cats:settings:systemsettings

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cats:settings:systemsettings [2022/09/29 14:15] – [Actions Tab] amandacats:settings:systemsettings [2022/09/29 16:02] (current) – [Costing Selection Tab] amanda
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 **Add values on the fly:** - Allows you to restrict/permit the creation of new codes by users. Options are:  **Add values on the fly:** - Allows you to restrict/permit the creation of new codes by users. Options are: 
   * **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.     * **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.  
-  * 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.   +  * **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.   
-  * **None** - No use\\+  * **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.\\ **Print attention line below address on labels.** - Prints the information stored in the "Attention" on a counterparty account below the address on labels.\\
  
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 **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.\\ **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.\\  **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==== ====Business Details====
-\\+Enter information about your company and choose your default options.
 [{{:cats:settings:systemsettings:setup_systemsetup_businessdetailstab.png|System Settings Business Details Tab}}] [{{: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==== ====Costing Selection Tab====
-\\ +Allows users to 
 [{{:cats:settings:systemsettings_costingselectiontab.png|System Settings Costing Selection}}] [{{:cats:settings:systemsettings_costingselectiontab.png|System Settings Costing Selection}}]
  
 **Costing Level:** - 1 Show cost on main screen, 2 Show cost on item screen, 3 Check reserved costs, 4 Require reserved cost.\\   **Costing Level:** - 1 Show cost on main screen, 2 Show cost on item screen, 3 Check reserved costs, 4 Require reserved cost.\\  
 **Use cost table.** - Check box to use cost table.\\  **Use cost table.** - Check box to use cost table.\\ 
-**Cost table mode:** - Grade terms, Grade terms destination, Origin destination.\\ +**Cost table mode:** - Different modes for looking up rates in the Cost to Exdock table are: 
 +  * Grade terms: Match records on contract items using the Grade code and the contract Shipping Terms.  
 +  * Grade terms destination: Match records using the Grade code, the Shipping Terms, and the Item Destination 
 +  * Origin destination: Match for Origin and Destination Only.\\ 
 **Check cost table for all shipments terms** -\\  **Check cost table for all shipments terms** -\\ 
 **Automatically update freight/destination costs on individual contracts.** -\\  **Automatically update freight/destination costs on individual contracts.** -\\ 
 **Calculate cost-to-Exdock for sale contracts.** -\\  **Calculate cost-to-Exdock for sale contracts.** -\\ 
-**Calculate interest for "INT" using transit days.** -\\  +**Calculate interest for "INT" using transit days.** - When using estimated/reserved costs, use the Transit Days entered on the Voyage and/or the Cost Analysis record to calculate interest.\\  
-**Automatically add contract payment term days** -\\ +**Automatically add contract payment term days** - Add the contract payment term days to the transit days to get the interest-free time.\\ 
 **Update costs from cost calculation module.** -\\  **Update costs from cost calculation module.** -\\ 
 **Enable automatic cost recalculation.** -\\  **Enable automatic cost recalculation.** -\\ 
  • cats/settings/systemsettings.txt
  • Last modified: 2022/09/29 16:02
  • by amanda