cats:settings:systemsettings

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cats:settings:systemsettings [2022/09/28 16:05] – amandacats:settings:systemsettings [2022/09/29 16:02] (current) – [Costing Selection Tab] amanda
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 ====General Tab==== ====General Tab====
 For settings your company uses daily in CATS. For settings your company uses daily in CATS.
-[{{:cats:settings:systemsettings:setup_systemsetup_generaltab.png|System Settings General Tab}}]+[{{:cats:settings:systemsettings:setup_systemsetup_generaltab.png|System Settings General Tab}}]\\ 
  
-**Company Name** - The name will listed here will be applied system-wide to all forms.\\ +**Company Name** - The name listed here will be applied system-wide to all forms.\\ 
 **Program Caption** - The caption on the heading of the program. This will be displayed in CATS and when you mouse over the icon in your system tray.\\  **Program Caption** - The caption on the heading of the program. This will be displayed in CATS and when you mouse over the icon in your system tray.\\ 
 **Regional Settings** - Format, currency and language to be applied system-wide.\\  **Regional Settings** - Format, currency and language to be applied system-wide.\\ 
 **Date format** - Choose the date format to be used. **Date format** - Choose the date format to be used.
-  * Month/Day/Year - ''09/24/2020'' +  * Month/Day/Year - ''09/28/2022'' 
-  * Day/Month/Year - ''24/09/2020'' +  * Day/Month/Year - ''28/09/2022'' 
-  * Year/Month/Day - ''2020/09/24'' +  * Year/Month/Day - ''2022/09/28'' 
-**Separator** - Separator to be used in the date format.\\ +**Separator** - Separator to be used in the date format. The default is ''/'' but you can use another character such as '','' or ''.''.\\ 
-**Default currency** - The currency selected here will be used as the default currency in CATS.\\+**Default currency** - The currency selected here will be used as the default currency in CATS. You can still use other currencies. This is the currency CATS will use for system-wide conversions.\\
 **Number format** - Select US ''(1,095.22)'' or European ''(1.095,22)'' number format.\\ **Number format** - Select US ''(1,095.22)'' or European ''(1.095,22)'' number format.\\
 **Language** - Choose a system language. The entire system will display in this language for all users. English or Spanish currently available.\\ **Language** - Choose a system language. The entire system will display in this language for all users. English or Spanish currently available.\\
 **FDA registration** - Enter your company's FDA registration number for use on forms.\\ **FDA registration** - Enter your company's FDA registration number for use on forms.\\
-**P/S# display length** - How many digits you will use for purchase and sale contract numbers.\\ +**P/S# display length** - How many digits you will display for purchase and sale contract numbers, even if your contract numbers are set to be longer.\\ 
-**VAT number** - Enter your company's VAT (Value Added Tax) number.\\ +**VAT number** - Enter your company's VAT (Value Added Tax) number, if applicable. This will be displayed when needed in CATS.\\ 
-**Paper size** - Default paper size.\\+**Paper size** - Default paper size. Currently ''Letter/Legal'' and ''A4'' are available.\\
 **Budget** - Monthly or Annual budget for use with the G/L budget feature.\\ **Budget** - Monthly or Annual budget for use with the G/L budget feature.\\
  
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 [{{:cats:settings:systemsettings:setup_systemsetup_actionstab.png|System Settings Actions Tab}}] [{{:cats:settings:systemsettings:setup_systemsetup_actionstab.png|System Settings Actions Tab}}]
 \\  \\ 
-**Enable inventory tracking.** - Allows user to view inventory changes on tracking report.\\   + 
-**Enable production module.** - Turns on access to the [[cats:procedures:production:createproduction|production module]] in CATS.\\ +**Enable strict date checking.** - When checked, forces users to enter a password if they enter dates too far into the future.\\ 
-**Enable rights checking.** -\\  +**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.\\  
-**Login when switching to a new area.** - Re-enter your user ID when switching to new area.\\ +**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.\\  
-**Enable strict date checking.** -\\ +**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 after isolation by default.** -\\ + 
-**Recalculate account exposure when viewing account screen.** -\\ +**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.\\ 
-**Check weights when allocation quantities to sale contracts** -\\ +**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.\\ 
-**Add values on the fly:** -\\ +**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.\\ 
-**Print attention line below address on labels.** -Print attention line below address on labels.\\ +**Add values on the fly:** - Allows you to restrict/permit the creation of new codes by users. Options are:  
-**Enable email notifications for tracking.** - This box must be checked in order to set up and use [[cats:procedures:maintenance:trackingnotifications|tracking notifications.]] \\ +  * **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.   
-**Company domain:** -Enter the company domain.\\ +  * **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.   
-**Restrict emails to the company domain** - Check this box to restrict outgoing emails to company domain only.\\ +  * **None** - All codes must be entered from the Add dialogue in their respective areas, such as the Codes & Terms menu.\\ 
-**Assume company domain for email address** - Check this box to assume company domain for all email addresses. \\+**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==== ====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.** -\\ 
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 ====Contract Item Screen Tab==== ====Contract Item Screen Tab====
-\\ 
 [{{:cats:settings:systemsettings:setup_systemsetup_contractiemscreentab.png|System Settings Contract Item Screen Tab}}] [{{:cats:settings:systemsettings:setup_systemsetup_contractiemscreentab.png|System Settings Contract Item Screen Tab}}]
  
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 ====User Interface Tab==== ====User Interface Tab====
-\\ 
 [{{:cats:settings:systemsettings:setup_systemsetup_userinterfacetab.png|System Settings User Interface Tab}}] [{{:cats:settings:systemsettings:setup_systemsetup_userinterfacetab.png|System Settings User Interface Tab}}]
  
 ===Display:=== ===Display:===
-\\ 
 **Display fax option on print menu.** -\\  **Display fax option on print menu.** -\\ 
 **Display notification when working in an isolated area.** -\\  **Display notification when working in an isolated area.** -\\ 
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 ===Interaction=== ===Interaction===
-\\ 
 **Select account before running open invoices report.** -\\  **Select account before running open invoices report.** -\\ 
 **Save HTML files to the current user's output directory.** -\\  **Save HTML files to the current user's output directory.** -\\ 
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 ===Sign In=== ===Sign In===
-**Force users to change password every 0 days.** -\\ +**Force users to change password every ''blank'' days.** -\\ 
 **Allow users to have a blank password.** -\\  **Allow users to have a blank password.** -\\ 
  
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 **Inventory Valuation.** -\\  **Inventory Valuation.** -\\ 
 **Use spot foreign exchange rate.** -\\  **Use spot foreign exchange rate.** -\\ 
-**Allow deferred profit.** - Allows uers to mark certain items as "deferred profit", which indicates that CATS should not calculate a Futures P&L for this item. \\ +**Allow deferred profit.** - Allows users to mark certain items as "deferred profit", which indicates that CATS should not calculate a Futures P&L for this item. \\ 
 **Position to use: Trading position.** -\\  **Position to use: Trading position.** -\\ 
 **Default valuation method for Purchase V or Sale L.** -\\  **Default valuation method for Purchase V or Sale L.** -\\ 
  • cats/settings/systemsettings.1664381104.txt.gz
  • Last modified: 2022/09/28 16:05
  • by amanda