SalesPad for Dynamics GP Settings Guide

Transcription

1 SalesPad for Dynamics GP Settings Guide A software product created by SalesPad Solutions Copyright SalesPad Solutions, LLC Eagle Park Drive, Suite 100 Grand Rapids, MI Phone: [email protected] Web: Legal Information Copyright Copyright Sales Pad, LLC (SalesPad Solutions) All rights reserved. Trademarks SalesPad is a registered trademark of Sales Pad, LLC. Published April 2012 Note: Some settings are designed exclusively for interfacing with third party products. Such interfaces were created on a custom basis for a specific customer configuration. Before use, please contact SalesPad to confirm compatibility of versions of SalesPad and interfacing third party products. If you need functionality beyond the features outlined in this document, please contact your SalesPad Partner or SalesPad Solutions to receive a quote on support for the desired version or functionality. REV62212 SETTINGS GUIDE 1

2 SalesPad Settings The Settings feature in SalesPad (Modules > Settings) allows administrators to set system-wide defaults that apply to all users, and further customize SalesPad to their company s needs. The following explains where and how the settings function, how they can be applied, and the tasks each setting enables. Notes: You may need to log out and back in to SalesPad for saved Settings changes to take effect. This is a comprehensive list that may change. Not all settings are available in all versions of SalesPad. In versions 4.0+ you can use the Export Settings/Import Settings buttons to export and import Settings configurations between databases/companies in SalesPad. Address Tools Address Query Countries To Validate Specify, using free-form text separated by commas, the countries to validate (i.e. UNITED STATES,USA,US,CANADA,CA,NONE) Address Query Handlers Drop-down menu choices: AvaAddressQueryHandler Select AvaAddressQueryHandler to turn on Address Query Handlers. Address Validation Use Country Code If True, SalesPad will use the country code to get and set the country for address validation. ZipCode Query Handlers If an option is selected, the related information will be queried to return the city and state on the Customer Card Addresses tab, based on an entered zip code. Drop-down menu choices: CustomZipHandler, ZipInfoFromWebserviceX, ZipInfoFromDynamicsGP If CustomZipHandler is selected, a locally stored table will be queried. Requires a custom stored procedure. If "ZipInfoFromWebserviceX" is selected from the drop-down menu, WebserviceX, a free webservice, will be queried. If "ZipInfoFromDynamicsGP" is selected from the drop-down menu, city and state will be returned based on a query of existing addresses in the GP database. Note: The webservice used is a free service and not maintained by SalesPad Solutions. If the service no longer functions correctly, the option must be unselected to prevent delays in entering customer address information. Aggregate Pricing Update Line Comment with Aggregate Pricing Comment Drop-down menu choices: Append, Prepend, Replace, DoNotUpdate This setting will affect how the comment will be written to the sales line when selecting the aggregate pricing action. -If set to Append, the aggregate pricing comment will appear in the sales line comment field, after the sales line comment. -If set to Prepend, the comment will appear before the sales line comment. -If set to Replace, the aggregate pricing comment will replace any existing sales line comment. -If set to DoNotUpdate, the aggregate pricing comment will not appear in the sales line comment field. REV62212 SETTINGS GUIDE 2

3 Application Defaults Default Months Of History Sets the default number of months to include in historical searches. Setting the value to zero will set to the last used value. Avalara Avalara Use Country Code If True, SalesPad will use the country code to get and set the country for AvaTax and address validation AvaTax Account Number Specify the account number for the AvaTax Service AvaTax Calculate Tax Field Specify which field will be used to calculate tax. Defaults to Extended_Price AvaTax Company Code Specify the company code that will be sent to the AvaTax Service AvaTax Customer Usage Type Field Specify the user defined field that stores the usage type for the customer address AvaTax Freight Code Specify the freight code to use for the AvaTax Service AvaTax Item Taxability Code Specify the taxability code for AvaTax AvaTax License Key Specify the password for the AvaTax Service AvaTax Misc Charge Code Specify the Misc Charge Code AvaTax Tax Schedule Specify the tax schedule that will trigger the use of the AvaTax Service AvaTax URL Specify the URL used to connect to the AvaTax Service Back Ordered Items Backorder Allocation Enabled If True, users will be allowed to allocate backordered items while in the Backordered Items module. Holds to Remove Sets a list of holds to remove when processing orders. Process From Queue Workflow queue orders must be in to allow processing. Blanket Orders Blanket Order Quantity Fulfilled Sets the name of the user defined field that will track the quantity of items released on a blanket order. REV62212 SETTINGS GUIDE 3

4 Catch Weights Catch Weight Divisor Sets a value used to divide the weight value if it is not stored in a standard decimal. (3600 = 36.00) Catch Weight Error Hold If there is an error when processing catch weight items, the specified process hold will be applied to the document. Catch Weight Item Specify an Item Master number to use for catch weight lines, or leave blank to use a non-inventory item ('CW:{ITEM}'). Catch Weight UOfMs A semi-colon delimited list of Catch Weight Units of Measure (LBS; KG). CCH Sales Tax Office SalesTax Office Customer Type Sets the user field on the customer level for storing Customer Type. SalesTax Office Division ID Specify the Sales Tax Office Division ID. SalesTax Office Entity ID Specify the Sales Tax Office Entity ID. SalesTax Office Provider Type Sets the user field on the customer level for storing Provider Type. SalesTax Office SKU Specify the SKU Sales Tax Office Handles (Item Number or Item Class) SalesTax Office URL Specify the URL used to connect to the Sales Tax Office Service. CCH Sales Tax Online CCH Freight Item Specify the item number that will be passed in for document freight (optional). Contact/Address Settings Address Line 3 Enabled If True, enables the third address line field on the Contact Information entry screen. Can Create Customer Address If True, allows a user to create new addresses for the customer. Can Create Vendor Address If True, allows a user to create new addresses for the vendor. Phone 2 Enabled If True, enables a second phone number field on the Contact Information entry screen. Phone 3 Enabled If True, enables a third phone number field on the Contact Information entry screen. REV62212 SETTINGS GUIDE 4

5 Create PO Direct Ship Warehouse Sets a warehouse code that will be used to indicate direct shipments. If a sales line is set to the direct ship warehouse, the Direct Ship check box will automatically be checked upon purchase. Use Sales Person ID As Buyer ID If True, the Sales Person ID is used as the Buyer ID when purchasing from a sales document. Credit Card Processing AllowedChargeTypes Sets allowed charge types. Specify one or more: AUTHORIZATION, CHARGE, MANUAL. These set the type of credit card transactions allowed for all users, then security can be used to specify the transaction types from this setting allowed per security group. Default Credit Card Type Mappings Sets default mapping of credit card types to Dynamic credit card names. Example: AM:AMEX; DI:Discover; MC:Mastercard; VI:Visa. Default Payment Processor Name Sets the default payment processor to use when 2 or more payment processors are defined. DefaultChargeType Sets the default charge type. Specify one: AUTHORIZATION, CHARGE, MANUAL. Lower The Payment Amount To Match Total On Capture If True, SalesPad will lower the payment amount to match the document total when capturing a preauth. This option is only available when the document total is LESS than the preauth. If False, SalesPad will capture the entire preauth, which is only relevant if the Authorization Up Charge Percent setting under Sales Entry Overrides has a value. Mask GP Credit Card Numbers If True, credit cards will be masked when viewed within Dynamics GP on the payment screen. PreauthHoldCode Sets a process hold to apply to a sales document when a preauth transaction is processed. The specified process hold will need to be setup in Dynamics GP with the Posting checkbox marked. This will prevent any invoice that has the preauth hold code from being posted in GP before the capture is complete. The Preauth Batch Processing module uses this hold code to designate which documents are available for batch captures. CRM These settings are visible in the Additional Info section of the Task Entry screen within the CRM tab of the Customer Card. CRM Log Type Options Sets values for the Type drop-down field within CRM Task Entry. Example: Call; ;Fax; CRM Task Status Options Sets values for the Status drop-down field within CRM Task Entry. Example: To-Do; Complete; In- Process; Custom Item Wildcard Drop-Ship Item Prefix Sets one or more prefixes to indicate a Drop Ship item in the item number. Example: DS-; CSTM-. When used on a sales document, the drop ship box will automatically be checked REV62212 SETTINGS GUIDE 5

6 Non Inventory Matrix Prefix Sets one or more prefixes to indicate a non-inventory Matrix item in the item number. Non-Inventory Item Prefix Sets one or more prefixes to indicate a Custom/Non-Inventory item in the item number. Customer Contact Options Note: Customer Contact Addresses must be enabled in the Security Editor. Accts Payable Contact Type The Contact Type used to flag the Contact to display on the Customer A/R tab. Contact Type List Sets values for the Contact Type drop-down field (in the Contact Information section of the Contact Information entry screen. Customer Card > Contact Addresses Tab > NEW or Double Click Address Type. Note: This setting requires that a user field be created and specified in Contact Type Field for a Customer Address. Phone 1 Label Labels the first phone number field in the Contact Information entry screen. Phone 2 Label Labels the second phone number field in the Contact Information entry screen. Phone 3 Label Labels the third phone number field in the Contact Information entry screen. Customer Inquiry Auto Popup Customer Note If True, a customer's permanent note will display in a popup window when the Customer Card is accessed. Contact Type Field for a Customer Address The User-Defined Field in Customer Address Entry that will store the Contact Type. Contact Type Field for a Vendor Address The User-Defined Field in Customer Address Entry that will store the Contact Type. Customer Default Warehouse Enabled If True, Enables Default Warehouse, stored in User Defined Field 1 on a Customer Card. This will be the warehouse used on each new sales document created for this customer. Remember Doc IDs If True, the Customer Card will remember the last Doc ID selected for quotes, orders, invoices, and returns. Warn When Updating a Customer Addr If True, a warning message will display when updating a customer address. Customer Layout Load Customer Tabs By Field Sets a value (such as Customer_Class) used to determine which tabs are displayed on the customer card, based on setup in the Layout Tab Setup Screen. REV62212 SETTINGS GUIDE 6

7 Customer Notes Note Type List Sets a delimited list of supported note types, which will appear as a drop-down on Customer CRM Note Entry on the Customer Card. Customer Search Search 1st Address Line for Customer Name If True, Customer Search results will include matches in the customer's first address line. Search Address 2 If True, Customer Search results will include the 2 nd address line when applicable (additional address line between name and state). Search Address 3 If True, Customer Search results will include the 2nd address line when applicable (additional address line between name and state). Search Contact Address Codes If True, Customer Search results will include matches in the customer contact's address code. Search Contact Names If True, Customer Search results will include matches in the customer's contact names. Search Customer Name Only If True, Customer Search results will only include matches in the customer name (not customer #). *If all are False, Customer Search results will include matches in the Customer Name and Customer #. Search Address If True, Customer Search results will include the customer s address. Dashboard Dashboard Path Sets the file system path where dashboard configuration.dash files are stored. Data Filtering Data Filter Scripts Enabled If True, enables Data Filters (Profiles and data filter scripts must be configured). Delivered Freight Options Delivered Freight Part Num Sets the Delivered Freight Item Number. Show Delivered Freight If True, displays an option to include Delivered Freight on Order. EDI Review Batches EDI In Batch No longer supported EDI Reviewed Batch No longer supported REV62212 SETTINGS GUIDE 7

8 Equipment Management Assigned To Customer Num Enter the equipment-level user fields that specify the customer number that owns the equipment. Assigned To Customer Num Address Code Enter the equipment-level user field specifies the customer address code that the equipment was assigned/sold to. Autogenerated Serial Number Format Enter the format (example: {0:yyyyMMdd}_{1:00000}) to use for auto-generated serial numbers (generated when new equipment is added). If blank, SalesPad will not auto-generate serial numbers. Enter GP to use the serial number format defined in GP s item master. Field Service Document IDs Enter the Sales Document Ids used for Equipment Management. Sales Document Equipment User Field Enter the sales document user fields that define which piece of equipment is being worked on. Sales Document Item Description User Field Enter the sales document user fields that define the item description for the piece of equipment that is being worked on. Sales Document Item Number User Field Enter the sales document user fields that define the item number for the piece of equipment being worked on. Sales Line Equipment User Field Enter the sales line user field that defines which piece of equipment is being worked on. Third Party Billing User Field Enter the sales document user field that stores the third party/warranty billing customer. FedEx Account Settings FedEx Account Key The FedEx online API key issued by FedEx. FedEx Account Number The FedEx Account Number issued by FedEx. FedEx Account Password The FedEx online API password issued by FedEx. FedEx Meter Number The FedEx meter number issued by FedEx. FedEx Rate Service URL The URL to query FedEx rate services. There should be no need to change the default URL. FedEx Shipping Method Field The user defined field on the Customer address that will drive the default FedEx service type on a sales document. Funnel - Ship To UPS Worldship Connection String Defines the SQL Server connection string to a UPS Worldship database instance (server=ups\upswsdbserver; uid=-shipto; password=shipto). This is only valid when using ShipTo with the Funnel. REV62212 SETTINGS GUIDE 8

9 Inventory Control Allocate With Inventory Control If True, the allocation in SalesPad will be done through Inventory Control. Inventory Control URL Defines the URL that SalesPad will use to connect to the Inventory Control web service. Inventory Lookup Search Other/3rd Party Items If True, the "Search 3rd Party Items" check box will default to checked in the Inventory Lookup module. Note: If False, the box will default to unchecked the first time, but individual users last used setting will be respected. Search Vendor Items If True, the Search Vendor Items check box will default to checked in the Inventory Lookup module. Note: If False, the box will default to unchecked the first time, but individual users last used setting will be respected. Inventory Search Settings Display Summary Warehouse Quantities If True, the Sales Inventory Search grid will display the total quantities from all warehouses. Not available in the Inventory Lookup module. Search Generic Description If True, Inventory Search results will include matches in the item's Generic Description as well as the Item Number and Item Description. Linked Purchase Orders Use Service Item Cost on a Linked PO If True, when a sales document has a service line item, that cost is pulled to the linked Purchase Order line. Matrix Class Maintenance Matrix Class Replacement Text Indicator Specify the Indicator character (ex: *) to trigger a string replacement. Use Matrix Class Replacement Text If True, Matrix Class Replacement Text is enabled. Misc Allow line items to receive price updates Set the document types for which line items will receive price updates (* for all). Allow UOM Changes If True, allows changes to the Selling UofM and UofM Schedule on the Item Maintenance screen in Inventory Lookup. Contact Bill To Field Reserved for future use. Contact Purch Agent Field Reserved for future use. Contact Ship To Field Reserved for future use. REV62212 SETTINGS GUIDE 9

10 Enable Icon Tooltip If True, shows a tooltip with information about a module when the cursor moves over its icon on the Ribbon menu or the Navigation drop-down. Item User Field To Show Select the Dynamics GP Item User Field to show on the Item Properties tab in Inventory Lookup. Program Test Skin Sets a different color theme for when a test connection is in use. Defaults to Caramel. Alternate color themes must be typed in and options can be viewed from the Paint Style drop-down ( top of the login screen. Program Updates Path Defines a path for program updates. If specified, SalesPad auto-updates and license files will be saved to this path. This path should be accessible by all users. Show Pricing Levels If True, shows defined pricing levels on the Properties tab in Inventory Lookup. Show Selling Uofm Quantities In Inventory Lookup If True, Selling UofM quantities display in Inventory Lookup next to Base UofM quantities in the Available column ( Avail ). Mobile Reporting No longer supported. New Sales Document Creation Copy Customer Note to Internal Note If True, copies a customer s permanent note to the Internal Notes on a sales document. PaperSave Common PaperSave Company Name Specify the company name here, when using PaperSave PaperSave Database Connection String Enter the connection string to the PaperSave SQL Database PaperSave Host Application Specify the host application here, when using PaperSave Pick Ticket / Pick Ticket Processing Use Qty Fulfilled As Qty Picked On Pick Ticket If True, Qty fulfilled will automatically be used as Qty picked on pick tickets. Pick Tickets Add Pick Ticket Printed Note REV62212 SETTINGS GUIDE 10 ) on the This setting is visible in the Funnel screen. If True, it will add a note to the current document in the Funnel when the pick ticket is printed. (Example: "Pick Ticket On: {DATE} {TIME} by {USER}") Backorder Batch Sets the batch that backorders will be sent to from the Pick Ticket Processing window. Evaluate Rules When Pulling If True, workflow rules will apply when pulling a document. Freight Field Enabled If True, enables the freight field from the Funnel.

11 Integrate with Worldship If True, integrates the Funnel with UPS WorldShip using ShipTo. Ship Methods Sets shipping methods separated by semi-colons, that the Other Report (Report specified in the Funnel setup) should print. Show Auto Calc Freight Option If True, enables the Auto-Calc Freight option. Auto-calculation of freight must be pre-configured by the database administrator. Show COD Field If True, a COD field linked to USRDEF03 will display for a sales document while in the Funnel. Update Ship Date If Packing Slip Is Printed If True, the ship date will be updated when the packing slip is printed from the Funnel. UPS Worldship Warehouse Sets a list of warehouse codes that should be caught by UPS Worldship (separated by spaces). Printing Print as single job If True, when bulk printing in Sales Batch Processing, Sales Batch Line Processing, or from the Sales Documents search screen, all selected documents will print as a single print job. Print PDFs attached to Sales Documents and Items If True, when printing a sales document, any PDF attached to the item master record or sales document, through user fields, will also print. Profitability Number Of Receipts To Show Sets the number of receipts that will be shown for items in the Profitability plugin. Purchase Order Layout Load Purchase Order Tabs By Field Sets a value (such as PO_Type) used to determine which tabs are displayed on purchase orders, based on setup in the Layout Tab Setup Screen. Purchase Order Settings Confirm UofM Cost Changes If True, prompts the user to accept the new price for the price level and UofM combination when the selling unit of measure is changed on the PO line. Purchase Order Delete Password Sets a password required to delete a Purchase Order. If blank, no password is needed. Purchasing PO Cost Selection Sets the desired costing method from the following options: Manual, Current_Cost, Standard_Cost, Last_Vendor_Invoice_Cost, PO_Cost_Selection_User_Field. Note: If the PO is created from a sales order, it will use the SO unit cost. PO Cost Selection User Field Specify the user defined field used to determine PO cost. PO_Cost_Selection_User_Field must be selected in the PO Cost Selection setting. Use Drop Ship Sales Line Item Cost REV62212 SETTINGS GUIDE 11

12 If True, the cost from the drop ship sales line items will be used when generating a PO. Radio Beacon Radio Beacon Read Only Status Sets numbers for the Radio Beacon locked states. Example: 4;5. (AVAILABLE=1, STATUS RELEASED=2, STATUS ACKNOWLEDGED=3, STATUS LOCKED=4, STATUS CONFIRMED=5.) Receiving Auto Assign Lot Number Format Define the string used to assign lot numbers (Default is " {0:yyyyMMdd}_{1:0000}"). Auto Assign Serial Number Format Define the string used to assign serial numbers (Default is " {0:yyyyMMdd}_{1:0000}"). Catch Weight Separation Character Set the character that will separate the lot number and weight when receiving catch weight items (Default is "_"). Reporting Visible Purchasing Reports Set the names of the reports that will be visible (* for all) when printing a purchase order Visible Sales Document Reports Set the names of the reports that will be visible (* for all) when printing a sales document Sabrix SabrixTax External CompanyID Specify the external company ID provided by Sabrix. SabrixTax Freight Code Specify the product code used to pass freight into Sabrix. SabrixTax Host System Number Required: Specify the Host ID. It should be set to a value that can uniquely identify the environment that sent the request. SabrixTax Misc Code Specify the product code used to pass misc. charges into Sabrix. SabrixTax NI Code Specify the product code used to pass Non Inventory items into Sabrix. SabrixTax Password Specify the password for Sabrix. SabrixTax Tax Schedule Specify the tax schedule that will trigger use of the Sabrix Tax service. SabrixTax URL Specify the URL used to connect to the Sabrix Tax Service. SabrixTax User Name Specify the user name/account number for Sabrix. Sales Backorder Document Type ID Specifying one or more order/invoice IDs will backorder all items by default when a new document of the specified ID is created. REV62212 SETTINGS GUIDE 12

13 Backorder Service Items If True, service items will automatically be backordered and the line's Purchase Status will be set to Needs Purchase. Copy Customer Note To Internal Notes If True, a customer s permanent note will be copied to the internal notes on a sales document. Customer Discounts Detail Item Category Field The Item Master User Field used to categorize items for discounting. Customer Discounts Field Sets the Customer User Field used to track what discount(s) the customer is eligible to receive. Customer Discounts Item Category Field The Item Master User Field used to categorize items for discounting. Leave blank to disable item category discounts. The list of fields available to use can be found in the SalesPad Available fields in spvitemmaster Knowledge Base article. Customer Names Are Consumer Names If True, SalesPad will attempt to standardize new names. Example: smith, mike --> Smith, Mike. Set to True if consumers are generally your customer. Def Required Ship Date To Blank If True, the Required Ship Date field will default to 1/1/1900. If False, the Required Ship date will default to the date the document is created. Default Kits to Backorder All If True, Kit items on a sales document will automatically be set to backorder. If False, the line item quantity of a kit with components on backorder will be reduced to the quantity available to sell complete. Enable Cash And Check Payments On Orders If True, users can enter a Cash/Check payment on an Order. Using the Sales Document smart field "sf_creditcardtypename", you must have a Credit Card setup called CASH or multiple CASH credit cards set up with suffixes. Enable Item Barcode Conversion If True, by default, a vendor item number entered during sales document entry will be automatically changed to the actual (inventory) item number. If True, and a modified spcpitembarcode stored procedure exists, a scanned barcode will convert to an actual (inventory) item number. If False, a vendor item number or barcode entered will prompt the Inventory Lookup screen to pop up, where the proper item can be selected. Fast Ship To Ordering Enabled If True, users can specify the Ship To address while on the customer card by selecting the contact address ID and then selecting the new document type to create. The new document will use the selected contact address ID instead of the default Ship To address ID. Force Upper Case Gift Certificate Numbers If True, forces Gift Certificate Number entry to upper case. All characters entered will default to upper case. Include All UofM Details In The Report If True, the report field UOfM_Details will show all scheduled UOfM in the breakdown. Item Master Field For Sales Line Item Sets the Item Master field that is copied to the comment field of a sales line item during order entry. When an item is added to a sales document, any data on this user field for the item will automatically become a comment on the line item. REV62212 SETTINGS GUIDE 13

14 Package Indicator Sets the indicator that is placed in the Item Description to designate that a Kit item should be treated as a Package item. Package Item Prefix Sets a prefix for the Package Item Number entered on a sales document (Example: ^. ^ + PHONEITEM = ^PHONEITEM). The package item will be a non-inventory item in the document. Royalty Indicator Sets the indicator (in the Item s Description) that designates the item as a "Royalty" item. The item will not be eligible for a discount. Sales Document Discount Allow Multiple Discounts If True, multiple discounts can be used on the same sales document. Sales Document Discount Field Defines the Sales Document User Field used to track what discount is being applied to sales documents. Sales Document Discount Priority Sets the priority rule for which discount will be chosen when more than one discount applies to the same item when multiple discounts are being used on the same sales document. Options are Most_Recent, Highest_Percent, Lowest_Percent. Sales Line Item Package Smart Field Defines the Sales Line Item User Field that will store the parent package item number. Sales Line Vendor Smart Field Defines the Sales Line Item user field that indicates the vendor for the line item. Save Credit Card To Customer Record If True, the credit card used on the sales document will be automatically saved to the customer card. Serial/Lot Numbers to Display on Pick Ticket Defines the number of serial/lot numbers to display per row on a printed pick ticket. Sales Batch Processing Allow Partial Sales Batch Transfers If True, will allow orders to be partially transferred to an invoice in Sales Batch Processing. The original order will be moved to history and the line remaining will be moved onto a new order using the same order number and the suffix specified in the Shipment Suffix setting. Sales Document Entry Apply Discounts To Package Items If True, discounts can be applied to package items. Auto Calc Freight Option Default No longer supported. Auto Prompt For Notification If True, SalesPad will automatically prompt for a notification address when saving a new document. Auto Prompt For Sales Document Notes If True, SalesPad will automatically prompt for Sales Document Notes when creating a new document. REV62212 SETTINGS GUIDE 14

15 Calculate Freight Enabled If True, enables the calculate Freight hyperlink which will call a custom stored procedure. The stored procedure is not included with the core product. Close Document on Forward If True, a sales document will close automatically when it is forwarded to another queue. Confirm UofM Price Changes If True, when the selling unit of measure is changed on the sales line or a discount level is reached, the user will be prompted to accept the new GP price for the price level and UofM combination. Custom Pricing Enabled If True, enables custom pricing (SalesPad can store customer/item specific pricing). Display Customer Credit Hold Warning If True, customer Credit Hold messages will display across the top of the Customer Card and any new sales document created for that customer. Force Save Before Calculate Freight If True, users will be prompted to save the Sales Document before freight can be calculated. Liaison Messenger Location Sets the absolute location for the Liaison Messenger Print application. Requires that Liaison Messenger be installed and configured. Non Inventory On Quote If True, non-inventory items can be saved ONLY on a quote. Prompt to Change Price When Converting If True, a prompt to change price will display when converting a quote to an order. Reprice On Copy If True, a document will be re-priced when it is copied to another document. Sample Item Number Sets the Item Number to use for a Sample Item. Save Attribute Field Values On Search If True, attribute field values on Attribute Search will be saved for the next search. Ship Complete Default Sets the default for a new customer's Ship Complete check box. Show Auto Calc Freight Option If True, enables the Auto-Calc Freight option. Auto calculation of freight must be pre-configured by a database administrator. Show Pop Up Save Message If True, a pop-up save notification will display with the new document number when saving a sales document for the first time. Split CC Payments If True, and a preauth exists on the sales document, the preauth will be split between the documents when the document is split. If False, the entire preauth will move to the.1 document when split. A pop-up notification will display during the initial save. Use GP Process Hold Print Setting If True, SalesPad will respect the GP Process Hold setting for ability to print documents on hold. If False and the GP Process Hold is set to not allow printing, SalesPad will ignore that setting, and allow the user to print. REV62212 SETTINGS GUIDE 15

16 Sales Document Entry Layout Load Sales Document Tabs By Field Sets a value (such as Sales_Doc_ID) used to determine which tabs are displayed on a sales document, based on setup in the Layout Tab Setup Screen. Sales Document Inventory Lookup Customer Item Description Field Specify the user defined field that customer item descriptions (vs. standard inventory item descriptions) will be written to. Customer Item Num Field Specify the user defined field that customer item numbers (vs. standard inventory item numbers) will be written to. Sales Document Settings Allow Note Modifications If True, users can modify existing Internal Notes. This setting is ignored when using Note Categories. Column Name for Custom Group Changes the name displayed for the Custom Group column in the Order Entry grid. Display Alternate Company Name If True, the alternate company name displays as part of the bill to address information. Dropship Prefix If True, a prefix DROPSHIP: will appear on an item description for drop shipped items. Load Prices If True, loads the sales line item price. Named Note for Quote Sets the Named Note to display below line items when entering a Quote. Sales Document Delete Password Sets the password required to delete a Sales Document. Sales Document Note Categories Defines custom note categories visible on the Notes tab during sales entry. (Place an * at the end of note name to disable printing.) Use Quote Number As Order Number If True, the Quote Number will remain the Order Number when a document is transferred to an order. Sales Document Splitting Split Document If True, users will be prompted to split a document containing backordered items when it is processed in the Funnel. Split Sales Document On Release No longer supported. This has been replaced with workflow plugins. REV62212 SETTINGS GUIDE 16

17 Sales Confirmation These settings are for configuring . All users will use the specified account when sending from within SalesPad. 1) Server hostname or IP address. Sets the server hostname or IP address. 2) SMTP User Sets the username used to authenticate against the server. 3) SMTP Password Sets the password used to authenticate against the server. 4) SMTP Port Sets the port number to use for the SMTP connection to the server. 5) Enable SMTP over SSL or TLS If True, allows product to work with web-based systems that require SSL or TLS encryption. Confirmation Report Sets the name of the report to to a sales rep when a new order is created and moved out of the first workflow queue. To Fax Format String Controls how to format the "Send To" address when faxing with a mail-to-fax gateway. For example, when using GFI Faxmaker in a default configuration, enter '{0}@faxmaker.com' Sales Entry Days To Schedule Followup Sets the number of days in the future that SalesPad will create a quote follow up task. Defaults to 0. Default Items to Non Inventory If True, when an item is not found in item entry, it will default to a non-inventory item instead of popping up the Inventory Lookup screen. Delete Entire Package If True, all lines in a package will be deleted when the top item of the package is deleted. Gift Certificate Item Number Sets the item number prefix for a gift certificate, allowing gift certificates as payment. If blank, the Gift Certificate tab will not appear in the Payments plugin. Invoice Date Source Sets the date placed on an invoice when transferred from an order to an invoice in Sales Batch Processing, from the following options: Today, Source_Document_Date, Application_Date, Actual_Ship_Date. Items To Copy On Split Sets the items (semi-colon delimited) to copy onto each split document when splitting. Payment Check Book Sets the Check Book to use for Cash and Check payments (leave blank to use the default setup in GP). Prompt To Roll Down Package Quantity If True, the quantity for every line in a package will adjust when the header item quantity is changed. This is based on the quantity per for specified when setting up the Kit in GP. REV62212 SETTINGS GUIDE 17

18 Prompt User To Accept Promo Pricing If True, users will be prompted if an extended pricing promotional price is available for an added item. Sales Document Release Action Controls The Save/Forward behavior behind the Sales Entry Screen. Options: Always, Never, When_No_Plugin Sales Document Shipping Weight Field Defines the field on the Item Master that the Sales Document Shipping Weight Plugin will use to calculate order weight. SalesTax Query Handlers Defines the Sales Tax Query Handlers to be used, in preferred order, from the following options: AvaTaxQueryHandler; CCHSalesTaxOnlineQueryHandler; EconnectTaxQueryHandler; SalesPadTaxQueryHandler. Any or all can be selected from the drop-down list, but to change the preferred order, they must be manually copy/pasted or typed. Select Doc ID When Transferring Quote If True, users will select the Doc ID from a list when transferring a quote. If false, SalesPad will use the default setup from GP SOP Setup. Shipping Method Override Defines the Shipping Method to use for a new Quote, Order, and Invoice. Leave blank to use the customer's default. Type (empty) to default the Shipping Method to empty. Tracking Catch All Link Defines the URL to use when the tracking number cannot otherwise be identified by SalesPad. Currently SalesPad only support UPS and FedEx tracking numbers. All other will be submitted to the catch all link. UPS Zone Options Sets a list of options for the UPS Zone field on the Customer Card and the Sales Document Addresses tab. Leave blank to allow free form entry. Use Billing From Customer If True, the customer's billing will be the default for billing on new sales documents. If both Use Shipping From Customer and Use Billing From Customer are False, no address will be automatically populated. Use Logged In User As Created By If True, the user currently logged in will be listed as the "created by" user for documents resulting from splits. If False, the original "created by" user will remain. Use Logged In User As Created By Order Transferring If True, the user currently logged in will be listed as the "created by" user for documents resulting from transferring quote to order. If False, the original "created by" user will remain. Use Logged In User As Created By Invoice Transferring If True, the user currently logged in will be listed as the "created by" user for documents resulting from transferring order to invoice. If False, the original "created by" user will remain. Use Shipping From Customer If True, uses the customer shipping as the default for shipping on new sales documents. If both Use Shipping From Customer and Use Billing From Customer are False, no address will be automatically populated. Use Shipping Method When Selecting Default Tax Schedule If True, shipping method type (pickup/delivery) is used when determining the default tax schedule for a document. Note: If the Use Shipping Method When Selecting Default Tax REV62212 SETTINGS GUIDE 18

19 Schedule setting (Company Setup Options) is not selected in Dynamics GP, it must also be False in SalesPad. Use Standard Cost For Margin If True, the standard cost will be used for margin calculations instead of the current cost. Sales Entry Overrides Allow Multiple Locations If True, Line Items can be set to ship from multiple warehouse locations. Authorization Up Charge Percent Sets the percentage to upcharge credit authorizations (this allows room for freight charges added later, to ensure that the credit authorization will clear). Auto Fill Credit Card Number If True, the customer's primary credit card number will automatically be used when entering credit card transaction information. Auto Start First Payment If True, a new payment will be started when the Payments screen is shown and no payments have been entered. Close Payment Screen When Fully Paid If True, the Payment screen will close automatically after a payment is entered and the document is fully paid. Prompt For Credit Card Payments If True and the sales document payment terms are Credit Card, the payment screen will pop up on each save until paid. Show Sales Document Tabs Vertically No longer supported Use Logged In User Default Warehouse If True, overrides the Warehouse Code specified with the logged in user s Warehouse Code as defined in User Setup in the Security Editor. Use Logged In User Sales Person ID If True, overrides the Sales Person ID specified with the logged in user s Sales Person ID as defined in User Setup in the Security Editor. Sales Entry Settings Reprice Package Lines When Qty Changes If True and the package quantity is changed, SalesPad will check GP price lists for tiered pricing and adjust the price if needed. Reprice When Qty Changes If True, SalesPad will use tiered price levels if they are set up in GP. Users will be able to change the quantity on a line item and apply discount/group pricing to the added quantity. Sales Line Item Groups Default Sales Document Groups Defines the labels used for Sales Line Item Groups, displayed on different tabs during sales transaction entry. Use Sales Line Item Groups If True, the group labels specified in the Default Sales Document Groups will be visible during sales transaction entry. REV62212 SETTINGS GUIDE 19

20 Sales Monitor Sales Monitor Date Format Sets the date format used in the Sales Monitor Screen. (Default: {0:MM/dd/yyyy}) Sales Returns Return Named Note Specifies the named note to be used for a return. Returns Warehouse Specifies the default warehouse that will be used when creating a return document. Leave blank to use the warehouse from the originating document or the customer s warehouse. Use Trade Discount For Price Corrections If True, and a price correction is entered on the return creation screen, the trade discount field will be used to store the price correction. If false, the markdown amount will be used for the price corrections. Sales Transfers Sales Transfer Date Source Defines the Sales Document Header field that will drive the date for Inventory Transfers from the Sales Transfers Screen. Blank assumes today's date. Options are: Doc_Date, Actual_Ship_Date, Fulfillment_Date, Req_Ship_Date or Created_On. Sending s Default Subject Line Format Specify the default subject line format for s (to automatically include the Report Name, Document Number, or both). Enter ReportName DocumentNumber to pull that information from the report into the subject line. As Single Job If True, when bulk ing or faxing in Sales Batch Processing, Sales Batch Line Processing, or from the Sales Documents search screen, all selected documents will be ed or faxed in a single or fax message, per customer. Shipments Add a Comment to the Line item that is being Shipped If True, the order line item comment will update when using the Ship button to transfer that line to an invoice. (Example: [10 moved to STDINV2383]) Remove Fully Shipped Line Items If True, a line item will be removed from the Sales Order when it has been completely shipped. If False, the line will stay on the order and the quantity will be 0. Use Qty Fulfilled If True, Qty. Fulfilled will be automatically entered for shipping Qty. Shipping/Invoicing Shipment Suffix Controls the suffix that is appended to the document when using partial invoicing in SalesPad. Use Shipment Suffix If True, the Shipment Suffix will be used when an order is partially shipped. If it is not used, the original is moved to history with the suffix of *. REV62212 SETTINGS GUIDE 20

21 Smart Printing Default Subject Line Sets the text to be used as the default subject line when using Smart Printing. Enter ReportName DocumentNumber to pull that information from the report into the subject line. Smart User Fields Blind Ship Field Names the User Field that will be used to store a Sales Document s Blind Ship flag. The field should be a bit/boolean. If using a GP user field, make sure the existing data can be converted to a Boolean (0 or 1). Do Not Charge Freight Names the User Field that will be used to store a customer s Do Not Charge Freight flag. The field should be a bit/boolean. If using a GP user field, make sure the existing data can be converted to a Boolean (0 or 1). System Dynamics GP Version Override No longer used. Remit To Address Code Sets the Company's Remit To Address Code. Suppress Country Code Sets country codes, in a semi-colon delimited list, that will not be printed in the address. Vendor Contact Options Contact Type List Sets values for the Contact Type drop-down field (in the Vendor Contact Information section of the Vendor Contact Information entry screen. Vendor Card > Contact Addresses Tab > NEW or Double- Click Address Type. Note: This setting requires that a user field be created and specified in Contact Type Field for a Vendor Address. Phone 1 Label Labels the first phone number field in the Vendor Contact Information entry screen. Phone 2 Label Labels the second phone number field in the Vendor Contact Information entry screen. Phone 3 Label Labels the third phone number field in the Vendor Contact Information entry screen. Vendor Inquiry Warn When Updating a VendorAddr If True, a warning message will appear when updating a vendor address. Vendor Layout Load Vendor Tabs By Field Sets a value (such as Vendor_Class_ID) used to determine which tabs are displayed on the vendor card, based on setup in the Layout Tab Setup Screen. Vendor Notes Vendor Note Type List REV62212 SETTINGS GUIDE 21

22 Sets a delimited list of supported note types that will appear as a drop-down on Vendor Note Entry. Vendor Search Search 1st Address Line For Vendor Name If True, Vendor Search results will include matches in the vendor's first address line. Search Contact Address Codes If True, Vendor Search results will include matches in the vendor contact's address code. Search Contact Names If True, Customer Search results will include matches in the customer's contact names. Search Vendor Name Only If True, Vendor Search results will only include matches in the vendor name (not the vendor ID). *If all are False, Vendor Search results will include matches in the Vendor Name and Vendor ID. Workflow Script Pre Forward Script Enter a C# script to run before a document is forwarded to a new batch. REV62212 SETTINGS GUIDE 22