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?
- On the System: Settings page, click New. The
Setting page will be displayed.
- Type the name of the setting at Name.
- At Value, select the type of setting, and then type the
value at the field next to it.
- 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?
- On the System: Settings page, define the search criteria.
- Click Show.
- Select the required setting by clicking the hyperlink in the
Name column.
- Make the necessary changes.
- Click Save.
How do I delete system settings?
- On the System: Settings page, define the search criteria.
- Click Show.
- Select the required setting by clicking the hyperlink in the
Name column.
- Click Delete. A message "Are you sure that you want to
delete this record?" will be displayed.
- Click Yes to confirm the deletion.
Buttons
Save
Click this to save the system setting.
Save + New
Click this to update the results according to the defined criteria.
Note: This is available only when you are creating a system setting.
Delete
Click this to clear the defined criteria so that you can start a new search.
Note: This is available only when you are modifying an existing system setting.
Close
Click this to exit.
Fields
Type
This displays the type of field setting which you want to create the new system setting for. You cannot change the type as it is the type you have selected on the overview screen. For more information, see Overview of system settings.
Division
Type or select the division for which you want to create the system setting. For more information, see Overview of divisions. This information cannot be changed once the system setting is saved.
Note: This field is available only if Type is shown as Division.
User
Type or select the user for whom you want to create the system setting. This information cannot be changed once the system setting is saved.
Note: This field is available only if Type is shown as User.
Name
Type the name for the system setting. This is mandatory. This information cannot be changed once the system setting is saved.
Value
Select the type of value to be used in the new system setting. Next, type the value to be used for that data field. There are four options available:
- String — A set of alphanumeric characters that exclude numbers used for calculations. Examples of string data are addresses, names, and accounts statuses.
- Integer — Positive numbers from 0 to 9 excluding exponent and fractions. Examples of integer data are financial year, division code, and warranty period.
- Numeric — Data consisting digits that are used for calculations. Examples of numeric data are quantities and amount.
- Date — Data representing dates in year, month, and day. Examples of date data are date of birth, expiry date, and delivery date.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.090.306 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
23-05-2018 |
Release: |
380 |
Attachment: |
|
Disclaimer |