Set Enterprise Options

Field Name

Type / Max Length

Action / Description

Database name

Optional
15 alphanumeric

Enter the name of your defined database.

Enterprise country code

Required
4 alphanumeric

Select the country code for the country in which your enterprise or headquarters office is located.

Click Countries to access the Country Codes Maintenance (TCC) program. See Add a Country Code. Click OK to return to this program.

Default label for state field

Required
5 alphanumeric

Enter the label you want for the state field when you enter an address for a new customer, vendor, or employee. For example, you may want to use Prov for province.

Default label for postal code field

Required
4 alphanumeric

Enter the label you want for the postal or zip code field used when you enter an address for a new customer, vendor, or employee.

Sales tax license desc 1

Required
15 alphanumeric

Enter the label you want to use for the first sales tax license field.

The Customer Maintenance (CM), Customer Ship-to Maintenance (CSM), Sales Order Maintenance (OE), EDI/Sales Quote Maintenance (QOE), One-Step Invoice Entry (RE), and Sales Shipment Confirmation (OC) programs display this field. You can enter license numbers that exempt the customer or order from tax.

In the US, this may be a state, county, or city license number; in Canada, this may be a GST or province license number.

Sales tax license desc 2

Optional
15 alphanumeric

Enter a label for the second sales tax license number field.

Data file directory

Required
3 alphanumeric

Enter the name of the directory where you initially create data files during installation and upgrade, if you did not enter an upgrade directory.

Note
You must create the directory first.

Work file directory

Required
3 alphanumeric

Enter the name of the directory where programs create temporary work files. Most work file names begin with "W" followed by a machine/partition-number.

Note
You must create the directory first.

Maximum no of user logon entry errors

Required
2 numeric

Enter the number of times a user can enter an invalid user logon at the Enter user logon prompt.

When a user exceeds this number of tries, the system displays a security violation message and closes the terminal.

The system makes an entry to the menu logging file, if it is active, for each invalid logon, not just when the user exceeds the maximum.

Menu logging active

Optional

Select to activate menu logging or leave blank if you do not want to use menu logging.

If you select this option, the system tracks each user logon and program run. Use the Security Log (ZLQ) program to display the date, time, program, machine, partition, terminal, and user ID.

Number of minutes outside menu

Required
4 numeric

Enter the number of minutes that a user can spend outside the system before needing to log in again.

This option allows users to run programs like *SPOOL and return to a menu without entering their user logon. After the time limit, the user must enter their user logon again.

This setting is ignored for users with auto logon enabled (i.e., Allow auto logon? selected for the user in User Maintenance).

Date display format

Required
10 date

Select the date display format you want the enterprise to use:

The system uses this date format whenever it displays or prints dates.

You can override the date format at branch level in the Branch Maintenance (TBM) program. This allows branches in other countries to specify their own format. Your login branch determines the date format that the system uses.

You can also set a date format override for individual users in the User Maintenance (UIM) program.

All dates are written and stored in a single format. These options affect only the display of dates.

Tax type description 1 - 10

Required
15 alphanumeric

Enter a label for at least one tax type field.

The system uses these tax type labels when you enter tax codes in the Tax Codes Maintenance (TCM) program. These are generic field labels to apply to all tax codes; for example, state, county, local, or transportation.

The Posting Criteria Maintenance (XPC) program displays these labels as descriptions for the 10 different sales tax types.

Prompt date/output device during login?

Optional

Select if you want to run the Date-Output Device Maintenance (ZE) program when users log on to the system or leave blank if you do not.

If you select this option, users can change the Default output device, Allow device override?, and User transaction date fields each time they log on.

If you leave blank, the system sets the Default output device to the selection in the Printer field in the User Maintenance (UIM) program and your User transaction date to the login date.

Users, who have access to the Date-Output Device Maintenance program, can run it at any time to change these fields.

Field Name

Type / Max Length

Action / Description

System administrator's email address

Optional
128 alphanumeric

Enter the email address of your system administrator or the person to notify when an unexpected system exception occurs.

If you receive such a message is received, contact Qantel Technical Support and provide the exact message content.

The automated error reporting routines include the user ID and login branch of the user who activated the routine that caused the error.

Fatal error email notification

Optional
128 alphanumeric

Accept the default entry for Qantel support, helpdesk@qantel.com, or enter the email address for the person to notify when a fatal error occurs.

If a fatal error occurs, the system displays the program and error number, exits the program, and then sends the error information to the email address entered in the System administrator's email address field, in addition to this email address.

Default system email domain

Required
128 alphanumeric

Enter your email system domain name. This is the portion of the email address that follows @. For example, qantel.com.

When users send reports and inquiries to other employees via email, they can enter just the portion of the email address before @. For example, to send email to joe@qantel.com, the user enters joe.

System viewing device

Required
8 alphanumeric

Select the XDM device to use when you select View to display reports. PDF or HTML files can be created. PDF files are created with the Subject (in Document Properties on the System tab) set to the program that generated the PDF. HTML files are displayed in the user's default browser.

This option requires that the specified device be set up in Output Device Maintenance (XDM).

When viewing registers two views are launched: one for the register and one for the general ledger report. Each is on its own browser tab.

Document viewing device

Required
8 alphanumeric

Select the device to use when you select View to display documents. PDF files are created with the Subject (in Document Properties on the System tab) set to the program that generated the PDF.

This option requires that the specified device be set up in Output Device Maintenance (XDM).

Doc override date format

Optional
1 alphanumeric

Allows you to specify the date format used for external documents. Leave the option blank to use the user;s date format; select a code to print dates in a different format on documents:

Barcode option

Required

Select 000 if you do not print barcodes or select the appropriate barcode symbology:

If you select a format, it will be used for barcodes output by these programs:

Bill of Lading Print (BLP)
Bill of Lading Print Queue (BLPPM)

Physical Inventory Tag Print run from Cycle Count Preparation (HCP)

Employee Badge Print (LBP)

Location Movement Ticket (LWMP)
Location Movement Ticket Queue (LWMPPM)

Shop Paper Print (MSP)
Shop Paper Print Queue (MSPPM)

Packing Slip Print (OPAK)
Packing Slip Print Queue (OPAKPM)

Sales Order Print (OP)
Sales Order Print Queue (OPPM)

Picking List Print (OPK)
Picking List Print Queue (OPKPM)

Shipment Label Print (OSL)

RMA Packing Slip Print (RMAP)
RMA Packing Slip Print Queue (RMAPPM)

Receiver Print (VRP)
Receiver Print Queue (VRPPM)

Approval notification device

Optional
8 alphnumeric

Select the default device to use for approval notifications.

Allow maintenance from approvals?

Optional

Select if you want the Approvals Signoff (APPV) program to allow maintenance of the order/item/ECO pending approval or leave blank if you want drills to be inquiry-only.

Business ID

Optional
15 alphanumeric

Enter your business identification number.

ID type

Optional
5 alphanumeric

Enter the source of your business identification number; for example, D&B for Dun and Bradstreet.

URL

Optional
45 alphanumeric

Enter the Uniform Resource Locator for your company's web site.

Transferred notes retain seq numbers?

Optional

Select to use the starting and ending sequence numbers of the notes that you are transferring from one program to another or leave blank to append the transferred notes to existing notes.

Transferred note sequence duplication

Conditional
1 alphanumeric

If you selected the Transferred notes retain seq numbers? option, select what you want to do if the transferred notes have the same sequence numbers as the notes in the program to which you are transferring them:

Product class for non-stock items

Optional
6 alphanumeric

When specified it is the default product class for non-stock sales and purchase order lines. Sales Order Maintenance (OE) does not display the field and it cannot be maintained. PO Maintenance (VOE) displays the field and allows the user to maintain it.

Account code for non-stock items

Optional
6 alphanumeric

When specified it is the default product class for non-stock sales order lines. Sales Order Maintenance (OE) does not display the field and it cannot be maintained.

Foreign item descriptions active?

Optional

Select if you want to print item descriptions in another language on customer and vendor documents or leave blank if you do not.

If you select, use the Language Code Maintenance (TLM) program to enter language codes and item descriptions. Assign codes in the Customer Maintenance (CM), Customer Ship-to Maintenance (CSM), and Vendor Maintenance (VM) programs.

Audit files directory

Required

Accept the data directory or enter a different directory on which you want audit trail files created. You must have access to the directory you specify.

Note
If the database is in DEMO mode, the field is set to the data directory and cannot be changed.

Journal files directory

Required

Accept the data directory or enter a different directory on which you want journal files created. You must have access to the directory you specify.

Note
If the database is in DEMO mode, the field is set to the data directory and cannot be changed.

Native work directory
Native drop directory

Conditional

The file selection function in import programs requires two native directories: a work directory and a drop directory. Your entries are validated against directories accessed by the PowerShift *SECURE password.

Mobile App output device

Conditional

If you use the Mobile App, enter the default output device to use. The device must be file (device type F File) with 8 PS Schema selected as the File format in Output Device Maintenance.

Custom modifier

Conditional

Leave blank unless directed by PowerShift Support.

To

Do This

Change an option

Click the desired field and make the change

Exit without changing these options

Click Cancel.

Save changed options and leave the screen displayed

Click Apply.

Display additional options

Click Other info.

Add or change country codes

Click Countries. See Add a Country Code. Click OK to return to this program.

Print these options

Click Print. See Print an Inquiry.

Accept these options and exit

Click OK.

To

Do This

Display a category of options

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

Exit the program

Click Cancel or Exit.