Parameter | Description |
Default Date Format (for input and to appear on reports) | The default date format for entry of dates and display use d/m/Y for England/Australia/NZ or m/d/Y for US and Canada |
New Users Default Theme: | The default theme is used for new users who have not yet defined the display colour scheme theme of their choice |
Accounts Receivable/Payable Settings | |
First Overdue Deadline in (days): | Customer and supplier balances are displayed as overdue by this many days. This parameter is used on customer and supplier enquiry screens and aged listings |
Second Overdue Deadline in (days): | As above but the next level of overdue |
Default Credit Limit: | The default used in new customer set up |
Check Credit Limits: | Credit limits can be checked at order entry to warn only or to stop the order from being entered where it would take a customer account balance over their limit |
Show Settled Last Month: | This setting refers to the format of customer statements. If the invoices and credit notes that have been paid and settled during the course of the current month should be shown then select Yes. Selecting No will only show currently outstanding invoices, credits and payments that have not been allocated |
Romalpa Clause: | This text appears on invoices and credit notes in small print. Normally a reservation of title clause that gives the company (very limited in most authorities) rights to collect goods which have not been paid for - to give some protection for bad debts. |
Quick Entries: | This parameter defines the layout of the sales order entry screen. The number of fields available for quick entries. Any number from 1 to 99 can be entered. |
Format of Packing Slips: | Choose the format that packing notes should be printed by default |
Show company details on packing slips: | Customer branches can be set by default not to print packing slips with the company logo and address. This is useful for companies that ship to customers customers and to show the source of the shipment would be inappropriate. There is an option on the setup of customer branches to ship blind, this setting is the default applied to all new customer branches |
Dispatch Cut-Off Time: | Orders entered after this time will default to be dispatched the following day, this can be over-ridden at the time of sales order entry |
Allow Sales Of Zero Cost Items: | If an item selected at order entry does not have a cost set up then if this parameter is set to No then the order line will not be able to be entered. In an integrated system such as webERP propogation of incorrect data can cause difficulties down the line. The cost of sales for items with zero cost is also recorded as zero in sales analysis and general ledger postings. This is a useful trap for those running full integration. |
Controlled Items Must Exist For Crediting: | This parameter relates to the behaviour of the controlled items code. If a serial numbered item has not previously existed then a credit note for it will not be allowed if this is set to Yes. Some care is needed with this since if it is set to yes then it will not be possible to credit new serial numbered items back into stock where perhaps old data has been purged |
Default Price List: | This price list is used as a last resort where there is no price set up for an item in the price list that the customer is set up for |
Default Shipper: | This shipper is used where the best shipper for a customer branch has not been defined previously. It is critical to ensure that the shipper entered here is actually defined in the shippers table. Shippers are maintained from the setup tab Shippers maintenance |
Do Freight Calculation: | If this is set to Yes then the system will attempt to calculate the freight cost of a dispatch based on the weight and cubic and the data defined for each shipper and their rates for shipping to various locations. The results of this calculation will only be meaningful if the data is entered for the item weight and volume in the stock item setup for all items and the freight costs for each shipper properly maintained. |
Apply freight charges if an order is less than: | This parameter is only effective if Do Freight Calculation is set to Yes. If it is set to 0 then freight is always charged. The total order value is compared to this value in deciding whether or not to charge freight |
Create Debtor Codes Automatically: | Set to Automatic - customer codes are automatically created - as a sequential number. The number of the next customer is defined in the systypes table as with all other transaction numbers. |
Default Tax Category: | This is the tax category used for entry of supplier invoices and the category at which frieght attracts tax |
Tax Authority Reference Name: | This parameter is what is displayed on tax invoices and credits for the tax authority of the company eg. in Australian this would by A.B.N.: - in NZ it would be GST No: in the UK it would be VAT Regn. No |
Country Of Operation: | This parameter is only effective if Do Freight Calculation is set to Yes. It is required for the freight calculation |
Number Of Periods Of Stock Usage: | In stock usage inquiries this determines how many periods of stock usage to show. An average is calculated over this many periods |
Check Quantity Charged vs Deliver Qty: | In entry of AP invoices this determines whether or not to check the quantites received into stock tie up with the quantities invoiced |
Check Price Charged vs Order Price: | In entry of AP invoices this parameter determines whether or not to check invoice prices tie up to ordered prices |
Allowed OverCharge Proportion: | If check price charges vs Order price is set to yes then this proportion determines the percentage by which invoices can be overcharged with respect to price |
Allowed Over Receive Proportion: | If check quantity charged vs delivery quantity is set to yes then this proportion determines the percentage by which invoices can be overcharged with respect to delivery |
Purchase Order Allows Same Item Multiple Times: | If set to yes then a purchase order can have the same item on it several times - it is possible to set delivery schedules for suppliers by entering the same item with different quantites on different delivery dates. |
General Settings | |
Parameter | Description |
Financial Year Ends On: | Defining the month in which the financial year ends enables the system to provide useful defaults for general ledger reports. A selection of the month of the year is provided |
Report Page Length: | |
Default Maximum Number of Records to Show: | When pages have code to limit the number of returned records - such as select customer, select supplier and select item, then this will be the default number of records to show for a user who has not changed this for themselves in user settings. |
Maximum Size in KB of uploaded images: | Picture files of items can be uploaded to the server. The system will check that files uploaded are less than this size (in KB) before they will be allowed to be uploaded. Large pictures will make the system slow (particularly over dial up) and will be difficult to view in the stock maintenance screen. |
The directory where images are stored: | The directory under which all image files should be stored. Image files take the format of Item Code.jpg - they must all be .jpg files and the part code will be the name of the image file. This is named automatically on upload. The system will check to ensure that the image is a .jpg file |
The directory where reports are stored: | The directory under which all report pdf files should be created in. A separate directory is recommended |
Only allow secure socket connections: | Force connections to be only over secure sockets - ie encrypted data only. Beware of setting this to yes since the system will not allow connections over normal http protocol and will insist on https connections only. If your web-server does not support https then the config parameters will need to be edited directly from the database to get back to standard http connections. |
Perform Database Maintenance At Logon: | Uses the function DB_Maintenance defined in ConnectDB_XXXX.inc to perform database maintenance tasks, to run at regular intervals - checked at each and every user login. This is most useful for those databases that require regular re-indexing such as postgres. Mysql/innodb is less demanding of database administration. It is recommended to use cron or scheduled jobs for database maintenance outside of normal work hours where possible as this can delay a users login on larger databases. |
Enable Wiki Integration | Wiki is the generic name for web-application that allow for the creation of an interlinked free form notes system. Integration of such a system with webERP is a powerful combination. Notes against a customer, supplier or item can be made and retrieved from within webERP. The wiki application selected for integration was the "wacko wiki" - its a minimal download and has several translations. However, wacko wiki was a fork of the wakka wiki and any fork of the orginal wakka wiki should work. To make the integration work this settings must be set to "Enabled" |
Wiki Path | The wacko wiki install must be on the same web-server and be one directory up from the webERP tree ie not under the webERP tree but along side it - the name of the web-server directory where it is installed is required to be entered here so that links to the wiki pages can be created by webERP. The integration at the moment is limited to the supplier, product and customer menus - after one has been selected. The links only show if "Enable Wacko Wiki Integration" is enabled. If the wiki page does not currently exist then wacko wiki asks if you wish to create a new page - otherwise the page displays. New pages linked
off these pages can be created - showing uploaded images or links to other files appropriate to the product/customer/supplier. The wiki would also make
a good place to keep the company processes and policies documentation. Wacko wiki allows pages to be secured from alteration if necessary. An entire
business knowlege base and intranet can be built up from the cumulative knowlege of the whole team. Since wacko wiki also allows creation of links to any other web pages particularly webERP pointers to specific information can be provided in the wiki that takes the reviewer of the wiki directly to the information in
webERP or the webERP manual.
the Product "wiki" could include information such as:
The Customer wiki:
The supplier wiki:
Wikis are a valuable business advantage for a dispersed company. However, they make no sense for a 5 man operation all in the same office - that's why wacko wiki is not bundled with webERP - it is simply not appropriate accross all the businesses that might be using webERP.
|
Account | Amount |
Bank Account | 1,000.00 |
Debtors Control | 5,000.00 |
Creditors Control | (2,000.00) |
Motor Vehicles | 10,000.00 |
Loan | (3,000.00) |
Accum Profits | (11,000.00) |
Check Total | 0.00 |
Debtors Control | 5,000.00 |
Creditors Control | (2,000.00) |
Motor Vehicles | 10,000.00 |
Loan | (3,000.00) |
Accum Profits | (11,000.00) |
Total bank deposit | $1,000 |