Edit Criteria - General |
The Edit Criteria - General tab enables you to define general edit criteria, including date ranges, account ID requirements, and default year designation. You can also access optional wizards, such as a New Equipment wizard and a New Parts wizard, that streamline setup tasks.
The fields in the Options section of this tab define the general edit criteria and provide access to optional wizards. Unless otherwise indicated, these fields are required.
Maximum days from today for valid date entry
Controls how dates are edited; define a range of days in relation to the current date in the computer.
Before
Maximum number of days, prior to the current date, for which a date is accepted in a date field.
After
Maximum number of days, after the current date, for which a date is accepted in a date field.
Account ID
System-wide requirement for information in account ID fields. This field has a list box:
REQUIRED: Account ID fields require a valid ID of an account that is active.
OPTIONAL: Account ID fields do not require an account ID, but if you enter one it must be valid and active.
NOT REQUIRED: Account ID fields do not require any information; you may enter information or leave the fields blank.
Note: If there is a check in the Require entry of account ID on work orders and tasks field on the Data -> Shop Activity -> Setup -> Repair Reasons -> Repair Reasons screen, that setting takes precedence.
The Active field on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen specifies whether an account ID is active.
Require account group ID for account ID
If this field has a check, a valid account group ID is required in Account group ID fields. Refer to Account Group Codes.
Restrict account ID choicelist based on department supported accounts
If this field has a check, account ID choicelists only list the departments supported by the user's employee ID or operator ID. If the user has an employee ID and an operator ID, only those accounts supported by the employee ID are listed. The options are as follows:
NEVER
CHOICELIST
ALWAYS
Note: If there is a check in the Supports all departments field on the Employment Info tab of either the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen or the Data -> Equipment Units -> Setup -> Operators -> Primary Information screen, the account choicelist is not restricted.
Current year
Four-digit year that corresponds to the organization’s current year. Can be based on either the fiscal year or the calendar year. This value is the default year for work order IDs and purchase order IDs generated automatically. To update this value to the next year, click the Reset numbering for new year button on the System Mgmt -> End of Period screen.
Fiscal year end month
Number of the month (1–12) in which the organization’s fiscal year ends. If your fiscal year is July 1 through June 30, for example, specify 6.
Reset historical cost fiscal settings
The Reset historical cost fiscal settings button resets the fiscal year based on the start month setting.