The System functional area is used to manage anything that applies across all installed companies. The main tasks performed include maintaining user security, enabling report access, and managing currency access. The system functional area covers all NorthScope functional areas. The purpose of the System 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: 2019.09.03 and newer
Page Header
| 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.
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| 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).
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| Help | Opens the online WIKI help page for the current page.
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| 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 |
| Default | |
| Number of days to archive integration records after | A text box to control how long (inbound and outbound) integration records that have been successfully integrated or user bypassed remain in the initial tables (ERPx_INTEG_Inbound and ERPx_INTEG_Outbound) before they are moved to their corresponding archive tables. Keeping the # days relatively low results in records being processed faster. This value defaults to 1, is required, and can be set to any value between 1 and 1,000. |
| Number of days to purge archived integration records after | A text box to control how long (inbound and outbound) archived integration records remain before they are deleted from the database. This should be set a level that provides you enough time to review transactions. This value defaults to 180, is required, and can be set to any value between 1 and 1,000. |
| Log Users Out After Minutes | A text box to set the parameter for how long an inactive user can remain logged into the system before NorthScope auto-clears them. Because NorthScope is a web application, users are not required to "log out" and many just close their web browser. When this occurs, those users are still logged in and taking up one or your concurrent user licenses. This property lets the system know when it is safe to log them out. This defaults to 60, is required, and can be set to any value >5. |
| Direct Printing | |
| GhostScript Location | 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.... |
| Login | |
| Prevent Log In by Non-Administrative Users | 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... |
| Reports | |
| Report Server URL | 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.... |
| Report Server Database Name | 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.... |
| Report Server Directory | 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.... |
| Report Server ParentDirectory | 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.... |
| User Name | 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.... |
| Password | 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.... |
| User Domain | 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.... |
| Report Print Folder | 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.... |
| NorthScope Base URL for Report Hyperlinks | A text box to identify the absolute URL for reports to launch. This field is not required and defaults as blank. If entered, it must be <= 250 characters. It is always editable. Database Field: ERPx_MFSysPreferences.PreferenceValue |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.