Approval Management Setup Options

Modified on Thu, 23 Jun 2016 15:02 by tpaeglis Categorized as Approvals Management, Setup Options

===Setup Options & Definitions===

'''ADJAR''' - Adjutant Accounts Receivable module is installed.

'''APPAPPR''' - Sends email to all people with pending approvals. Runs every 30 mins, 6am to 7pm M-F.

'''APPREMAILDEL''' - Controls sending of emails through the approval screen. Enable to be able to decline in approval screen.

'''APPREMAILOK''' - Controls sending of emails through the approval screen. Enable to be able to approve in approval screen.

'''ASKEDITNOTE''' - Allows the user to edit the Invoice Header note in the Approve/Edit and Ship SO screens after creating the invoice.

'''CCAPPROVE''' - Option to not block save of SO if using approvals.

'''INSERTMATDATE''' - Inserts work date into material descriptions on timesheet material lines.

'''INSERTNOTE''' - Inserts work date and resource on timesheet invoices.

'''MILTIME''' - Use military time throughout the system.

'''NEWMSNNUM''' - If set, then map project drop folders to Project Number instead of Project ID.

'''PAATTACHRFQ''' - If set, then attach RFQ PDF to system generated email.

'''PRINTSTMT''' - If set, change print invoice prompt to print statements. If yes, launch PRINTBS1, PRINTBS2, and BILLSUMMARY with current ORG and BILLCYCLE filled in.

'''PRINTSTMTC1''' - Add new printer button that only is visible if PRINTSTMT, PRINTSTMTC1, or PRINTSTMTC2 is enabled.

'''PRINTSTMTC2''' - Add new printer button that only is visible if PRINTSTMT, PRINTSTMTC1, or PRINTSTMTC2 is enabled.

'''REQCOMPSVRORD''' - Require completed service order to bill.

'''RESCOSTTOGL''' - Created COGS entry for resource cost factor when a timesheet entry is billed. If set, make billtran cost = resource costfactor, if not set, make billtran cost = 0 for resource lines. Cost will post to COGS and WIP Acct of labor item.

'''RESETAPPR1''' - If set then approvals are not reset unless terms or ordamt changes.

'''RFQLIMITCHECK''' - Will use the older Credit limit check logic for just the RFQ converts.  This will allow using credit limit checks on RFQs, and Approval based checks on Sales Orders.

'''SINGLEBAG''' - Single Inventory Package in system.

'''SHOWPAAGE''' - SHOWPAAGE

'''SHOWREMARK1''' - If set, add rfqmast.remarks to end of note for appr/decline emails.

'''SHOWWEBEXP''' - If enabled, clicking on VIEW in Pending approvals will launch in browser.

'''UNCHKLOCK''' - Uncheck load locked only box on billing screens.

'''UNCHKNOBILL''' - Uncheck Nobill Printing Option on Approve/Edit billing screen.

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Approval Management Setup Options