Company
SYSPRO Ribbon bar > Setup > Setup Options > Company
This can be used to describe the company, although it is not used by the system or printed.
These address details can be printed on any free-format stationery.
These address details indicate the company's physical address to which goods must be delivered (used by the Purchase Orders module).
This indicates the geographic location of the address in terms of longitude and latitude. It includes a hyperlink to the map directions. An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name.
Select this hyperlink to apply a new password to the company.
This indicates the language character set applicable to the data for this company. The system uses it to display and print languages properly. It typically applies when using the BULK INSERT function when special characters exist that SQL Server needs to recognize.
The code page configured here takes precedence over the one defined against the Bulk insert code page setup option.
This prevents unauthorized access to the company, ensuring that operators without administrator privileges can't log into SYSPRO.
Administrators are warned if access is attempted. This is useful when you are maintaining a company and want to restrict other operators from capturing data.
This does not affect operators currently accessing the company.
This lets you indicate the reason why operators are prevented from logging into the company.
This is the company's tax registration number that can be printed on delivery notes, invoices, statements and purchase orders.
This company registration number can only be printed on delivery notes, invoices, statements, creditor's remittance advices and purchase order requisitions.
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. Whenever you add or change the default company warehouse, you need to restart SYSPRO for your changes to become effective.
This is the default currency in which you want to process transactions within the system. You cannot change this currency once you have added the company.
This is the description for the Local currency code assigned to the company.
This is typically determined by the frequency of a company's financial and management reporting cycles. It also affects the relationship between GL and the sub-ledgers with regard to the posting of the sub-ledger transactions into General Ledger. Once defined, this should not be changed as you may lose historical information (i.e. 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).
This is the company's VAT registration number. This number is issued when a company registers for VAT with the relevant government tax authority in certain countries.
This is an additional unique taxpayer reference number issued by the relevant government tax authority in certain countries.
Although always stored in a CCYYMMDD format, this option enables you to define how you want dates to be displayed and requested within SYSPRO, at company level. Dates in forms are determined by the Date format only (i.e. DDMMYY or YYMMDD). The short/long date format is not applied to any date fields in forms.
This overrides the date format settings made within the System Setup program.
This is the format in which you want all system dates to be displayed and requested within SYSPRO for this company.
This does not apply to the date stamp format within notepad editors.
This indicates how you want the system to display the long version of the date for this company.
This indicates how you want the system to display the short version of the date for this company.
This format is used when you insert the date stamp during the editing of text notes in SYSPRO, if the Override system date format option is enabled.
This indicates how you want the system to display dates on reports printed within this company.
This displays how the setting for the Long date format will appear in the system.
This displays how the setting for the Short date format will appear in the system.
This displays how the setting for the Report date format format will appear in the system.
This lets you set your nationality code at company level. It overrides the setting made within the System Setup program, unless this conflicts with an existing tax option that has been defined.
This indicates the nationality of your company (e.g. USA - United States of America; GB - Great Britain; AUS - Australia; CAN - Canada; RSA - South Africa). The list of SYSPRO nationality codes is defined in the IMPNAT.IMP file located in the SYSPRO \Base\Store folder. The nationality entered here affects the display of region-specific fields within the system (e.g. tax).
The Email/SMTP settings of the System Setup program are required for the following facilities:
- Forgot Password
- Multi-Factor Authentication
- Single Sign-on
- SYSPRO Supply Chain Portal
- SYSPRO OData
In a mapped-drive environment you will need to define the network permissions to invoke an executable program over the network. Microsoft Outlook is typically selected if you want to use simple MAPI mail.
This uses Microsoft Outlook (with its rich email client interface) as your preferred method of emailing within SYSPRO.
This uses any COM-aware email subsystem to email in SYSPRO
This uses the system-wide SMTP options configured within the System Setup program, instead of the options configured here.
If you enable this option, the Email/SMTP details configured here are disabled, but stored in the company record.
The following facilities rely on the Email/SMTP settings configured in the System Setup program to work:
- Forgot Password
- Multi-Factor Authentication
- Single Sign-on
- SYSPRO Supply Chain Portal
- SYSPRO OData
This is the default IP address of the specific SMTP server that SYSPRO will use to send messages.
This is the default email address of the sender of the message.
This entry must contain a valid email structure, such as auto.generated.mail@company.com.
This the email account's user name.
This is the email account's password.
This is the server port to be used.
This specifies that communication with the SMTP server requires SSL encryption (i.e. send email via an SSL connection).
Indicate the SYSPRO Supply Chain Portal Website address (e.g. http://localhost/SYSPROSupplyChainPortal_CompanyID).
This creates a log file detailing each program that is accessed by each operator. You can enable job logging selectively by module and program using the Operator Groups program.
This includes job logging entries for business objects invoked from e.net Solutions, Web-based applications, DFM and VBScripting. This may result in excessive log entries from automated and semi-automated processes. If you disable this option, then log entries are still created for business objects invoked from a regular SYSPRO program database updates or queries.
Includes job logging entries for running SRS reports. The log file lets you see the date, time and name of the operator who ran the SRS report.
Prints the name of the operator who made any postings to the journal file, on the report. This applies to the following journals: Receivables, Payables, Cash Book, Ledger, Inventory, Supplier amendment, Customer amendment, Inventory amendment and Structure amendment.
Prints the report options you selected for a report on the first page of any system report. You typically use this to indicate why entries are included/excluded from a report or if you print multiple copies of the same report with different report options. This will affect the time take to print SRS reports.
Prints and displays postal codes as a 5-4 field.
Closes a sub-ledger month automatically when you complete a month end within the relevant module. You 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.
If using shared inventory this indicates that custom forms configured for the shared company must be used for each of the companies sharing the same inventory files.
If using shared inventory this indicates that multimedia objects configured for the shared company must be used for all the companies sharing the same inventory files. You won't be able to view any Inventory multimedia configured in the individual shared companies.
This option lets the Multimedia program access objects using the presentation key length in the file path when you're using the %key variable in the multimedia object path.
It doesn't rename the multimedia files, it just alters the %key value returned for multimedia.
The key length of the Customer field is 15 characters. If you set the presentation length to 7 characters then the system looks for:
- 0000040.bmp if you have enabled the Presentation length for multimedia %key option option
- 000000000000040.bmp if you have not enabled the Presentation length for multimedia %key option
The key length of the Customer field is 15 characters. The key length of the Invoice field is 15 characters. If you set the presentation length of the Invoice field to 6 characters and the Customer field to 7 characters, then the system looks for:
- 000000000000040000000000000001.bmp regardless of whether the Presentation length for multimedia %key option is enabled.
This is the default number of decimals to use for all tax rates. This is applied to the Tax rate decimals field in the Browse on Tax Codes program. 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 and general ledgers across companies.
If both Inventory and General Ledger are shared, then the Inventory Interface setup in the Inventory holding company is used to determine the ledger accounts to which transactions processed in 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 isn't advisable to share Inventory files across companies that have different base currencies (GAAP assumes that the value of inventory is stated in the local currency of the company).
The value of any purchase or cost of sale costs is processed in the currency of the host company (i.e. transactions in the sharing companies aren't translated into the currency of any shared company).
A mixture of currencies results in inaccurate costs in both the host and sharing companies. 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.
This is the holding company for all the GL master, history and detail transactions. It lets you produce consolidated financial reports for more than one company using the Financial Report Writer (only the Financial Report Writer can access the data of other companies). Ensure that the data paths defined for the sharing companies match those of the holding company and that the company control files are located in the same working folder for all companies sharing the GL database.
This is the holding company for inventory data. It provides you with a consolidated view of the stock holding of all companies if they all sell the same inventory. If MRP 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 Order, MRP and WIP data.
All numeric formatting is also applied to any numeric custom form fields added.
This is the character to use for numeric fields containing decimals and must be different from the 1000's separator character. In a client/server environment, it must match the character defined in the Regional Settings of the client machine. Otherwise incorrect values could be saved for transaction entries processed in SYSPRO. Dots are translated to commas if the decimal character is defined as a comma (to accommodate numeric keypads that only have a dot to indicate a decimal point).
This defines a delimiter for numeric values over 999.00 (e.g. a value of 123456789.12 can be displayed as 123,456,789.12.)
This is the character (symbol) to use as the 1000's separator. It can be a space (e.g. if you want to have 1 000.00) and must be different from the decimal character. In a client/server environment, this character 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.
This is the number of decimals you want to use for numeric values. If you enter zero here, 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. All values are always held to 2 decimal places, regardless of any setting. This does not affect free-format stationery which assumes a minimum of 2 decimals for any price field and 3 decimals for any Inventory unit cost field.
You can override these settings at operator level using the Numeric formatting options.
This 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).
This is 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 is the minimum number of decimals that must be printed for a cost/price field (e.g. a price of 123456789.12000 may be printed as 123,456,789.120 if the decimal option is set to 3). It does not affect free-format stationary (which assumes a minimum of 2 decimals for any price field and 3 decimals for any inventory unit cost field). The system-wide personalization option: Maximum decimals to show for price/cost controls the number of decimal zeros displayed in price and cost listviews.
This displays stock code-related quantities in listviews according to the Maximum number of decimals defined against the stock item.
This indicates how many decimal places to print for all labor times in reports. It 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.
This lets you convert from one currency to another using an intermediate currency (to conform with European Monetary Union regulations).
This prints a currency exchange audit line for each foreign currency transaction using triangulation.
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