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:

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