Configure System Settings

System Maintenance Menu -> Configure System Settings

The utilities in this program can be used to configure the tunable parameters to customize the rental software to meet your firm's specific business requirements.

Search Feature:
A search utility is provided to help locate a parameter or control setting, or to print a list of the configuration programs.
Click the SEARCH button at the bottom left of the screen as outlined in Search System Settings.

Moving Through the Options:
Click Tab on the keyboard to move to the first enabled option in the next section on the screen.
If no further options are enabled for the operator, Tab opens the next screen tab in the Configure System Settings screen.

The tunable parameters are grouped into several tabs as follows:

ACCOUNTING

General Ledger:             Inventory:               Accounts Receivable:          Accounts Payable:
Chart of Accounts           Class Defaults           Method Of Payment Codes       Batch Codes
Budgets                     Rental Classes           Payments Batch Codes          Recurring Batch Codes
Statement Layouts           Sales Classes            Invoice Batch Codes
Standard Journal            Depreciation Methods     Discount Programs
Currency Codes              Depreciation Classes     Service Codes
Default Accounts            MACRS Depreciation       Tax Codes
G/L Batch Codes             Adjustment Types         Repair Charge Codes
Date Range Control          Job Cost Codes           Waiver Codes
Classification Type         Posting Identification   Reward Codes

OPERATIONS

CUSTOMER MANAGEMENT

General Settings:                Customer Contact:              Delivery/Pickup:
Credit Ratings                   Profile Classes                Site Types
Terms Codes                      Profile Codes                  Cancellation Reasons
Customer Types                   Follow Up Auto Email
Loyalty Plan Codes               System Assigned Follow Up
Call Reasons                     Competitors
Statement Letters                Competitor Reason Codes
Collector Codes                  Customer Motives
Credit Department Email          Contact Titles
Salesman Codes                   Contact Social Media Types
Commission Types                 Contact User Defined Fields
Commission By Class
Business Source Codes
Name Check List Status Codes
Site Managers
Performance Questions
Expenditure Types
Daily Close 1 Approval Codes
Customer Comment Types

SECURITY

General Settings:Web Services:
Password Controls   Users
Operators   Sessions
Security Roles   Web Services API Keys [SCS only]
Inventory Inq Categories
Divisional Restricted Views
Session Restrictions
ODBC Setup For Oracle
Module Passwords
Override Types
Override Reasons
Function Access Log
Auto Login By Login Name
Double Layer Security List

SYSTEM

Topic Keyword: CONFIG