The tunable company wide Texada Parameters can be accessed from
the window in the Company Parameters only by
Texada Support staff.
Some firms have special posting requirements and incorrect use of
these sensitive programs, can potentially lose vital data.
To protect against any inadvertent problem, these parameters can
only be changed by Texada Software staff.
Please contact Texada Support to activate the following
processing.
Select one of the following options for this feature:
Enter B or select Both so that changes made to a any customer address or phone number in a Contract, Invoice, Reservation, Quote, Order, etc., are permanently saved updating and replacing the information in Customer Information.
Enter C or select Cash so that only changes made to the address or phone number of a CASH customer in a Contract, Invoice, Reservation, Quote, Order, etc., are permanently saved updating and replacing the information in Customer Information for that cash customer.
Enter N or select Neither so that when changes are made to a customer address or phone in a document header these changes apply only to that document and do NOT permanently change anything in the Customer Information.
When the Customer Information is updated from changes made in a document header, a record in written to the Audit Log to track the changes with the date/time, updated field, operator, customer and document.
Note: This feature only updates the address and phone number. It
does not update the customer name, or any other field.
This feature does not apply to the blank customer number or if the
customer is configured as a clone customer in the Divisional Contract Parameters.
Uncheck this box to post invoices On Account as unpaid.
Check this box to post the Accounts Receivable invoices from
Daily Close 2, as fully paid with an
outstanding balance of zero.
Check this box to post On Account invoices that are for zero
dollars, on the Sales Journal from Daily Close 3: Post Invoices.
These invoices can then be viewed in Customer
Account Inquiry.
This includes:
Note: If this setting in Texada Parameters is activated then the Company Invoice Parameters setting relating to posting zero dollar invoices for only Account customers is ignored.
Uncheck this box if this G/L transaction details should not be visible in the A/R account inquiry.
The Alternate Account number can be used similar to a barcode,
where it is recognized in the Customer # entry fields.
This parameter controls further how the Alternate Account number is
reflected throughout the system.
Check this box to cause the Alternate Account number to be
displayed and printed in customer searches, documents, selected
screens and reports, in place of the original 6-digit customer
number.
Uncheck this box to use the standard Customer number in all
screens, documents, and printouts to represent the customer
record.
Uncheck this box to always use the revenue and expense posting accounts as setup in the Rental Product Classes.
Check this box to activate this processing.
The sub-menu Posting Identification will automatically be
created on the Utilities -> Inventory menu, and Posting
ID fields will appear in Rental
Inventory.
Refer to Inventory Posting Identification
Overview for setup instructions.
Note: This parameter is not compatible and de-activates the P.O. Receiving Auto-Creates Prod# For Groups feature in the Company Inventory Parameters.
Check this box if your firm uses any or all of these three adjustment calculations when purchasing and selling or renting equipment, and requires automatic posting to the G/L.
The currency exchange rate needs to be entered in Currency Codes.
Refer to the Currency Exchange information in Currency Codes for more details on the use of the
currency exchange calculation.
The GL accounts to be used in any Currency Exchange, Duty/Brokerage, and Freight adjustments are assigned in Default Accounts.
The three values are used in the following formula to determine
the LCF (Landed Cost Factor) on an imported product.
The factor will be used to convert the cost on the invoice (during
Accounts Payable invoice entry) to the final purchase price.
The LCF value will be stored in the Sales
Inventory and Rental Inventory for
each product.
LCF example:
Where Exchange is 57.53%, Duty/Brokerage is 2%, and Freight is
3%
LCF = (1.5753 * 1.02 * 1.03) Rounded to 4 decimal places
LCF = 1.6550
_DS is added automatically to the A/R Batch Codes for posting drop ship invoices in the Daily Close.
Note: This processing is not compatible with Enable Permanent Transfer Processing as activated from the Company Inventory Parameters.
Check this box to use the average cost for sales item according
to the location of the sale.
Note: This feature cannot be activated if there are any unposted A/P Invoices, or if Central Purchasing and Distribution feature is activated in the Company Inventory Parameters.
Uncheck this box if the list price for sales parts should never
allow for partial cents.
i.e. the standard 2 decimal places are provided to track the cents
in the price
Check this box if the price of sales parts needs to allow
partial cents on the each price.
Click on the icon to set the partial cents
parameters in the Unit Price Mask for Sales
Items window.
Uncheck this box to post the transaction detail to the General
Ledger.
Check this box to clear the transaction details out of the entire
General Ledger during Daily Close
2.
Uncheck this box if these service charges do not apply on W.O. labor.
Note: All functions should be regenned when this feature is activated.
Uncheck this box if there is no rental charge on any off rental time regardless of the reason or length of the down time.
Check this box to activate this processing that allows billing
for a portion of the off rent or down time.
Contract Reason Codes where reason codes and the percentages can be viewed or adjusted on the individual existing document.
When the rental document is created, the off rent Reason Codes
allowed for the specific document can be selected in the Off Rental Reasons window.
Both the Off Rental document and the Invoice, will print the full
off rental period as well as the no charge downtime.
It will be only the "no charge" portion of the downtime that will
be displayed as the Off Rental Hours rather than the full
off rent period, in any billing calculation windows on the document
screens such as Contract Details and the
Rental Return.
In the product details screen of Miscellaneous
Invoices, Off Rental information can be viewed in the window on
the Each field, and again on the Unit Rate field, and
then click on the OFF RENTALS button.
Specific product Off Rental information can be reviewed from
Off Rental Inquiry.
Check this box to set the company default to print complete Off
Rental information on the invoice unless the customer is flagged
otherwise.
Uncheck this box to set the default so that Off Rentals do NOT
print on the invoice unless the customer is flagged otherwise.
Note: Incomplete off rentals will not appear on the invoice, because the Billed Thru date/time of the invoice will be the starting point for off rental, and so the off rental period is not within the period for which the customer is being invoiced.
Uncheck this box if your firm does not utilize an Alternate division.
Note: If this feature is de-activated, then any existing alternate division codes will be removed from the Divisions table.
Check this box to activate this processing for new rental firms.
Uncheck this box for a "legacy" customer that has already billed contracts using an earlier monthly billing formula (where it is always the 29,30,31 days that are not considered chargeable days in the billing calculation regardless of the starting Cycle Billing Day Code), so that existing contracts will not over/under bill in an attempt to compensate for the change in the calculation.
Check this box to activate this processing to generate
divisional postings for the A/R and A/P and for the control
accounts in the General Ledger.
Uncheck this box if your firm does not require divisional for the
A/R and A/P.
Note: When this feature is activated, any prior postings to the A/R and A/P Control Accounts can be re-allocated to the appropriate divisions using manual journal transactions in Miscellaneous G/L Journals.
Check this box when a Division has unique rate codes and never
wants to see any other rate codes.
The processing then allows different rate structures to be assigned
by Division, suppressing all other rate codes not relevant at that
division.
Customers will still continue to get their own Special Rates, but
only for the Rate Codes charged at the Division.
The risk is that if a product or its Group has no Special Rates for
the Special Rate Level defined for the Division, then there
will be no rates for the product.
Note: Because it could be a huge task to setup the rate codes for each product, it is recommended to setup the Special Rates at the Group level.
Uncheck this box if the Play company data should be updated from the Live company on request.
When this is enabled the ability to change permissions or user settings in SRM is disabled and the following screens will redirect the operator to the User Management screen on Texada Web:
TEST buttons are provided to test the URL connection.
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