Exact Synergy Enterprise

Creating and modifying system settings

Menu path

Modules ? System ? Setup ? Settings - General ? All

Introduction

You can create new system settings for the General, Division, or User type of field settings. With this function, you can create new settings for the fields used in the system. For example, if you want to use a default value for the account classification field, you can create a new setting for the field under the General type of setting by typing the default value for the field. Based on this setting, whenever you create a new account in the system, the account classification field will be filled with the default value as defined in the system settings. However, you cannot create or maintain the Back office-type of system settings.

Roles and rights

Only users with the Administrator role at the corporate level can create and modify system settings.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 255 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create system settings?

1. On the System: Settings page, click New. The Setting page will be displayed.
2. Type the name of the setting at Name.
3. At Value, select the type of setting, and then type the value at the field next to it.
4. Click Save to save the setting, or Save + New to save the setting and create another setting.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify system settings?

1. On the System: Settings page, define the search criteria.
2. Click Show.
3. Select the required setting by clicking the hyperlink in the Name column.
4. Make the necessary changes.
5. Click Save.

How do I delete system settings?

1. On the System: Settings page, define the search criteria.
2. Click Show.
3. Select the required setting by clicking the hyperlink in the Name column.
4. Click Delete. A message "Are you sure that you want to delete this record?" will be displayed.
5. Click Yes to confirm the deletion.

Related documents

• Overview of divisions
• Overview of system settings