Wiki source code of 22.5.1 Available User Options

Last modified by Admin User on 2023/06/30 10:27
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1 The following Dynamic Options are currently available to be assigned at user level:
2
3 * **Actuate Business Reports User**
4
5 This option enables users to be given access to P2P Reports which must have been installed as a value added option to your PECOS P2P site. The option must be set within the user profile. An additional application component will be displayed in the top tabs when it is assigned.
6
7 **Option Value:** Enter the report server name, provided by Client Services, for all users who are to have access to P2P Reports.
8
9 * **Admin Default Home tab**
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11 This option defines the default screen that opens when an Administrator navigates to the **P2P Admin** tab (i.e. this will be the ‘landing page’).
12
13 **Option Value:** Select one of the administration main menu options from the list box.
14
15 * **Audit Log Purge Allowed**
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17 **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.
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19 **False (default):** The "Purge Records" section does not appear at the bottom of the Audit Log page, and logged records cannot be erased.
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21 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.
22
23 * **Custom Home Page**
24
25 **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 case of the latter, the file must be configured and loaded by Elcom Support.
26
27 * **Default Account Display**
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29 This selection controls the default display of financial tracking information. Select from a drop down box:
30 **Codes (default)**: Displays account codes (segment value) only.
31 **Codes – Descriptions: **Displays account codes and names (segment value and description).
32 **Descriptions**: Displays account code name (segment description) only.
33 Users can override this default during their session but the defaults are reset on next login.
34
35 * **Delivery Note Image**
36
37 **Option Value:** A file reference and name, supplied by Elcom Support, must be entered here. Default is ‘empty’.
38
39 This option allows you to specify a file name for the image that will appear on the upper-left corner of the Delivery Note print for this user. A PECOS P2P image displays as a default.
40
41 * **Direct Item Entry**
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43 This option controls the display of the Direct Item Entry fields at the foot of the Shopping Cart screen.
44 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.
45 False: The Direct Item Entry fields are hidden.
46
47 * **Display PO Signature Box**
48
49 **True:** A box labelled "Authorised Signature" appears below the item table on the purchase order.
50
51 **False (default):** The Signature Box does not appear.
52
53 * **Display Requisition Submit Button **
54
55 **True (default):** A submit button appears on the Requisition page, allowing a requisition to be sent directly from that page rather than the forcing the extra step through the Requisition Review page.
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57 **False:** No submit button appears on the Requisition, so users must submit requisitions from the Requisition Review page.
58
59 * **Display Supplier Lookup Button**
60
61 **True:** A "supplier lookup" button appears (replacing the drop down list) on the Add Non-catalogue Item page. The button launches a new window for a supplier search.
62
63 **False (default):** The "supplier lookup" button does not appear, and suppliers are chosen from a drop-down list.
64
65 * **Enable Content Management**
66 **True:** For customers who implement the PECOS Catalogue Content Management solution, this will display the Content Management tab for direct access.
67 **False (default):** The Content Management tab is not displayed.
68
69 * **Enable eInvoicing**
70
71 **True:** For customers who implement the PECOS eInvoicing solution, this will display the eInvoicing tab for the configuration of direct sign on.
72
73 **False (default):** The eInvoicing tab is not displayed.
74
75 * **Enable eSourcing **
76
77 **True:** For customers who implement the PECOS eSourcing solution, this will display the eSourcing tab for the configuration of direct sign on.
78
79 **False (default):** The eSourcing tab is not displayed.
80
81 * **Enable Price Quoting**
82
83 **True:** Price Quote functionality is enabled for the user. The system will override the organisational setting.
84
85 **False:** Price Quote functionality is not enabled for this user.
86
87 * **Grid Control Search Limit**
88
89 **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.
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91 Audit Log page:
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93 Search results
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95 Business Rule Group page:
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97 Available Catalogue list
98 Available Member list
99 Available Procurement Cards list
100 Available Account Codes
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102 Approval Rule Group page:
103
104 Available Account Codes
105 Available Users
106
107 * **Navigational Toolbar Graphic**
108
109 **Option Value:** A file reference and name, supplied by Elcom Support, must be entered here. Default is ‘empty’.
110
111 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.
112
113 //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//.
114
115 * **Order price check user field**
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117 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.
118
119 **Option Value:** Enter the order Document User Field KEY which has been created to hold the result of the price check.
120
121 * **Override Insert Product Category Codes**
122
123 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.
124
125 **True:** The system option is overridden and inserting a new top level category or new sub category 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.
126
127 **False (default):** The system option is **//not//** overridden and inserting a new top level category or new sub category in the Category Information screen within Category Maintenance is **//not//** allowed.
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129 Note that this option is also available at the organisation level.
130
131 * **Purchase Order Image**
132
133 **Option Value:** A file reference and name, supplied by Elcom Support, must be entered here. Default is ‘empty’.
134
135 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.
136
137 * **Purchase Order Resend**
138
139 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’.
140
141 **True:** The resend PO button appears in the Purchase Order Status Summary screen.
142
143 **False (Default):** The resend PO button does not appear in the Purchase Order Status Summary screen.
144
145 * **Purchase Order Terms**
146
147 **Option Value:** A file reference and name, supplied by Elcom Support, must be entered here. Default is ‘empty’.
148
149 This option allows you to specify a file name for an html file containing the terms and conditions that will appear either at the bottom of or sent with, purchase orders for your organisation.
150
151 * **Purchase Order Terms Type**
152
153 This is used in conjunction with the ‘Purchase Order Terms’ Dynamic Option.
154
155 **Attachment:** PO Terms will be sent as a separate file attachment to the purchase order.
156
157 **Inline:** PO Terms will be added to the foot of the purchase order.
158
159 * **Require Category Assignment for Non-catalogue Items**
160
161 **True:** When adding a non-catalogue item to a requisition, the user must select level 1 and level 2 category codes for the item.
162
163 **False (default):** Category assignments are not required for non-catalogue items.
164
165 * **Requisition price check user field**
166
167 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.
168
169 **Option Value:** Enter the requisition Document User Field KEY which has been created to hold the result of the price check.
170
171 * {{id name="user_dynamic_option_supplier_drop_limit"}}{{/id}} **Short Pay**
172
173 **True (Default):** The invoice entry page will display the ‘Short Pay’ check box to enable to user to edit the ‘Payment Amount’.
174
175 **False:** The ‘Short Pay’ checkbox will be removed from the invoice entry page and the user will not be able to edit the ‘Payment Amount’.
176
177 * **Supplier Drop Down List Threshold**
178
179 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.
180 If this option is selected and a value entered, a drop down selection box will appear next to a supplier lookup button in the ‘Add Non-Catalogue Item’ requisition screen.
181
182 **Option Value: **Enter the number of suppliers that you want to be displayed.
183
184 If the number of available suppliers is less than or equal to the threshold number entered here, the drop down list will display ALL suppliers.
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186 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.
187
188 * **User Entered PCards Allowed**
189
190 **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.
191
192 **False (default):** Users can only select from pre-defined procurement cards when entering billing information for a requisition or order.

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