Difference between revisions of "Approval Management Setup Options"
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| + | ===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. | ||
Revision as of 10:08, 7 December 2022
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.