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SYMENU System Manager Introduction 39

Global Setup

 

Overview

 

There are a vast number of features and functions in the Elliott Software that we let you Pick & Choose rather than install them by default.  This way, you can select what best suits your needs and that which can improve your functionality and customer service.

 

 

The Util-Setup menu option in the Elliot Main Menu offers you a menu choice titled Global Setup.  This menu choice, Global Setup, organizes the features and functions by sub-menus.  These sub-menu setup options are listed below.


Keep in mind that Global Setup is a sensitive area and you don't want to allow ordinary users accessing it.  Global Setup is usually restricted to “Admin” or Elliott “Czar” (CFO, Controller…etc. ) Letting each user accessing Global Setup, whatever the reason maybe, is not advisable.

 

System Global Setup

 

These are applications used system wide, e.g., Notes, or applications that may cross and be functional in two or more modules, e.g., Landed Cost.  Their setup and default values are defined in this manual (see System Global Setup).  Their functionality and usage are as follows:

 

 

Menu Item

Functionality

Usage Instructions

 

 

 

Additional Search Key

System Wide

With Setup Instructions

Available To Promise

I/M and COP

I/M & COP Manuals

Bar Code Printing Setup

I/M, COP, PO, BOMP & SFC

I/M, COP, and PO Manuals

Company Specialized Control

 

 

Design Your Own Form

AP, COP, PO

AP, COP, and PO Manuals

Landed Cost Control

I/M and PO

I/M and PO Manuals

Note Function

System Wide

System Manager Manual

Printing Control

System Wide

System Manager Manual

Serial Number Tracking Ctrl

I/M and BOMP

I/M and BMOP Manual

System Period Control

System Wide

With Setup Instructions

User Purging Control

System Wide

With Setup Instructions

Events Handling

System Wide

System Manager Manual

Attribute Handling

System Wide

System Manager Manual

Hold Handling

 

 

eContact Manager

System Wide

System Manager Manual

Link Setup

System Wide

System Manager Manual

 

 

           

Accounting Global Setup

 

These are module specific features and functions for GL, AP, and AR.  Their setup is defined in the Global Setup section of their respective manual.  The Usage instructions are in the section of their manual where applicable; Maintenance, Inquiry, Processing, Reports, Util-Setup.       

 

Setup Options for:

 

G/L Global Control

G/L Setup

A/R Global Control

A/R Setup

A/R Bill To Customer

A/R Sales Tax Audit Trail

A/R Payment Source

A/P Global Control

A/P Setup

A/P Batch Processing

P/R Setup

P/R Global Control

Bankrec Setup

           

Distribution Global Setup

These are module specific features and functions for I/M, PO, and BMOP.  Their setup is defined in the Global Setup section of their respective manual.  The Usage instructions are in the section of their manual where applicable: Maintenance, Inquiry, Processing, Reports or Util-Setup.          

 

Setup Options For:

 

 

I/M Global Control

I/M Setup

Display Item History Information

Substitute Item Control

Inventory Transfer Control

COP Setup

P/O Global Control

P/O Setup

P/O Requisition Process

BOMP Global Control

BOMP Setup

 

 


COP Control Global Setup

These are additional features and options in Customer Order Processing, many of which have their own menu selection.  Their setup is defined in the Global Setup section of the COP manual.  The Usage instructions are in the section of the COP manual where applicable: Maintenance, Inquiry, Processing, Reports or Util-Setup.

Setup Options Available:

 

Bill of Lading

Copy Order

Customer Item Cross Reference

Freight Calculation

Order/Invoice Inquiry

Price By Whole Order

Price List By Customer

Print COD Tag

Credit Check & Release

Salesman Commission Control

User Defined Code

Stock Status Inquiry

Sales Desk

Sales Desk Screen Layout

Change Customer Screen Layout

Contract Pricing

 

COP Function Global Setup

 

These are additional features and options in Customer Order Processing that greatly impact the functionality of many order processing, inquiry and posting functions.  Their setup is defined in the Global Setup section of the COP manual.  The Usage instructions are in the section of the COP manual where applicable: Maintenance, Inquiry, Processing, Reports or Util-Setup.

Setup Options Available:

 

Change Quote To Order

Invoice Printing

Print Order/Quote/Acknowledgement

Order Billing Screen

Order Header Screen

Order Line Item Screen

Pick Ticket/Ship Label

Post Invoice To A/R

Purge Posted Invoice

Future Price Screen

Shipping Manifest Report

Shipping E-mail Acknowledgement

Shipping Data Update

Shipping Confirmation

 

 

Add-Ons

 

This is the area where you setup or, in some cases, run Elliott Vertical Add-On modules that require a separate license agreement. 

 

Options Available:

 

Multi-Bin Control

Style Group Control

Vertex Sales Tax

Sales Order Export

Sales Order Import

Shipping Verification

Purchase Order Import

Take An Order Interface

Activex Component

On-line Credit Process

Consumer Scanner Interface

Radio Beacon Interface

Item Import Utility

Warehouse Receiving

Recurring Order

 

Utility Global Setup

 

These are programs or file maintenance utilities required for a few functions.  There are no setup programs within this menu.

 

Programs and Utilities Available:

 

Generate User Index

Convert Ship-To To Customer

Reset Last Access User And Date

Switch FOB And Landed Cost

Copy FOB to Landed Cost

Event Alert And Purge

eContact Integrity Check

eContact Password Generate

Set CC Master Password

Preauthorize User CC Access

Preauthorize Server CC Access

COP Order Integrity Check

 

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