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: 2023.06.30 and newer

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Toolbar Icons	Description
Excel	Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported.
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	Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). The bolded view is the default view, which will determine the view will automatically display in when opened.
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
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 access to reports is limited or wide open for all users. The value defaults to "No" but can be changed at anytime. A value of "Yes" means that reports must be enabled, for each user, on the 'Reports' tab of the Data Access page. Reports that are enabled, for a user, will appear in the print dialog of the pages the reports are assigned to and reports that are not enabled will not appear, preventing a user from running them. A value of "No" means that reports are not not restricted for any user that has rights to the page(s) the report(s) are launched from. If the preference is set to Yes, the tab name on the Data Access Groups displays as "Reports (Disabled)". Even though the tab displays “Reports (Disabled)” you can still configure Report access by users. This allows the system administrator to configure all the rules before turning on the feature.
Enable Workflow Data Access	A Yes/No lookup to identify whether or not the access to Sales Order Workflows are limited or wide open for all users. The value defaults to "No" but can be changed at anytime. A value of "Yes" means that only Workflows marked as either ‘Visible’ or ‘Editable’ in the Data Access Groups – Workflow tab will be visible to the user. A value of "No" means that all Workflows will be visible and editable to users and the Data Access Groups – Workflow tab will read “Workflow (Disabled)”. Even though the tab displays “Workflow (Disabled)” you can still configure Workflow access by users. This allows the system administrator to configure all the rules before turning on the feature.
Data Warehouse
Data Warehouse Database	A text box identify the SQL database that stores the NorthScope Data Warehouse files. This defaults to the same SQL database that your NorthScope system is installed into but can be changed to any value that matches an existing database on the same SQL Server. This is only required for companies that have one or more NorthScope Data Warehouses installed, it in not applicable to companies that do not have any NorthScope Data Warehouses installed. This preference is only meant to provide a link to an existing SQL database, it does not create the database.
Default
Home Currency	A single-select lookup to assign the home currency for the company. This controls the currency that all journal entries are posted in. This defaults to "USD" but can be changed to any value in the lookup. This lookup contains the list of all the Currencies that are open to the Company. This value is always editable. However, this should not be edited once it has been set.
Email Notifications
Database Mail Profile	A text box to identify the email database profile that will be used for email notifications. This defaults to blank but is required before you can automate the emailing of reports. Ask your system administrator or email Help@TheNLP.com for help in setting up an email profile.
Auto Email Copied Email List or Group	A text box to identify the email address, or email distribution list, to be copied on all reports that were emailed within NorthScope. This defaults to blank and is only required if you are emailing reports from the system and want one or more email addresses copied on each of them. If adding more than one email addresses, each address must be separated with a ";". For example: email1@abc.com; email2@abc.com . Before this feature is enabled, the "Database Mail Profile" preference must also be configured.
Integration Settings
Email Address(es) to notify if inbound integration error occurs	A text box to identify the email address or addresses you want notified when integration errors occur. Because the integration typically runs without errors, users may not be checking the 'Company→Integration→Integration Inbound' or 'Company→Integration→Integration Outbound' pages to see if any errors have occurred. This defaults to blank but you can setup one or more email address by separating them with a ";". For example: email1@abc.com; email2@abc.com . Before this feature is enabled, the "Database Mail Profile" preference must also be configured.
Integration Settings - GL
GL Source Document ID	A text box to identify the "Source Document ID" that will be sent on all journal entries from NorthScope to Dynamics GP. This defaults to "NS" but can be changed to any value <= 10 characters. This is only applicable, and required, for systems that integrate journal entries to Dynamics GP.
Integration Settings - PR
Default Employee Customer Class	A single-select lookup to assign the default Customer Class for employee sale transactions. This defaults to blank but can be changed to any value in the list. This preference is only required for companies that integrate employee sale transactions to Dynamics GP Payroll. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Customer Classes.
Reporting
Reporting Weight UOM 1	A single-select lookup to assign the weight unit of measure that you want all data converted to on reports. For example, if this is set to "Lbs", all transactions in "Kg" would be converted to Lbs. This defaults to Lbs but can be changed to any value in the list. This lookup does not a contain a blank value so it is always required. This lookup contains the list of all the 'Active' Units of Measure with a 'Weight Type' = "Weight".
Reporting Weight UOM 2	A single-select lookup to assign the secondary weight unit of measure that you want all data converted to on reports. For example, if this is set to "Kg", all transactions in "Lbs" would be converted to Kg. This defaults to Kg but can be changed to any value in the list. This lookup does not a contain a blank value so it is always required. This is primarily used for companies that want to see weights in two UOM's. This lookup contains the list of all the 'Active' Units of Measure with a 'Weight Type' = "Weight".
Voiding
Days back that applications can be unapplied	A text box to identify how far back AP Invoices and AR Transactions can be unapplied. This defaults to 60 but can be set to any numeric value >= 0 and is always required. If missing, the message "Days back that applications can be unapplied is required." will appear.

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