Tools

Global Preferences

Author: Reference Number: AA-01586 Created: 2011-04-05 15:07 Last Updated: 2011-04-07 08:48

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To access the preferences on this tab

Open the Company Setup & Preferences form
Click on the Global tab

Tab	Preference	Definition	Link to FAQ
General	Maximize Form On Startup	If this is selected the form will fill the whole screen. If this is not checked the forms will open smaller allowing you to view multiple forms at the same time.
	Force Calculate When Forms Open
	Show "Display Error" Errors
	Auto Remove Filter before drilling down to record
	Shared Multi-Company Data File	If in addition to your main company data file, you have a shared data file to be used by multiple companies you will want to check this box to allow for linking both data files to OneSource at the same time.
	Default Phone Number Format
	MapPoint Program Path	This lets you specify the location of the executable program of Map Point or Streets and Trips used for the Routing functionality of OneSource.
	Shipping Interface
	UPS WorldShip Install Directory && Database	If you are using UPS Worldship with OneSource you will need to put the directory path to your UPS Worldship install.
	OneSource UPS Reference Database	This is where the OneSource file which allows you to track UPS package shipments from OneSource is housed.
	Prompt To Create Contact Specific Document Folder	This allows you to determine whether you want OneSource to prompt to create a unique folder for each Contact or have all Contact documents reside in the customer document management folder.
	Default Keyboard / Function Key And Menu Layout
	OneSource Support User ID
	OneSource Support Default Reply To Email Addres
	AutoUpdateOSVersion:
	CurrentOSVersion:
	User that will receive new version prompts
	Use Custom Database
eCommerce
	Data Synchronization Interval	This allows you to set up the timing interval in which OneSource will update the inventory/customers count from the ecommerce sight.
	File Format Type
	Database Path
	Default Import Text File
	Default Show Import Log
	Auto Update Line Item Prices on Import
	Default Ecom State
	Default ECom Org Sales Tax Code
	Flat Text File Path
	Field To Use For Web Name
	Domain Name
	Re-Upload ALL Items to Ecom Site
	FTP Address
	FTP Username
	Admin Username
	FTP Password
	Admin Password
	Force Bill-To Customer
	Always Use/Force Price Code
	Override Price Code
	AutoUpdateOSVersion
	Credit Card Transaction Text
	Order Fullment Email Address
	Items Per Page
	Meta Description
	Tax Rate
	Meta Titl
	Order Sender Email Address
	Order Complete Email Address
	Items Per Home Page
	Meta Keywords
	Home Page Content
EDI
	EDI Account ID
	EDI Flat File Path	If you use EDI transmission software this is where you will need to enter the path to the file system directory. If you do not use Electronic Data Interchange software, ignore this control.
	Override EDI Credit Memo Item Number
Document Management		This lets you specify the root folder for external documents such as Microsoft Word, Excel, etc.
	Default Customer Document Management Path
	Default Supplier Document Management Path
	Default Job/Project Document Management Path
	Default Inventory Item Document Management Path
Data & Event Logging
	Event Log
	Data Log Control
	Log Quotation Printing
	Log Sales Order Printing
	Log Invoice Printing
	Log Purchase Order Printing
	Log Credit Memo Printing
	Enforce Single Print Quotation
	Enforce Single Print Sales Order
	Enforce Single Print Invoice
	Enforce Single Print Purchase Order
	Enforce Single Print Credit Memo
	Allow Override Single Print Enforcement
	Log Shipping Information
Activities	Default Activity Accessibility