Differences

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

--- cats:settings:systemsettings [2022/09/29 15:31] – amanda
+++ cats:settings:systemsettings [2022/09/29 15:42] – [Business Details] amanda
@@ Line 47: / Line 47: @@
   * **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.
-  * **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.\\
@@ Line 54: / Line 54: @@
 **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====
-\\
+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}}]