Wiki source code of 5.1 Available Options List

Last modified by Admin User on 2023/06/30 10:26
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1 The available configuration options are explained below. Options will take effect only for users who log in after the changes are saved.
2
3 If a system default setting exists (defaults are shown) an option only need be selected if this default requires alteration or reassignment organisationally.
4
5 * Admin Default Home Tab
6
7 This option will determine the landing screen when users, with administration permission, navigate to P2P Admin. The default landing tab is 'Users'.
8
9 Option Value: Choose one of the list box's eight administration screen tabs.
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11
12 * Admin Order Cancellation
13
14 **True:** Any administrator who can view an order request or purchase order is also able to cancel it on the following screens:
15
16 1. Cancellation of any order request in approval in the Order Request Approval Summary screen (i.e., in the inbox)
17 1. Cancellation of any order request in approval in the Purchase Order Status Summary screen (i.e., from a status search)
18 1. Cancellation of any transmitted Purchase Order in the Purchase Order Status Summary screen (i.e., from a status search)
19
20 **False (default):** Only the order originator can cancel an order.
21
22
23 * Audit Log Purge Allowed
24
25 **True:** The "Purge Records" section appears at the bottom of the Administration Transaction Audit Log page, allowing the logged records of administrative actions to be erased. This affects the log only, not functionality.
26
27 **False (default):** The "Purge Records" section does not appear at the bottom of the Audit Log page, and logged records cannot be erased.
28
29 Note: If the setting is False for a child organisation but True for a parent organisation, a parent administrator can still purge the child organisation's records. The dynamic option only restricts the purging of records for administrators of the organisations specified when the option is set.
30
31
32 * **Automatic Recalculation**
33
34 **True (default):** If set to True the invoice entry page will automatically recalculate the invoice total after changes to quantities or values are entered.     
35
36 **False:** When set to false, PECOS P2P will display a ‘recalculation’ button on the invoice entry page for the user to manual recalculate the invoice. Automatic recalculation is turned off.
37
38
39 * Custom Home Page
40
41 Option Value: A file reference and name must be entered here. The default is ‘empty’, which will display the standard PECOS P2P home page and any user-defined homepage view will override this organisation assignment. The Custom Home Page option allows you to specify a custom home frame which can be either an absolute URL (e.g., http:~/~/www.elcom.com) or a relative URL for a file hosted on the PECOS server (e.g., myHomePage.html). In the latter case, the file must be configured and loaded by Elcom Support.
42
43
44 * Decimal Quantities Allowed
45
46 True: If selected and set to true, PECOS P2P will allow quantities to be entered with up to six decimal places. Prices will also be supported up to six decimal places.
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48 False (default): Decimal quantities will not be supported.
49
50 Note that calculations are performed and stored using the entered level of precision, and the displayed amount is rounded. Order totals continue to be based on stored, non-rounded extended values.
51
52
53 * Default Account Display
54
55 This selection controls the default display of financial tracking information. Select from a drop-down box:
56
57 * **Codes (default)**: Displays account codes (segment value) only.
58 * **Codes – Descriptions**: Displays account codes and names (segment value and description).
59 * **Descriptions**: Displays account code name (segment description) only.
60
61 Users can override this default during their session, but the defaults are reset on the next login.
62
63
64 * Delivery Note Image
65
66 Option Value: A file reference and name, supplied by Elcom Support, must be entered here. The default is ‘empty’.
67
68 This option allows you to specify a file name for the image that will appear on your organisation's upper-left corner of the Delivery Note print. A PECOS P2P image displays as a default.
69
70
71 * Direct Item Entry
72
73 This option controls the display of the Direct Item Entry fields at the foot of the Shopping Cart screen.
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75 True (default): The Direct Item Entry fields are displayed, allowing the requisitioner to add a catalogue item directly onto the shopping cart by entering a quantity, item number and an optional supplier id.
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77 False: The Direct Item Entry fields are hidden.
78
79
80 * **Display AP Inquiry**
81
82 **True (default):** The AP Inquiry button is displayed on the settlement screen. Once the button is selected, the user may view the PO or close the order from within the AP Enquiry screen.
83
84 **False:** The AP Inquiry button is removed from the settlement screen.
85
86
87 * Display PO Signature Box
88
89 **True:** A box labelled "Authorised Signature" appears below the item table on the purchase order.
90
91 **False (default):** The Signature Box does not appear.
92
93
94 * Display Requisition Submit Button
95
96 **True (default):** A submit button appears on the Requisition page, allowing a requisition to be sent directly from that page rather than forcing the extra step through the Requisition Review page.
97
98 **False:** No submit button appears on the Requisition, so users must submit requisitions from the Requisition Review page.
99
100
101 * Display Run Matching
102
103 **True (default):** This lets your users run the PO/Invoice matching program for orders on the Status and Order Task Results page, using a Run Matching button. Users must also have invoice and administrator user profile roles to see this option.
104
105 **False:** The Run matching button does not appear on the Status and Order Task Results page.
106
107
108 * Display Supplier Lookup Button
109
110 **True:** A "supplier lookup" button appears on the Add Non-catalogue Item page for the selection of an existing supplier. The button launches a new window for a supplier search.
111
112 **False (default):** The "supplier lookup" button does not appear, and suppliers are chosen only from a drop-down list.
113
114
115 * Enable Two-Factor Authentication
116
117 True: Length (set between 4 and10) and Expiry Time (set between 5 and 10 minutes) are presented and require entries.  When set to true, Two-Factor Authentication functionality is enabled for the organisation and will present the user attempting to log in with a field to enter a code. A user from the organisation where this is assigned will receive a system-generated code based on the Email address configured on the user profile and entering this code in the field will allow for login.
118
119 False (default): Two-Factor Authentication functionality is not enabled for the organisation.
120
121
122 * Enable Budgeting
123
124 True: Budget checking functionality is enabled for the organisation. This cannot be set unless the ‘Enable Budgeting’ site level System Option is enabled.
125
126 False (default): Budget checking functionality is not enabled for the organisation.
127
128
129 * Enable Content Management
130
131 True: For customers who implement the PECOS Catalogue Content Management solution, this will display the Content Management tab for direct access.
132
133 False (default): The Content Management tab is not displayed.
134
135
136 * Enable eInvoicing
137
138 True: For customers who implement the PECOS eInvoicing solution, this will display the eInvoicing tab for the configuration of direct sign-on.
139
140 False (default): The eInvoicing tab is not displayed.
141
142
143 * Enable eSourcing
144
145 True: For customers who implement the PECOS eSourcing solution, this will display the eSourcing tab for the configuration of direct sign-on.
146
147 False (default): The eSourcing tab is not displayed.
148
149
150 * Enable Price Quoting
151
152 True: Price Quote functionality is enabled for the organisation. The system will display: a Price Quote tab in the Organisation Notification Messages screen; a Price Quote option will appear as a modification option in the owner tab of requisition approval plans; a Price Quote button and associated functionality will appear on Requisition Approval Summary screens (when the approval plan option requires), and the supplier profile Price Quote contact and Price Quote transmission method become mandatory.
153
154 False (default): Price Quote functionality is not enabled for the organisation.
155
156
157 * Exclude Unwanted Non-Cat Fields
158
159 True: The input fields that will become unavailable when this dynamic option is selected are GTIN, Mfr Part Number, Manufacturer, UOM Quantity, UOM Quantity Unit, Hazard Code, Control Regulation, Lead Time (Days), Internal Comments, External Comments, Category Code fields.
160
161 Note: This Dynamic Option should not be selected when the Dynamic Option of Require Category Assignment for Non-catalogue Items is set to True, due to the removal of the Category Code fields.
162
163 False (default): All input fields are available on the Non-Cat Page.
164
165
166 * Grid Control Search Limit
167
168 **Option Value:** This numerical value determines the number of results returned by the following searches within the Admin system. The default is ‘empty’, and 200 codes will display in search results.
169
170 * Audit Log page:
171 * Search results
172 * Business Rule Group page:
173 * Available Catalogue list
174 * Available Member list
175 * Available Procurement Cards list
176 * Available Account Codes
177 * Approval Rule Group page:
178 * Available Account Codes
179 * Available Users
180
181 Note that the larger the number entered, the longer the page may take to display.
182
183
184 * Hide Address Lookup
185
186 True: When set to true, the Address Lookup button is removed from the delivery and invoicing screen within a requisition.
187
188 False (default): The address lookup button is displayed.
189
190
191 * Hide Delivery Field
192
193 In order to force users to add delivery and freight charges as a separate line item on the purchase order (and therefore also the invoice); a dynamic option is provided to remove the separate delivery fields. The delivery field is removed from the following screens: the order delivery and invoicing screen (supplier terms section), the ERS receive items screen, invoice entry screen and the edit invoice screen.
194
195 True: The delivery fields are removed
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197 False (default): The delivery fields are not removed
198
199
200 * Hide Return to Requisitioner
201
202 True: The “return to requisitioner” button is removed from the settlement approval summary screen for Invoice Approval.
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204 False: The “return to requisitioner” button is displayed in the settlement approval summary screen for Invoice Approval.
205
206
207 * Hide Save as Template Button
208
209 True: The “Save as Template” button is removed from the requisition screen. Users are not allowed to create templates.
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211 False: The “Save as Template” button is displayed on the requisition screen.
212
213
214 * Invoice Received Date Mandatory
215
216 An additional date field called ‘Invoice Received Date’ is available to record the invoice receipt date. When enabled, this option allows the field to be displayed on the invoice entry screens for data input, displays the date on the invoice summary and edit screens, displays the date in the settlement screens and includes the date in the APExport.
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218 True: An invoice date field is available in the invoice entry screen and displays in all appropriate invoice and settlement screens, including the APExport.
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220 False (default): The invoice date field is hidden and unavailable.
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222
223 |(((
224 |(((
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226 )))
227 )))
228
229
230 * Navigational Toolbar Graphic
231
232 Option Value: A file reference and name, supplied by Elcom Support, must be entered here. The default is ‘empty’.
233
234 This option controls the graphic appearing in the top PECOS tabs bar. By creating a Navigational Toolbar Graphic, you are able to ‘badge’ your procurement system with a name of your own.
235
236 **//Note. You must specify the filename of the Graphics in conjunction with your Elcom consultant. A file will be created and placed on the PECOS server. This file name must be used in the Option Value field. When the Option Value field is empty (the default), Elcom's own default graphic will display//.**
237
238
239 * One Step Approval Login
240
241 This option provides added security for the one step approval process in cases where there is a risk that an approval email can be forwarded to or received by a person who is not an authorised PECOS P2P user.
242
243 Automatic Login (default): When the ‘Approve’ or ‘Return’ buttons are clicked in the One Step Approval email, an encrypted login string is passed in the URL and the requisition or order is approved or returned to requisitioner, without the need for the user to enter their login credentials.
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245 Force Login: This will remove the automatic login and force the user to enter their user id and password before the response is accepted by PECOS P2P.
246
247
248 * Order price check user field
249
250 This option must be completed when PECOS P2P is connected to an external catalogue system for which real time price checking is to be utilised and when the price check is to be performed within a purchase order approval plan.  An //order// //type// Document User Field must first be created to hold the result of the price check.
251
252 Option Value: Enter the order Document User Field KEY which has been created to hold the result of the price check
253
254
255 * Override Insert Product Category Codes
256
257 This option will only have effect if the system option ‘Insert Product Category Codes’ is set to ‘False with Override’, and therefore allows the site setting to be overridden. The System Option setting (i.e., ‘false’) prevents the entry of product category codes through the category maintenance screen and also the catalogue load.
258
259 True: The system option is overridden and inserting a new top-level category or new subcategory in the Category Information screen within Category Maintenance is allowed. The blocking of the entry of new category codes through catalogue load is not overridden by this setting.
260
261 False (default): The system option is //not// overridden and inserting a new top-level category or new subcategory in the Category Information screen within Category Maintenance is //not// allowed.
262
263 Note that this option is also available at the User Profile level.
264
265
266 * Personal PCard Mandatory Security Code
267
268 True: When the ‘User Entered PCards Allowed’ dynamic option (see below) is allowed the procurement card security code field becomes mandatory.
269
270 False (Default): The security code field is not mandatory for user entered P-cards.
271
272
273 * Purchase Order Image
274
275 Option Value: A file reference and name, supplied by Elcom Support, must be entered here. Default is ‘empty’.
276
277 This option allows you to specify a file name for the image that will appear on the upper-left corner of purchase orders for your organisation. A PECOS P2P image displays as a default.
278
279
280 * Purchase Order Resend
281
282 A button can be made available in the Purchase Order Status Summary screen for users to retransmit the purchase order and external attachments, when the order is at the status ‘Order transmitted to supplier’ or ‘Transmission failure’.
283
284 True: The resend PO button appears in the Purchase Order Status Summary screen.
285
286 False (Default): The resend PO button does not appear in the Purchase Order Status Summary screen.
287
288
289 * Purchase Order Terms
290
291 Option Value: A file reference and name, supplied by Elcom Support, must be entered here. Default is ‘empty’.
292
293 This option allows you to specify a file name for an html file containing the terms and conditions that will appear at the bottom of purchase orders for your organisation. Standard default terms are displayed.
294
295
296 * Purchase Order Terms Type
297
298 Used in conjunction with the Purchase Order Terms option (see above).
299
300 Attachment: PO Terms will be sent as a separate file attachment to the purchase order.
301
302 **Inline (Default):** PO Terms will be added to the foot of the purchase order.
303
304
305 * Receipt not required message – long
306
307 Option Value: Enter text to replace the initial receipt status text ‘Receipt not required’, which is displayed when the task ‘Require Receipt’ is not included in your approval plan criteria.
308
309 This setting allows organisations who do not use PECOS P2P for matching and settlement and do not wish to include the receipt required task in their approval plans, to override the initial ‘Receipt not required’ receipt status, with alternate wording indicating the requirement for receipting. It is suggested that the text ‘No items received’ is entered for the receipt status to be consistent with orders that have been processed through a ‘Require receipt’ approval plan task.
310
311
312 * Receipt not required message – short
313
314 Option Value: Enter text to replace the ‘Not Required’ status text that is displayed in the ‘Receipt Status’ drop-down selection box on the status search page. It is recommended that this status is changed in conjunction with the long message text above.
315
316
317 * Receipt Tolerance
318
319 True: Receipt tolerances are enabled. Over receipts are allowed within set tolerances that are defined in Product Category Code Maintenance and Item Maintenance (see sections above). Over Receipting is not allowed if no tolerances are set: the default tolerance is zero. This option enables the Receipt Tolerance button in the Category and Item Maintenance screens and a Receipt Tolerance Message option in the Company Settings section of Organisation Maintenance.
320
321 False (default): Over Receipting is allowed. In the Receive Items screen, users are able to enter a receipt quantity that is greater than the original order quantity.
322
323
324 * Require Category Assignment for Non-catalogue Items
325
326 **True:** When adding a non-catalogue item to a requisition, the user must select level 1 and level 2 category codes for the item.
327
328 **False (default):** Category assignments are not required for non-catalogue items.
329
330
331 * Requisition price check user field
332
333 This option must be completed when PECOS P2P is connected to an external catalogue system for which real time price checking is to be utilised and when the price check is to be performed within a requisition approval plan.  A //requisition// //type// Document User Field must first be created to hold the result of the price check.
334
335 Option Value: Enter the requisition Document User Field KEY which has been created to hold the result of the price check.
336
337
338 * Short Pay
339
340 True (Default): The invoice entry page will display the ‘Short Pay’ check box to enable users to edit the ‘Payment Amount’.
341
342 **False: **The ‘Short Pay’ checkbox will be removed from the invoice entry page and users will not be able to edit the ‘Payment Amount’.
343
344
345 * **Show Outstanding Items Link**
346
347 This option has been added in order to allow users to access the Outstanding Items Report from a shortcut on the traditional Home Page. The shortcut appears as a text hyperlink directly below the reports button and directly opens the report in the Management Analysis Reporting Portal.
348
349 **True:** Displays an ‘Outstanding Items’ shortcut on the Home Page under the Reports button.
350
351 **False (default): **No shortcut displays on the Home Page.
352
353
354 * Show Secure Email Option
355
356 True: The option will display a ‘secure Email’ order transmission option in the supplier information page of the supplier profile. (Refer to the secure Email section above.)
357
358 False (default): The ‘secure Email’ order transmission option in the supplier information page of the supplier profile does not display.
359
360
361 * Show Supplier List on Req
362
363 True: A list of suppliers (for which the user has search permission) will display at the top of the shopping basket screen, providing a fast supplier search without the need to navigate to the Item Search screen.
364
365 False (default): The supplier list is not displayed.
366
367
368 * Supplier Drop Down List Threshold
369
370 This option allows you to limit the number of supplier names that appear in the drop-down selection box in the ‘Add Non-Catalogue Item’ requisition screen, for the selection of an existing supplier.
371
372 Option Value: Enter the number of suppliers that you want to be displayed.
373
374 Note: If the value entered is 0 (zero), the drop-down selection box will be removed from display. This option can therefore be used with the ‘Display Supplier Lookup Button’ dynamic option (i.e., set to true) to //replace// the drop-down box with a search button.
375
376
377 * Useful Resources
378
379 These are the links that appear in the ‘Useful Resources’ section of the home page. A list of links: descriptions and URL’s (or documents) must be provided and will usually be defined at the time of initial configuration.
380
381 Option value: A file reference and name, supplied by Elcom Support, must be entered here. Default is ‘empty’.
382
383
384 * User Entered PCards Allowed
385
386 **True:** This allows users to define a procurement card when entering billing information for a requisition or an order. Procurement card entry fields are displayed in the delivery and invoicing screens.
387
388 **False (default):** Users can only select from pre-defined procurement cards when entering billing information for a requisition or order.
389
390
391 [[image:PECOS Admin.WebHome@Fig 5.3 - User entered pcard option.png]]
392
393
394 **Elcom Contact**
395 This option displays contact information on the site Sign On (i.e. landing) Page.
396
397 = Organisational Default Setting =
398
399 Dynamic Options are enabled organisationally and where set will affect all subordinate organisations and all users within these organisations. Organisation settings are ‘top down’.
400 This is important to note, since the organisation assignment of data elsewhere in PECOS P2P affects only the rights of administrators to administer the saved record. For Dynamic Options, the organisation assignment of data also affects the users rights within the organisations to which they are assigned.
401
402 **For example:**
403
404 An organisation contains a level 2 organisation, ‘Corporate Services’, which contains seven level 3 organisations, including ‘Finance and Accounting’.
405
406 If the dynamic option ‘Hide Address Lookup’ is set to ‘True’ at level 2, Corporate Services, ALL level 3 organisations (and any subordinate organisations to these) will inherit the setting. The address lookup button will be removed from the requisition screen for all users. If however, Finance and Accounting do not require the removal of the button, it is not necessary to reset the option at level 2 and apply it to the remaining six level 3 organisations. Instead, the option can be set as ‘False’ within Finance and Accounting, which will override the parent organisation setting. All other level 3 organisations will continue to inherit the existing parent setting.
407
408 **To set a Dynamic Option Organisationally**
409
410 1. Select a new option, or click on an existing option.
411 1. Select or enter the required option value.
412 1. Click the ‘Organisation’ button. An Organisation Assignment sub window will open where an organisation can be selected from the organisation explorer tree. When selected, click the Update button.
413 1. When the option is saved (for a new option) or refreshed (for an existing option) it will be assigned to the organisation level (and its subordinates) selected.

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