendor Checkbook ID | |
| 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. |
| 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. |
| Lookup (from an Enumeration) | A single-select standard 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. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. |
| Lookup (non Enumeration) | 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. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). |
| Text box | 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.... |
| 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. A value of "Yes" means that... A value of "No" means that... |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.