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cats:settings:systemsettings [2022/09/28 16:06] – [General Tab] amanda | cats: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. | ||
- | [{{: | + | [{{: |
**Company Name** - The name listed here will be applied system-wide to all forms.\\ | **Company Name** - The name listed here will be applied system-wide to all forms.\\ | ||
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**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/ | + | * Month/ |
- | * Day/ | + | * Day/ |
- | * Year/ | + | * Year/ |
- | **Separator** - Separator to be used in the date format.\\ | + | **Separator** - Separator to be used in the date format. The default is ''/'' |
- | **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 '' | **Number format** - Select US '' | ||
**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' | **FDA registration** - Enter your company' | ||
- | **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 |
- | **VAT number** - Enter your company' | + | **VAT number** - Enter your company' |
- | **Paper size** - Default paper size.\\ | + | **Paper size** - Default paper size. Currently '' |
**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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[{{: | [{{: | ||
\\ | \\ | ||
- | **Enable | + | |
- | **Enable | + | **Enable |
- | **Enable | + | **Enable |
- | **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 |
- | **Enable strict date checking.** -\\ | + | **Require password authorization when exceeding credit limits.** - If you are exceeding the credit limit for a counterparty, |
- | **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 | + | **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 |
- | **Print attention line below address on labels.** -Print attention line below address on labels.\\ | + | **Add values on the fly:** - Allows you to restrict/ |
- | **Enable email notifications for tracking.** - This box must be checked in order to set up and use [[cats: | + | * **All** - Allow users to enter all types of codes, including description/ |
- | **Company domain:** -Enter the company domain.\\ | + | * **Non-Critical** - Allow users to enter only certain types of codes from other areas of CATS. Description/ |
- | **Restrict emails to the company | + | * **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 " |
+ | |||
+ | **Enable email notifications for tracking.** - This box must be checked in order to set up and use [[cats: | ||
+ | **Company domain:** - Enter the company domain | ||
+ | **Restrict emails to 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 '' | ||
====Business Details==== | ====Business Details==== | ||
- | \\ | + | Enter information about your company and choose your default options. |
[{{: | [{{: | ||
+ | **Commodity Mode:**- Standard, Metals, Meats, Non-Commodity. Unless otherwise instructed, please choose '' | ||
+ | **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/ | ||
+ | **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: | ||
+ | **HTML** - Enter the path to the address image file. You can enter the size of the logo here using the format '' | ||
+ | **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/ | ||
- | **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: | ||
- | **HTML** -\\ | ||
- | **Logo** - \\ | ||
====Costing Selection Tab==== | ====Costing Selection Tab==== | ||
- | \\ | + | Allows users to |
[{{: | [{{: | ||
**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, | + | **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/ | **Automatically update freight/ | ||
**Calculate cost-to-Exdock for sale contracts.** -\\ | **Calculate cost-to-Exdock for sale contracts.** -\\ | ||
- | **Calculate interest for " | + | **Calculate interest for " |
- | **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==== | ||
- | \\ | ||
[{{: | [{{: | ||
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====User Interface Tab==== | ====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 '' |
**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 | + | **Allow deferred profit.** - Allows |
**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.** -\\ |