System General Setup

The SYSTEM GENERAL SETUP screen is used to store settings that affect all stores on the same database and can be changed by the owner rather than by the support department. The setting is changed for all stores in the database when the setting is changed in the screen.

Menu Path: Controls, System, General Setup, SYSTEM GENERAL SETUP screen

System General Setups

Price Plan Setup

PRICE SETUP AS MARGIN / MARKUP

Drop-down that determines whether a Margin % or a Markup % is entered when entering pricing parameters in the PRICE PLAN SETUP screen. Affects the '+/- %1', '+/- %2 SELL', '+/- %3' columns, 'DEFAULT CORE %', 'LINE ITEM PRICE %', and 'OVERALL PRICING %' fields in the PRICE PLAN SETUP screen and the '+/- AMOUNT', '+/- %1', '+/- %2 SELL', '+/- %3' fields in the 'Ctrl' + 'D' pop-up and the 'OVERALL DISCOUNT' field in the Invoice Point of Sale screen.

Options are:

'Markup' - Uses the value entered as the markup when calculating customer pricing.
'Margin' - Uses the value entered as the margin when calculating customer pricing.

The SYSTEM MESSAGES screen logs a message each time the 'BEST PRICE OVERRIDE' and 'PRICE SETUP AS MARGIN / MARKUP' fields are edited. The message displays in the 'ALL' folder when the 'LOCATION' field is set to 'ENTERPRISE WIDE' and the 'Notification Level' is 'INFORMATION'. The system reports the setting name, employee, date, location and edited setting.

BEST PRICE OVERRIDE

Determines whether or not Best Price pricing is overridden depending on what mode the best price is found in.

Checked - Any Best Price pricing in the 'GROUP' mode is overridden by an 'ACCOUNT' or 'MODEL' mode setup, even if that price is higher.
Unchecked - Follows Best Price logic and always gives the customer the best price, regardless of which mode the best price is found in.

Only applies when an account has a Best Price pricing plan established.

HIERARCHY WITH BEST PRICE

Stores want to ensure that clients always get an advertised price even when using the Hierarchy (Best Price not in effect) method of pricing. "Hierarchy and Best Price" allows this hybrid. To implement this feature, only 'Sale Date' discounts should be set to BP=Y, all other discounts should be set to BP=N, and the 'HIERARCHY WITH BEST PRICE' flag should be checked.

Uses the following logic when selling an item:

When Best Price Mode is OFF and the 'HIERARCHY WITH BEST PRICE' flag is checked:

All rows in the Pricing Plan grid are considered regardless of the 'BEST PRICE' flag.
The "hierarchy winner" is determined using the hierarchy method for all applicable Pricing Plan grid rows.
- If the "hierarchy winner" is a Contract Price, the Contract Price is used as the sell price.
- If the "hierarchy winner" is not a Contract Price, all rows that have a BP = Y are considered and the Best Price method is used. The cheaper price of the "hierarchy winner" and the "Best Price winner" which is used as the sell price.
The "Best Price winner" is determined using the Best Price method when all applicable Pricing Plan grid rows that have a BP = Y or E.
The price of the "hierarchy winner" and the "Best Price winner" are compared. The best price is the final selling price.

When Best Price Mode is OFF and 'HIERARCHY WITH BEST PRICE' is unchecked, hierarchy-based ruled are followed.

Best Price Mode:

Best Price Mode is considered ON when all of the following flags are enabled:

'USE BEST PRICE' is checked in the STORE INVOICE OPTIONS screen.
'BEST PRICE' is checked for the account in the PRICE PLAN SETUP screen, 'ACCOUNT' Mode tab.
Note: If the account is assigned to a group, 'BEST PRICE' must also be checked for the group in the PRICE PLAN SETUP screen, accessed from Customer, Accounts, Account Pricing, Price Plan Setup, 'GROUP' Mode tab, 'SETUP PRICING GROUP' button, GROUP SETUP screen.

Best Price Mode is considered OFF when ANY of the above flags are disabled.

CONSIDER BEST PRICE RECORDS IN HIERARCHY
This flag is used in conjunction with the 'HIERARCHY WITH BEST PRICE' flag to determine when a Sale Date discount (set to BP=Y) is in effect, whether its price will be applied even if it happens to be higher than a Mfg discount (set to BP=N) that is also in effect.

Uses the following logic when selling an item:

When 'HIERARCHY WITH BEST PRICE' and 'CONSIDER BEST PRICE RECORDS IN HIERARCHY' are both checked:

In the pricing grids found in the PRICE PLAN SETUP screen, both rows with BP=Y and BP=N are considered to determine the hierarchy winner (which is based on hierarchy, not on which price is cheaper).
That winner is then compared to the Best Price (BP=Y) winner (which is based on which price is cheaper) to determine the final winner (which is the cheaper of the two winners).
With both flags checked, the result is the part sells at the Sale Date price even if it is higher.

When the 'HIERARCHY WITH BEST PRICE' is checked, but 'CONSIDER BEST PRICE RECORDS IN HIERARCHY' is unchecked:

Only rows with BP=N are considered to determine the hierarchy winner.
That winner is then compared to the Best Price (BP=Y rows) winner to determine the final winner.

With this flag unchecked, the result is that the customer will get the better of the two prices (Sale Date or Mfg).

CONSIDER HIERARCHY RECORDS IN BEST PRICE

Determines what records are considered in best price calculations.

Checked - The system considers all records, regardless of how the BP column is set. The 'Best Price' flag is ignored.
Unchecked (default) - The system does not consider hierarchy records in the Best Price calculation.

COST RANGE PRICING

Determines whether price plan cost range pricing is used. The setting applies to all store locations in the database.

Checked - Cost range functionality is used and the 'COST RANGE' column displays on the PRICE PLAN SETUP screen.
Unchecked (default) - Cost range functionality is not used and the 'COST RANGE' column does not display on the PRICE PLAN SETUP screen.

Price Plan Cost Range Pricing affects pricing at Point-of Sale-based on a cost range for a particular part using a cost up pricing philosophy. At Point-of-Sale, if the cost of the part is within the 'COST RANGE' specified in the pricing plan record (and the row applies to the transaction based on other filters and existing rules), the selling price is adjusted according to the remaining settings on that price plan entry row.

COST RANGE PRICING EVALUATION

Determines the cost pricing that is used to evaluate the price at Point-of-Sale.

Options are:

'CUR COST'
'AVG COST'

ACCOUNT TYPE DETAIL PRICING

Determines whether or not pricing can be set across store groups by account type.

Checked - 'MODEL', 'GROUP', 'STORE', 'STORE GROUP', and 'ENTERPRISE' pricing can be set up by 'Account Type'.
Unchecked - Pricing groups cannot be set across store groups by 'Account Type'.

USE PRICE PLAN RECORDS WITH NO PRICE

Determines whether or not to include price plan records for items with $0 set as the price.

Checked - The system warns with a pop-up stating that there is no pricing plan found for the item. Click the 'OK' button to continue.
Unchecked - The pop-up does not display and the system will consider $0 price records.

Account Options

ALLOW eORDERS IF ACCOUNT STATUS IS DELINQUENT

Determines whether or not internet orders can be sent to PartsWatch from a delinquent account.

Checked - Internet orders can be sent to PartsWatch from a delinquent account unless the account's status is locked.
Unchecked - Internet orders cannot be sent to PartsWatch from a delinquent account, even if the account is not locked.

Account Consignment Options

INSUFFICIENT QUANTITY

Determines how to treat the stock quantity for parts that are added to a consignment with insufficient stock quantities.

Options are:

'COMMIT AVAILABLE QTY' - When selected, and parts are added to a consignment that have insufficient stock quantity to meet the consignment quantity, and the 'UPDATE STOCK' button is clicked, the Consign Qty will be reduced to the Qty Available and that quantity will be added to the consignment. When stock is updated, the Qty Available will be zero. (Default).
'COMMIT NONE' - When selected, and parts are added to a consignment that have insufficient stock quantity to meet the consignment quantity, and the 'UPDATE STOCK' button is clicked, zero quantity will be removed from stock. The Consigned Qty will be zero.
'COMMIT REQUESTED QTY' - When selected, and parts are added to a consignment that have insufficient stock quantity to meet the consignment quantity, and the 'UPDATE STOCK' button is clicked, the Qty Available will be reduced by the Consign Qty, allowing the stock quantity to go negative.

CONSIGNMENT INVOICE AFFECTS SALES HISTORY

Determines whether or not to affect sales history when a consignment is closed and return quantities are less than the consigned quantities causing an invoice to be created.

Checked - Part sales histories will be updated when parts are sold from a closed consignment.
Unchecked - Part sales histories will not be updated when parts are sold from a closed consignment.

COPIES OF ACK REPORT - ALL PARTS

Drop-down that determines the number of copies of the Acknowledgement (All Parts) Report to print when the 'UPDATE STOCK' is clicked button on the CONSIGNMENT SETUP screen. Values are '0', '1', and '2'.

Note: ACK is the abbreviation for ACKNOWLEDGEMENT

COPIES OF ACK REPORT - CHANGES ONLY

Drop-down that determines the number of copies of the Acknowledgement (Changes Only) Report to print when the 'UPDATE STOCK' is clicked button on the CONSIGNMENT SETUP screen. Values are '0', '1', and '2'.

Note: ACK is the abbreviation for ACKNOWLEDGEMENT

AR Options

INCLUDE UNAPPLIED IN FINANCE CHARGE CALC

Determines whether unapplied credits and payments for Open Item accounts get included in the Finance Charge calculation.

Checked (default) - Unapplied credits and payments are included in Finance Charge calculations.
Unchecked - Unapplied credits and payments are not included in Finance Charge calculations.

CLEAR NOAR ACCOUNT BALANCES AT END OF PERIOD

Determines whether or not the system automatically clears existing AR balances for all accounts with the account control value set to 'NO AR'.

Checked - During the end of period processes (EOW or EOM) the system clears any existing AR balances for all accounts with an 'ACCOUNT CONTROL' value set to 'NO AR'.
Unchecked - The system does not automatically clear any existing AR balances for any accounts with an 'ACCOUNT CONTROL' value set to 'NO AR'.

ALLOW POSTED ERROR AFTER EOD

Determines whether or not an incorrect posting can be revised after End-of-Day is run.

Checked - An incorrect posting can be revised after End-of-Day is run. This way, two account statements will no longer contain correcting debits and credits, however, there will be inaccurate End-of-Day report data for two different days during the period, instead of one.
Unchecked - An incorrect posting can be revised before End-of-Day is run, but not after.

ONLY ALLOW ROA IN TERMINAL STORE

Determines whether or not the accounts can be set up for ROA functionality outside of the terminal store.

Checked - Customer accounts can only be set up for ROA functionality in the terminal store.
Unchecked - Customer accounts can be set up for ROA functionality in any store in the database.

CALCULATE STATEMENT DISCOUNT IF PAST DUE

Checkbox that determines the rules for the calculation of the discount amount on statements:

Unchecked (default) – Does not calculate the Available Discount using the 'CURRENT' balance due on the statement if the account is past due. Also does not calculate the 'DISCOUNT $' amount on the POST ENTRIES screen, or the 'DISCOUNT' amount on the 'ROA' pop-up, using the 'CURRENT' balance due on the statement and any new invoices if the account is past due.
Checked – Calculates the Available Discount amount on customer statements using the 'CURRENT' balance due on the statement, even if the account is past due. Also calculates the 'DISCOUNT $' amount on the POST ENTRIES screen, or the 'DISCOUNT' amount on the 'ROA' pop-up, using the 'CURRENT' balance due on the statement and any new invoices, even if the account is past due.

Retail Customer Options

RETAIL CUSTOMER NAME/ADDRESS TEXT CASE

Drop-down that allows the selection of 'UPPER' or 'MIXED' so that the following areas that display text are either in the default all upper-case labeling, or mixed case lettering including upper and lower-case labels.

This applies to the following fields on the Retail Customer Entry screen and the 'ADD NEW RETAIL CUSTOMER' pop-up.

'COMPANY'
'FIRST NAME'
'LAST NAME'
'ADDRESS 1'
'ADDRESS 2'
'CITY'
'STATE NAME'
'COUNTY'
'COUNTRY'

Note: At POS the 'ADD NEW RETAIL CUSTOMER' pop-up is labeled 'EDIT RETAIL CUSTOMER'. The 'RETAIL CUSTOMER NAME/ADDRESS TEXT CASE' setting will apply here as well.

When updating or inserting information for Retail Customers in DFIU, the setting will apply to the following fields.

'COMPANY'
'FIRST NAME'
'LAST NAME'
'ADDRESS 1'
'ADDRESS 2'
'CITY'
'STATE NAME'
'COUNTY'
'COUNTRY'

My Website

URL

Insert a website URL that can be accessed by clicking the 'MY WEB SITE' button on the SYSTEM NEWS screen.

My Windows

MAX NUMBER OF WINDOWS

Enter a value in the text box to set the value of the max number of windows available to open in PartsWatch at any time. The value must be between 6 and 20, and the value defaults to 6.

Lock Application

Application Lock Timeout Minutes
Automatically displays the 'Lock Application' pop-up when the logged-in user has been inactive for the number of minutes set in this field, from 0-120.

Note: A value of 0 indicates the application will not automatically lock.

Note: Manually lock the application by pressing the 'Ctrl' + 'Alt' + 'L' keys.

Allow Any User to Unlock Application
When the 'Lock Application' pop-up is displayed, allows any username and password combination set up in the application to be entered to unlock the application, not just the previously logged-in user who was inactive.

Username
When the application is locked, the pop-up displays the username of the logged-in user that was inactive or who manually locked the application.

If you change the login name in the 'Username' field, with or without entering a password, and the setting 'Allow Any User to Unlock Application' is unchecked, a pop-up displays identifying you must unlock the application. Clicking the 'OK' or the border 'X' will close the pop-up.

If you change the login name, and enters a valid password for that login name, and the setting 'Allow Any User to Unlock Application' is checked, the application unlocks with all of the same control settings from when the application was locked.

Note: If there are any unsaved edits when the application locks, if the user selects 'Logout' at the Application Locked pop-up, there is no notice that there are unsaved edits, nor are those edits saved.

Password
Enter a valid password combination for the 'Username' field and click the 'Unlock' button or press the 'Enter' key to unlock the application. If you enter an invalid password, or no password, the application will prompt "Invalid Password. Try again!"

Unlock
Click to unlock the application, resuming normal control after closing the 'Application Locked' pop-up.

Log Out
Click the 'Log Out' button to log out and re-display the PartsWatch login screen, regardless of who was logged in previously.

Clicking the 'x' in the top-right corner also closes the 'Application Locked' pop-up, returning you to the PartsWatch login screen.

Custom Function Keys

Use this section of the System General Setup screen to customize what the function keys on the keyboard open.

Note: If 'Manufacturer Links' is assigned to a function key, the applications launches the default web browser and displays a webpage resulting from this URL: https://autologue.com/manufacturer-links/. This is a webpage with links to major vendor and manufacturer catalog websites.

Note: Existing user security will apply to determine if the user has access to the screen/menu item when selected from the function key.

F2
Drop-down that determines what screen/menu item/application function in the application opens/occurs when the 'F2' key is pressed. The default for F2 is the 'Menu' selection, which opens the menu.

Note: 'Edit', 'Save', 'Windows' and 'Interchange' are not available as a selection in this list.

F5
Drop-down that determines what screen/menu item/application function in the application opens/occurs when the 'F5' key is pressed. The default for F5 is the 'Edit' selection, which turns the current screen's edit mode on, according to user security permissions.

Note: 'Menu', 'Save', 'Windows' and 'Interchange' are not available as a selection in this list.

F9
Drop-down that determines what screen/menu item/application function in the application opens/occurs when the 'F9' key is pressed. The default for F9 is the 'Save' selection, which saves the changes made on the current screen.

Note: 'Menu', 'Edit', 'Windows' and 'Interchange' are not available as a selection in this list.

F11
Drop-down that determines what screen/menu item/application function in the application opens/occurs when the 'F11' key is pressed. The default for F11 is the 'Windows' selection, which opens the 'My Windows' to see what screens are open in the current instance of the application.

Note: 'Menu', 'Edit', 'Save' and 'Interchange' are not available as a selection in this list.

F12
Drop-down that determines what screen/menu item/application function in the application opens/occurs when the 'F12' key is pressed. The default for F12 is the 'Interchange' selection, which opens the 'Interchange' window.

Note: 'Menu', 'Edit', 'Save' and 'Windows' are not available as a selection in this list.

Report Options

LISA TRANS START DATE-DAYS BACK FROM TODAY

Sets the number of days to search sales history back from today to avoid searching the entire sales history table.

Defaults to 90 days (three months back from today). Valid values are 0 (today) to 365 (one year back from today). A pop-up displays when a value greater than 365 is entered.

PART LEDGER START DATE-DAYS BACK FROM TODAY

Sets the number of days to search sales history back from today to avoid searching the entire sales history table.

Defaults to 90 days (three months back from today). Valid values are 0 (today) to 365 (one year back from today). A pop-up displays when a value greater than 365 is entered.

Stocking Level

Drop-down used to control the stocking level output of the Inventory Count Report.

Selections are:

'MIN' - Reports the part table 'MIN' value as the stocking level output.
'MAX' - Reports the 'MAX' value as the stocking level report output.
'MIN / MAX'- Reports the 'MIN' and 'MAX' values as the stocking level report output.
'ORDER POINT' - Reports the 'ORDER POINT' value as the stocking level report output.
'MIN / ORDER POINT' - Reports the 'MIN' and 'ORDER POINT' values as the stocking level report output.

PART PRICING DEFAULT

Sets the default of the 'PART PRICING' drop-down on the Inventory Cost Report, Reserve Cost Report, and Inventory Count Report.

Options are:

'PRICE 1 - 7'
'CUR COST'
'AVG COST'
'LAST COST'
'VNDR COST 1 - 4'

CORE PRICING DEFAULT

Sets the default of the 'CORE PRICING' drop-down on the Inventory Cost Report and Reserve Cost Report.

Options are:

'CORE SELL'
'CORE COST'
'CORE AVG COST'

REPORT PRICING DEFAULT

Sets the default of the 'REPORT PRICING' drop-down on the Inventory Info Report and Negative Stock Report.

Options are:

'PRICE 1 - 7'
'CUR COST'
'AVG COST'
'LAST COST'
'VNDR COST 1 - 4'
'CORE SELL'
'CORE COST'
'CORE AVG COST'

NON-STOCKED DEFAULT

Determines the default setting of the 'NON-STOCKED' filter on several report screens.

'INCLUDE' - When set to include, the default when the user opens any of the following report screens is 'INCLUDE' as well.
'EXCLUDE' - When set to exclude, the default when the user opens any of the following report screens is 'EXCLUDE' as well.

Note: The following reports are affected:

Inventory Count Report (Reports, Inventory, Inventory Count)
Inventory Info Report (Reports, Inventory, Inventory Info)
Inventory Data Report (Reports, Inventory, Inventory Info)
Parts on Open Documents Report (Reports, Inventory, Inventory Info)
Negative Stock Report (Reports, Inventory, Inventory Info)
Inventory Cost Report (Reports, Inventory, Inventory Cost)
Reserve Cost Report (Reports, Inventory, Inventory Cost)
Lost Sales Report (Reports, Inventory, Lost Sales)
PN Code Summary Report (Reports, Inventory, P/N Code Report)
On Order/Back Order Report (Reports, Inventory, On Order / Backorder Reports)
Customer Back Order Report (Reports, Inventory, Customer Back Order)

CONSIGNMENTS

Determines the default setting of the 'CONSIGNMENTS' filter on the INVENTORY COST REPORT screen.

'INCLUDE' - When set to include, the default when the user opens the INVENTORY COST REPORT screen is 'INCLUDE' as well.
'EXCLUDE' - When set to exclude, the default when the user opens the INVENTORY COST REPORT screen is 'EXCLUDE' as well.