Company Set Up - Revision history

Anw: Minor formatting change

2025-07-01T12:44:11Z

Minor formatting change

← Older revision		Revision as of 14:44, 1 July 2025
Line 1:		Line 1:
	<noinclude>		<noinclude>

	==~~'''~~INTRODUCTION~~'''~~==		==INTRODUCTION==
	</noinclude>		</noinclude>
	This document describes the process and the required screens to be used in setting up the information for the Company running the warehouse. Other guides describe the set up of the warehouse, owners, etc.		This document describes the process and the required screens to be used in setting up the information for the Company running the warehouse. Other guides describe the set up of the warehouse, owners, etc.
Line 10:		Line 10:


	==~~'''~~SYSTEM REGISTRY (ULF0030)~~'''~~==		==SYSTEM REGISTRY (ULF0030)==
	{{:ULF0030 Company Setup}}		{{:ULF0030 Company Setup}}

	==~~'''~~COMPANY MAINTENANCE (CASN5010)~~'''~~==		==COMPANY MAINTENANCE (CASN5010)==
	{{:CASN5010}}		{{:CASN5010}}
	==~~'''~~OFFICE/DEPARTMENT SET UP (PFS1025)~~'''~~==		==OFFICE/DEPARTMENT SET UP (PFS1025)==
	{{:PFS1025}}		{{:PFS1025}}

	==~~'''~~USER MAINTENANCE (FXMUSER)~~'''~~==		==USER MAINTENANCE (FXMUSER)==
	Add the new company code and department code to your current user.		Add the new company code and department code to your current user.
	{{:FXMUSER}}		{{:FXMUSER}}
Line 34:		Line 34:
	{{:COMMDISP}}		{{:COMMDISP}}

	==~~'''~~ CODE TYPES MAINTENANCE (CASN5150)~~'''~~==		==CODE TYPES MAINTENANCE (CASN5150)==
	{{:CASN5150}}		{{:CASN5150}}
	==~~'''~~CODES MAINTENANCE (CASN5040)~~'''~~==		==CODES MAINTENANCE (CASN5040)==
	{{:CASN5040}}		{{:CASN5040}}

	==~~'''~~NOMINAL ACCOUNT MAINTENANCE (CASN5120)~~'''~~==		==NOMINAL ACCOUNT MAINTENANCE (CASN5120)==
	Nominal code maintenance create record 1234		Nominal code maintenance create record 1234

	{{:CASN5120}}		{{:CASN5120}}

	==~~'''~~LEDGER MAINTENANCE (CASN5020)~~'''~~==		==LEDGER MAINTENANCE (CASN5020)==
	'''Possible Error 1'''		'''Possible Error 1'''

Line 60:		Line 60:
	{{:CASN5020}}		{{:CASN5020}}

	==~~'''~~CURRENCY MAINTENANCE (CASN5060)~~'''~~==		==CURRENCY MAINTENANCE (CASN5060)==
	{{:CASN5060}}		{{:CASN5060}}

	==~~'''~~ISO COUNTRIES MAINTENANCE (PFS1004)~~'''~~==		==ISO COUNTRIES MAINTENANCE (PFS1004)==
	Ensure all required countries are set up on the ISO countries file, if one you require is missing then add it.		Ensure all required countries are set up on the ISO countries file, if one you require is missing then add it.

	{{:PFS1004}}		{{:PFS1004}}

	==~~'''~~ COUNTRIES MAINTENANCE (PFS1002)~~'''~~==		==COUNTRIES MAINTENANCE (PFS1002)==
	{{:PFS1002}}		{{:PFS1002}}

	==~~'''~~ VAT CODES MAINTENANCE (CASN5130)~~'''~~==		==VAT CODES MAINTENANCE (CASN5130)==
	{{:CASN5130}}		{{:CASN5130}}

	==~~'''~~NEXT STEP~~'''~~==		==NEXT STEP==
	Once the above set up has been completed it will be possible to create the required warehouse, customers, suppers, owners, stock, users etc for the company.		Once the above set up has been completed it will be possible to create the required warehouse, customers, suppers, owners, stock, users etc for the company.


	~~<noinclude>~~

	~~=Document History=~~


	~~{\| Border="1"~~
	~~\| <center>'''Version'''</center>~~
	~~\| <center>'''Date'''</center>~~
	~~\| <center>'''Status'''</center>~~
	~~\| <center>'''Reason'''</center>~~
	~~\| <center>'''Initials'''</center>~~

	\|-
	~~\| <center>Version 1</center>~~
	~~\| <center>08/03/2011</center>~~
	~~\| <center>Complete</center>~~
	~~\| <center>User Guide</center>~~
	~~\| <center>LBW</center>~~
	\|}

	~~Copyright OBS Logistics © 2008~~

	The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied
	~~</noinclude>~~

Anw: Split into separate pages

2025-06-16T08:01:45Z

Split into separate pages

← Older revision		Revision as of 10:01, 16 June 2025
Line 16:		Line 16:
	{{:CASN5010}}		{{:CASN5010}}
	=='''OFFICE/DEPARTMENT SET UP (PFS1025)'''==		=='''OFFICE/DEPARTMENT SET UP (PFS1025)'''==
			{{:PFS1025}}

	=='''USER MAINTENANCE (FXMUSER)'''==		=='''USER MAINTENANCE (FXMUSER)'''==
			Add the new company code and department code to your current user.
			{{:FXMUSER}}

	~~<center>[[Image:com-006.PNG \| User Maintenance ]]</center>~~


	~~Add the new company code and department code to your current user.~~


	'''Change Company (HYFX0040)'''		'''Change Company (HYFX0040)'''

	~~<center>[[Image~~:~~com-007.PNG \| Changing Company Code]]</center>~~		{{:HYFX0040}}


	~~Select the company you have just created and added to you user.~~


	'''Common Values (COMMDISP)'''		'''Common Values (COMMDISP)'''

	~~To call the screen - Select Help / Display Common from the toolbar.~~		{{:COMMDISP}}

	~~<center>[[Image~~:~~com-008.PNG \| Common Values ]]</center>~~


	~~Ensure that the company has actually changed, if not set the new company as the default in the User Maintenance screen and log out and back in again to re-set the company.~~


	==''' CODE TYPES MAINTENANCE (CASN5150)'''==		==''' CODE TYPES MAINTENANCE (CASN5150)'''==

Anw: Split into separate pages

2025-06-13T09:25:59Z

Split into separate pages

Show changes

Anw: Split into separate pages

2025-06-13T08:53:58Z

Split into separate pages

@@ Line 231: / Line 231: @@
 =='''CURRENCY MAINTENANCE  (CASN5060)'''==
+{{:CASN5060}}
 =='''ISO COUNTRIES MAINTENANCE (PFS1004)'''==

Anw: Split into separate pages

2025-06-12T15:04:27Z

Split into separate pages

← Older revision		Revision as of 17:04, 12 June 2025
Line 309:		Line 309:

	==''' COUNTRIES MAINTENANCE (PFS1002)'''==		==''' COUNTRIES MAINTENANCE (PFS1002)'''==
	~~Once the country has been entered in to the ISO countries code, it is necessary to create a country maintenance record.~~		{{:PFS1002}}

	~~This is done as below.~~


	~~<center>[[Image~~:~~com-017.PNG \| Country Maintenance]]</center>~~


	~~{\| class="wikitable" border="1" width="100%"~~
	\|-
	~~\| '''Field Name''' \|\| '''Description''' \|\| '''Options''' \|\| '''Generic Value'''~~
	\|-
	\| Country Code ** \|\| ISO country code - normally 2 chs in length - allows up to 3 \|\| Predefined by the client as to which countries they need to set up - must have been created as an ISO country code \|\| Defined by the client
	\|-
	~~\| Local Name ** \|\| Country name \|\| Max 30ch country description \|\| Defined by the client~~
	\|-
	~~\| Currency ** \|\| Currency code of the country \|\| Predefined in currency codes maintenance \|\| Defined by the client~~
	\|-
	~~\| Region Type 1 ** \|\| The region type for this country (not used by the WMS) \|\| None, State, County, Province \|\| None~~
	\|-
	~~\| Region Type 2 ** \|\| The 2nd region type for this country (not used by the WMS) \|\| None, State, County, Province \|\| None~~
	\|-
	~~\| Tax Level Validation ** \|\| The base level at which tax is applied \|\| Country, Department \|\| Country~~
	\|-
	~~\| Customs Col OK ** \|\| Is customs consolidation allowed? \|\| Y or N \|\| No~~
	\|-
	~~\| '''Buttons''' \|\| '''Description''' \|\| '''Options''' \|\| '''Generic Value'''~~
	\|-
	~~\| Time Zones \|\| Takes the user to an additional screen to assign a time zone to the country (see below) \|\| n/a \|\| n/a~~
	\|-
	~~\| WH Relations \|\| Takes the user to an additional screen to enter client specific invoicing and export information (see below) \|\| n/a \|\| n/a~~
	\|}

Anw: Split into separate pages

2025-06-12T15:01:12Z

Split into separate pages

Show changes

Anw: Formatting changes

2018-11-13T15:01:17Z

Formatting changes

Show changes

Lwinchester: /* SYSTEM REGISTRY (ULF0030) */

2012-05-31T09:44:26Z

SYSTEM REGISTRY (ULF0030)

← Older revision		Revision as of 11:44, 31 May 2012
Line 30:		Line 30:
	Ensure that the system registry value 'AllowImperialUnits' with a data value of '1' is set at either Company level (this may require a new Company data node to be added to the menu or enter at the Global level.		Ensure that the system registry value 'AllowImperialUnits' with a data value of '1' is set at either Company level (this may require a new Company data node to be added to the menu or enter at the Global level.

	'''NB:''' If the value is not set then there is the possibilty ~~the~~ inbound EDI messages mail fail to upload.		'''NB:''' If the value is not set then there is the possibilty that inbound EDI messages mail fail to upload.

	=='''COMPANY MAINTENANCE (CASN5010)'''==		=='''COMPANY MAINTENANCE (CASN5010)'''==

Lwinchester: /* SYSTEM REGISTRY (ULF0030) */

2012-05-31T09:43:49Z

SYSTEM REGISTRY (ULF0030)

← Older revision		Revision as of 11:43, 31 May 2012
Line 29:		Line 29:

	Ensure that the system registry value 'AllowImperialUnits' with a data value of '1' is set at either Company level (this may require a new Company data node to be added to the menu or enter at the Global level.		Ensure that the system registry value 'AllowImperialUnits' with a data value of '1' is set at either Company level (this may require a new Company data node to be added to the menu or enter at the Global level.

			'''NB:''' If the value is not set then there is the possibilty the inbound EDI messages mail fail to upload.

	=='''COMPANY MAINTENANCE (CASN5010)'''==		=='''COMPANY MAINTENANCE (CASN5010)'''==

Lwinchester: /* SYSTEM REGISTRY (ULF0030) */

2012-05-31T09:42:06Z

SYSTEM REGISTRY (ULF0030)

← Older revision		Revision as of 11:42, 31 May 2012
Line 20:		Line 20:

	In order to create a department (required) you also need to take the same steps, but entering a description of DepartmentSuperUser and a data value of 1.		In order to create a department (required) you also need to take the same steps, but entering a description of DepartmentSuperUser and a data value of 1.



			In addition to setting up the user account to allow the company to be created, a system registry setting must be set for units of measure.

			<center>[[Image:COM-A-001.PNG \| System Registry Entry ]]</center>


			Ensure that the system registry value 'AllowImperialUnits' with a data value of '1' is set at either Company level (this may require a new Company data node to be added to the menu or enter at the Global level.

	=='''COMPANY MAINTENANCE (CASN5010)'''==		=='''COMPANY MAINTENANCE (CASN5010)'''==