This function appears once the company maintenance window is displayed. It enables you to configure a password for the company that will be requested whenever an operator attempts access.

This must reflect the company name as specified on the registration form supplied with the software.

A blank company name is not permitted.

This field must reflect the year in which your Software License Agreement expires.

This indicates the month in which your license expires, if this is specified within the terms of your Software License Agreement.

This applies to temporary licenses.

This field must reflect the registration number assigned to your company.

Select this to import the LICENSE.XML file into your system.

Once you have imported this file you can apportion your licenses across various operators.

You must run this function to access any e.net Business Object or Web-based Application, and when using the Document Flow Manager.

	You must use this program if you want to import a 'DEMO FOR xxx' license and then deselect modules that are not licensed. This functionality is only available in the Company Maintenance program.

These numbers cannot be amended here and are defined using the System Setup program.

Your selections must match the list of modules indicated on your Software License Agreement.

To install a module, enable the checkbox alongside the required module.

If you are licensed for Executive Dashboards, then you automatically receive an Executive Dashboard designer license. This is used when you install Excelcius Designer. There is no entry required in the IMPACT.INI file for this designer seat. As with other modules, the number of Executive Dashboard viewer seats equals the number of users for which SYSPRO is licensed. Therefore if, for example, you have 16 SYSPRO users, you will have 16 Executive Dashboard viewer seats.

This information is generated when you import the license.xml file into the current company.

Loads the Multimedia program to view and maintain multimedia objects for the company.

Loads the Custom Forms Entry program to view and enter custom form data for the company.

This field is purely documentary for your own information. It is not used by SYSPRO and is not validated.

Indicate the company's physical address to which goods must be delivered. This is used by the Purchase Orders module.

This is the warehouse displayed as the default at most Warehouse fields in the system.

Specifying a default warehouse is useful if you are only using one warehouse in the system and do not want to have to re-enter the code repeatedly. You can override the default warehouse at operator level.

Indicate the default currency in which you want to process transactions within the system. You cannot change this currency once you have added the company.

Enter the description for the Local currency code assigned to the company.

It also determines the relationship between the General Ledger and the sub-ledgers with regard to the posting of the sub-ledger transactions into the General Ledger.

Once defined, you should not change the number of accounting periods per year, or you may lose historical information (i.e. the history buckets for transactions written to the files in the sub modules are not moved, adjusted or corrected when you change the accounting periods per year).

Indicates that the General Ledger Period end function must run after every 3 months of trading activity and all sub-ledgers to have 12 months in the year.

Indicates that the General Ledger Period end function must run after every 2 months of trading activity (i.e. 6 times per year) and all sub-ledgers to have 12 months in the year.

This is the account used by the system to correct an out-of-balance situation in the General Ledger. It does so by posting an entry to this account to correct the imbalance. The value posted can then be journalized out to the correct ledger code manually.

The following programs add a GL Account called FORCED if it doesn't exist on the GenMaster file: Company Maintenance, Add New Company Wizard, and Company Setup (when it first creates the 00 record on ADMCTL).

Indicates the description for your forced balance account.

This account is updated with the net income/loss for the year when you run the Year end function of the General Ledger. It is also used if you select to close out your expense and revenue accounts when you run the year end.

Indicates the description for your retained earnings account.

See Edit Nationality Code.

Configures SMTP (Simple Mail Transfer Protocol) default settings for the company. SMTP is a TCP/IP protocol that is used to send and receive Email.

The SMTP Default Addresses function enables SYSPRO to send messages using a specific SMTP server and to define an Email address to identify the sender of the message.

See Edit SMTP Defaults.

You can enable job logging selectively by module and program using the Security Access function of the Groups program.

Enabling this option may lead to excessive entries in the log from automated and semi-automated processes.

Disable this option if you don't want to create log entries for business objects invoked from e.net Solutions, Web-based applications, DFM and VBScripting (from forms, customized panes, etc).

If a regular SYSPRO program (e.g. Sales Order Entry) invokes a business object to perform a database update or query, then a job log entry is created as normal.

This applies to following journals:

You would typically use this option to indicate why some entries were included/excluded from a report, as well as if you print multiple copies of the same report with different report options.

SRS Reports will take longer to run when you select this option.

Prints and displays postal codes as a 5-4 field (i.e. the first five characters entered are separated from the remaining four characters by a dash).

Closes a sub-ledger month automatically when you complete a month end within the relevant module. You would typically use this if you generally only post to the current month. If you need to post transactions to a prior month then you will have to reopen the month manually.

(See the Shared inventory considerations topic (Custom Forms Overview).

You won't be able to view any Inventory multimedia that is configured in the individual shared companies.

You can still change the number of decimals for individual tax codes which will override your selection here.

	Only SRS reports support the use of 5 decimal places. For all documents on which the tax rate is printed, the use of 5 decimal places is supported on Standard, Word and SRS documents.

These options enable you to share inventories across companies with different currencies and general ledgers across companies with differing accounting periods.

If both Inventory and General Ledger are shared, then the Inventory Interface setup in the Inventory 'holding' company is used to determine the General Ledger accounts to which transactions processed using the Inventory Movements program are posted.

If only Inventory is shared, then Inventory transactions update the files of the 'holding' company and the General Ledger side of the transactions are posted to that company's own General Ledger files.

It is not advisable to share Inventory files across companies that have different base currencies (generally accepted accounting practice assumes that the value of inventory is stated in the local currency of the company). However, if no transactions are processed across the companies' warehouses (e.g. you want to share Inventory for query purposes only) then this can be done without compromising the integrity of the General Ledger.

Refer to Shared files and tables for a list of files/tables which are shared.

Indicate the company that will be the holding company for all the general ledger master, history and detail transactions. This defaults to your current company, but can be changed.

You would typically use this facility if you want to produce consolidated financial reports for more than one company using the Financial Report Writer.

Although general ledger data for each company is stored in the same physical database, only the Financial Report Writer can access the data of other companies.

	If you have defined multiple data paths then ensure that the data paths defined for the sharing companies match those of the holding company. Ensure that the company control files are located in the same working directory for all companies sharing the general ledger database. You cannot share general ledger data between C-ISAM-based and SQL Server-based companies.

Indicate the company that will be the holding company for inventory data. This defaults to your current company, but can be changed.

You would typically use this facility if all companies sell the same inventory and you require a consolidated view of the stock holding of all companies.

If Bill of Materials is installed in the 'holding' company, then the sharing companies must have access to bill of material data. If Material Requirements Planning is installed, then the Requirements Calculation uses the inventory and bill of materials data from the Inventory 'holding' company, together with the sources of supply and demand from the company running the Requirements Calculation. Each company retains separate Purchase Order, Sales Order, MRP and Work in Progress data.

Indicate the type of decimal character you want to use for numeric fields that contains decimals (e.g. values, costs, prices, quantities, units of measure conversion factors, currency conversion factors, etc).

This character must be different from the 1000's separator character.

You can override this at operator level.

In a client/server environment, the decimal character entered here must match the character defined in the Regional Settings on the client machine. Otherwise incorrect values could be saved for transaction entries processed in SYSPRO.

Windows Regional Settings affect the formatting of numbers in SYSPRO graphs and currency values in SYSPRO Analytics.

In addition, variables have been added to the System Information section of all SRS reports to indicate the number of decimals to display (DecimalsToDisplay) and the decimal character to use (DecimalCharacter). This, in conjunction with the SeparatorToUse variable, can be used to format reports to meet your requirements.

Indicate the character (symbol) to use as the 1000's separator. This character can be a space (for example, if you want to have 1 000.00).

This character must be different from the decimal character.

In a client/server environment, the separator character entered here must match the character defined in the Regional Settings on the client machine. Otherwise incorrect values could be saved for transaction entries processed in SYSPRO.

These options enable you to indicate how transaction values must be printed/displayed in SYSPRO.

Reports changed to support extended field sizes remain visually unchanged unless the printed values exceed the available print space, in which case the report print line could change to print two lines instead of one.

You can override these settings at operator level.

If you enter zero in this field then decimals are removed from entry and display/print fields when values are used.

	The number of decimals to show in values defaults to 2 and all values are always held to 2 decimal places, regardless of any setting.

This does not affect free format stationery that assumes a minimum of two decimals for any price field, and three decimals for any Inventory unit cost field.

Indicates how you want to print costs/prices on reports.

Reports changed to support extended field sizes remain visually unchanged unless the printed values exceed the available print space, in which case the report print line could change to print two lines instead of one.

Indicate the character (symbol) to use as the 1000's separator (e.g. a value of 123456789.12 can be printed as 123,456,789.12).

This does not affect free format stationary, which assumes a minimum of two decimals for any price field and three decimals for any inventory unit cost field.

Displays stock code-related quantities in list views according to the Maximum number of decimals defined against the stock item (Stock Codes).

This applies to the printing of all Work in Progress operation times (such as run time, teardown time, wait time, etc.) on reports. It defaults to four decimal places, but can be set anywhere from zero to six.

Converts from one currency to another using an intermediate currency (to conform with European Monetary Union regulations).

Prints a currency exchange audit line for each foreign currency transaction using triangulation.

Indicate whether your company data is ISAM or SQL Server-based. This option cannot be accessed if your data for all companies is defined as C-ISAM-based or is a mix of C-ISAM and SQL Server (System Setup).

Indicates the name of the database in which your company data is stored.

Migrates your C-ISAM data for this company into a database format that will be accessed using SQL Server.

A wizard guides you through this process (ISAM to SQL Migration Wizard).

Resets a SQL Server-based company to enable access C-ISAM data files without actually migrating data from SQL Server to C-ISAM.

You would typically use this function if you have migrated your data to SQL Server, but are not yet in possession of a license number.

You should not process any transactions as they will be posted to the C-ISAM database and will no longer match the SQL Server data. It will require you to either remove the SQL Server database or remove the data in the tables and redo the migration to SQL.

Select this to hold all your data files for this company in one folder.

Select this to assign different folders for selected data files.

This is particularly useful if you want to locate large files on a different physical drive or file system. The directory path must still be from one of the nine pre-defined data directories (System Setup).

This option only applies when you specify more than one Data path name (Folders).

Assign different folders for different data files (C-ISAM only).

This must be numeric if you want automatic supplier numbering.

This must be alpha if you want invoice numbering by branch as well as use prefixes for each branch's invoices.

Do not change the key type for the AR Invoice number to Numeric after defining the prefixes against each branch, otherwise you will not be able to access any invoices, debit or credit notes processed using prefixes.

If set to alphanumeric and your invoice numbering is By company (Set Key Information) then you cannot add retentions to a contract in the Projects and Contracts module (specifically in the P&C Contract Maintenance program).

If set to numeric, you are restricted to using a maximum of 15 characters. If set to alpha, you can use a maximum of 30 characters.

Must be numeric when Stock code numbering method is Automatic (Set Key Information).

Must be numeric when Purchase order numbering method is By company or By warehouse (Set Key Information).

Must be alphanumeric when Purchase order numbering method is By warehouse with prefix.

Must be numeric when Sales Order numbering method is By company (Set Key Information).

Consider setting this to alphanumeric when Sales Order numbering method is By branch to enable using the branch code as a prefix to the sales order number. This makes it easy to identify the branch that generated the document.

Must be numeric when GRN numbering is By company (Set Key Information).

Must be alphanumeric when GRN numbering is By warehouse with prefix.

Must be numeric when Requisition numbering method is Automatic (Set Key Information).

Must be alphanumeric to enable Manual serial number tracking (Set Key Information).

Must be numeric when Automatic lot numbering is enabled (Set Key Information).

Quotation numbering is set up in the Set Key Information program. If you are using alphanumeric numbering, you also have the ability to add a prefix to the quotation numbers.

You can define the length of both the quotation number and the prefix. The length of the quotation number will include the prefix, so for example you can not have a prefix length of 10 and a quotation length of 8.

If you enable numbering by branch, you will need to enter the prefix (if required) and the next quotation number for the branch in the AR Branches program

Job numbering is set up in the Set Key Information program. If you are using alphanumeric numbering, you also have the ability to add a prefix to the inspection numbers.

You can define the length of both the job number and the prefix. The length of the job number will include the prefix, so for example you can not have a prefix length of 10 and an job number length of 8.

If you enable numbering by job classification, you will need to enter the prefix (if required) and the next document number for the job class in the Job Classification program.

Additionally, if you enable numbering by job classification, it is necessary that the option Job classification required is enabled in the Work in Progress Setup program.

Set to numeric if you want to enable automatic asset numbering (Set Key Information).

This cannot be numeric when the Dispatch numbering method is Automatic per order.

This cannot be alphanumeric when Dispatch numbering method is Automatic (Set Key Information).

Must be numeric when Goods in transit reference is By company or By warehouse (Set Key Information).

Must be alphanumeric when Goods in transit reference is By warehouse - with prefix.

WIP inspection reference numbering is set up in the Set Key Information program.

If you are using alphanumeric numbering, you also have the ability to add a prefix to the inspection numbers.

You can define the length of both the WIP inspection number and the prefix. The length of the WIP inspection number will include the prefix, so for example you can not have a prefix length of 10 and a WIP inspection number length of 8.

If you enable numbering by job classification, you will need to enter the prefix (if required) and the next document number for the job class in the Job Classification program.

Additionally, if you enable numbering by job classification, it is necessary that the option Job classification required is enabled in the Work in Progress Setup program.

Must be alphanumeric when RMA numbering method is By branch - with prefix.

Defines the key type for AP payment runs created using the Payment Cycle Maintenance program. If set to alpha, you will not be able to define automatic payment run numbering (Set Key Information).

Must be numeric when Payment run numbering method is Automatic.

Prevents access to this company by any operator who does not have administrator privileges. Administrators are warned if access is attempted.

This is useful if you are maintaining a company and want to restrict other operators from entering data.

	This function does not affect operators currently accessing the company.

Enter the message you want to display to any unauthorized operator attempting to access the company while the Prevent further logins option is selected.

This indicates a list of newly-installed modules.

This indicates the calendar year in which the current financial year ends.

This indicates the month in which your company is running in relation to the start of your financial year.

Defines the month end dates for the Previous and Current year of the installed modules.

Although these dates are updated after each month end, they are used by the Period end programs to warn operators when a month end is not being run on the day anticipated by the system.

If you defined 12 accounting periods in the year, then the month end dates entered here automatically define your first 12 ledger period end dates (the 13th period end date is used for year end adjustments).

If you defined 4, 6 or 13 accounting periods in the year, you have to enter your ledger period end dates.

For example, Asset month end dates are set to the last day of each month when you have 12 accounting periods in the year and cannot be changed. When you have 4, 6 or 13 accounting periods, you have to enter the required period end dates. Note that the period end date affects the depreciation calculations.

The last seven month end dates (starting from your current month) are used by the system to age your Accounts Receivable invoices if your invoices are aged using the Statement Ageing setup option (Accounts Receivable Setup).