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V9 SYSTEM OPTIONS DOCUMENTATION Phone: 01981

1 V9 SYSTEM OPTIONS DOCUMENTATION Phone: Fax:

2 CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: JUNE 08 AUTHOR DATE CHANGE MICHELLE HARRIS OCTOBER 08 UPDATE TO MICHELLE HARRIS AUGUST 09 UPDATE TO MICHELLE HARRIS JANUARY 2011 UPDATE TO V8 MICHELLE HARRIS NOVEMBER 2011 UPDATE TO 8.3 MICHELLE HARRIS MAY 2012 UPDATE TO MICHELLE HARRIS JULY 2012 UPDATE TO MICHELLE HARRIS NOVEMBER 2012 UPDATE TO MICHELLE HARRIS FEBRUARY 2014 UPDATE TO MICHELLE HARRIS SEPTEMBER 2014 UPDATE TO V9 MICHELLE HARRIS JUNE 2016 UPDATE TO 9.5 MICHELLE HARRIS OCTOBER 2016 ADD IN NEW OPTION Chapter: Change History 2

3 CONTENTS Change History... 2 System Options... 4 Available system options... 4 Chapter: Change History 3

4 SYSTEM OPTIONS Version 7 introduced the use of a table called tblsystemoptions. This table was created to allow additional switches within the system to be controlled. Primarily it is used to create Client specific system options, but this document describes the use of general system options. A system option is a line within the table tblsystemoptions. They are used to turn on or off particular features within Practice Engine. The table consists of 4 fields: Field OptionCode OptionDesc OptionUsr1 OptionsUsr2 Description The name of the A description of the A value associated with the system option that controls the behaviour in a particular way. This is not applicable to all options. A value associated with the system option that controls the behaviour in a particular way. This is not applicable to all options. The following section details all the available general system options and any user values that need to be applied. AVAILABLE SYSTEM OPTIONS Page Description Technical Details Draft Fee DRS Details The system now has an option to default the lines to expanded rather than collapsed. Controlled by DFDEXPAND System option been added to allow the locking of manual bill numbers. This is controlled by the LOCKBILLNO Staff Creation been added to allow the formatting of the staff name to be selected. This is controlled by the STFNAMEFMT An option value of 0 gives the normal Salutation + Surname, an option value of 1 gives Surname, Salutation. 4

5 Portfolios been added to allow control over the sorting order of group and detail level portfolios This is controlled by the PORTSORT The sort field for detail portfolios is in value 1 and the sort field for group portfolios is in value 2. Client DRS Transactions been added to control the default for the "Record Credit Management Event" checkbox. This is controlled by the CDRSRCME Single Job Fees A new system option has been added that will force the Job checkbox to be checked and a corresponding job selected when creating fees. This is controlled by the SJF system option. Mandatory Tasks in WIP Transfers added that forces the use of a task within WIP Transfers. Adding the code of MANTASK into tblsystemoptions will activate this. Draft Fee Confirmation been created to control the default for the Print Fee checkbox. Adding the system code of PFDEF into tblsystemoptions will default the checkbox to be ticked. Provisions added to allow a DRS provision to be entered as a lump sum. This amount is them automatically allocated across the outstanding invoices on an oldest first basis. This option is controlled by adding the code GLOBALDP into tblsystemoptions. Disbursements added to allow disbursements to be restricted to the current period. This option is controlled by the system option DISBPERIOD in tblsystemoptions. Statements by DRS Journal and DRS Adjustment added to the bulk statement s to only display the first 10 statements for review to speed up sending bulk s. The system option DRSORG has been created to allow for the entry of the PracID to the DRS Journal and the DRS Adjustment. The system option is EMLLIMIT. The system option is DRSORG. 5

6 DRS Journal, DRS Cheque Payment, DRS RD Cheque, WIP Journal, Balanced WIP Journal and Lodgements. The system option LOCKTOPER will force the system to only allow current period dates. This option will affect the DRS Journal, DRS Cheque Payment, DRS RD Cheque, WIP Journal, Balanced WIP Journal and Lodgements. The option is LOCKTOPER Lodgements The system option LODFUTURE will allow lodgement batch dates to be after the period end. If LOCKTOPER is also in use, it will override LODFUTURE Entering LODFUTURE into tblsystemoptions activates this option. Lodgements The system option LODPRIOR will allow lodgement batch dates to be before the period end. If LOCKTOPER is also in use, it will override LODPRIOR Entering LODPRIOR into tblsystemoptions activates this option. The FEEUNPOST option provides a global override to stop unposted WIP being added to fees. The option is FEEUNPOST. Zero Bills A system option had been added to disable the reference and memo required fields. The system option is ZBVALID. When confirming draft fees it is possible to allocate any credits available. The system option that switches this on is DFALLOC Client Details The department field can be hidden. The system option that controls this is NOCLIDEPT. It is possible to allocate any retainers and prepayments against the bill from the bill confirmation dialog. This is controlled through the DFALLOC Timesheets Lodgements The WIP Entries Up To date can be set to default to be the month end date. Internal notes can be shown on timesheets. A check box can be displayed to show any outstanding entries for the client s group and allocate against. The system option to control this is BILLWIPME The system option is TIMENOTES. This is controlled by the system option GROUPALLOC 6

7 Billing Portfolio The WIP to month end column can be hidden. The system option that controls this is HIDEMEWIP. ing Reports An test can be activated on the report viewer to allow the testing of bulk routines without sending the report to the clients. This is controlled by the MAILTEST Fee Portfolio A client group option can be shown on the Entire WIP node of the fee portfolio. This is activated by the system option GROUPBILL which needs to be added to tblsystemoptions. Deposits An will be sent to the client partner when a lodgement is posted into debtors. This is controlled by the REC ing Statements The default sent from address can be set to a specified address rather than the person sending the statements. This is controlled by the system option EMLSTATFRM which needs to be added to tblsystemoptions. Option 1 must be set as FIXED and Option 2 must be set as the default address that is to be applied. ing Invoices The default sent from address can be set to a specified address rather than the person sending the invoices. This is controlled by the system option EMLINVFRM which needs to be added to tblsystemoptions. Option 1 must be set as FIXED and Option 2 must be set as the default address that is to be applied. Automatically creating default jobs Every service created when an assurance request is validated to become a client is checked to ensure that there is a job against it. If one isn t defined the system will create a default job. The same occurs when a service on a client is created or updated. This is activated by the system option AUTODEFJOB which needs to be added to tblsystemoptions CS Budget Portfolios ing Invoices This system option replaces the service titles with the service codes within the CS budget portfolios. Two system options have been added to set the BCC and CC addresses when ing invoices. This is controlled by the system option CSBUDCODE These are controlled by EMLINVBCC and EMLINVCC 7

8 ing Statements Forecasts Job forwarding Report Viewer US users only County/ State drop down Two system options have been added to set the BCC and CC addresses when ing statements. added to make the date of the new fee the same as the date of the last fee edited. This system option allows the forecast system to create budgets. added to allow an to be sent to the staff member who has had a job forwarded to them. Two options have been added to hide the Word and Excel icons in the report viewer. The option USASTATES changes the County drop down to a list of US States These are controlled by EMLSTATBCC and EMLSTATCC This is set by adding FEEDATES into tblsystemoptions It is controlled by the system option FOREBUDGET and requires two values. OptionUsr1 is the budget type at forecast value, and OptionUsr2 is the forecast at 100% The option JOBFWDEML will activate this feature. The system option NORTFEXP will hide the word icon whilst the option NOEXLEXP will hide the Excel icon. Adding USASTATES into tblsystemoptions will activate this change. 8

V9 Fees and WIP Data Entry Administrators Guide DOCUMENTATION. Phone: Fax:

V9 Fees and WIP Data Entry Administrators Guide DOCUMENTATION Phone: 01981 590410 Fax: 01981 590411 E-mail: information@praceng.com CHANGE HISTORY ORIGINAL DOCUMENT AUTHOR: MICHELLE HARRIS DATE: JAN 2010