System Settings

This field determines the number of historical entries that should be used to calculate the average dollars for non-completed jobs in the Service Agreement Management system, based on the job code associated to the service order. Historical entries are defined as the total dollar amount for closed work orders.

For example, if 10 is entered in this field the system will look at the dollar amounts used on the last 10 occurrences of a job code to determine the average dollar amount for the selected code.

Controls how the Matrix field on the Parts Profile and the Reclass field on the Ordering Information tab of the parts profile are updated. If activated, any changes to the Source, Class, Type, or Inventory Class fields in the Parts Profile or in the Price File causes the system to recalculate the Reclass and/or Matrix value, automatically keeping them up to date as changes occur. For this to work, all Part Adds table records must first be set up with the desired CSTI combination for the Reclass and Matrix fields. See Naming a Price Matrix.

The options are:

• None—the matrix or reclass values can be freely changed in the part profile.
• Matrix—forces the part's Matrix value to follow the $ naming convention specified for the Matrix field on the Part Adds screen. If $ isn’t being used then the matrix value can be freely changed in the part profile and the Reclass field can always be freely changed in the part profile.
• Reclass—forces the part's Reclass value to follow the $ naming convention specified for the Reclass field on the Part Adds screen. If $ isn’t being used then the reclass value can be freely changed in the part profile and the Matrix field can always be freely changed in the part profile.
• Both—forces both the Matrix and Reclass values to follow the $ naming convention specified for their respective fields on the Part Adds screen. If $ isn’t being used then the matrix and/or reclass values can be freely changed in the part profile.

If activated (Y), the following logic applies to Complete Goods Orders and Invoices:

1. When a Complete Goods On Order record is received, use the next available stock number in the NUMBERS file as the stock number and include the start digit, if any, as loaded in the ADDWGU table.

2. When a Complete Goods On Order record is received, load the Deere order number in the machine serial number field. This field is searchable in IntelliDealer.

3. When the Complete Goods Invoice record is received, update the machine serial number field with the actual serial number field. The Supplier Invoice number field is still updated with the invoice number which is the same as the original order number.

The IP address of your VoIP telephone server used in conjunction with feature numbers 6161 (VoIPLink- Cisco), 6167 (VoIPLink- Nortel).

If licensed, these ‘Click to Call’ hyperlink functions are activated using the Access Click To Call security switch in security system 995 in IntelliDealer.

Used when generating these reports from a batch job: PAR128Z, PAR128D, PAR128I, PAR128R, PAR128S, PAR132, AMAX reports, XMITDTRN, and SUBOTH.

• If a Printer ID is entered, the system sends the reports to the corresponding printer.

• If a User ID is entered, the reports are generated under the corresponding User ID.

• If these fields are left blank, the system sends the reports to the default iSeries printer.

If activated, the Daily Operating Controls reports (DOC) is printed when a database re-organize is run. The Daily Operating Controls reports include:

• DOC001D(Detail) - includes activity on an account since the last database reorganize was run. Parts and Equipment sales are considered. The information provided includes sales and margin figures in various periods (Month to date, Year to date, etc.) by company and division.
• DOC001F (Financial) - shows aged A/R, A/P and WIP (Work in Progress) figures by company, division and branch and compares current balances to last year.
• DOC001S (Summary) - is a Summary report of Sale, A/R , A/P and WIP G/L account totals by company, division and branch. This report is also aged.

If activated (Y), prints the Work-In-Process report (DOC003) during the nightly database reorganization.

The DOC003 report is an aged summary WIP report for customer work orders only. It lists all open customer work orders and a combined total of parts and labor charged to each work order to date. The DOC003 report is not designed to be a balancing report for WIP. As an alternative, you can create a work in process report from the Work in Process screen in IntelliDealer which contains more details.

Note:  VitalEdge recommends entering N in this field in favor of creating the work in process report in IntelliDealer.

This field is for Deere dealers only. When a parts Master Price file update is performed via the Deere poll (#CO12), report PAR128R can be produced. This report shows all parts whose Return Code has changed and lists the branch, the affected part number and the old and new return codes. The first character in this field (Y/N), determines whether to generate the report.

The second character in this field (Y/N) determines whether to generate a Summary Report(PAR128S) during the update. If the switch for the summary report is a Y, then the parts file is sorted by class—which is a requirement for the summary report—and the summary report is produced.

Note:  The RS shown next to this field indicates the report that will be controlled by the corresponding value that is entered. For example, if "NY" is entered, the PAR128R report will not be produced during the update but the PAR128S report will be.

Controls the percent threshold for what will display on the PAR128I report (a detailed report of list price or cost increases that can currently only be produced from within the green screen application when a parts price file is processed, using #PARTPRC.)

The same part number may appear on both the increase and decrease report but will only be added to totals once. Parts without an increase or decrease will not appear on the reports. However, the cost and list amounts will be added to the totals to reflect an accurate value of inventory on the summary reports.