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.