Texada SRM is shipped with your Company Code pre-set for your firm.
The company information can be updated with the correct address
and general company information in the Company Information window
in the "Company & Divisions" parameters on the System
tab of the Configure System Settings.
An operator must be assigned a Security
Role that allows permission to the System - Company in
order to access this table.
The prompts are:
When printing Customer Statements using the ALL divisions
selection option and the option to print the company name and
address is selected, the name and address entered here will be used
at the top of the Statement.
This address also appears on faxes.
This mask is also respected when telephone numbers are imported using the Data Import utilities.
This mask is also respected when fax numbers are imported using the Data Import utilities.
This company defined currency also controls whether the Debit network for U.S., New Zealand and Australian firms or the Interac network for Canadian firms is used for payments processed through the Texada Pay.
When the currency is defined for an Australian Company, then the 'Government ID' field in the Additional Customer Information window becomes the "Australian Business Number" (ABN) field required by the PPSR Product Information transactions.
Check this box to convert this company to Operators by
Division processing and to setup valid operators unique for
each separate division or store.
With this feature, the sign on screen for accessing the software
prompts for the 'Division' and then the Operator information.
Access Security on Convert to Operators by Division:
When this option is initially activated, any existing Operators will become valid for each existing
Division, and each operator will be given
the same Operator Assigned Security
Roles in each of those divisions.
Manual changes are required to setup restrictions per store, and
operator records can be added or deleted for a division from
Operators.
When creating a new division in Divisions a window prompts to add the relevant operators for the division.
When Operators by Division is activated the Auto-assigned number sequences for transactions, Contracts, Invoices, etc, are controlled by Last Used Transactions By Division.
Division printers are controlled by Divisional Printers.
Head Office printers are controlled by System-Wide Printers.
Note: Although the date format is critical on spreadsheet exports and imports of data, this date format is not applied on the spreadsheet reporting output as the date can be reformatted as required using Excel functionality.
If this field is left blank, the password expiry check is not activated.
Password Expiry Days can also be set in the Password Controls.
When the password expires, and an operator attempts to sign into SRM, the screen warns that the password has expired and prompts for a new password as outlined in Set Password.
Password Last Expired can also be set in the Password Controls.
This Finance Charge flag will become the default when setting up new customers in Customer Information, but can be over-typed on the customer record as required.
Click the icon to set the default Finance Charge Settings for your company as follows:
If your firm does not use finance charges, then this will be ignored.
Bill Minimum:
The Minimum is the smallest monthly amount that would be charged on
an over due account. If the finance charge was less than the
minimum, then the minimum would be used instead.
e.g. If the minimum were $1.00 and the finance charge was $0.60
then $1.00 applies.
Note: These Finance Charge defaults can also be set from the Company Billing Parameters.
This Statements flag will become the default when setting up new customers in Customer Information, but can be over-typed on the customer record as required.
Note: When customers are added on-the-fly at the counter when a document is being created, the Credit Limit defaults from the Customer# to Clone as determined in the Divisional Contract Parameters.
Credit Limits will be checked in contract and invoice entry.
Note: Credit limits of 0.00 will be assumed to be unassigned and
therefore ignored.
Refer to the Company Security Parameters for further Credit controls, including the ability to recognize or ignore future dated invoices in credit checks, and whether to permit or prevent a customer from going over his credit limit, and the ability to set an allowable percent by which the customer can exceed his credit limit before he is actually prevented from doing further business.
Enter the amount of the default Rental Value Limit to be assigned to new cash or on account customers that are added in Customer Information or in Customer Contact Information. This value can be over typed for specific customers as required.
Note: When customers are added on-the-fly at the counter when a document is being created, the Rental Value Limit defaults from the Customer# to Clone as determined in the Divisional Contract Parameters.
Rental Value Limits are checked in Contract entry or when source
documents are converted to the Contract. When applicable Rental
Value Limit information will print in the contract comments.
Note: Limits of 0.00 will be assumed to be unassigned and therefore
ignored.
Refer to Customer Information for details
on how the Rental Value Limit can be utilized.
Refer to the Company Security Parameters for further Rental Value Limit controls, including whether to permit or prevent a customer from going over his Rental Value Limit, and the ability to set an allowable percent by which the customer can exceed this limit before he is actually prevented from doing further rentals of value controlled equipment.
Note: A mixture of 2 and 3 track scanners can not be used in one company.
Check this box to activate the Direct Payment processing for A/P
payments to selected suppliers, as outlined in Direct Credit Payments.
This feature is only available for the following banks:
Note: When using WIN-CRT printing for windows, set "Code For Form Size" in Printer Codes according to A4 or L.
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