The tunable company wide Miscellaneous Parameters can be accessed from the window in the Company Parameters.
Check this box if your firm services some customers that prefer
to receive documents printed in a second language, including
contracts, invoices, reservations, quotes, orders, and even rate
books or price lists.
For Jasper documents refer to Jasper Appearance and Formatting window of Customer Forms for the language and label controls.
If the option to Add Cash Customers is activated in Divisional Contract Parameters, then when a new customer is added automatically from document entry, a window will prompt to capture language preference.
The Set Document Rate Alternate Language Descriptions utility can be used to update blank product rate descriptions on existing documents including Quotes, Reservations, Contracts and saved Counter Worksheets, to the alternate language descriptions.
Note: The standard wording always appears on the screen.
It is only the printed documents that utilize the alternate
language verbiage.
To ensure system integrity and functionality, only the SCS
operator has the ability to modify this directory.
Enter the directory where the report output should be stored.
e.g. ./tmpdir
Note: If this field is left blank the report files will be saved on the PROIV data directory.
To ensure system integrity and functionality, only the SCS
operator has the ability to modify this directory.
Enter the directory where the pdf files should be stored.
e.g. c:\data\pro4data\crystal\instr
If this field is left blank the default becomes .\crystal\instr
Note: This directory applies to the Work Order Service
Notes only.
It does not apply to the Safety Sheets associated with the
Groups, as the directory for Safety Sheets
is hard coded to c:\data\pro4data\crystal.
Note: This Comments window can always be opened manually from the change date utility.
Note: If the customer does not have any notes or if the operator does not have permission to either notes file, then this window is suppressed.
Time Clock In/Out:
This option can be activated to prompt the employee for the time
whenever he/she logs into and out of the Texada SRM.
The Canadian Payroll module is required to be able to use this
employee Time Clock tracking.
For more detailed information on these features, refer to Time Sheet Overview.
Check this box to activate the Time Clock Checking feature that
prompts employees for Clock Start and End times.
In Operators, flag the employees that
should be prompted for the time in and time out, when they sign
into Texada SRM.
Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters this SRM "Time Clock Sign In" screen only requires the Operator code and not the operator's password.
Leave this blank or zero if no rounding of the clock in time and
clock out time is required.
Enter 15 to round the clock in time and clock out time to the
quarter hour.
Enter 30 to round the clock in time and clock out time to the half
hour.
Uncheck this box to round the clock forward to the next quarter
or half hour, as defined in the Round Time 0/15/30 Minutes
field.
Check this box to round the clock back by the quarter or half hour,
allowing a grace period at the clock-in time.
Check this box to prompt the employee when signing out for the time used on break, and if break time is not paid time.
Enter the default time allowed for break.
This can be over-typed when the employee signs out, with the actual
break time.
Uncheck this box if this feature does NOT apply to your firm.
Check this box to activate the 1099-Misc form A/P processing for
your firm.
The format of the forms were changed in 2020.
Note: Because this parameter activates the prompts required to enter the 1099 information in AP Invoicing, any invoices entered prior to activating this processing will not have captured the 1099 information and will not be reflected in the 1099 output.
Uncheck this box to manually assign a Batch code as defined in A/P Batch Codes, to each A/P invoice as it is entered.
Check this box to use the auto-assign Batch feature, so that a
new batch number is assigned to each new group of invoices.
The Batch number is incremented each time the operator enters a new
group of A/P Invoices or A/P Invoices By P.O. and the operator cannot
over-ride it.
Note: The ability to print and post all batches respects the Posting By Batch Control flag as set in the Company Posting Parameters.
This parameter controls whether only valid Terms Descriptions as setup in the Vendor Terms Descriptions table can be assigned to each supplier in the Vendor Information.
Uncheck this box to allow any unrestricted Terms Description text to be assigned in Vendor Information.
Check this box if your firm requires that the Terms Descriptions assigned to each supplier in Vendor Information must be validated against the descriptions setup in the Vendor Terms Descriptions table.
Uncheck this box if the Customer, Site & Job code entered in
the AP Invoice header should not default to each detail line on
that invoice.
This forces the operator to select the appropriate job information
for each line rather than just accept a defaulting value.
Check this box so that the Customer, Site & Job code entered
in the AP Invoice header should always default to each detail line
on that invoice.
This is useful if the detail lines generally match the job assigned
on the invoice header and so the operator does not need to re-type
the information.
Values can always be over-typed as required.
Check this box to open the detail screen in Customer Payments with the prompt for the starting invoice number or for the contract number.
Uncheck this box to open the detail payment screen displaying
all the unpaid invoices.
The invoice/contract search can still be activated by clicking on
the STARTING DOC button.
Uncheck this box to always leave an over payment as an unapplied balance on the check.
Check this box to be prompted to Write Open Balance
Invoice when an overpayment is entered in Customer Payments.
If accepted, the resulting credit invoice will be dated the check
date, and will be assigned the check number preceded by a "CR" for
the new credit invoice number.
Check this box to print this Summary by G/L Account# from
Post Customer Payments with the other
posting reports.
Uncheck this box to suppress the G/L account summary
report.
Check this box to give staff the ability to add new customers
on-the-fly in document entry.
Uncheck this box to disable the ADD button in
Document Customer Search if staff should
not have the ability to add new customers in document entry.
Check this box to give staff the ability to define the Special
Pricing for the new customers added on-the-fly in document
entry.
Uncheck this box to prevent any operator from adding Special
Pricing information at the time customers are added on-the-fly.
The ability to Markup the document and save it with the edits such as notes or signature, is currently under development.
Note: For SaaS systems, access to the File Attachment
Settings is controlled by Texada Client Services, as directory
size and use must be setup by Texada Software.
Contact Customer Support at Texada for assistance with this
setup.
To ensure system integrity and functionality, only the SCS
operator has the ability to modify this directory.
Enter the full absolute directory pathname for storage of the
attachments.
e.g. For Windows this would include the c:\'directory
name'
When a “Global Update” is run to configure the SRM software, the directory path for storing Attachments is automatically set to “attach” if the attachment path has been left blank. This can be modified as required.
It is important to consider assigning the Directory for Attachment to a different 'box' then the 'box' used for the database and/or application server to avoid filling the disk space.
Linux users must have full read, write, execute permission for the directory.
Note: The ability to add or deleted attachments is not provided in the "Play Data" company, because the directory configured for attachments would be the same for "live" and for the copied "play" company.
Note: After the initial calculation, in order to provide
efficient performance the usage is maintained by increasing and
decreasing the value in GLLR, File name AUMSG, by the size of each
updating attachment file, where the GLLR value in the
Transaction# column is a date/time stamp, and the value in
the Running Balance column is the Bytes used by the
attachments.
If the GLLR usage value becomes out of sync, the Bytes used can be
recalculated by clicking the Configure- Gear icon in the
File Attachment window.
Note: This maximum should never be set to fill the entire drive and also needs to allow about 500 MB on the disk to be utilized for file handling.
Note: Each file is initially transferred to the attachments
"tmpdir" directory before it is checked for its size, etc.
If the attachment file fails the size check, or if the file will
put the storage over the allowable quota the system will not allow
the attachment to be saved.
The Dir names will be created as /1/, /2/, /3/,etc
All details are saved into the file ATTACH
The number of attachments and folders in tracked in GLLR, File
name ATTACH, where the GLLR value in the Transaction# column
is the number of folders and the value in the Running
Balance column is the number of attachments.
Note: When using a Web App or Open Client the system will
create the folder tmpdir under the attachment dir for temporary
file handling.
Once the Web App user clicks the UPLOAD button
then the attachment is moved from the tmpdir directory into the
appropriate attachment directory.
Note: This window is only accessible to the SCS operator and if there is an Attachment Directory defined for the company.
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