SD-A Company Defaults

Purpose of Program

Use this program to enter or change defaults relating to overall company operation rather than a specific module.

Field Descriptions

Configuration Settings

This setting controls whether the settings on selection screens for various forms throughout the system can be changed.  A blank or 0 means that no settings can be changed and program default settings will always be used.  A value of 1 means that a system wide set of defaults can be established but user-specific settings will not be available.  A value of 2 means that system wide defaults can be established but user specific settings can also be maintained on each workstation and will override the system settings.  The actual settings are established in the programs themselves such as SO-B  Print Acknowledgements

Password

If the configuration settings are set to 1 or 2, this password will be necessary to make changes to the system wide configuration settings.  If the password is left blank, any user can change the system wide configuration settings.  Individual user settings at the workstation do not require the password and can be changed by each user at any time.

Alt. Drive for \ISTS\

This should always be C or blank unless you are using Terminal Services or Citrix to access the system.  If you do have some users connecting via Terminal Services or Citrix, see Using Terminal Server and Citrix

Multiple Print Dialog Box [Y/N/A]

If this is Y then after printing an RTM, the print dialog box will open again so you can (for example) Preview, then email.  If it is N, then it will not reopen and A means Ask "Finished Printing?"

Remove EDI SO-IN file

If this is Y then after importing EDI orders in ED-B, you will be prompted to clear the import file.

Enable Del/Make Obsolete in IN-L-O

If this is Y then IN-L-O Inactive Items Utility can make items Obsolete or Delete them based on parameters specified.

Enable Change/Save Default RTMs

If this Y then when an RTM other than the default is entered for a form or report, the user will be prompted whether they want to make that RTM the new default for that program.

Maximize Evo Menu Screen on Start

If this is set to N then each time you load Evo-ERP, it will remember the menu size saved at the last exit.  If it is blank or Y then the screen will always be maximized to full screen.

Trace Evo File Name

This should always be left blank unless otherwise instructed by a tech support representative for troubleshooting purposes.

Enable Evo Notes System

If this is set to Y then the Memo style free form Notes will be enabled for printing throughout the system.  See Using Evo Notes for more on Notes

Enable Evo Links System

This will enable full 256 character path/file name for linked documents and allow links to all master files, not just inventory items.  Once it is turned on, use SM-S Enter Evo Links and click the rightmost icon on the toolbar (displaying an arrow) to convert previously entered inventory links to Evo Links.  If the arrow icon is not present and the rightmost icon is eyeglasses, then this has already been done and need not be done again.  See Using Evo Links for more information.

Enable/Disable/Hide (E/D/H) BCC box?

Indicate whether users sending email will have access to control whether a BCC is sent.

Control Ship Via Code (Y/N/R/A)

This will allow use of a controlled list of Ship Via codes when entering and processing Sales and Purchase Orders.  If N or blank, no checking is done.  Y means only codes from the previously entered list can be used but the field can be left blank.  R means the code is Required and must be from the list and A means that new codes can be entered on the fly and will be added to the list.  The list is maintained in SM-O Enter Ship Via Codes

Use Evo Login as Paperless Login

This requires that the Employee number assigned in SM-G Enter Employees be used as the Logon ID in PS-A  System Users/Passwords.  Once this is enabled, then when a user loads HH-I Paperless Shop Floor Tracking they will automatically be clocked in and be able to begin recording labor.

Permanently Disable DBA Classic

This setting works in conjunction with the next one which encrypts passwords.  If passwords are encrypted then DBA Classic must be disabled.

Permanently Encrypt Passwords

Once this setting is turned on, all user passwords are encrypted in the database and DBA Classic can no longer be used.  This is a permanent setting change and cannot be undone.  This setting can only be turned on if the ADMIN user exists in PS-A  System Users/Passwords and there are no users with blank passwords.

Company name

Your company name.  This is a 25 character alphanumeric field which you will see displayed at the top of the master menus and printed on various reports and forms.

Address Line 1

Your company address.  This is a 25 character alphanumeric field.  You can use upper and lower case characters.

Address Line 2

Additional address information.  This is a 25 character alphanumeric field.  You can use upper and lower case characters.

City, State, Zip

The final lines of your address.  This is a 25 character alphanumeric field.  If you have only one line of street address, you can enter the City, State & Zip on address line 2 and use this line for phone, fax or web address information.

If Your License Expires

If you allow your DBA Classic software license to expire and do not have a replacement Evo-ERP license, the information on this screen reverts to the following each time a user logs into the system.

LICENSE EXPIRED-See SD-A

Without a current license

this message will restore

itself w/each user logon.

If you let your license expire, you do not have the legal right to use the product, even though the product remains fully functional.  It may be the case that you let your license expire via an oversight and the expiration is only temporary.  If so, you can go to this program and change your name and address back to what it was, if needed for printing forms, financial statements, or anything else that uses the information on this screen.  Be aware, however, that as soon as any user logs into the system, the expiration message will restore itself.  Once you install an updated user license, you must come to this screen and change the name and address back to the correct information.

Parent or Subsidiary Company (P/S/N)

If a company is designated as a Parent company (P) then IN-B  Enter Inventory, BM-A  Enter Bills of Material, SO-Q-A  Enter Base Prices, AR-A Enter Customers, AP-A  Enter Vendors and AM-C  Enter General Ledger Accounts are allowed to create and edit entries and the data is passed down to subsidiary companies.  If a company is designated S for subsidiary then the programs listed are view only and all data comes from the parent.

Force Job Tracking (Y/N/R)

If set to N or Blank, Job Numbers are optional on all screens.  If set to Y then Job Number will be required for Sales Orders, Purchase Orders, Work Orders, AP Vouchers and GL Journal Entries but a new Job Number can be created "on the fly" from the various program screens.  If set to R, then Job is Required and it must be selected from a preset list entered at SM-P-F Enter Jobs

Trigger Alerts for Order Entry Programs for New or All (N/A)

If set to N then Alert Notes assigned to Customers, Vendors or Items will only pop up the Alert for new order entry.  If set to A then editing existing order as well as entering a new order will pop up the alert.

Use Ship Via Code for Customers (N/C/S)

This can only be set to C or S if Control Ship Via Codes is set to Y, A or R.  Enabling this features allows the use of customer shipping accounts as entered in SM-U Customer Ship Via.  C will use the accounts for the Billing Customer and S will use the accounts assigned to the Ship To customer.

Use Ship Via Code for Vendors (Y/N)

This setting is not currently used.