Preferences Archives - Caliach

Preferences: Scratchpad Calculated Field Definition

Iona Butler — Tue, 09 Apr 2024 14:26:51 +0000

OVERVIEW

This window is used to add or modify a calculated column in a ScratchPad. To do this you click on the Calculation button in the Settings Maintenance Subwindow.

File Path

File > preferences > User Settings > Calculated button

This file path takes you to the Calculated Field Definition window

You should refer to Omnis Studio documentation for full details of available functions that can be used in calculations.

Some common functions are listed below.

Variable Name

Enter a Name for the variable that will be used in the list.

Heading

The heading that will appear on the list.

Field type

Select from the dropdown list of field types. The subtype list below will be reset depending on your selection.

Field sub-type

Select from the dropdown list of field sub-types, if any. This list will be reset depending on your selection of field types.

Maximum length

Enter the maximum length for character type variables only.

Calculation

The calculation. This must be a valid Omnis Studio calculation using fields only from the tables used by the ScratchPad with columns referenced using the pRow. prefix.

Cancel button

Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.

Update button

Updates the selected list line.

Add button

Adds a new entry to the list line.

CUSTOM CAPABILITY: You can write custom functions (that can do literally anything) in the oCustom1 object class. Such methods should be self-contained and return a single value for the column. They can be written with multiple parameters that derive from the main table using pRow. syntax. To enter a custom function use the calculation syntax (showing part number):

$ctask.tCustom1.$MyMethod(pRow.PTMPTNO)

The above example is available and returns the total net sales quantity for the part.

Calculated columns must be Omnis Studio calculations. They are calculated after the ScratchPad list row has been loaded with the main table row. You therefore must use the pRow. prefix syntax when referencing a main table column. For example, this is the calculation for total part current cost:

pRow.PTMCMC+pRow.PTMCLC+pRow.PTMCOC+pRow.PTMCOVC+pRow.PTMCROC

Common Functions

Syntax	Example	Description
abs(N)	abs(-123.45) = 123.45	absolute value of the number N
asc(S,N)	asc(‘Train’,2) = 114	the ASCII value of the Nth character in the string S (-1 if N=0 or > length of S)
cap(S)	cap(‘train’) = ‘Train’	capitalises text strings
con(S1,S2,..)	con(‘T’,’R’) = ‘TR’	concatenates a series of strings
dat(D,F)	dat(#D,’YMD’) = 010826	date value of a string or number optionally formatted in a particular way. Only strings with a recognizable date format can be converted. If the formatting parameter is omitted the context of the function will determine whether a numeric or string date is returned
int(N)	int(26.9876) = 26	integer part of the number N
jst(S,N)	jst(‘abc’,’ˆ5′) = ‘ abc ‘	justification of a string S in a format determined by N (uses the same formatting parameters as described in the table below). The jst() function also includes concatenation, jst(S1,N1,S2,N2,…)
len(S)	len(‘abc’)=3	length of a string
low(S)	low(‘TRAIN’) = ‘train’	sets text strings to lower case
max(N1,N2,..)	max(8,2,12) = 12	the maximum value from a list of either all numbers or all strings
mid(S,N1,N2)	mid(‘Train’,2,3) = ‘rai’	returns a substring from S starting at position N1, N2 long. If N1 is greater than the length, an empty string is returned
min(N1,N2,..)	min(8,2,12) = 2	the minimum value from a list of either all numbers or all strings
mod(N1,N2)	mod(6,4) = 2	the modulus; the remainder of an integer division of N1 divided by N2
not(E)	not(31<48) = not(TRUE) = 0	the compliment (opposite) of a Boolean expression E
pick(N,P1,P2)	pick(1,’T’,’R’,’A’,’I’)=’R’	select the N+1 item from a list, the first of the list is returned when N is 0
pos(S1,S2)	pos(‘A’,’TRAIN’) = 3	the position of the first character of the string S2 found within S1. If no match is found it returns 0
rnd(N1,N2)	rnd(29.89,1) = 30.0	rounds the number N1 to N2 decimal places
tim(N,S)	tim(950) = 15:50	time formatting similar to dat() for dates
upp(S)	upp(‘Train’) = ‘TRAIN’	sets text strings to upper case

Parameters in functions can be absolute values like ‘Train’ or 29.89, as illustrated above, variables like upp(pRow.CUSCNAM), other functions like pos(‘A’,upp(pRow.CUSCNAM)) or calculations involving any combination. Normal math precedence is applied (i.e. (), *, /, +, -, &, |or).

Justification Syntax

Syntax	Result
ˆ	causes the data to be centre justified in the field
£	places a £ sign in front of the data
$	places a $ sign in front of the data
<	causes left justification, overriding the default
–	causes right justification, overriding the default
Pc	causes the part of the field not filled with data to be filled with the character c, E.G. -6N2P* will give **2.99
nX	causes the data to be truncated to a fixed number of characters or, if shorter, to be packed with spaces
U	causes the data to be converted to upper case
L	causes the data to be converted to lower case
C	causes the data to be capitalised
Nnn	causes the data to be treated as a fixed decimal number. If there is no nn parameter, then a suitable number of decimal places is applied
D	causes the data to be treated as a date
T	causes the data to be treated as a time
B	causes the data to be treated as a Boolean Yes/No
E	applies only to numbers and leaves the field empty when the value is zero
,	applies only to numbers and places a separating comma in thousands positions: E.G. N2, will yield 2,555,666.22
(	applies only to numbers and places negative values in brackets: E.G. -22.88 with N2( will display (22.88)
)	applies only to numbers and shows negative values with a ‘-‘ on the right: E.G. -22.88 with N2) will display 22.88-
+	applies only to numbers and shows positive values with a ‘+’: E.G. 22.88 with N2+ will display +22.88
:	causes the following characters to be interpreted as a formatting string. This must be the last option since all characters following it become part of the formatting string. The meaning of the formatting string depends on the type of the data. This is particularly useful for date/time fields where the following characters can be used as in D:CY Y = Year in the form 01 y = Year in the form 2001 C = Century in the form 20 M = Month in the form 06 m = Month in the form JUN n = Month in the form June D = Day in the form 12 d = Day in the form 12th W = Day of week in the form 5 w = Day of week in the form Friday H = Hour in the form 0..23 h = Hour in the form 1..12 N = Minutes in the form 00..59 S = Seconds in the form 00..60 s = Hundredths in the form .00…99 A = AM/PM in the form AM..PM For example “D:w, d n CY” will format as “Saturday, 29th November 2001” If the data is neither a date or a time, and the formatting string contains an X, the data value is inserted at the position of the X: For example, where the data is 0, “BC:The answer is X! will format as “The answer is No!” If the formatting string does not contain an X, then the formatting string is concatenated to the left of the data value: For example, with data 25.89, “-7N2:¢” will format as ” ¢25.89″.

Preferences: Program Options Listing

Iona Butler — Tue, 09 Apr 2024 12:46:15 +0000

OVERVIEW

This window lists the available program options. You can drag an option line from the list and drop it into the option field in the settings or Terminal Preferences window.

File Path

File > preferences > Terminal Options > Show Option List

This file path takes you to the Program Options Listing

Each option is entered as text in the Option section of System, Group, User and Terminal settings. In addition, some options are License options that can only be activated when stated on your License Activation document. Options can be translated from CaliachMRP 4000 strings using the list below.

Each option has a set of privileges which determine where the option can be entered, and these are shown on the right.

Key	Name	Description
T	Terminal	Terminal settings are held in the Terminal.inf structured text file in the Terminal directory and set workstation characteristics.
S	Server	Server settings exist when the Terminal.inf file is in an Terminal directory in the same directory as the data file. If this is the case it takes precedence over a Terminal.inf file in a local Terminal directory.
Sy	System	These options are held in the data file and apply to all users of the system and override any other option entries.
U	User	These options are entered in a User or Group record and apply to an individual user or members of groups.
L	License	Entered at the time of License Authentication. These can be viewed in . File — Advanced — License

Wherever options can be added, there is a Show Options List button. Click on this to view a window containing the available options with the appropriate privileges. You can drag and drop these options into the option text area you are maintaining.

Name	Privileges	Description
opt2PrinterCusPath	T, S, Sy, U	Partial path for use wth 2Printer in custom documents for auto-printing using $ctask.tPrint.$2PrinterCus() method. Relative to optServerFolder. Windows only.
opt2PrinterPartPath	T, S, Sy, U	Partial path for use wth 2Printer in custom documents for auto-printing using $ctask.tPrint.$2PrinterPart() method. Relative to optServerFolder. Windows only.
opt2PrinterSupPath	T, S, Sy, U	Partial path for use wth 2Printer in custom documents for auto-printing using $ctask.tPrint.$2PrinterSup() method. Relative to optServerFolder. Windows only.
optAcApDocRefUnique	Sy	Set to 1 or 2 to respectively warn the user or prevent a non-unique document reference for a supplier when entering an invoice or credit note.
optAcApMemoStop	Sy	If set to 1, non-approved credit memos on A/P debit transactions will not be included in pay selected and a warning will be given if allocated. If set to 2, allocation will be prevented.
optAcApPayNowTexts	T, S, Sy, U	Two strings seperated by a comma. These will be used to set the Document Ref. and Comment of the payment transaction. User the token % to imbed the original transaction document reference.
optAcBacsExPath	T	The file path for the Bank Cheques BACS export. The directory path must exist. The file will be created or overwritten. Otherwise the user will be prompted as normal.
optAcBacsPayDays	Sy	The default BACS export payment days from today in working days based on the Buy Calendar.
optAcClearingUsersAP	Sy	A comma-delimited list of user ids that have permission to clear AP transactions on supplier accounts. (CalMRP = 4024)
optAcClearingUsersAR	Sy	A comma-delimited list of user ids that have permission to clear AR transactions on customer accounts. (CalMRP = 4023)
optAcCreditsAutoClear	Sy	Set to 1 if Credit Note transactions in the Accounts Receivable ledger should not be automatically cleared when created. (CalMRP = 4007)
optAcForceComments	Sy	Set to 1 or 2 to respectively warn or force a comment to be entered for an accounts transaction.
optAcForceDocRef	Sy	Set to 1 or 2 to respectively warn or force a document reference to be entered for an accounts transaction.
optAcNoMixedCur	Sy	Set to 1 if AR and AP accounts can not have mixed foreign currency transactions. A local currency account can.
optAcRetroJouUsers	Sy	A comma-delimited list of user ids that have permission to create Retrospective Journals.
optAdcCusAutoNew	Sy	A comma-delimited list of Contact Id numbers (ADCID), each time a new customer is created, a duplicate of those contacts are created for the new customer’s default address including associated document links. Telecoms are copied from new customer/contact.
optAdcDeaAutoNew	Sy	As above, for new marketing records.
optAdcSupAutoNew	Sy	As above, for new suppliers.
optAdlSoInvPrint	Sy	If set to 1, after a SO is marked as printed, the invoice address and contact will change to any INV link setup. Resetting the printed flag will set them to SO link, if any.
optAdrFastList	T, S, Sy, U	If set to 1, the listing in the Address Select window will contain sparse information but will be faster to build. Suitable where master records may have hundreds of addresses.
optBoMAllowNegQty	Sy	If set to 1, 2, or 3 negative BoM Component Quantities will be permitted. 1 = permit but ignore net negatives. 2 = permit and message net negatives, 3 = permit and auto-adjust net negatives. For details on the use of this option see the end of Bills of Material Maintenance topic.
optBoMCommonParts	Sy	In situations where a BoM file contains components that are used very commonly, slow maintenance processing can result. Any parts entered here will be dealt with in a special manner. Parts are delimited with ? and a range is denoted with -. (CalMRP = 4008)
optBoMQtySumUoM	Sy	BoM Maintenance will have an extra field of the sum of Kit quantities with stock UoM equal to text entered here. It is case-insensitive. Good for food or chemicals where the product weight or volume is the sum of kit quantities. See also optWOQtySumUoM.
optBoMUpdatesIssue	Sy	If set to 1, when saving changes to a BoM (not during delete or component mass change operations) the assembly part issue is automatically updated and the update issue window is opened before saving. If set to 2 part master issue change is also disabled.
optBoMZeroQty	Sy	If set to 1, Bill of Materials quntity for a component can be zero. For details on the use of this option see the end of Bills of Material Maintenance topic.
optCommissionLogCosts	Sy	If set to 1, when logging commissions, costs will be recorded regardless of calculation method. Otherwise, only when the cost is relevant to the calculation method.
optCommissionRoyalty	Sy	If set to 1, when applying agents on a SO, Job or Invoice, agents entered in the PTMUSE4 parts field are added to the agent list.
optCompanyNameDefault	T	If set, the user will receive a warning if they attempt to log on to a Company Name logon that does not conform. This is available to warn users when they inadvertantly choose a backup or play-data set.
optCompanyNameLast	T	The user’s last logon company name. This is automatically set in Terminal.inf and used to re-select it as the default at the next logon, when optCompanyNameDefault is not set.
optDamDebugLevel	T	SQL DAMs (Data Access Modules) can create Debug logs to record internal errors. If this option is set to between 1 and 5 a text file named DamDebug.txt will be created in the same folder as Vision.lbs. 1= No debugging but is available, 2= Base level, 3, 4 and 5 are escalating levels of refinement.
optDatafilePathDefault	T	The default file path for the normal datafile. If set a warning will be given when you attach to any other data file. Only appropriate to set in Terminal.inf on a local workstation. This option was made obsolete in V5.00.
optForceLogonEntryServerN	T	Used in conjunction with optUsernameServerN and optPasswordServerN. N=1 for MySQL and 2 for PostgreSQL. Forces the server logon name and password where password entry by the user can be forced.
optHostPathRoot	T	Only applies for SQLite main database. If set, the Host database file path for SQLite will be prefixed with the contents, when constructing the path. This is useful where users see a server location differently, for instance when mappings are different.
optHttpProxy	T	Terminal only option. The IP address of an HTTP proxy server, followed by a : then the post (e.g. 62.112.211.46:3128). If this option is set all HTTP traffic will be via this proxy server. Proxy Servers are often used in commercial networks to route access to the internet via a safe gateway that restricts internal network users to only approved sites. They can also be used to mask your identity to the end server delivering content.
optInvPrintMarkAll	T, S, Sy, U	If set to 1, when printing an Invoice it is marked as printed regardless of the report destination.
optJobEstimateText	T, S, Sy, U	Text that will be applied by default to the Estimating Notes of a new line item on an Estimate or Job. The syntax is replaced by a return character for multi-line text.
optJobInheritsUserFields	Sy	Set to 1234, or any combination, will cause those Job user defined fields to be inherited from the customer fields.
optJobNoEngChange	T, S, Sy, U	If set to 1, users will be prevented from adding a part which has Engineering-in-Progress set to a Estimate or Quotation, rather than just being given a warning.
optJobProcessListField	T, S, Sy, U	An alternative to Job item description displayed when a line is selected in the part processing quantity drill-down listing. A valid calculation can be entered using fields from the Job Header and Line Item files. E.G. JOBCOMM to show order comments.
optJobSnTracking	Sy	If set to 1, when closing a Job, any parts set to be Serial Number Tracked on dispatch (PTMSNT is set) will have a SN Tracking record created for them.
optLangLocalPriority	Sy	If set to 1, non-English language updates to not overwrite local Custom/Translate.df1 localisation texts created.
optLangSwapBlockUsers	Sy	Language Swap blocked users and groups. Language code=User,Group list;… list of languages and users or groups blocked from using them. Applies also to Administrators. If no language code is set block applies to all languages. e.g. fr=AA,GM;th=AA,Sales See Introduction to the Language Swap System for more details.
optLinkCustomEntry	T, S, Sy, U	The option value should be the name of a custom window, which is case-sensitive. When holding down the Ctrl key, this custom window will replace the normal generic Confirm Linked File dialogue to enable alternative link entry.
optLinkFilesRoot0 to 9 and A to Z	T	Terminal preference only. Set to the root path for linked files of volume 0. Similar options volume 1 through 9 and A through Z.
optLinuxPSAutoCommand	T	Linux Only. The automatic system command applied to send the Postscript file to the printer. When omitted or blank command is ‘ls’. Actual command is ‘ls PostscriptFilePath’. If you want to use the CUPS printing system, a suitable command may be ‘qtcups’.
optLinuxPSTemplateFile	T	Linux Only. If used and not blank this is the filename of the Postscript file template file which must be in the Terminal directory. When used the Postscript output is embedded in place of the characters $$$$$*$.
optLocaleDefault	T	This teminal option is set by the Program Language sub-menu function Set the Current Language to Default. The value must be a supported Locale, e.g. en. The program will subsequently start in that language.
optMarketDefaults	T, S, Sy, U	A comma-delimited list of field default values for new Marketing records in the form of ADCDEAR=Sir,ADCSALU=Mr. Can accept any field in DEAFILE, ADRFILE, ADCFILE and DEEFILE. Date values are days from or before today, e.g. DEACALL=5 will make the Callback Date 5 days ahead.
optMarketSyncAvoid	T, S, Sy, U	Set to a number to suppress the customer synchronisation of particular codes. 1 = Index code 1, 2 = Index Code 2, 4 = Mkt. Project, 8 = Addresses and Contacts. For a combination, add these numbers together. 0 = all codes will be synchronised.
optMonitorShowPassUsers	Sy	A comma-delimited list of user ids that have permission to use the Show Password button on the Monitor window.
optMRPLoopMax	Sy	MRP processing requires numerous recursive list manipulations and if data is corrupt or damaged the process can hang. There is therefore a limit set for the number of recursive loops that can be performed. This defaults to 100. This option allows you to control this in debugging situations. Set to 10 or greater, otherwise the default will apply.
optNCRAutoMovements	Sy	Set of stock movement type characters that will cause an automatic Non-Conformance Report regardless of whether stock is quarantined. The following can be used in any order or number: BDHW for SO Return, PO Return, Outwork Return and Scrapped from WO.
optNoShowCredit	T, S, Sy, U	If set to 1, the Net Available Credit value for the customer will not be displayed on the sales dispatch window list. (CalMRP = 4000)
optNoShowKitCost	T, S, Sy, U	If set to 1, the kitted cost fields will not be displayed on the Work Order selection dialogue box. (CalMRP = 4001)
optODBDatafile0 to 9 and A to Z	T	Obsolete in V5 onwards. Omnis Data Bridge data file configuration. 0-Z alternate data files. Option value must be: DatafileODBName,KeywordODBName,IPAddress:Port,DirectPath
optPasswordServerN	T	Used in conjunction with optUsernameServerN and optForceLogonEntryServerN. N=1 for MySQL and 2 for PostgreSQL. Forces the server logon name and password where password entry by the user can be forced.
optPOBomComments	T, S, Sy, U	Set to the number of BoM Structure Comments characters that should be printed extra on a Purchase Orders when outwork kits are listed.
optPODefaultIndivText	Sy	Set to 1 will cause Part Purchase individual text to be a default description when parts are added to a Purchase Order line item and no Purchase Part description is available. If not set, the text will be printed on POs as additional text. (CalMRP = 4009)
optPOFromSOInheritMrp	Set to 1 will cause the SO line item Ignore for MRP flag to be copied to the resulting PO.
optPOInheritsUserFields	Sy	Set to 1234, or any combination, will cause those PO user defined fields to be inherited from the supplier fields.
optPOJobOpUsers	Sy	List of system users permitted to add Job Operation items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.
optPOKanBanNoChoice	T, S, Sy, U	If set to 1, the user will be forced to accept the best ranked purchase part record. If set to a text, then the record with that text (case-insensitive) in the notes will be chosen, then by rank.
optPONoEngChange	T, S, Sy, U	If set to 1, users will be prevented from adding a part, which has Engineering-in-Progress set, to a RFQ or Purchase Order, rather than just being given a warning.
optPONonPartUsers	Sy	List of system users permitted to add non-part items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.
optPOOutOpAllWCs	Sy	If set to 1, Work Order or Job operations can be raised on a PO even though they are not for Outwork Work Centres.
optPOOutOpNoUpPro	Sy	If set to 1, times on process route operations are not changed when WO outwork operations, received from a PO, have their prices confirmed.
optPOOutShortReceipts	Sy	If set to 1, Purchase Orders containing Outwork Assembly items with Shortages on file can have items received. The default is not to permit receipts when shortages exist as this can lead to orphaned shortages. (CalMRP = 4020)
optPOPartTextDupl	T, S, Sy, U	If set to 1, consecutive common part items on RFQ and PO documents will not suppress part individual and/or standard purchase texts. I.E. they will repeat.
optPOPrepDateChange	Sy	If set to 1, PO preparation history will be recorded for due date changes.
optPOPrintMarkAll	T, S, Sy, U	If set to 1, when printing an RFQ or PO it is marked as printed regardless of the report destination.
optPOProcessListField	T, S, Sy, U	An alternative to PO item description displayed when a line is selected in the part processing quantity drill-down listing. A valid calculation can be entered using fields from the PO Header and Line Item files. E.G. POHOPCO to show order comments. (CalMRP = 4027)
optPOReceiptAddUsers	Sy	List of system users permitted to add part items to the receipt of PO items list. Each User Id must be followed by a comma, including the last. Drag parts from Scratchpad and drop onto receipt list.
optPOReceiptEarly	T, S, Sy, U	If set to a non-zero integer, PO receipts received earlier than that number of days earlier than the due date (or later if negative) will trigger a user warning.
optPOReceiptLate	T, S, Sy, U	If set to integer greater than zero, PO receipts received more than N days later than the due date will trigger a user warning.
optPOReturnBackorder	T, S, Sy, U	Set to 0 or 1. Determines the default state of the Backordered checkbox when returning goods to suppliers.
optPORfqToPoInitFix	T, S, Sy, U	If set to 1, the creator user ID is not updated to the current user when an RFQ is converted to a quote. Set this to manage PO authorisation using RFQ preparation.
optPOShowCostCtrList	T, S, Sy, U	If set to 1 and you have Ledgers licensed, PO line item maintenance Additional tab pane will list all cost centres for the account group selected.
optPOShowSupComment	T, S, Sy, U	If set to 1, any supplier comments are shown when creating a new PO. If set to START,END where START and END are alphanumeric string markers anything contained between the markers in the comments are shown. START and END are both optional.
optPOUserValueLimits	Sy	User’s PO maximum value comma separated list made up of UserID, local currency value pairs. E.G. SYS,1000,CR,500 means user SYS is limited to 1000 and CR is limited to 500. Users not listed have no limit.
optPOWoOpUsers	Sy	List of system users permitted to add Work Order Operation items to a Purchase Order. Each User Id must be followed by a comma, including the last. If blank, any user with privileges can add these items to a PO.
optPartConComcUsers	Sy	A comma separated list of User Ids for those users permitted to maintain special country group commodity codes. For more details see the Country Group Commodity Codes window help.
optPartCostNoUpdate	Sy	If set to 1, when a part has the Prohibit auto-cost-update control on, part costs are not updated during Confirm PO Prices or Invoice Verification.
optPartDescSubField	T, S, Sy, U	To substitute an alternative part field for the description field in certain lists in windows. Enter the field name. The following windows are affected: Assembly Details – kit components only Bills of Material Maintenance – components only Engineering Data Maintenance Keyword Result Master Production Schedule MRP Purchase Order Recommendations – default part item description only when creating PO Part Processing Analysis Part Quality Assurance Regime Maintenance Purchase Order Line Item Maintenance – default part item description only Purchase Parts Maintenance Quality Results Data Maintenance Stock Control Activity Stock History Listing
optPartIndivOheadValue	Sy	If set to 1, part individual overhead will be a value rather than a percent rate. If zero the system default rate will apply.
optPasswordWarn	Sy	Set to the number of days (default if not set is 15) before password expiry that a user will receive a warning after login.
optQAInheritPhantoms	Sy	Set to 1 if QA Part Regimes inherit phantom component QA regimes multi-level. For details on the use of this option see the end of Part Quality Assurance Regime Maintenance topic.
optQuoteDeliveryText	T, S, Sy, U	Text that will be applied by default to the Delivery terms of a new line item on a quotation. The syntax is replaced by a return character for multi-line text.
optRepDestIndivid	T, S, Sy, U	A comma separated list of Report Destinations to which documents will be printed individually. Normally, multiple document (such as Invoices) print runs are a single output. However, for some report destinations, such as Email, this may be inappropriate and documents need to be printed individually. Without this option HTML, PDF, Email, Stored destinations force individual printing.
optRepDestMarkDocs	T, S, Sy, U	A comma separated list of Report Destinations to which documents are flagged as printed when printed to those destinations. This applies to SOs, Invoices, POs, WO Pick Lists and WOs. optSOPrintMarkAll, optInvPrintMarkAll, optPOPrintMarkAll, optWOPickPrintMarkAll and optWOPrintMarkAll options respectively override this option. If this option is not used the default marking report destinations are Printer, Email and Stored only.
optServerFolder	T	The full path to the folder on the server where common additional files can be found. This acts as the root to the location which may be appended by a Company folder in the Logon Settings. The full path is used to locate supporting files: Extras, Custom, ProgUser.db, ProgSyst.db, etc.
optSOAddConfigParts	Sy, U	If set to 1, parts can be added to the parts list of the standard SO Configurator using drag and drop from the parts ScratchPad.
optSOAddRefAnalysis	T, S, Sy, U	Set to 1 for Sales Orders to show Additional Ref. rather then Customer Ref. in the Processing Analysis listing. (CalMRP = 4006)
optSOBatchComments	Sy	Set to the number of Stock Location Comments characters that should be entered extra in Sales History SAHBATC when batches are selected. Uses String s4391 to format text, as opposed to the normal s0516.
optSOBatchNosInDesc	Sy	If set to 1, Batch Numbers of tracked parts will be appended to the Sales History description and show on invoices. (CalMRP = 4016)
optSOCrefCheck	T, S, Sy, U	If set to 1, a check is made for SOs and Jobs that the customer reference is unique for that customer in current open documents. If not a warning is given. If set to 2, dispatched sales history is also tested.
optSODefaultIndivText	Sy	Set to 1 will cause Part Sales individual text to be a default description when parts are added to a Sales Order line item and no Customer Part description is available. If not set, the text will be printed on SOs as additional text. (CalMRP = 4010)
optSODisableSolninv	Sy	Set to 1 will disable the No Invoice on Dispatch checkbox on Sales Order Maintenance. This will NOT prevent it being inheritted from the customer’s default, this option in-effect enforces it.
optSODisableSoldesc	T, S, Sy, U	If set to 1 will cause the line item description entry field to be permanently disabled for the user (to force use of a custom text configurator).
optSODispatchAllNet	T, S, Sy, U	If set to 1, the option will effect the Dispatch All function in the SO Dispatch window and cause the dispatch to be loaded with up to the physical quantity available for the order, otherwise the total ordered quantity is set which can cause inadvertent negative stock.
optSODNAllwaysPrint	T, S, Sy, U	If set to 1, the Dispatch Note will always print on dispatch confirmation. Normally, the user will be asked whether a Dispatch Note is needed. (CalMRP = 4012)
optSODueDateDays	Sy	Set to control the default Delivery Due Date when first adding a line item to a Sales Order. 0 or blank = next make day to today, 1 or -N = current make day (or next if today is not a make day). N where N > 1 = N make days beyond the current make day. (CalMRP = 4014)
optSOEditDeli	T, S, Sy, U	Set to 1 will enable the Delivery Terms field for modification even when a Quotation is confirmed as a Sales Order.
optSOHistoryDateDef	S, Sy, U	Effects the default From Date on the SO History Listing window. The default is 6 months back from today. If set negative the date will be cleared, a positive value gives that many months of history.
optSOInheritsUserFields	Sy	Set to 1234, or any combination, will cause those SO user defined fields to be inherited from the customer fields.
optSONoEngChange	T, S, Sy, U	If set to 1, users will be prevented from adding a part to a Quotation or Sales Order which has Engineering-in-Progress set, rather than just being given a warning.
optSONoNTypePartWarn	T, S, Sy, U	If set to 1, the warning message presented when a non-stock type part is added to a SO or Job will be suppressed.
optSOPartTextDupl	T, S, Sy, U	If set to 1, consecutive common part items on Quote, SO, Est., Jobs, Dispatch and Invoice documents will not suppress part individual and/or standard sales texts. I.E. they will repeat.
optSOPickSort	T, S, Sy, U	Sales Order Picking List sort order, when printed. 0 = Line item, 1 = part Preferred Location then by line no. For SO Kite items, when encountered, 0 = part number, 1 = part Preferred Location then by part number.
optSOPickStoComments	T, S, Sy, U	Set to the number of Stock Location Comments characters that should be printed extra on a Sales Order Picking List when multi-locations are shown.
optSOPrepDateChange	Sy	If set to 1, SO preparation history will be recorded for due date changes.
optSOPrices3Decimals	Sy	Set to 1 if you wish to have Selling Prices rounded to 3 places of decimal. Normal is 2. Files Classes must also be set to 3dp. This option only controls the program rounding functions. (CalMRP = 4005)
optSOPrintMarkAll	T, S, Sy, U	If set to 1, when printing a Quotation or SO it is marked as printed regardless of the report destination.
optSOProcessListField	T, S, Sy, U	An alternative to SO item description displayed when a line is selected in the part processing quantity drill-down listing. A valid calculation can be entered using fields from the SO Header and Line Item files. E.G. SOHCOMM to show order comments. (CalMRP = 4028)
optSOPromoPriceWarn	T, S, Sy, U	If set to 1 or YES, the user gets a warning if the customer part, or part if there is none, is set for promotional pricing and the dispatch date is not within a promotion range.
optSOReturnRMA	Sy	If set to 1, on a SO return, a RMA-NNNNNN part will be duplicated from part entered in PTMUSE3 and added to new backordered SO. Can be switched off in Complex Return window. If set to 2, default No Credit Note and item backordered will have zero price. See Returns from Dispatched Sales Complex Options.
optSOReturnSubstitute	Sy	If set to 1, the stock parts can be added to a complex SO return. These are not added to sales history but stock transactions take place and this therefore provides for return part substitution.
optSOReturnSupplier	Sy	If set to a valid supplier code, you will be able to create PO or WO valuation history when returning dispatched goods. PO history will be assigned to this supplier.
optSOShowCusComment	T, S, Sy, U	If set to 1, any customer comments are shown when creating a new SO or Job. If set to START,END where START and END are alphanumeric string markers anything contained between the markers in the comments are shown. START and END are both optional.
optSOTradeDefDisp	Sy	A comma separated row of default trade terms for a dispatch SAHDEL,SAHTRAN,SAHTRM,SAHORIG. If the country is omitted your country is applied. Typically 1,10,3,
optSOTradeDefRet	Sy	A comma separated row of default trade terms for a return SAHDEL,SAHTRAN,SAHTRM,SAHORIG. If the country is omitted your country is applied. Typically 3,26,3,
optSerialNoPrintInvoice	Sy	If set to 1 or YES, the printing of serial number information on Invoices, Credit Notes or CBD Invoices (but not Dispatch Notes) will be disabled. (CalMRP = 4022)
optSessionIdleMaxMins	Sy	Maximum session idle time in minutes before forcing a logoff. Minimum orf 5, maximum 720, default 240.
optSessionLogMaxDays	Sy	The maximum age in days of USLFILE table rows are automatically deleted. Minimum 10, maximum 365, default 90.
optSqlPgExplainOptions	U	PostgreSQL EXPLAIN options. See PostgreSQL documentation. Google “postgresql explain” for details. The parentheses are added automatically. E.G. ANALYZE TRUE,FROMAT JSON
optSingleUserDelaySecs	S, Sy, U	Single-user other user delay logout in seconds. Minimum 60, maximum 600, default 180.
optStockBatchDateWarn	Sy	If set to 1, a user warning is given on batch selection at the time of dispatch when date-based batch numbers are older than number of days set in PTMUSE2. This enables an expired batch to be identified so that expired stock is not shipped to customers. (CalMRP = 4017)
optStockBatchNoManual	Sy	If set to 1, the user is permitted to enter a Batch Number for batch tracked items received from a Purchase Order or received from a Work Order. The number must be unique and have a different prefix character to that currently set in the Company Details. (CalMRP = 4018)
optStockBatchWindowOff	T, S, Sy, U	If set to 1 and when Extended Stock Information system preference is on, the normal multi-location data entry window does NOT open during transactions.
optStockCopyComment	Sy	If set to 1, any change to the comments of a stock location will be transferred to the comments in existing tracking records for that batch, rather than just being applied to any future tracking records.
optStockCtrlVarWarn	T, S, Sy, U	Set to a non-zero % of physical for which a stock control activity and stocktake result triggers a user warning. If physical is 1 or less any quantity will trigger the warning.
optStockEditDate	T, S, Sy, U	If set to 1 the date field in the extended multi-stock locations can be edited, otherwise it is set as the date the stock location entry was created and cannot be changed. This provides for shelf life. (CalMRP = 4026)
optStockFirmAlloc	Sy	If set to 1, multi-location parts will be pre-allocated with a location code to indicate the document (P,J,S,W) on which they are required. Batches will be split if needed (regardless of the part’s split batch control). For more details of the operation of this option see the Location and Batch Assignment window help. There is a useful Custom Function that can be used with this option set: Firm Allocation Cleanup
optStockNegativeWarn	T, S, Sy, U	Set to 1 if you wish to have the user receive a warning when a parts physical quantity goes negative during a stock transaction. (CalMRP = 4015)
optStockPurchRecAuto	Sy	On Purchase or Work Order receipt, multi-stock location parts will be auto-preassigned with preferred location existing or new batches. 0 = No auto-assignment, 1 = PO Receipt auto-assignment, 2 = WO Receipt auto-assignment, 3 = PO and WO Receipt auto-assignment. Does not apply if optStockFirmAlloc=1.
optStockScrapRework	Sy	Used to enable a Scrap and Rework tab pane on the Stock Control window. It takes 3 parameters separated by commas: MAIN,SCRAP,REWORK. MAIN is optional. SCRAP is the doc. ref. and REWORK a location. For details see the Stock Control Activities window help.
optSystemEditTimer	T, S, Sy, U	Set to the seconds (if 0 system overrides to 240) during an on-window edit process after which a forced cancel is initiated with a 10 sec warning. If the warning is cancelled, a further period is given. Normal is 240 + 10 + 120 + 10 = 380 secs. (CalMRP = 4021)
optTaxListInCurrency	T, S, Sy, U	Set to 1 if you wish tax breakdown lists on documents to read in the currency of the document rather than local currency.
optTaxOnUpliftValue	Sy	List of TaxRegime,UpliftPercent, separated by commas, of those tax regimes where the tax is calculated on the goods value uplifted by a percentage.
optTimeShowSecs	T, S, Sy, U	Set to 1 or 2 if you wish time and datetime data is displayed with seconds (1) and centiseconds (2) added. Warning: columns in lists and reports may overflow. Option only becomes effective at logon.
optUsernameServerN	T	Used in conjunction with optPasswordServerN and optForceLogonEntryServerN. N=1 for MySQL and 2 for PostgreSQL. Forces the server logon name and password where password entry by the user can be forced.
optUserStoreWinSet	Sy	Set to 1 if you want window position/size and list configurations stored in the user settings, and re-read when user logs in. Useful for server-loaded running Vision, such as some Mac server configurations.
optWOBackYieldScrap	Sy	When this is set to 1, during the backflush of a WO the system defaults any yield loss as scrapped so that the kit quantity accommodates yield. This is not suitable for MRP scheduled orders because MRP will schedule the yield into the WO quantity and therefore using this option will duplicate the yield losses.
optWOCanAddParent	Sy	Set to 1 when you wish to permit the WO assembly part itself being added as an extra part to a Backflushed WO. This provides for partial re-processing.
optWODefaultIndivText	Sy	Set to 1 will cause Part Works individual text to be a default comment for all Work Orders for the Part. If not set, the text will be printed on WOs as assembly text. (CalMRP = 4011)
optWODefPrintOnCreate	T, S, Sy, U	If set to 1 when you create a Work Order the print option will be selected. (CalMRP = 4025)
optWOFromSOInheritMrp	Sy	Set to 1 will cause the SO line item Ignore for MRP flag to be copied to the resulting WO.
optWOHistOpCom	Sy	Set to 1, causes pop-up operation history comment entry for each Shopfloor or Log WO Performance entry. Set to 2, for the same in Receive WO and Backflush WO, additionally. Use optWOHistOpComment for default comment text.
optWOHistOpComText	Sy	The default text for work operation history comments. Used in conjunction with the optWOHistOpCom option. The syntax is replaced by a return character for multi-line text.
optWOHistoryEditPlan	T, S, Sy, U	If set to 1, the planned times in Log WO Performance can be edited or cleared. Typically useful where you have alternative route operations and do not want un-processed operations costed.
optWOInheritsUserFields	Sy	Set to 1234, or any combination, will cause those WO user defined fields to be inherited from the assembly part fields.
optWOKitEngChange	T, S, Sy, U	If set to 1 or 2, users will be warned = 1 or prevented = 2 from issuing component parts which have the Engineering-in-Progress set. Operates in WO kitting and backflush and PO Outwork kitting.
optWOKitSort	T, S, Sy, U	If set to 1, the sort order of the kit list printed on the Work Order will be by BoM Reference then Part Number rather than just by Part Number. (CalMRP = 4003)
optWONewCheckSpec	Sy	Set with any or all of BRQW characters. When a WO is created the system will check that the assembly has a BoM if a B, has a Process Route if an R, has a QA Test Regime if a Q and if a W is entered the user will only be warned rather than prevented.
optWONoPartChange	Sy	If set to 1 after you create a Work Order you will not be able to change the order assembly part number.
optWOOutworkWarn	T, S, Sy, U	Warn user when receiving Work Orders where outwork operations have not yet been fully received. Normal operation would prevent work order receipt.
optWOPickPrintMarkAll	T, S, Sy, U	If set to 1, when printing an WO Picking List it is marked as printed regardless of the report destination.
optWOPickSort	T, S, Sy, U	If set to 1, the sort order of the Work Order Picking List will be by BoM Reference then Location then Part Number rather than just by Location and then Part Number. (CalMRP = 4002)
optWOPickStoComments	T, S, Sy, U	Set to the number of Stock Location Comments characters that should be printed extra on a Work Order Picking List when multi-locations are shown.
optWOPrepDateChange	Sy	If set to 1, WO preparation history will be recorded for completion due date changes.
optWOPrintMarkAll	T, S, Sy, U	If set to 1, when printing an WO it is marked as printed regardless of the report destination.
optWOProcessListField	T, S, Sy, U	An alternative to WO comments displayed when a line is selected in the part processing quantity drill-down listing. A valid calculation can be entered using fields from the WO and assy Part files. E.G. con(PTMPTNO – PTMDESC) shows part and desc. (CalMRP = 4029)
optWOQtySumUoM	Sy	Backflushing WO Receive Qty will be set to the sum of Component quantities with stock UoM equal to text entered here. It is case-insensitive. Good for food or chemicals where the product weight or volume is the sum of kit. (CalMRP = 4004) See also optBoMQtySumUoM.
optWOShopDefaultZero	T, S, Sy, U	If set to 1, in Shopfloor Work Operation Data Collection receipt quantity will default to zero rather than the available receipt quantity for the operation.
optWOShopOpOutSeq	Sy	If set to 1, users will be permitted to record work order operations out of sequence in Shopfloor Work Operation Data Collection.
optWOShopReceive	T, S, Sy, U	If set to 1, users with appropriate privileges and posting final operations in Shopfloor Work Operation Data Collection and Work Tracking will be automatically presented with pre-loaded WO Receipt or Work Order Backflush windows.
optWoNoEngChange	T, S, Sy, U	If set to 1, users will be prevented from creating a Work Order for a part which has Engineering-in-Progress set, rather than just being given a warning.
optWorkTrackingLateHrs	Sy	This is available to change the time permitted for a finish event to be recorded after which a new Work Tracking record is created. The default is 12 hours unless you enter a numeric value in this option. Decimal hours are permitted. (CalMRP = 4030)
optWorkTrackingOpSeq	Sy	If set to 1, users will NOT be permitted to record work order operations out of sequence in Work Tracking.
optYesNoStrSwap	Sy	A comma-delimited list of String Numbers for yes/no and no/yes messages that should be reversed from their standard defaults within the program.

Preferences: Company Name Selection

Iona Butler — Tue, 09 Apr 2024 12:15:13 +0000

OVERVIEW

This window is only available from the Switch Company Name menu item on the File — Preferences menu. It only can be used when you have a multiple company name license. For details on this feature see the Multiple Company Names Maintenance window topic.

The window lists of available company names. Select a name and click Select or double-click on the name. The selected name will then be in force until you switch it again or end your session by changing datafile, changing user identity, restarting the program, or exiting.

File Path

File > Preferences > Switch Company Name…

This file path takes you to the Company Name Selection window.

Available Company Names

Any additional company names will be displayed here. Click on the name to select that database.

Cancel button

Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.

Select button

The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

Preferences: Change User Password

Iona Butler — Mon, 08 Apr 2024 13:57:32 +0000

OVERVIEW

This window enables a user to change his or her password. The user’s password can be set centrally in the Privileges and Settings. If you wish to prevent users from changing their passwords, deny them access to File — Preferences — Change User Password menu function.

To change your password you must enter your current password and duplicate your new password.

File Path

File > Preferences > Change User Password

This file path takes you to the Change User Password window.

Enter a current password

Enter your current password for verification.

Enter the new password

Enter the new password you wish to use in the future. If you ever forget your password and can not re-enter the system, see you System Manager. Remember, passwords are case-sensitive.

Confirm the new password

Confirm the password above.

Save button

This will save the new password.

Compiled in Program Version 6.00. Help date last modified on 8 April 2024

Class wpasswordchange (Change user password) last modified 25 May 2022 FP: File > Change user password

The post Preferences: Change User Password appeared first on Caliach.

Preferences: Database Connection Settings

Iona Butler — Mon, 08 Apr 2024 13:22:10 +0000

OVERVIEW

This window allows you to modify the Extras/Logon.db database containing logon settings for users.

You can gain access to these settings from the Logon window or the File — Preferences –Database Logon Settings menu item, or from the File — Advanced — Create New Database and Copy Data window.

File Path

File > Preferences > Database Logon Settings…

This file path takes you to the Database Connection Settings window.

This window has two tabs

Basic Tab

Basic logon parameters.

There can be any number of these setting each being given a unique extended company name which is used for user selection, built up from license company name and the suffix you apply, such as “My Company Inc.” or “My Company PLAY DATA”. The Company license name options comes from the Extras/Caliach.inf license file. You then choose the DBMS that is to be used and this determines what other parameters are required. SQLite simply requires a path to the database (note on MacOSX this is the absolute POSIX-style path) and nothing more. MySQL and PostgreSQL require a Host and Port for TCP connection, a Database name, and a Username and Password which ascribes internal database privileges for the connection (not to be confused with the program User ID and Password).

Company full name

The connection is associated with a full company name made up or the License Name and a Suffix. Select the full company name to view or modify the database connection settings.

Company licence name

Select the license name for the database connection. Only company names you are licensed to use are available.

Suffix

A suffix can be added to the licensed company name (e.g. Ltd., Inc, of TEST DATA). The combination of the company name and suffix will identify the Logon to users.

Add New button

Add a new connection/database. It must be a unique license name and suffix combination. All settings for the new connection will be copied from the currently selected one.

Company Subfolder

An optional folder path inside the Terminal Settings optServerFolder for this database. When this company is logged onto, the combined path will be used to locate supporting files: Extras, Custom, ProgUser.db, ProgSyst.db, etc..

Resulting Path

When this company is logged onto, this combined path will be used to locate supporting files: Extras, Custom, ProgUser.db, ProgSyst.db, etc..

Database management system

Select the Database Engine you propose to use.

Database file path

Database file path for SQLite (e.g. F:DataMyDataFalie.db or a partial path which gets prefixed with optHostPathRoot Terminal option) or Host under server-based DBMSs (e.g. localhost or 192.168.2.100).

Database icon

Click to brows the SQLite database. To create a new one just type in the path and new file name.

SQLite Mac or Linux filepath

Database file full path for SQLite only when used by a Mac or Linux client or a partial path which gets prefixed with optHostPathRoot Terminal option. The result must be an absolute POSIX-style path.

Port

Under server-based SQL engines you can define a port for server communications. The default for MySQL is 3306 and ProstgreSQL it is 5432.

Database name

With server-based DBMS engines your database has an internal database name. In SQLite this is always main.

Username

With server-based DBMS engines, which implements internal security, you must logon with a Username and Password, already set up by your Database Administrator. This determines your privileges within the database.

Password

With server-based DBMS engines, which implements internal security, you must logon with a Username and Password, already set up by your Database Administrator. This determins your privileges within the database.

Delete button

Click to delete the settings for the currently selected Company.

Revert button

Click to revert to the previously saved condition.

Save button

Click to save any changes you have made.

Advanced tab

Advanced logon and client connection parameters. This applies only to Server Engines and not SQLite. It is a list with two columns. It automatically extends when you tab out of the last line’s Value field.

This tab pane can contain many additional connection parameters that overwrite standard defaults. Many of these are performance and tuning options which are best not dabbled with. Because the program expects to set and select dates that have an empty value the session $defaultdate is always set to ” and $emptydateisnull is set kFalse in SQLite and MySQL, and 1st Jam 1800 for PostgreSQL.

Property or $connectoption

Advanced parameters (lower-case begining with $) or HostServer $conectoption constants (mixed-case begining with k).

Preferences: Terminal Preferences

Iona Butler — Tue, 26 Mar 2024 14:46:05 +0000

OVERVIEW

This window enables you to maintain your terminal options. Terminal options are held in the Terminal.inf file which is in the Terminal directory that must be local to the Vision.lbs library file.

File Path

File > Preferences > Terminal Preferences.

This file path takes you to the Terminal Preferences window.

Terminal Option List

Option listing – you can change those applicable and the value assigned to them. You can drag and drop options from the Program Options Listing window which you open using the Show Options List button.

Option Name

The name of the option. All program options that have any effect on the operation of the program have a designated name. You can use the Program Options Listing window to enter the name using drag and drop.

Value

The value for the option. Typically, most options have an on/off state best entered as 0 or 1.

Help

Pre-loaded help associated with valid options that have been entered. The help is actually stored and strings with a string code of the option name.

Show Option List button

Opens the Program Options Listing window of available options. Dragging an option from there will install it.

Folder Icon

Click to browse to a folder path which will be entered into the currently selected option.

Cancel Changes button

Recovers settings saved in Terminal.inf file.

Apply Changes button

Applies settings and saves them in the Terminal.inf file.

Preferences: Program Message Log

Iona Butler — Tue, 26 Mar 2024 14:16:14 +0000

OVERVIEW

This window lists all program messages sent to the user. The log length can be limited in Settings Maintenance sub-window. It may be useful in tracing the sequence of activities a user has made. The data is not stored in the datafile and only persists for the duration of the program session.

File Path

File > Preferences > Message Log…

This file path takes you to the Programme Message Log window.

Date and Time

Date and time of the message.

Title

The title of the message, if any.

Message

The message text

Result

The user action or result of the message

Print List button

Will cause a report to be printed of the subject matter. Right-click to change the report destination.

Show String Numbers tick box

Check this option to prefix future messages with the String Number.

NOTE: String numbers are in the range 10000 to 19999 and can be changed in the File — Advanced — String Maintenance function. To find the appropriate string replace the leading 1 with a lowercase ‘s’. For example: The string “There is already defined a Part Number “%1″.” is number 11629 and can be found in the String Maintenance window as s1629.

Open Omnis Studio Log

Opens the Omnis Studio trace log that may be useful in debugging exercises. The Studio Log will record failed program activities that may not be directly reported to the user. This is available primarily for use when Caliach Support request it.

Preferences: Preferences Menu

Iona Butler — Tue, 26 Mar 2024 09:57:09 +0000

OVERVIEW

The preferences Menu provides terminal and user preferences functions.

File Path

File > Preferences

This file path takes you to the Preferences menu

Message Log…

Provides a list log of program messages displayed in this session. This function opens the Program Message Log window.

Terminal Options…

Terminal options maintenance, effecting any user logging into this workstation. This function opens the Terminal Preferences window.

Database Logon Settings…

Options for logon settings. This function opens the Database Connections Settings window.

User Settings…

Settings for the currently logged in user. This function opens the Company Name Selection window.

Switch Company Name…

When you have a multiple company name license you can use this to switch company names for the remainder of your working session. This function opens the User Settings Maintenance window.

Change User Password

Enables you to change your current Password which will come into effect the next time you enter the program. This function opens the Change User Password window.

Workflow Alert Checks

Provides for maintenance of customised user workflow alert checking. This function opens the Workflow Alert Checks Maintenance window.

SQL Log Review…

This function opens the SQL and Error Log Review window.

Preferences: Settings Maintenance Subwindow

Iona Butler — Thu, 24 Nov 2022 15:19:24 +0000

OVERVIEW

This window enables you to maintain your own settings. If you wish to prevent users from changing their settings, deny them access to File — Preferences — User Settings menu function.

File Path

File > Preferences > User Settings

This file path takes you to the User Settings Maintenance window

This window has 7 tabs.

General tab

Internet Identity

Email Address

Email address that will be used for documents (user overrides groups overrides system).

WWW (URL)

World Wide Web address (URL) that will be used on documents (user overrides groups overrides system).

Program Operation

Max open tasks

The maximum number of open tasks (functional areas of the program) before old ones are automatically closed. (if non-zero, user overrides groups overrides system).

Max open windows

The maximum number of open windows before old ones are automatically closed. (if non-zero, user overrides groups overrides system).

Max messages logged

The number of OK and Yes/No messages held in log before old ones are automatically cleared. (if non-zero, user overrides groups overrides system).

Working message delay

The delay in sixtieths of a second before a working message is opened (reduces message flashing). -1 clears group or system setting.

Working message icon speed

The speed in sixtieths of a second between state changes of the working message icon. -1 clears group or system setting.

List search time out (1/60 sec)

The maximum duration (in 1/60^th second units) between keys when searching a list. When this time out occurs, the programme empties the list search buffer. The minimum value is 40. Only applies when old list search is off.

Old (pre V4) list searching tick box

If checked, list keyboard searching behaves like pre- V4: ‘+’ and ‘-‘ go to the next and previous match respectively, and the search buffer does not automatically clear when entry stops.

Menu Icons on calendar tick box

If checked menus will have icons. Applies only on next start-up on this terminal of this program and is not stored in the settings. Windows-only.

Taskbar options

None – No taskbar will be shown

Top – Taskbar will be shown at the top of the display window.

Bottom – Taskbar will be shown at the bottom of the display window.

Show system Focus – Mac only

If checked a system highlight focus rectangle will be applied to the currently active object. Applies to most standard object types that respond to keyboard activity. Macintosh-only.

Report errors in Notation

If checked any runtime errors in notation will be reported. This is used for potentially identifying the causes of problems.

Report errors in Calculations

If checked any runtime program calculation errors (such as divide by zero) will be reported. This is used for potentially identifying the causes of problems. It is generally not recommended that this is switched on unless you are asked to by technical support staff.

Disable headed list ellipsis

Normally if headed lists have columns set too narrow to show all the data, an indication is given with a … If this control is checked this display feature is disabled.

Headed list with sort arrow rather than bold/italic

The sort column of a headed list can be indicated by an arrow or by the column heading text being set bold and italic when the order is reversed. This controls which of these options is used.

Check for language improvements on start up

Applies to non-English language editions only. If checked the user will, if connected to the Internet, automatically perform a language upgrade check, and upload any language improvements for use by network users. For more about language edition text improvements see the Crowd-Source Language Improvement window help.

NOTE: If you have non-English language editions operating on your site, at least one language edition user for each language must have this setting checked for the site to receive language updated automatically.

Revert button

Selecting this button will revert to the last saved record on file.

Save Button

Selecting this button will save any changes you have made to the database.

Custom Reports tab

Custom reports that are used in place of standards or supplement them.

Settings are applied in a System then Group membership then User order. So, an individual user can have a collection of custom reports inherited from any of the foregoing. The same report may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the type, class name and title are exactly the same.

All report selection dialogues in the system can have custom reports added to them. These are listed by clicking on the Report Types button. Other reports, not deriving from selection dialogues can also be substituted or supplemented with custom reports by entering the standard report class name in the Report Type.

Grid of Custom Reports

List of all custom reports that are available to the group, user, or system. To remove an entry, clear the row’s Report Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.

Type

Custom report type which is used to apply where the report is used. Typically, this is a three or more letter code that is case-insensitive. To get a list of all report types supported, click on the Report Types button.

Sub-type

Custom report sub-type which is used to apply where the report is used. Normally 0, this can control alternative data collection methods.

Report class

The custom report class. It should be available in the program.

Title

The title that the user may see to determine their selection of it.

Dynamic query name

An optional search class that may be used in conjunction with the custom report.

Active tick box

If unchecked the system will ignore the entry. Useful where you want to disable a user’s use of a group report.

Report Types button

Click to show a list of applicable report types.

Custom Features tab

Custom features that are to be available.

Settings are applied in a System then Group membership then User order. So an individual user can have a collection of custom features inherited from any of the foregoing. The same feature may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the section, class name and title are exactly the same.

Grid of Custom Features

List of all custom features that are available to the group, user, or system. To remove an entry, clear the row’s Window Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.

Section

Custom feature group name that groups different features. All features in the same group appear on the same menu.

Window Class

The window class name that will open when the menu is operated.

Title

The title that will be shown on the group menu.

Active

The feature is active for the group or user.

ScratchPads tab

To set the display columns of the ScratchPads

ScratchPads dropdown list

To select the ScratchPad you wish to maintain.

Field List

List of the available data fields for the selected ScratchPad. Drag lines from this list into the column list to add a field.

Scratchpad Column list

List of columns that will be presented on the ScratchPad. To re-order, drag and drop. Modify the heading in the list.

TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. I.E. click once and pause with no mouse movement. 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.

Maximum lines

The maximum number of lines permitted in the ScratchPad.

Auto Add

With this option lines will be automatically added to the ScratchPad as the program encounters records.

Calculated button

Click to amend or add a calculated field.

Email tab

Email settings. These are the Email settings that a user will have when sending emails from the program. All email settings apply as a set to a user if there is any Email Address text entered and will apply with the following priority: User, Group membership, System. So by judicious use of settings, you can have individual (user) such as joe.blow@mycompany.co.uk, departmental (group) such as sales@mycompany.co.uk and company (system) as in info@mycompany.com. Each can point to a different server.

User information

User details needed when printing to the Email report destination.

Name

Your full name used when printing to the Email report destination.

Email address

Your email address.

Reply address

The email address that will be shown as the reply address.

Always cc to

Optional email address(s) to which a copy of all emails will be sent.

Signature after message

The signature text that will terminate any email message sent.

Server information

SMTP server

The IP name or address of the Simple Mail Transfer Protocol server that emails will be sent to. By default port 25 is used but that can be overridden using a : (colon) delemiter, as in www.mydomain.com:999.

Authentication name

Account name used for authentication with the server (supports LOGIN and PLAIN methods only). If there is no name entered, no authentication is attempted.

Authentication password

Authentication password which is sent along with the name so that the email server can authenticate the sender (as a spam prevention tool).

Secure

These options control the use of OpenSSL (which must be installed on the client computer) in communicating with the mail server. Selecting No turns off OpenSSL for communications to the email server. Selecting Yes, means OpenSSL secures the connection using OpenSSL to the email server. The STARTTLS option means the communication with the server will be by STARTTLS protocols.

Verify

Verify the secure connection.

Attachments

When reports are sent by email, the report is rendered into a public format and attached to a simple text email. You can control the attached file format here. Setting applies to Users only.

Acrobat PDF

Attachments will be in Acrobat PDF format.

NOTE: Converting reports into PDF documents is carried out by a special external licensed from Brainy Data Ltd. A currently licensed external called PDFDevice.dll (or .so on MacOSX) must be installed in the XCOMP directory of the Omnis Studio installation.

HMTL

Attachments will be in HTML format.

NOTE: The HTML standard is not as rich in formatting as the report generator and therefore do not expect perfect conversion. In fact, in many cases it does not resemble the printed version of the report at all!

Defaults tab

Defaults that can apply.

Document Processing (Only Available for User Settings)

Default to Sales Order rather than Quotation

If checked, when a new quotation or sales order is operated it will initially be a sales order.

Default to Purchase Order rather than a Request for Quotation

If checked, when a new RFQ or purchase order is operated it will initially be a purchase order.

Default to Work Order Backflushed rather than Normal

If checked, when a new Work Order is created it will initially be marked for Backflushing.

Default to Job rather than Estimate

If checked, when a new Job or Estimate is created it will initially be marked as an Job.

Window Behaviour – Do not Clear Window when Performing a Find

Normally, when performing a Find operation, the window is cleared of data. If checked, this will leave any data present in the window.

Import and Export Text Encoding

Encoding for Import when no BOM

When importing from text data when the file has no Unicode Byte Order Marker (BOM) the selected encoding will be used. Default is kUniTypeNativeCharacters. For more details about this setting see the Unicode topic.

Encoding for Exporting

When exporting to text data or printing to port or text the selected encoding will be used. Default is kUniTypeUTF8. For more details about this setting see the Unicode topic.

Set Byte Order Mark at the start of exported text tick box

If set, and the Encoding for Exporting is set to a Unicode encoding, a Unicode BOM is output at the start of the output file. For more details about this setting see the Unicode topic.

Options tab

Extra options that may apply.

Options field

Options that will be added to the option list. All take the form of optXXXX=Value ;;Comment. The optional comment is for your aide memoir and must be prefixed with a space an two semicolons.

Show Options List button

Opens the Program Options Listing window of available options. Dragging an option from there will install it.

Revert button

Selecting this button will revert to the last saved database.

Save Button

Selecting this button will save all new changes.

Also see:

User Settings Maintenance Privileges and Settings Program Options Listing

Compiled in Program Version 6.00. Help date last modified on 24 November 2022

Class wSettings last modified 25 May 2022. FP File>system manager>Settings Maintenance Subwindow

The post Preferences: Settings Maintenance Subwindow appeared first on Caliach.

System Preferences

Brendan Proctor — Fri, 27 Aug 2021 12:44:57 +0000

OVERVIEW

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.