Setup Options

SYSPRO's Setup Options program provides a central area from which implementers are able to quickly configure SYSPRO modules as well as make information easily available to support staff - significantly speeding up the process to resolve issues.Things you can do in this program include:Configure setup options.Search for and maintain setup options across all modules.View and compare company options.Import and export configurations.Monitor changes to setup options.

PDF version

Exploring

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  • This program is accessible from the Ribbon bar:

    SYSPRO Ribbon bar > Setup
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Setup Option Categories

Configuration

Preferences

Tax

History

User-defined Fields

Keys

Company

General Ledger Integration

PDF and Video Resources

Feature Guides

Starting

ClosedPrerequisites
  • Ensure that the SYSPRO 8 e.net Communications Load Balancer service is installed and properly configured within the System Setup program.
  • Because SYSPRO's setup options affect the way programs work and/or interact with other programs and data, these options should ideally be configured by the system administrator before operators start using the functionality.

Referencing

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Field Description

Functions

Compare to

This lets you compare the setup options of two companies. You can elect to only view options that differ between the companies. You can also generate a print preview or produce a comparison report between the companies.

Import from

This lets you import setup options from another company.

Export to a File

This lets you export your setup option selections from the current company to a text file. This lets you tweak options as required and import the file into other companies.

Import from a File

This lets you import setup options from a text file (typically generated by exporting options from another company).

View All Options

This lets you view all the setup options for the current company. You can elect to show only options that have changed and can be filtered by module.

View Amendment Journals

This lets you view and optionally print an audit trail of all amendments made to your setup options. Information includes the date and time of the change, the before and after value, and the operator who made the change.

Define

Period End Dates

This lets you set period end dates across all modules.

We recommend that you only use this feature for take-on purposes.

Financial Year and Month

This lets you view and define the financial year and month for all your modules.

Year

This column indicates the year in which the current financial year ends and can only be changed if no active data is held within the history details, entries or journal files.

Month

This column indicates the period in which the company is running in relation to the start of the financial year and can only be changed if no active data exists within the history, details, entries or journal files.

Message

This column indicates any messages for the module that may prevent changes from being made.

Initial Contacts

This lets you create an initial contacts list for your company.

Tax Codes

This lets you maintain the tax codes required for a basic tax system or a tax system based on geographic areas when you are not using the USA tax system. The equivalent program for the USA tax system is the Extended Tax Code Maintenance program.

Tax Effective Rates

This lets you maintain historical tax rates for tax codes used in a basic tax system or a tax system based on geographic areas.

Tax Return Periods

This lets you define the start and end dates for each of your tax periods and years for generating the Tax Return report.

Descriptive Tax Codes

This lets you view descriptive tax codes currently defined and to link descriptive tax codes to the three character SYSPRO tax codes.
Withholding Tax Codes This lets you take on and maintain the withholding tax codes required within SYSPRO (EC VAT only). Withholding tax is an advance payment of company tax that is collected by the company when paying a supplier.

Nationalities

This lets you maintain details of nationality codes required within the system.

Banks

This lets you maintain details of banks required within the system.

Warehouses

This lets you maintain details of warehouses required within the system.

Information

This provides you with a quick glance of information relating to your financial modules across a specific company.

Information includes:

  • The next number to be used for journals, registers and other items
  • Information on forced balance and retained earnings accounts
  • The date certain financial programs were last run

The details displayed are for informational purposes only (i.e. you won't be able to make changes).

Quick search

This lets you search for specific setup options (useful if you don't know the form on which the option is located). The search dynamically matches entries as you type and when you click on an entry it navigates straight to the option on the relevant form.

Toggle caption help for the program. If switching on caption help for the first time, you will need to navigate to a new form before the help text is visible.
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