System Settings: Company

Specify the type of envelopes used by your dealership for Accounts Payable checks and Accounts Receivable statements. (Both options are #10 business envelopes):

Canadian #10 envelopes have a window 1” high x 4” long, located 5/8” from the left edge of the envelope and 3/4” from the bottom edge of the envelope

U.S. #10 envelopes have a window 1-1/8” high x 4-1/2” long, located 7/8” from the left edge of the envelope and 1/2” from the bottom edge of the envelope

Select the form type your accounts receivable statements are printed on:

• Wide—statement forms have (1) portion for the dealership, (1) portion for the customer’s records and (1) portion to be returned with the customer’s remittance.

• Narrow—statement forms have (1) portion for the customer’s records and (1) portion to be returned with the customer’s remittance.
• Laser—statements are printed on 8-1/2” x 11” paper on a laser printer. Overlays developed by VitalEdge can be used. The overlays print out in statement style format.
• A—statements are printed on a laser printer and the customer’s name and address should print four lines lower on the statement than normal. This allows you to fold the statements with a folding machine and have the customer’s name and address appear in the window of a standard #10 envelope. Overlays developed by VitalEdge can be used. The overlays print out in statement style format.
• P—statement laser forms has a perforation set three inches from the right edge, so that this segment may be detached and sent back by the customer. Overlays developed by VitalEdge can be used. The overlays print out in statement style format.

Note:  If option Laser or A is selected, duplicate copies of laser printed statements can be printed from the file spooled at the time of statement production.

Allows you to select the manner in which the system notifies of you the fact that you have entered a duplicate invoice number for the same vendor on the Vouchers Information screen:

Warning: A Warning message appears on the screen while entering an invoice number, however you are able to continue using the duplicate invoice number.

Error: An Error message appears on the screen while entering an invoice number, preventing you from entering the duplicate invoice number.

After an upload, these messages appear on the APUP01A report. For more on this topic see Vouchers: A/P Upload

Note:  The number of months of Invoice History that the system uses to determine whether the entered invoice number is a duplicate is set in the RETNHIS table.

Note:  If the original and the duplicate invoice numbers are both in the current unposted A/P batch of vouchers, the user does not receive any message. However, the system automatically produces a second report with an A/P Voucher Edit. This report (AP0007) is titled “Accounts Payable Voucher Edit Register - Duplicate Invoice Numbers” and lists the voucher numbers of the duplicate invoice number(s).

The Parts Management Information report (PAR029) provides an analysis of the parts department activity for the month. This report includes percent of fill, parts inventory turns, sales detail by type, and activity statistics information. The Parts Management with Transfer Information report (PAR29A) provides the same analysis but also includes branch transfer information. This switch determines how the reports are sorted:

Account: By part sale Account number

Vendor: By part Vendor number

Note:  This switch is password protected, as it can negatively affect parts management files and reports as per month end. Contact VitalEdge support for assistance.

Note:  Vendors, sale accounts and branches can all be grouped together for the PAR029 and PAR29A reports on the Report Groupings screen.
For example, if there are 3 vendors and 3 branches at your dealership and you want 1 line to represent vendors 2 and 3 and 1 line to represent branches 2 and 3, the Report Groupings screen allows you to configure the reports as such.

The Type Code Information report (PAR206) can be printed as part of the parts month end procedure. It reports parts type codes (John Deere critical codes). This field allows you to specify whether to print this report with your parts month end, and if so, by Type, by Source of Supply, by Both Type and Source of Supply, or Neither.

Note:  For John Deere dealers, any option other than Neither is recommended. For all other dealers Neither is recommended.

If activated, allows duplicate stock numbers for equipment across different divisions in the company. This is useful if you transfer equipment across divisions and want to keep the same stock number for the same piece of equipment in each division.

The system automatically assigns the next available number when quick adding units. For units manually added, divisions should co-ordinate how the numbers are reallocated.

Note:  If a permanent transfer of equipment between divisions occurs, General Ledger journal entries are necessary to properly account for the value of the equipment in its new division.