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Insight System Settings List
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Last modified on 10/4/2016 9:41 PM by User.

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EnableCustomerService, EnableTaskManagement, FromEmailAddress, PopUpOSBalanceInfo, ISOLanguageCode, SQLServerName, UseAddressingService, UserName, InsightPathCurrent, ISOCurrencyCode, JobUnitPricesAreGross, ServerName, SMSPassword, Application Reject, ProductPriceFormat, TemplatesPath, TrnMode, UsePaymentDateInFinancialSummary, Application Accept, AutoEmailGeneratedDocuments, Debug, DefaultToTodaysInvoiceDate, HolidayYearStart, ISOCountryCode, SQLDatabaseName, UseLongProductDescription, BCCEmailAddress, EnableDepartmentAnalysis, EnableJobBookings, EnableSpecialAdjustments, InsightMailPath, MultipleSectionJobs, SavingsLineFormat, SMTPServer, CompanyName, EnableJobContracts, EnableLinkedProducts, EnablePurchaseOrders, InsightPathArchived, InsightPathReceipts, settings, TrackClientProducts, UseMonthNameRefForJobs, ViewInWord, BankStatementImportFormat, DashboardAwaitingInvoiceLink, DisplayProductsOnJobForms, EnableBatchInvoices, ImportTillData, PLReportFormat, ReminderFrequencyMinutes, SpellCheck, SystemType, AlertsFrequencyMinutes, EmployeePortalURL, JobAppDuration, EmailPassword, EmailUserName, EnableDeliveryAddresses, InsightSystemPath, OnAddJobOpenPersonFormForAddedRecord, ProductQuantityFormat, SMSUserName, UseExtendedSkins, UseSQLWindowsLogin, CreatePDFDocs, NewJobPaymentStatus, parameter, VATScheme, 9000, AllowNegativeStockQuantities, DefaultClientTypeOrg, EnableEquipmentBookings, EnableMeasurements, QuotationAppDuration, VATReclaimingFuel, WeekStartDay, YearsOfDataToDisplay

Insight System Settings List

System Settings are stored in the Systems Parameter list as Type 9000 records.

 

On the Monthly Sales Summary screen, controls the display of the Monthly Sales captured from the weekly summary sheet for reconciliation purposes.

System Setting ID Possible Values Notes
AlertsFrequencyMinutes 0-99

Control how often the alert of outstanding tasks is shown

NOT USED?

AutoEmailGeneratedDocuments

TRUE or FALSE If set to TRUE and the customer / supplier contact has an email address will automatically open the send email form and with the generated documented attached
BankStatementImportFormat Vairous Bank Statement Formats  
BCCEmailAddress Blank or Email Address If set, will BCC all emails sent to this address
ClientDBLinkOnHomeMenu TRUE or FALSE IF TRUE, the link on the Home Dashboard menu opens the Clients Database (Companies). Otherwise it opens the Customers Databases (Individuals)
CompanyName Your company name The company name on the software licence.
CreatePDFDocs TRUE or FALSE If TRUE, all generated documents will be converted to PDF otherwise they will remain as RTF format.
CustomerSearchAddress TRUE or FALSE If TRUE, Also search the customer address field when using the search boxes on the Dashboard menus.
DashboardAwaitingInvoiceLink

AwaitingInvoice

InProgress

InProgressAwaitingInvoice

NotFullyPaid

Controls which invoices are displayed when clicking the Awaiting Invoice link in the main dashboard
Debug TRUE or FALSE If TRUE, will display additional information when an error occurs
DefaultCashFloat Amount of Float at start of day Real Number
Default_ISOCountryCode ISO Country Code (eg. GBR) Your default country.. Not a 9000 record, but a type 46
Default_ISOCurrencyCode ISO Currency Code (eg. GBP) Your default currency . Not a 9000 record, but a type 47
Default_ISOLanguageCode ISO Language code (eg. ENG) Your default language. Not a 9000 record, but a type 48
DefaultClientTypeOrg TRUE or FALSE If TRUE, the default Client Type is set to a company when adding a job. If FALSE, then the default client type is a person.
DefaultFavouriteProductsTab TRUE or FALSE If TRUE, and TrackClientProdcuts also TRUE, will default to display the Favourites Tab on the Job Forms
DefaultNewProductVATRateType 1,2,3,4,5 The Default VAT Rate Type when adding new products. 1=Std, 2=Reduced, 3=Zero, 4=EC Zero Rate, 5=VAT Exempt
DefaultRouteStart Address, Eg. "1 High Street, Derby" The starting point for route and distance calculation used in the Map Control
DefaultStdWidth A number denoting the default standard width for Carpets Only used for Clients with measurements enabled and used when adding a new job section (room)
DefaultToTodaysInvoiceDate TRUE or FALSE If TRUE, will default to the current date when generating a new invoice. If FALSE, you have to enter it manually
DisplayProductsOnJobForms TRUE or FALSE Controls whether the Products are displayed on the left hand side on the Job Forms.
EmailPassword Email account password The password for the SMTP mail account
EmailUserName Email account UserID The UserUD for the SMTP mail account
EmployeePortalURL URL of Employee Portal site Eg. https://derbydatabases.com/Employee
EnableBalanceSheet TRUE or FALSE Controls the visibility of the Balance Sheet Functions.
EnableBatchInvoices TRUE or FALSE Controls the availability of the menu option to generate invoices in batch.
EnableCleaningStaffRotaAndTimesheets TRUE or FALSE Controls the Visibility of the Employee Rota and Timesheet functions
EnableCustomerService TRUE or FALSE Controls the availability of the Customer Service sub-system
EnableDeliveryAddresses TRUE or FALSE

Allows setting up a multiple delivery addresses for a customer.

IF TRUE, creates a separate tab in the invoice form for each delivery address

EnableDepartmentAnalysis TRUE or FALSE On the Weekly Summary Sheet, controsl whether the panel for Departmental Analysis is shown to capture the data for upto 5 departments
EnableEquipmentBookings TRUE or FALSE Controls the availability of the Equipment booking sub-system
EnablePharmacyFunctions TRUE or FALSE Controls the availability of the Pharmacy Sub-System
EnableJobBookings TRUE or FALSE Controls the availability of the Job Booking feature on the Job Form.
EnableJobContracts TRUE or FALSE Controls the availability of the Contract Jobs (Recurring jobs) feature.
EnableLinkedProducts TRUE or FALSE Set to TRUE if you want to use the linked items feature. This will automatically add a linked item to a job when the main item is added  (eg. Add Valve when adding selling a new tyre)
EnableMeasurements TRUE or FALSE Enables the capturing of room measurements when adding a job
EnableMonthlySalesRecon TRUE or FALSE On the Monthly Sales Summary screen, controls the display of the Monthly Sales captured from the weekly summary sheet for reconciliation purposes.
EnablePurchaseOrders TRUE or FALSE Controls the availability of the Purchase Orders feature
EnableSpecialAdjustments TRUE or FALSE Controls the availability of the Special Adjustments Feature
EnableTaskManagement TRUE or FALSE Controls the availability of the Task Management sub-system
FromEmailAddress From Email Address on sent emails From Email Address on sent emails
GroupAbsencesByDayOfWeek TRUE or FALSE Control if the Employee Absence report should be grouped by the Day of Week
HolidayYearStart DDMM (eg. 1st April would be 0104) The start date of your Holiday Year. Used in the Employee forms
ImportTillData TRUE or FALSE Controls the availability of Importing Till Data Directly from the IT RETAIL SYSTEMS POS Database
InsightMailPath Folder name Folder name where new documents are scanned. Can you a network folder location
InsightPathArchived Folder name Folder name where archived client / supplier / vehicle / equipment documents are stored. Can be a network folder location
InsightPathCurrent Folder name Folder name where the current client / supplier / vehicle / equipment documents are stored. Can be a network folder location
InsightPathReceipts Folder name Folder name where the expense receipts are stored. Can be a network folder location
InsightSystemPath Folder name Folder name where the system files are stored. Can be a network folder location
JobAppDuration Minutes 0 - x. eg. 30 Default length of a job booking
JobUnitPricesAreGross TRUE or FALSE If TRUE, Unit Prices of products entered on Invoice form will be deemed as Gross and the Net will be calculated based on the VAT Rate selected
MultipleSectionJobs TRUE or FALSE Controls whether an Invoice has multiple sections (eg. 1 for each delivery address)
NewJobPaymentStatus Payment Status Code (Eg. A)

The Payment Status for new jobs added

OnAddJobOpenPersonFormForAddedRecord TRUE or FALSE When adding a new job, controls whether a form should be opened to enter the full details of a new person or whether only the basic details are needed.
PLReportFormat

Limited Company

Partnership

Controls the Profit and Loss report format.
PopUpOSBalanceInfo TRUE or FALSE If TRUE, will pop up a box reminding you of the outstanding balance when a job record is opened
ProductPriceFormat String format (eg. c2) Controls the display of the product prices on the job forms
ProductQuantityFormat String format (eg. n2) Controls the display of the product quantities on the job forms
QuotationAppDuration Minutes 0 - x. eg. 30 Default length of a quotation booking
ReminderFrequencyMinutes Minutes 0 - x. eg. 30 The frequency in minutes which outstanding task are reminded
SavingsLineFormat {0} = Saving Percentage
{1} = Saving Amount
{2} = Standard Price
The line to print on an invoice when a customer is saving on the standard price of an item
ServerName Server Name Server Name
SMSPassword password SMS Account Password
SMSUserName username SMS Account User Name
SMTPServer SMTP Mail server SMTP Mail server used for outgoing messages
SpellCheck TRUE or FALSE If TRUE, Spell Check is enabled when adding notes
SQLDatabaseName SQL Database Name SQL Database Name
SQLServerName SQL Server Name SQL Server Name
SystemType

1 = Translations Agency

2 = Professional Services (Standard)

3 = Retail Store Management

4 = Garage Management

 
TemplatesPath Folder name Folder name where the Document  templates are stored. Can be a network folder location
TimesheetReportingDays Number of days eg. 14 The default period for timesheet reports.
TrackClientProducts TRUE or FALSE If TRUE, keeps a record of which products a client has ordered
TrnMode TRUE or FALSE If TRUE, sets system in Training Mode
UseAccountPaymentsReceived TRUE or FALSE Control if Weekly Summary Sheet allows entry of Account Payments Received figures
UseAddressingService TRUE or FALSE Controls where an online Postcode lookup service is used
UseExtendedSkins TRUE or FALSE If TRUE, makes more application colour themes available
UseLongProductDescription TRUE or FALSE Controls if the short of Long descriptions are used on the Invoices
UseMonthNameRefForJobs TRUE or FALSE If TRUE, the Job Ref will be the Month and Year. eg. January 2014
UseOriginalCashAccCalc TRUE or FALSE

Determines the method to Calculate the Cash A/C balance

TRUE uses the formula:

Cash Acc = (Total Sales + Money in Cust A/C) - (Card Sales + Cash Invoices + Coupon + Chq/Acc + PAYE)

FALSE uses the formula:

Cash Acc = Total Cash In Hand - PAYE

UsePaymentDateInFinancialSummary TRUE or FALSE On the Financial Summary screen, controls where date range is used against the Invoice or Payment Date fields
UserName User Name User Name for Software licence
UseSQLWindowsLogin UseSQLWindowsLogin Controls if Integrated SQL Security is used

VATReclaimingFuel

All

FuelScale

Business

None

Which fuel scheme are you re-claiming VAT on
VATScheme

Standard

Cash

FlatRateBasicTurnover

FlatRateCashTurnover

The VAT Scheme your company is operating under
VehicleLookupType R (random) or between 1 and 4 Which Vehicle lookup service to use
ViewInWord TRUE or FALSE IF TRUE, generated RTF documents are opened in Micrsoft Word and not the built-in document editor.
WarnReprintInvoice

TRUE or FALSE

 

If TRUE, displays a warning when generating an Print Invoice/Quotation for a job that's previously been printed. It will use the same Invoice / Quote number as the previous one. If you need a different number, set the number back to 0 before generating a printed invoice/quote
WeekStartDay

1 to 7

(1 = Monday; 2 = Tuesday etc_

The day of your start of week
YearsOfDataToDisplay 1 - x The number of years worth of data to display in the financial analysis screens