Sales, Jobs and Purchase Orders can be prepared in currencies other than the normal system currency.

Each Customer and Supplier can be given a default currency for Sales, Jobs and Purchase Orders.

Parts can have up to five currency prices. For this, the currency symbols must be defined in the Company Details Maintenance window.

Exchange rates are held everywhere as floating point numbers. This permits up to 14 places of decimal accuracy but displays them on occasion in scientific notation: E.G. 0.0256987 will be displayed as 2.56987e-2, and 1957.61 as 1.95761e+3.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Currencies…

This file path takes you to the Currency Control window. This window has three tabs. Select the Setup Currencies tab first.

Setup Currencies tab

This tab is used to setup new currencies. To add a currency, select New.

Currency Symbol

Enter the currency symbol of up to three characters that will uniquely identify the currency. You must NOT enter your local currency which is defined in the Company Details Maintenance window. Once created, you will not be able to change the currency symbol.

Decimal Character

Here you will enter the decimal character eg. p if the currency is £ or c if the currency is €.

TIP: If you use the # (hash or pound) character as your currency decimal character the cent portion of an amount printed in words on documents such as sales orders, invoices and cheques is suppressed. This feature is provided for large scale currencies such as Rupees and Yen.

Name

This is the name of the currency.

EMU Triangulation Currency

Enter the triangulation currency symbol here

BUTTONS AND FIELDS

Cancel

This button aborts the process currently in session.

Save

Click to confirm and save the new currency

New

This will create a new blank record in the file. You can ten enter the details for the record and confirm or cancel the new record.

Delete

Click this button to permanently remove the currently selected record from the field. If you are permitted to delete the item, you will be asked for confirmation, otherwise an explanation will be given.

When you attempt to delete a currency using this button, the system will first check that the currency is not used elsewhere. This can be a slow process. Checks are carried out that the currency is not used in:

1. Company Details part currency prices

2. Invoices that have not yet been paid

3. Jobs

4. General Ledger accounts

5. Purchase Orders

6. Sales Orders

7. Customers

8. Suppliers

Having completed the checks without locating any references to the currency, you will be asked to confirm the deletion, otherwise you will be prevented from deleting it.

Adjust Rate tab

Use this tab to adjust exchange rates

Currency List

This is a list of all currencies in the system. Click to select and modify.

Currency – Code

This shows the code of the currency currently selected.

Currency – Cent

This is the Cent character of the currency currently selected.

Currency – Name

The name of the currency currently selected shows here.

Last Changed

This shows the date and time the currency was last updated.

Exchange Rate

The value of the selected currency in relation to 1 unit of your normal currency. For example, if your normal currency is US Dollars and you wish to deal in UK Pounds, the exchange rate will be approximately 0.670000 (USD being worth approximately GBP0.67). You can use up to 14 decimal places, however normal currency trading is to 4 decimals (6 in Euro zone).

Reciprocal Rate

The value of the reciprocal of the foreign currency exchange rate.

EMU – European Monetary Union field

With this extended area you can:

1. Calculate an exchange rate from its reciprocal.

2. Enter a triangulation currency which must be already defined as a normal currency. Then enter the exchange rate (or reciprocal) of the currency you are creating.

3. Enter a value in the currency or your local currency for which ECU triangulation rounding will apply.

All three will compute a new exchange rate for your new currency, which can be accepted with an Ok.

EMU Triangulation with – Currency symbol

Triangulation currency symbol goes here.

EMU Triangulation with – Rate

The triangulation currency rate is entered here.

Reciprocal rate

This is the value of the reciprocal rate entered for the currency against the triangulation currency.

With Rounding applicable to (in currency)

This is the rounding value in the foreign currency. If used effects the triangulation conversion when editing a rate.

With Rounding applicable to (in Local)

This is the rounding value in your local currency. If used effects the triangulation conversion when editing a rate.

BUTTONS AND FIELDS

Print Analysis of Outstanding A/P and A/R Currency Transactions

This function is only available if you have the Ledgers license option.

This provides a report for all A/P and A/R transactions that have some due amount and are in a foreign currency. It shows the local value of the transaction and the value calculated from the current currency exchange rate. The difference is potentially the exchange loss or profit that will occur, were the rates to remain as they currently are. You can change the Destination of the report by selecting the ‘Report Destination’ menu command.

Print List

Selecting this button will cause a report to be printed of the subject matter.

Revert to Saved

This button will abandon any changes and revert to the last saved set.

Apply New Rates

Click to apply the new listed rates you have changed. You will be asked for a log comment.

Re-value System

Select to re-value Orders and Accounts to the latest currency rates where applicable.

Rate Changes Log tab

In this tab you can view the logged history of rate changes.

Changes Log list

This is the changes log for the selected currency. You can edit the comments within the list.

TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. The cell will then expand into an editable box in which you can enter different data. On leaving the box with any action like a tab or click elsewhere, the data is verified and the list returns to normal with the new data shown in the cell.

Print Log button

Selecting this button will create a printable report of the subject matter.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00. Help date last modified on 26 May 21

Class wAcCurrency (Currency Control) FP: File > System Manager > Currencies…

The post Currency Control appeared first on Caliach.

The security system in the program is built around a Group and User structure and provides the user access to specific menu functions and window tab panes.

Generally, Groups are assigned access privileges and users inherit their privileges by virtue of their membership of one or more groups.

Key things to remember are:

There can be any number of Groups and Users.

Users can belong to any number of Groups.

Groups should be the main control of menu access privileges.

Users can be assigned access privileges that override their Group inheritance.

Menu access is the primary security medium. Window tab pane access should be treated as secondary.

It is best that all Groups have full window tab pane access and pane closed access should be specifically applied when needed.

Settings follow a similar pattern with the addition of a System set of settings.

Some settings are additive, such as Custom Reports and Features, others override each other on a System, Group, User basis, such as ScratchPad design.

Privileges and Settings are stored in a special form that is not readable in reports, etc. Hence it is important to backup your settings which you can do in the System pane.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Privileges and Settings…

This file path takes you to the Privileges and Settings window. This window has six tabs, three of which have seven sub tabs. For details of the subtabs, see our Settings Maintenance guide

Groups Tab

The groups tab is where you maintain details of access groups.

Group List

This is a list of all the groups in your system.

To add a new group, select the New Group button. In the pop up window type in your chosen name for the new group and click ok.

Group Name

This shows the name of the group currently being worked on.

Notes

Notes or codes can be entered here to be used in custom activities.

Group Subtabs

Group Settings are stored in the group record and apply at the middle level. If values are set, they override any system values for that setting, however any user settings will override them. For details of the subtabs, see our Settings Maintenance guide

BUTTONS AND FIELDS – Group Tab

Delete

Selecting this button will delete the highlighted group. A warning box will pop up asking if you are sure you would like to delete the group.

New Group

This button will open a window to allow you to name your new group.

Revert

Selecting this option will revert all data to the last saved point.

Save

This will save any changes you have made.

Users Tab

In this tab you maintain details of the users on the system.

User List

This list shows all the users of the system.

User ID

Here you will see the unique user ID for the highlighted user.

Administrator (Full access)

Setting a user as an Administrator will give them full access regardless of group membership.

No Login

When this is ticked, the user highlighted will no longer be able to log in and the account becomes disabled. This would most commonly be used when a user leaves the company.

Name

User’s name goes here.

Job Title

Enter Users job title here.

Password

Users encrypted password here.

And again

Confirmation of users encrypted password.

Validity Days

Validity days of password.

User Subtabs

User Settings are stored in the user record and apply at the lowest level. If values are set, they override any group or system values for that setting. For more details see the Settings Maintenance guide.

BUTTONS AND FIELDS – Users Tab

Workflow Alerts button

Selecting this button will open the Workflow Alert Checks Maintenance window for the selected user.

See our Workflow Alert Checks Maintenance guide.

Delete

This will delete the highlighted user. Depending on the user’s status, a warning box will appear either stating they cannot be deleted and the reason why or, for you to confirm you wish to delete them.

New User

To add a new user, select the New User button. A pop-up window will appear requesting you enter a unique user ID which can be up to three upper-case characters.

Revert

Selecting this option will revert all data to the last saved point.

Save

This will save any changes you have made.

User Group Membership tab

In this tab you can allocate group and user memberships.

Allocating users and groups memberships

To allocate, drag a user into a selected group membership list or drag a group into a user membership list.

Removing users and groups memberships

To remove members or membership, drag back onto the user or group list.

Menus and Toolbars tab

In this tab you set group and user privileges for Menus and Toolbars.

Menu Structure Tree List

Here is a list of all menus in the system colour coded to indicate access for the selected user or group. You can change access by ticking or unticking the relevant box.

BUTTONS AND FIELDS

Group

When ticked, this indicates the list is showing access for the selected group.

Group Selection Dropdown

You can change the selected group by clicking on the dropdown menu.

Clear All Privileges

Selecting this button will remove all privileges for the selected group. Click save to permanently change the record.

Set All Privileges

This button will give the selected group every privilege available. Click Save to permanently change the record.

User

When ticked, this indicates the list is showing access for the selected user.

User Selection Dropdown

You can change the selected user by clicking on the dropdown menu.

Clear To Group Membership

Selecting this button will clear all special privileges so the user only possesses the privileges inherited from his group memberships.

Expand All

This expands the tree list to show all menu lines

Collapse All

This collapses the tree list to show only menus

Print

This will create a report showing the access privileges for the user or group selected.

Print All

This will print a report of privileges for all users or groups depending on which is selected. This can be a very long report and may take some time to print.

Window Tab Panes

In this window you can set the group and user privileges for window tab panes.

Menu Structure Tree List

Here is a list of all windows with tab panes in the system colour coded to indicate access for the selected user or group. You can change access by ticking or unticking the relevant box.

BUTTONS AND FIELDS

Group

When ticked, this indicates the list is showing access for the selected group.

Group Selection Dropdown

You can change the selected group by clicking on the dropdown menu.

Clear All Privileges

Selecting this button will remove all privileges for the selected group. Click save to permanently change the record.

Set All Privileges

This button will give the selected group every privilege available. Click Save to permanently change the record.

User

When ticked, this indicates the list is showing access for the selected user.

User Selection Dropdown

You can change the selected user by clicking on the dropdown menu.

Clear To Group Membership

Selecting this button will clear all special privileges so the user only possesses the privileges inherited from his group memberships.

Expand All

This expands the tree list to show all menu lines

Collapse All

This collapses the tree list to show only menus

Print

This will create a report showing the access privileges for the user or group selected.

Print All

This will print a report of privileges for all users or groups depending on which is selected. This can be a very long report and may take some time to print

System Tab

System Settings are stored in the datafile and apply at the highest level. If there are no group or user values for a setting, these will apply. For more details see the Settings Maintenance guide.

BUTTONS AND FIELDS

Backup To Text File

You can use this to backup all System, Group and User settings into a text file. You can choose where to save it on your system.

The following are saved:

• For the System
  • All settings in Settings Maintenance subwindow
  • Workflow Alert Triggers
• For Each Group
  • Name and ODBC Groups
  • All Settings in Settings Maintenance subwindow
  • Menu access privileges
  • Window tab pane access privileges
• For Each User
  • ID, name, title and password values
  • All settings in Settings Maintenance subwindow
  • Menu access privileges
  • Window Tab Pane access privileges
  • Workflow alert checks
  • Navigator favourites
• All OdDBC Group, File and Field settings

Retrieve From Backup Text File

This button can be used to retrieve all System, Group and user settings from a file previously created as a backup. When selected the below Recover Settings window will open.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wPrivileges (Privileges and Settings) FP: File > System Manager > privileges and settings

The post Privileges and Settings appeared first on Caliach.

The program has a system of automated data checks that can alert users regularly to particular circumstances. This may be simply a review of shortages without orders or it may be a reminder of overdue credit memos. Each user has an individual set of these checks and each can be timed to regularly run automatically.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Privileges and Settings – User tab – Workflow Alerts OR File > Preferences > Workflow alert Checks…

This file path takes you to the Workflow Alert Checks Maintenance for… (User)

Available system checks are listed in the maintenance window. To add one, drag the list line and drop it onto the Operational Check list. A default set of columns is provided which you can edit in the column list below.

Checking Methods field

Here you will find a list of the available checking methods. Drag those you would like to add to the operational checks list.

Operational Checks

Lists the operational checks. Drag from the Checking Methods list to add. Click to select and modify details. Use Delete key to remove.

System Code

This is the system code for the check type

Description

Description of the Operational Check

Condition

Enter an optional limiting logical condition (non-zero result) as a Studio calculation that will limit the restrict the results.

NOTE: Some checks are usefully limited. For example, you could restrict a check on parts set for engineering change only to those modified in the last 3 days by adding the condition PTMMODM>dadd(kDay,-3,#D)

Frequency Days

Here you can set which day the check is next run. For example, if you want the check to run every 7 days at the start of the day, enter 7 and set the frequency time to 08:00.

NOTE: If both days and time are zero, the check will never automatically run. However, you can still run it from this window.

Frequency Time

Together with the Frequency Days, the Frequency Time determines when the check is next run. If the days is set to 0 the time alone will control frequency. For example, 04:00 will set the check to run at the start of the day and then every 4 hours thereafter.

Parameters

Some check methods can accept parameters. A comma separated list of values should be entered.

Report Class

If you have a custom report class for this check, enter its name. Otherwise leave blank to use the standard.

Orientation

Selecting one of the options will determine if the report prints in portrait or landscape.

Total Text

Optional total line custom text. If no entry is made and there is at least one column totalled default text (String s4369) is used. You can embed a single square bracket notation calculation within the text which will be evaluated into the text.

Last Run

This will show when this operational check was last run. If you amend this date and time, you can set the point at which the periodic sequence starts.

List and Report Columns

Lists the record columns that make up the Operation Check Results. Drag and drop to change order, use Del key to remove lines.

TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. The cell will then expand into an editable box in which you can enter different data. On leaving the box with any action like a tab or click elsewhere, the data is verified and the list returns to normal with the new data shown in the cell.

The following restrictions apply to the columns:

1. The Field name column is case-sensitive and can be either a field name from one of the valid file classes (listed below) or from a global file (such as MCDFILE), or a made-up field name for a calculated field.
2. The Heading can be any text.
3. The Width is a proportional number. The system will take the sum of all column widths and apportion the actual column width pro rata to your width entry for any column.
4. The Sort column should be left at 0 for unsorted columns. For sorted columns you should enter them in order up to a maximum of 9.
5. The Subtotal column should be set to a special string value (default is 0) for each sorted field column where you wish to have a subtotal printed on reports when the value changes. The maximum number of sorts with subtotal is 6. The string is made up of 4 values delimited by a / character. 0/0/0/0 would cause a subtotal whenever the field changed. The 4 values are:

• subtotal Interval
• New Page Interval
• Subtotal Interval Start
• New Page Interval Start

This enables you to fine control when subtotals breaks occur and when a new page is forced to start after the subtotal. The values you enter depend on the data type of the field on which you are subtotalling:

Character: The value you enter is the number of characters in from the left of the field value that you want to see change before triggering a subtotal. 0 means any character change. E.G. 3/0/0/0 for the customer code field would see CAL001 and CAL002 being within the same subtotalled group because they have the same first 3 characters.

Number: The value you enter is a number, like 1000 or 10, and in this case all attributes are valid so 1000/2000/10000/20000 would cause the first subtotal to be at 2000 and then every 1000 thereafter, with page breaks after 20000 and 10000 after that.

Date and Date Time: The value in Subtotal Interval and New Page Interval are as follows:

0 = Any change

1 = Every Second

2 = Every Minute

3 = Every Quarter Hour

4 = Every Half Hour

5 = Every Hour

6 = Every Half Day

7 = Every Day

8 = Every 7 Days

9 = Every 14 Days

10 = Every Week

11 = Every 2 Weeks

12 = Every Month

13 = Every Quarter

14 = Every Half Year

15 = Every Year

16 = Every Century

17 = Every Fiscal* Month

18 = Every Fiscal* Quarter

19 = Every Fiscal* Half Year

20 = Every Fiscal* Year

The Start attributes are not used for dates and times. * Fiscal periods are based on the Financial Year End you have set in the Company Details Maintenance window. The Totalled column indicates to the system that the column should be totalled. There are 5 types of total:

1 = Total Value

2 = Average Value

3 = Count of Records

4 = Minimum Value

5 = Maximum Value

1. The Subtotal Text column is an optional column that can contain your own text for the subtotal line. You can embed a [No] which will be set to the subtotal level number, a [Heading] which will be set to the column heading text and a final single square bracket notation to show the subtotal value (use [Value] for the standard subtotal value). For example, to display just the month and year in a monthly subtotal you could enter “Monthly subtotal for [dat(Value,’m y’)]”. If no entry is made and there is a subtotal default text (String s4368) is used which is “Subtotal [No] for: [Heading] = [Value]”.
2. The Calculation column contains the calculation if it is a calculated field. To define the calculation field type, you need to select the line and click on Calculation.

WARNING: If you use a total type other than Total Value, the standard text may mislead those who read it.

BUTTONS AND FIELDS

Add Column

Select to add a new column to the list of columns.

Calculated

Click to modify or add a calculated column.

Copy Set

Click to copy the setoff operational checks from another user. You will have the option to append them to any you already have.

Test List

Click to test to the review window, the operational check with the current data. The workflow alert result window will open.

Test Report

Select this to test the operational check with current data and send it directly to a report.

Export

Click to export the operational checks for transfer to another datafile or for backup purposes.

Import

Select to import the operational checks exported previously.

Revert

Revert any changes to the previously saved version by clicking this button.

Save

Save any changes you have made to the data file.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wAlertReportMaint (Workflow Alert Checks Maintenance) FP: File > System Manager > Privileges and Settings – User tab OR File > Preferences > Workflow alert Checks…

The post Workflow Alert Checks Maintenance appeared first on Caliach.

The System Preferences window comprises of seven tabs and set the business wide controls that are held centrally with the Company Details. They contain the controls that will apply to all users of the system as opposed to Options and Settings that may apply only to the operation of a particular terminal, user, or group of users.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > System Preferences…

This file path takes you to the System Preferences window. This window has seven tabs.

History Tab

Changes you make in this tab are linked to the Period File Update window (File > System Manager > Period Routines).

In this tab you can choose to turn on or off the following options:

Record sales history (No Invoicing if off)

If the box is ticked, Sales History is maintained for each dispatch and return of a Sales Order line item and is used to create Sales Invoices after dispatch. History is recorded for both part and non-part P.O line items.

If this box is unticked, the sales invoicing capabilities are not available.

NOTE: If you are licenced with Ledgers, you will not have the option to untick the Record Sales History box.

Record purchase history

If this box is ticked, purchase history will be maintained for each receipt of a Purchase Order line item. The history is recorded for both part and non-part P.O line items.

If this box is unticked, it will not affect the updating of Purchase Parts record.

Record works history

If this box is ticked, work history is maintained for each completed batch process route operation of a Work Order. If an assembly has 6 process route operations and a Work Order is completed in 2 batches, 12 history records will be created for the WO.

If the box is not ticked, the work history will not be maintained.

Record inventory movement history

If this box is ticked, the Inventory (stock) movement history will be maintained. Inventory movement history is a part-specific history of every activity relating to the part and includes all stores movements. It is in effect, an audit trail of part movements and only has chronological relevance and therefore has no minimum retention records.

If the box is not ticked, no inventory movement history will be recorded, and the Record order preparation history box will automatically untick.

Record order preparation history

If the box is ticked, the Order Preparation History records (for Sales Orders, Purchase Orders and Works Orders) will be maintained. These are additional inventory records created during order processing. They show creation of order items and changes to them.

Valid part number items are recorded in this way but not non-part Purchase and Sales Order line items.

Inventory movement history retention days applies to order preparation history.

NOTE: You will need to be the only user active on the system to save any of the above changes.

Minimum retention field

In this field you set the minimum number of days and records you would like the system to retain. The extent of history retention is used when processing the Period Routines clear-out of old history. Retention is by both number of days and the number of records retained for each part regardless of age. This means if you enter 1825 days (5 years) and 5 records, a part history record will only be deleted if it is more than 1825 days old or five later records remain on file for the part. This approach ensures that both fast and slow moving items retain appropriate and sufficient history.

Sales Order Tab

This group of controls affect the operation of Sales Order processing and associated activities. They also generally apply to Jobs.

Serial Numbering flagged parts mandatory on dispatch

If this box is ticked, all parts that are marked as serial numbered on dispatch in the part maintenance window will have to be provided with a serial number before they can be dispatched.

If you require serial numbers to be printed on Dispatch Notes and Invoices, this control should be checked.

If the box is unticked, a warning is made on dispatch, when the part is appropriately marked as requiring a serial number, which you could choose to override by selecting No.

Warn user during normal Sales Order item entry of low stock part

If this box is ticked, you will receive a warning message of low stock when a sales order line item is created or amended. The low-stock message appears when, as a result of the entered quantity being sold, the part’s projected demand quantity falls below the part minimum stock.

This control does not apply to a Cash or Dispatch Sales Order.

If this box is unticked, no warning message will appear.

Record sales intra-EC trade statistics in history

Ticking this box will enable the Sales Intra-EC trade statistics to be recorded in history.

When this control is checked, an additional window will be brought forward during dispatch processing in which you can record the extra data for maintaining and producing Intra-EC Trade Statistics.

Quantity discount calculated compound rather than additive

If this box is ticked, quantity discounts will be calculated compound. EG. If the part discount class is 1, and the customer discount for class 1 parts is 15.00%, and the quantity additional discount rate for 1,000 items is 4.00%, with this preference checked the two discounts will be arithmetically applied resulting in the discount rate being 100 – (0.85 * 0.96 * 100) = 18.40%.

If the box is unticked, the sales order discount will be 19.00% as it is calculated additively EG. 15% plus 4%.

Automatically reduce active production plan items on dispatching, bonding or job issue

If this box is ticked, active production plan entries for sales order dispatch, bonding or job issue are reduced or deleted in date order regardless of the date of the activity and the date of the production item, first for the part itself and secondly for its alias, if it has one.

It can be useful to automatically reduce the active production plan for the part in these circumstances to avoid the need to manually do this before running MRP again.

WARNING: No adjustment is made when parts are returned from customers, un-bonded or returned from a job, so in most circumstances you are wise to review production plan items before running MRP even with this preference set.

If this box is unticked, no reference or adjustment is made to any production plan entries for sales order dispatch, bonding or job issue that may have been set for the part or its alias.

Purchase Order Tab

This group of controls affect the operation of Purchase Order processing and associated activities

GRN numbers for each receipt rather than session

If this box is ticked, when Purchase Orders are received from a given supplier and Purchase Order, history records are stamped with a Goods Received Note number and each individual item receipt will receive a new GRN number.

If this box is unticked, all items received at one time by a user receiving from a given purchase order will all be combined under one GRN number.

Update or create Purchase Part record on receipt of Purchase Order items

If this box is ticked, when Purchase Order part line items are received, the line item details are saved in a Purchase Parts record which acts as a default set of PO line item data on the next occasion the part is purchased from this supplier. Each line item can be individually controlled when this box is ticked.

If the box is not ticked, the Purchase Part data will have to be manually maintained.

Update part current cost when Purchase Order prices are confirmed

If this box is ticked, the current cost of a part will be updated when the purchase order prices are confirmed or when you perform an Invoice Validation in the Ledgers.

If this box is not ticked, in both cases above, current costs will only be updated during Roll-up assembly current costs in Product Costing or following an Update Costs review in a maintenance window. In both cases only the purchase history is updated with any revised costs.

Make part primary supplier the last received supplier

If this box is ticked, this will set the part primary supplier to that of the latest Purchase Order receipt.

The primary supplier is most useful in organising the results of MRP and automatically generating Purchase Orders from MRP results.

If this box is not ticked, the primary supplier must be manually set in parts maintenance or through purchase parts global changes.

Tracked parts must be given a unique history reference

This control only applies to parts that have been flagged as batch tracked. (Masters > Parts > View – Storage Tab. Batch Tracked tick box)

If this box is ticked, during the goods receipt process, for batch-tracked parts only, you will be forced to enter a unique value for the purchase history reference. This helps to ensure that you can track back to the supplier’s certification batch number.

Record purchases intra-EC trade statistics in history

Purchase trade statistics are, in effect, purchase history records extracted for all overseas purchases.

If this box is ticked, an additional window will be brought forward during goods receipt processing in which you can record the extra data for maintaining and producing Intra-EC Trade Statistics.

Parts Tab

In this tab you can choose options relating to the creation and manipulation of parts.

Part price-to-cost as Gross Margin rather than Markup

This controls whether you seek to calculate and display the relationship between part cost and selling price using a Markup or Gross Margin.

If this box is ticked, Gross Margin will apply: the calculation then makes the Selling Price = Total Cost * 100 divided by (100 – Gross Margin) where Gross margin cannot be greater than 99%.

If this box is NOT ticked Mark-up will apply: the calculation then makes the Selling Price = Total Cost * (100 + Auto price mark-up) / 100.

WARNING: If you change this setting, you must be prepared to change the value of all parts Auto. Price percentages, as this value changes its significance on pricing and profits. For example, a part with a cost of £100.00 and a Markup of 50% will calculate to a selling price of £150.00. With a Gross Margin of 50% the selling price will be £200.00.

Part Yield in lost units per batch rather than percent rate

If this box is ticked, the normal rate is 0.00 units. A yield unit loss of 1.00 means that when ordering 100 units of the part will result in 99 being received into inventory, when ordering 10, 9 will be received. Costing will be calculated on minimum order quantity to determine the yield loss.

If the box is unticked, the normal rate is 100.00%. A 90.00% rate means that when ordering 100 units of the part will result in 90 being received into inventory.

The yield rates are set in Masters > parts > View – planning tab – yield field

WARNING: If you change this option, you must adjust all part yield values otherwise strange net usage and costs will result.

If you untick this box, the below warning box will appear.

Part yield rate is used when calculating costs

If this box is ticked, Product Costing and other Update Costs functions on Part costs will use any non-100% yield rate to compute a loaded cost based on the assumption that only the yield rate of parts ordered and paid for will ultimately go into inventory.

For a purchased part, the cost of the part will be calculated as the actual cost divided by the yield rate. This has the effect of uplifting the cost and can be seen as taking into account losses in the transport, quality inspection or other receiving processes.

For parts with a BoM that are manufactured or for outwork assemblies, the yield will similarly uplift the cost because it assumes that only the yield rate of the finished part will be useful inventory, even though the full kit quantity and process cost was consumed.

Use work history to cost assemblies where available

Normally, assembly costing of Automatic or Make parts uses the Bill of Material and Process Route to calculate the various cost elements. If this box is ticked, work history will be used where it is available depending on the Material Costing Method set in Company Details (File > System Manager > Company Details).

TIP: If you want your manufactured items to be costed on a FIFO or other basis you should tick this box.

Do not change labour and overhead cost if no process route

If this box is ticked, the parts which are Automatic type with a Bill of Materials or Manufactured type will leave the Labour and Labour Overhead values unchanged.

If this box is not ticked, the above part types, will have the Labour and Labour Overhead current cost values set to zero if there are no process route operations.

TIP: If you have not set up Process Routes and wish to manually set labour and overhead costs for assemblies, you should check this option to prevent your labour and overhead values being cleared when cost roll-ups are processed.

WARNING: With this preference checked, labour and overheads are not rolled up from lower sub-assemblies under the above conditions.

Use automatic by-product recording and costing

This program has the ability to handle single by-products in a manufacturing operation. The by-product is identified in the parent’s part record (Masters > Parts > View – Planning tab) and the quantity produced, and cost implications are calculated from the parent and BoM mass values. The system is most useful in instances such as accounting for swarf. For this system to be effective, this preference must be checked.

Log changes to part current costs

If this box is ticked, the program will log any changes to part current costs during normal processing. See the Part Costs History Log Listing window for details.

Part batch numbers generated as Year-Date-Serial

This controls the style of batch numbers the system automatically assigns to receipts of batch tracked parts.

If this control is checked, batch numbers are constructed numbers based on the date processing took place for the receipt of the batch. The batch number will take the form of XYDDDNN, where X is the batch number prefix, as above, Y is the Year, DDD is the day of the year (001 through 357) and NN is a numeric sequence (01 through 99). With this system you can, in effect, date the batch so that shelf life can be controlled. For example, for batches produced on 16th August 1993 (and a prefix of 9), numbers would be 9322801, 9322802, 9322803, etc., the next day’s receipts will be numbered 9322901, 9322902, 9322903, etc..

If unchecked the batch numbers will be numerically sequenced X000001, X000002, X000003, etc., where X is the batch number prefix set in the Company Details. The sequence number can be advanced in the Document Numbers pane (File > System Manager > Company Details Maintenance – Document Numbers tab)

NOTE: If you use this technique, you should make sure you change the prefix at the start of the new year.

Do not auto-delete empty multi-stock locations

If this box is ticked, it will prevent any deletion of multi-location records when they reach zero quantity, which is the normal situation.

When this box is unticked, the below window will pop up and you will be given the option of deleting all zero (and negative) quantity location records.

You may enter a value for the number of zero quantity stock locations you want to retain for each part, if more than that many exist. If you click cancel, no deletions will take place but from then on any locations falling to zero quantity will auto-delete. If you click Ok, the system will delete zero quantity locations until there remains the quantity you entered. It will delete the oldest created locations first.

Maintain multi-stock location extended information

When this box is ticked, extended information can be entered and seen for multi-stock location records. This can be used to record additional quantities or attributes associated with a batch of parts or material.

If this box is unticked, locations of inventory simply contain stock quantity, batch number and a flag indicating quarantine status.

Extended data includes three dimensions, a unit quantity, the location creation date, and comments. See Inventory, Multi-Stock Location Extended Information for full details.

TIP: Extended Information can be used to broaden the definition of a part. For example, you could use it to have a part definition for a particular grade of steel plate of 20mm thickness. The stock unit would be Kilos. Each batch of this steel plate can be given an independent width, length, number of plates of these dimensions, the date they went of stock and some comments on their condition or use. These extra characteristics are automatically added to any tracking data.

WARNING: This option, if turned off, will stop the collection of extended information for the duration it is off. If this happens temporarily, you will subsequently have some stock location data with missing extended characteristics.

Bills Of Material Tab

In this tab you can select options relating to the creation and kitting of bills of material.

BoM Changes Log to record quantity changes

If this box is ticked, the BoM Changes Log will be enabled for any changes to BoM component quantities. These include component addition, deletion, and quantity change.

BoM Changes Log to record component issue-only changes

If this box is ticked, it enables the BoM Changes Log for any changes to BoM component engineering issue changes. Records are created for any component issue change. It will increase processing during BoM maintenance and when updating part engineering issue. This control operates independently to the quantity log.

BoMs can be changed when parent has a Work Order

BoM edit processes are normally prevented when a Work Order exists for the parent part. This also applies to Purchase Orders when the parent is an Outwork part and a Sales Order when the parent is a Phantom part. In the case of Phantom parents, parents with orders higher up the structure will also be considered as active orders and so normally prevent BoM changes. If this option is checked, only a warning is given when the parent is selected for BoM maintenance. This can override the normal protection against engineers changing structures while products are being manufactured. If this option is checked, any parents with active orders will lead to process quantity adjustments when BoM structural changes take place.

BoM structure comment shown on Work Order component list

Work Orders can optionally contain a listing of BoM components. The control for the printing of this list is on the WO itself. This tick box controls whether, when printed, the component listing also includes any structure comment text in the BoM.

TIP: The BoM structure comments can be used for such purposes as PCB component identifiers, material cutting instructions, handling warnings, etc. Using this option, the WO can contain such engineering information relating to components use in the production process.

BoM may contain multiple common components

Normally Bills of Material are a consolidated list of ingredients that make up the assembly parent part. However, it can sometimes be useful to list the same component more than once in the BoM. If this box is ticked, you will be permitted to enter the same part number as a component in a single structure more than once.

TIP: This feature is useful if you wish to permit the use of batch tracked parts from more than one source batch. For example, if 10 components are required for an assembly and a batch of 20 are being manufactured on a Work Order, you would be required to issue 200 from a single batch of components. However, you may not have one batch with 200 or more in stock to draw from and therefore cannot kit the WO. If you had one batch of 150 and another of 120, you could change the BoM to show two entries for the component, both with a quantity of 5. Then, when kitting, you will be able to issue 100 from the batch of 150 and 100 from the batch of 120.

This method increases your flexibility in kitting but breaks the batch traceability of the component. You will not be able to subsequently identify which specific assemblies are made from which batch of components. However, you will be able to say that the component used came from one or other of two specific batches.

Do not consolidate common BoM components on kit lists

This control will affect the way component lists are presented on Work Order Picking Lists and Work Orders. If you use Phantom parts as components of an assembly, where components of the phantoms are the same as components in the main assembly or another phantom, these normally will be shown on lists as one item with a total quantity and only one BoM structure comment and reference.

With this control option set ON, items will not be consolidated together, and any structure comments and BoM references will be separately shown.

BoM Lowest Level Numbers automatically adjust

If this box is unticked, it will speed up Bill of Material maintenance processing. Once it is turned off, and you have confirmed the change with an OK on the pop-up window, you cannot switch automatic adjustment back on.

It can only be set back on by running Re-organise Bills of Material (File > Advanced > Re-set Data Files functions). “MRP processing” and the “Roll-up assembly current costs” routine cannot be run when this system preference control is off.

The BoM component parts listing report will also not be accurate.

Customer and Purchase Parts Tab

In this tab you choose options for Customer parts and Purchase parts.

Customer Parts – record changes log

If this box is ticked, changes to date in the Customer-Parts file will be logged. The changes log records the new values of any field amended. It does not record the old value.

For a full log, you need to set the/this changes log feature on before any customer parts are added otherwise the full history of a record will not be maintained. When you turn the Record Changes Log on you will be asked if you would like to initialise the log.

If you answer Yes, all customer part records will be scanned and any that have no log entry will be given a ‘Created’ entry in the log. This feature is useful after importing data.

NOTE: Importing customer-parts data using the Data Transfer Utility or any other importing means will not create log entries. You can, however, use this System Preference to set all Customer-Part records without log entries to have an initial log entry. To do this, turn off the Record changes log system preference and then turn it back on. You will then be offered the initialisation option and can select Yes.

Purchase Parts – delivery speed performance on last delivery/ delivery reliability performance on last delivery/ price performance on last delivery/ quality performance in last delivery

When these boxes are ticked for the above four settings, the respective performance indicators are calculated on the last supplier’s delivery.

If the boxes are not ticked, all the suppliers’ deliveries held in purchase history will be averaged and the results used.

The calculating controls are applied within the Masters menu (Masters > Global Changes > Purchase Parts > Recalculate Performance Indicators)

Purchase Parts – quality performance never calculated

If this box is ticked, it prevents update of the quality indicator during global change or when the “Update Performance Indicator” menu command is used. This may be useful to businesses that want to judge quality on factors other than historic return of supplied goods. This means that quality ratings must be manually entered in Purchase Part maintenance.

BUTTONS AND FIELDS

Last Modified

This field shows the last date and time a modification took place.

Print

Selecting this button will print to screen a report of the company details. You can then choose how you would like to print or save this report.

Revert to Saved

Selecting this button will revert data to the last saved details

Save Changes

This button will save changes made.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wSystemPrefs (System Preferences) FP: File > System Manager > System Preferences…

The post System Preferences appeared first on Caliach.

In the Employee Maintenance window you set up and maintain your employee codes, job titles and rates of pay. You would also use this window to indicate on the system that an employee is no longer employed by your company.

Employee codes are used by the system to provide assignments for Work Order performance assessment and work tracking. To complete a work order, each process route operation actual work times are recorded, along with an employee code. Reports and reviews for WO history are available using employee codes. In Work Tracking, worker performance and activity can be more precisely recorded and 6 pay rate can be used to accurately monitor production costs.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Employees…

This file path takes you to the Employee Maintenance window.

To add a new employee

Click in the last line of the grid and tab past the end line. A new line will be automatically added in which you can enter a code and details.

BUTTONS AND FIELDS

Employee Code

Enter a unique code of up to four characters (letters or numbers) for each employee.

Name

The employees name is entered here.

Job Title

The employees job title can be entered here.

Cost Rates 1-6

Six cost rates can be set for each employee. These are used exclusively by the Work Tracking system (see the Work Tracking Analysis window for details). Each cost (or pay) rate applies to a particular pay schedule. The schedule is set in the Work Tracking Labour Rate Schedule window. The first rate is normally the base pay rate, others are overtime rates.

No longer working tick box

When employees leave the generally cannot be deleted from the system as their work history or other reference exists. The No longer working checkbox prevents their use elsewhere on the system.

Print List button

Selecting this button will create a report of all current employees and those no longer working to be created.

Print Badges button

Selecting this button will bring up the Label Printing Parameter window. Once you have entered the correct label size select OK and Print. This will produce a report with start and finish bar codes for each current employee.

Delete button

Selecting this button will permanently remove the currently selected record from the file. A pop-up box will appear asking you to confirm you wish to delete the selected line.

Revert

This button will revert all data to the last saved status.

Save Changes

Selecting this button will save any changes you have made.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wEmpEdit (Employees Maintenance) FP: File > System Manager > Employees…

The post Employee Maintenance – Setup appeared first on Caliach.

In this tab the system manager can set up the default setting for parts, bills of material and inventory system settings.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Company Details

This file path takes you to the Company Details Maintenance window. Select the Parts and BoM tab.

BUTTONS AND FIELDS

Parent number prefix in SO configuration

In this field you can enter up to three characters to be your sales order prefix eg. XXX-123456. Where “XXX” is the prefix entered here, and “123456” is the SO number.

Parent number prefix in Job configuration

This field is where you would enter up to three characters to be your job prefix.

Maximum BoM structural depth

The default BoM depth is set at 10 but you can set it to any number between 1 – 99 as required.

WARNING – The deeper the bill depth, the longer processing can take and the greater the number of transactions needed to create an end product from purchased components or raw materials.

Goods receiving overhead rate

This is an overhead (burden) rate that is applied to all purchased parts during Cost Roll-Up or when their price is confirmed after a PO receipt. If the part has a non-zero individual rate (PTMROVR), then this will apply rather than this global rate. If PTMPOVR is negative, the overhead rate will be zero. The subsequent overhead amount is stored in the “Receiving overhead” field in the Parts Master record. The rate can be any range from 0.00 to 999.99% and applies to the prime (material) cost.

This rate can be used to account for goods receiving costs such as inward freight, PO and stores administration, etc..

WO receiving overhead rate

This is an overhead (burden) rate that is applied in a similar manner to the Goods receiving overhead rate but in this case applies to assembly parts. It is only used during Cost Roll-Up. If the part has a non-zero individual rate (PTMROVR), then this will apply rather than this global rate. If PTMPOVR is negative, the overhead rate will be zero. The subsequent overhead amount is stored in the same “Receiving overhead” field in the Parts Master record. The rate can be any range from 0.00 to 999.99% and applies to the This-level material, labour and labour overhead cost. This rate can be used to account for WO handling and stores costs.

Mass units descriptor

This field is for the unit of weight you would like to be used in your reports and through out the system for parts.

Batch number prefix character

The single character prefix you choose (if any) for your batch numbers can be a number between 0-9 or an upper-case letter A-Z.

Purchase Parts Performance Factors (Sum = 100)

Factors are used to load the four Purchase parts performance indicators to produce the overall performance of the supplier for a part. The factors are used on the purchase parts maintenance window and during the global changes function for calculating performance. The factors must add up to 100. If all four are given the value 25, then each indicator will be equally weighted. If one is given 100 and the others 0, the overall rating for the supplier will be solely based on that indicator.

Material costing method

In this section you can choose with material costing method is most appropriate for your business.

ABC Class Value Breaks

The ABC codes for parts can be assigned automatically as part of MRP processing. The total value of the recommendations from the MRP plan (see MRP processing help) on a “This-level” basis is calculated. Then the parts accounting for the most ‘A value break’ value of the total are given ‘A’ class, those remaining that account for above ‘B value break’ value of the total are given ‘B’ class, those remaining that account for above ‘C value break’ value of the total are given ‘C’ class. Parts contributing less than ‘C value break’ or are not involved in the MRP results are cleared of any class. When editing ‘A’ must be greater than ‘B’ which must be greater than ‘C’.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wMcdEdit (Company Details Maintenance) FP: File > System Manager > Company Details…

The post Company Details Maintenance – Parts and BoM appeared first on Caliach.

Here we will cover all other system-wide values and program support services.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Company Details…

This file path takes you to the Company Details Maintenance window. Select the Others tab

BUTTONS AND FIELDS

Period Dates

All three sets of period start dates are displayed on this window as they are part of the Company Details file. These dates are generated automatically when they are rolled over during the period end routine and give an overview of the stock usage, customer sales and supplier receipts for each period in the appropriate windows.

Each period of time is calculated as follows: Period 1 is from its start date to today’s date; Period 2 is from its start date up to, but not including Period 1’s start date; and Period 3 is from its start date up to, but not including Period 2’s start date.

Support Service

Here is the support source identification.

NOTE: If there are language variants of the program, then you should set this to the language of your installation so that you receive updates in the appropriate language.

Support Server Access Username

This is the name of your programme.

Print License Order Form

Selecting this button will print out the License Application Data Entry window.

Convenience Functions

You can use this to copy or move certain directories of the Caliach Vision installation from their local installation location to the datafile directory, typically on a server. The contents of these directories will then be common to all users attached to the datafile. This can be useful to ensure backups are made regularly and it can be much more convenient for system management. However, using local directories will reduce network traffic. Moving a directory, rather than copying it will delete the local files. The process operates recursively on directories to any level.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wCalendar (Make and Buy Calendar Maintenance) FP: File > System Manager > Calendars

The post Company Details Maintenance – Other appeared first on Caliach.

This tab is used to control the default customer, supplier and marketing address styles.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Company Details…

This file path takes you to the Company Details Maintenance window. Select the Address Styles tab.

BUTTONS AND FIELDS

Checkboxes

The checkboxes are used to indicate which element of the address and contact data should or should not be included in the address style for the linked document.

Right-Click on each element to control font enhancements of Bold, Italic or Underline.

Revert to saved button

Selecting this button will revert all information back to the last saved version.

Save Changes button

Selecting this button will save changes made.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wMcdEdit (Company Details) FP: File > System Manager > Company Details…

The post Company Details Maintenance – Address Styles appeared first on Caliach.

In this tab you can review or change the system’s document serial numbers. These document serial numbers are automatically incremented when documents are created in normal processing. They can however, be edited here. You can decrement the numbers, but great care must be taken that the subsequent values for documents do not already exist as historic documents.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Company Details…

This file path takes you to the Company Details Maintenance window. Select the Document Numbers tab.

Initial Setup

For each of the processes in this tab, decide what number you would like to start from eg.30007 and enter this number in the appropriate box.

Select Save Changes to confirm your changes.

BUTTONS AND FIELDS

Dispatch Note

This will show the last Dispatch Note number used.

Sales Invoice

This will show the last Sales Invoice number used.

Purchase Order

This will show the last Purchase Order number used.

Sales Order

Here you will see the last Sales Order number used.

Work Order

This is the last Work Order number used.

Job

The last Job number uses will show here.

Batch

This is the last Batch number used.

Goods Received Note or GRN

The last GRN number used.

Return Note

The last PO Return note number used.

Non-Conformance Report or NCR

Here you will see the last NCR number.

Stock Transfer Document

This will display the last Stock Transfer number.

Marketing Business ID

The last Marketing Business ID number created is displayed.

Address ID

Last Address ID serial number used.

Contact ID

Last Contact ID created.

Quality Assurance event

Last Quality Assurance event serial number used.

Shipping Load

Last Shipping Load number used.

Purchase Part ID

Last Purchase Part ID number used.

Team Calendar Event ID

Last Team Calendar Event ID number used.

Key Preform. Indicator ID

Last Key Performance Indicator number used.

User sequence 1 to 5

Last user 1 to 5 sequence number used.

Revert to Latest Numbers button

Selecting this button causes the database to re-read the latest serial number data and overwrite any changes to numbers you may have made and not saved.

Save Changes to Numbers button

This button saves any changes to document numbers you may have made. You must be the only users connected to the data file.

Last Modified Date and Time

This displays the last time this window was modified.

NOTE – Those marked * can be edited to a lower value and when next used will fill unoccupied numbers on documents. This means you can rotate numbers past 999999 back to 000001. Others, if set lower, will be reset to the largest currently existing value in the data.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wMcdEdit(Company Details Maintenance) FP: File > System Manager > Company Details…

The post Company Details Maintenance – Document Numbers appeared first on Caliach.

In this tab you will define the options for standard formats.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Company Details…

This file path takes you to the Company Details Maintenance window. Select the Localisation tab.

Initial set up of system localisation

Date format style

Enter the format you would like dates to appear on all reports and windows. See explanation of styles in the Buttons and Fields section below.

WARNING: All Caliach Vision date entry fields, list and report data are assumed to be no longer than 12 characters. You should therefore refrain from using the text style options that will inevitably cause some dates to exceed this limit.

System separators

You can change the usual separator character in this section eg. Time is usually separated by a . (full stop) – 10.50 but you can change it for a , (comma) – 10,50.

Financial year end

Enter year end date here (Actual year is unimportant).

Starting day of the week

Choose the first day of your working week as appropriate for your company.

Base code language and name

Enter code names and language names separated by a comma for language swap here if appropriate.

Language swap languages

Enter code names and language names separated by a comma for language swap here if appropriate.

Extreme character Unicode (hex)

You can enter an extreme Unicode character for searches in hex format up to 10FFF.

BUTTONS AND FIELDS

Date format styles

The system allows you to determine the format of dates on windows and reports. A code can be entered in this field to determine the date style. The code is made up of the following characters:

Y = the year (21)

y = the year with century (2021)

C = the century part of the year (20)

M = the month number (01)

m = the three letter abbreviation of the month (JAN)

n = the month in full text (January)

D = the day number of the date (15)

d = the day as text (15th)

W = the day of the week (5)

w = the day of the week (Friday)

Examples are as follows:

m D,y displays JAN 15,2021 D m y displays 15 JAN 2021

M/D/Y displays 1/15/21

YMD displays 210115

D-m-19Y displays 15-JAN-2021

System separators

You can change the usual . (full-stop, period mark) character as the decimal separator in numbers displayed and printed in the entire system. For some European countries a , (comma) character is used. (E.g. 10,50 instead of 10.50). There is a limited range of characters you can use. They are:

!”#$% ‘()*+,-.

Take great care with using these as they can cause a great deal of confusion. The use of the character you set here applies only to the use of a particular datafile and only within the system.

You can also change the usual , (comma) character as the thousands separator in long numbers displayed and printed in the system. For some European countries a . (full-stop, period mark) character is used. (E.g. 1.000.000,00 in place of 1,000,000.00).

Financial year end

Financial year end date is used in some calculations. The actual year is unimportant.

Starting day of the week

The starting day of the week is used in date calculations.

Base language code and name

When entering the local base language code and name use ISO 631-1 language codes eg. en. English.

Language swap languages

The Language Swap System allows you to translate your textual data into as many languages as you wish to support for, output on reports and other output to satisfy a multi-lingual community. Some examples of this are, having customers that don’t speak our localised language, shopfloor workforce are not fluent in the company base language or some of our suppliers require the paperwork in their language to minimises mistakes. When entering the code and name it is recommended use of the ISO 639-1 standard to be consistent with external translators such as Google translate.

Extreme character Unicode (hex)

When searches are made and you enter a search range in a typical report selection window, if you don’t enter anything in the to range field the system will enter for you a single character that is presumed to be greater, in search terms, than the values in the data. To accommodate the universal character system of Unicode and when you use characters which are from high Unicode values, you may need to choose a higher value for this than our 221E default value. The maximum you can enter is 10FFFF and what you enter must be in hexadecimal format.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wMcdEdit (Company Details Maintenance) FP: File > System Manager > Company Details…

The post Company Details Maintenance – Localisation appeared first on Caliach.