Differences

This shows you the differences between two versions of the page.

--- cats:settings:systemsettings [2022/09/28 20:16] – amanda
+++ cats:settings:systemsettings [2022/09/29 15:42] – [Business Details] amanda
@@ Line 35: / Line 35: @@
 [{{:cats:settings:systemsettings:setup_systemsetup_actionstab.png|System Settings Actions Tab}}]
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-**Enable inventory tracking.** - Allows user to view inventory changes on tracking report.\\
-**Enable rights checking.** -\\
+**Enable strict date checking.** - When checked, forces users to enter a password if they enter dates too far into the future.\\
-**Login when switching to a new area.** - Re-enter your user ID when switching to new area.\\
+**Enable rights checking.** - Uses menu-based rights to limit users' access to certain actions and areas of CATS. Please see the wiki on user rights to learn more.\\
-**Enable strict date checking.** -\\
+**Login when switching to a new area.** - When checked, CATS will require you to re-enter your user ID and password when switching to new area.\\
-**Recalculate after isolation by default.** -\\
+**Require password authorization when exceeding credit limits.** - If you are exceeding the credit limit for a counterparty, CATS will warn you when you create a DO for an over-limit account. When checked, this option requires you to input a password override to proceed. Otherwise, users will just see a warning.\\
-**Recalculate account exposure when viewing account screen.** -\\
-**Check weights when allocation quantities to sale contracts** -\\
+**Recalculate after isolation by default.** - Isolated areas should be recalculated after they are created. This recalculation could take some time, however, so the option to not do a check contracts and an accounting recalculation is the default option when creating an isolation. When checked, this setting means that CATS will automatically pick the option to recalculate the newly-created isolated area.\\
-**Add values on the fly:** -\\
+**Recalculate account exposure when viewing account screen.** - Automatically perform a recalculation of a counterparty account when you review/edit that account in the Accounting > Accts: Name/Addr area of CATS. The alternative is to request a full system recalculation or recalculate the account manually.\\
-**Print attention line below address on labels.** -Print attention line below address on labels.\\
+**Check ''OPTION'' when allocating quantities to sale contracts.** - If the weight and or units do not agree on the sale item and the purchase location screen, CATS can warn you of that condition based on this option.\\
-**Enable email notifications for tracking.** - This box must be checked in order to set up and use [[cats:procedures:maintenance:trackingnotifications|tracking notifications.]] \\
+**Add values on the fly:** - Allows you to restrict/permit the creation of new codes by users. Options are:
-**Company domain:** -Enter the company domain.\\
+  * **All** - Allow users to enter all types of codes, including description/grade codes and counterparty account codes, from other areas in CATS. Such as when adding a contract, if the grade code does not exist, a user will be able to add it from there.
-**Restrict emails to the company domain** - Check this box to restrict outgoing emails to company domain only.\\
+  * **Non-Critical** - Allow users to enter only certain types of codes from other areas of CATS. Description/Grade codes and Counterparty account codes are excluded.
-**Assume company domain for email address** - Check this box to assume company domain for all email addresses. \\
+  * **None** - All codes must be entered from the Add dialogue in their respective areas, such as the Codes & Terms menu.\\
+**Print attention line below address on labels.** - Prints the information stored in the "Attention" on a counterparty account below the address on labels.\\
+**Enable email notifications for tracking.** - This box must be checked in order to set up and use [[cats:procedures:maintenance:trackingnotifications|tracking notifications.]] \\
+**Company domain:** - Enter the company domain for notifications. E.g., ''democommodities.com''. This is used in the next two settings.\\
+**Restrict emails to the company domai.n** - Check this box to restrict outgoing emails to company domain only. This prevents sending confidential information to people outside of the company.\\
+**Assume company domain for email address.** - Check this box to assume company domain for all email addresses, allowing you to enter a name and have the rest filled in. For example, if you list ''demoperson'', CATS will convert that to ''demoperson@democommodities.com'' so you do not have to enter the full address.\\
 ====Business Details====
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+Enter information about your company and choose your default options.
 [{{:cats:settings:systemsettings:setup_systemsetup_businessdetailstab.png|System Settings Business Details Tab}}]
+**Commodity Mode:**- Standard, Metals, Meats, Non-Commodity. Unless otherwise instructed, please choose ''Standard''.\\
+**Company account:** - Enter the counterparty account code to use for your company. This allows you to use various other options in CATS.\\
+**Default measure:** - Enter the default measure to be used when the measure field is left blank.\\
+**Main product:** - Enter the company main product. You can still use other products.\\
+**Certified lot code:** - Enter the certified lot code, e.g., CERT.\\
+**Use multiple products.** - Allows users to create contracts and work with other products.\\
+**Show multiple products on contracts.** - When unchecked, forces you to create a new contract for every product type.\\
+**Use multiple divisions/departments.** - Use multiple divisions/departments. Please see the wiki on divisions and departments for more information.\\
+**Use divisional letter-heads.** - Check to use a different letterhead (different address and/or logo) with each division of your company. Must use divisions.\\
+**Use multiple currencies.** - Allows users to enter contracts, invoices, etc., in another currency.\\
+**Lookup currency rate in Positions on the Exchange.** - When checked, uses the rates in the Positions on the Exchange table. When unchecked, uses a separate currency rate table. \\
+**Use rate from last day of prior period as currency rate.** - When there is no rate in the table for the current accounting period use the rate from the last day of the prior accounting period instead of no rate.\\
+**Print graphic letterhead.** - Include logo on document. Alternative is an address without a logo.\\
+**Print address as document footer.** - The company address will print as a footer.\\
+**Printer:** - Enter the ".PRN" file name to be used to print to the printer. Contact New Data Systems for help with setting up a logo file.\\
+**HTML** - Enter the path to the address image file. You can enter the size of the logo here using the format ''LOGOFILENAME.JPG x600y200''.\\
+**Logo** - Enter the path to the logo-only image file. Used if you use multiple addresses.\\
-**Commodity Mode:**- Standard, Metals, Meats, Non-Commodity.\\
-**Company account:** -\\
-**Default measure:** -\\
-**Main product:** -Enter the company main product.\\
-**Certified lot code:** -Enter certified lot code.\\
-**Use multiple products.** -Allows user to enter other products.\\
-**Show multiple products on contracts.** -\\
-**Use multiple divisions/departments.** -Use multiple divisions/departments.\\
-**Use divisional letter-heads.** -Check to use divisional letter head.\\
-**Use multiple currencies.** -Allows users to switch from default currency.\\
-**Lookup currency rate in Positions on the Exchange.** -\\
-**Use rate from last day of prior period as currency rate.** -\\
-**Print graphic letterhead.** - Include logo on document.\\
-**Print address as document footer.** - Company address will print as a footer.\\
-**Printer:** -Choose default printer.\\
-**HTML** -\\
-**Logo** - \\
 ====Costing Selection Tab====
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 [{{:cats:settings:systemsettings_costingselectiontab.png|System Settings Costing Selection}}]