Set Help and Other Path Options

Select Help and Other Path Options in System Options Maintenance (XM) to set help and path options for your enterprise.

Important! Be sure to enter the appropriate delimiter at the end of path names. Subfolder and file names specified in various applications are relative to the paths specified here.

  1. Click Mfg branch to set options for your manufacturing branch or click Branch settings to set options for your login branch.

    Note
    Manufacturing branch and login branch options override enterprise options.

  1. Set these enterprise options:

Field Name

Type / Max Length

Action / Description

Delimiter

Display

/ is displayed; it cannot be changed.

Help path

Required
64 alphanumeric

Enter the path where the PowerShift help folder is located on your web server.

System image path

Required
64 alphanumeric

Enter the path where the online image files are located on your web server.

Store files for your header image (for example, your logo), boilerplate text, and overlays in this location and reference them in the appropriate fields in the Document Output Parameters Maintenance (TDOC) program.

Store your logo in this location if you want to print the logo on checks.

Document archive path

Optional
64 alphanumeric

Enter the base path used for storing imported and archived documents. Subfolder and file names specified in various applications are relative to the path specified here.

Document viewing path

Optional
64 alphanumeric

The location of documents that are displayed when Documents then View is clicked. PDF documents can be saved with your annotations included (e.g., highlighting and sticky notes). See also Document Archiving.

Native file document path

Conditional
64 alphanumeric

The location of native directories used by file selection, Document Import, and other PowerShift functions.

Document script location

Optional
64 alphanumeric

Enter the path of the document import script.

External web path

Optional
64 alphanumeric

Enter path to be used with secure e-business web pages.

Form-related doc path

Conditional
64 alphanumeric

Enter the path to form-related document attachments.

The options below determine the behavior of the View button in maintenance and inquiry programs. See The View Button for more information.

     View image path

Optional
64 alphanumeric

Enter the base path to be used by the View function. Specify subfolders for items, customers, vendors, employees and/or sales reps below.

     Item folder/Script?

Optional
30 alphanumeric

Enter the folder where item image files are located. The View image path is used as the base path and the folder is appended to it. Be sure to leave the Script? field blank.

If you want a script to run when you click the View button, enter the name of the script in the Item folder and select Script?.

     Customer folder/Script?

Optional
30 alphanumeric

Enter the folder where customer image files are located. The View image path is used as the base path and the folder is appended to it. Be sure to leave the Script? field blank.

If you want a script to run when you click the View button, enter the name of the script in the Customer folder field and select Script?.

     Vendor folder/Script?

Optional
30 alphanumeric

Enter the folder where vendor image files are located. The View image path is used as the base path and the folder is appended to it. Be sure to leave the Script? field blank.

If you want a script to run when you click the View button, enter the name of the script in the Vendor folder field and select Script?.

     Employee folder/Script?

Optional
30 alphanumeric

Enter the folder where employee image files are located. The View image path is used as the base path and the folder is appended to it. Be sure to leave the Script? field blank.

If you want a script to run when you click the View button, enter the name of the script in the Employee folder field and select Script?.

     Sales rep folder/Script?

Optional
30 alphanumeric

Enter the folder where sales rep image files are located. The View image path is used as the base path and the folder is appended to it. Be sure to leave the Script? field blank.

If you want a script to run when you click the View button, enter the name of the script in the Sales rep folder field and select Script?.

     Engineering folder/Script?

Optional
30 alphanumeric

Enter the folder where ECO image files are located. The View image path is used as the base path and the folder is appended to it. Be sure to leave the Script? field blank.

If you want a script to run when you click the View button, enter the name of the script in the Engineering folder field and select Script?.

  1. Choose the appropriate options:

To

Do This

Change an option

Click on the field and make required changes.

Exit without changing these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Enter overrides for your manufacturing branch

  1. Click Mfg branch.

  2. Enter data in the appropriate fields. See Step 2 for field descriptions.

  3. Click OK to save the settings and return to the Enterprise level.

Enter overrides for your login branch

  1. Click Branch settings.

  2. Enter data in the appropriate fields. See Step 2 for field descriptions.

  3. Click OK to save the settings and return to the Enterprise level.

Accept these options and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.