Company Code
Enter the company code to add or maintain,
or click the Lookup button to display all company codes. The company code
entered must contain three characters.
Company Name
Type the name of the company to display in
the system and print on reports.
Use
as Default Company for Server Settings
Select this check box to designate the selected
company as the default company for specific settings, such as the fax
settings on the Fax tab. If this check box is selected, you cannot clear
the check box directly; you must first designate another company as the
default. This ensures that only one company is designated as the default
at a time.
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1. Main
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Address
Type the company's address. Up to four address
lines can be entered.
URL Address
Type the company's URL address. Click the Internet
Explorer button to launch the default Web browser.
E-mail Address
Type the company's e-mail address. This e-mail
address is used as the default company e-mail address in Paperless Office.
Click the E-mail button to compose an e-mail in the default e-mail system.
Trade Name
Type the company's trade name if it is different
from the company name.
Note
A trade name is a name that is used to identify a product or service.
In general, the trade name, also known as business name or brand name,
is the name under which your company does its business.
Telephone
Type the company's telephone number. You do
not need to type any punctuation when entering this information; it is
inserted automatically.
Fax
Type the company's fax number starting with
the area code. You do not need to type any punctuation when entering this
information; it is inserted automatically.
Federal
ID No.
Type the company's Federal ID number.
State
ID No.
Type the company's state ID number.
Module
This field displays the names of all installed
and activated modules for the company selected and can only be viewed.
Data
Level
This field displays the data levels for the
installed and activated modules for the company selected and can only
be viewed.
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2. Preferences
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Print
User Logon on Reports
Select this check box to print the user logon
of the person generating a report or listing on all reports. Clear this
check box if you do not want to print the user logon on each report.
Use
Workstation Default Printer for STANDARD Report Setting
Select
this check box to default to the workstation's default printer for the
STANDARD report setting. Clear this check box to default to the last printer
saved for the STANDARD report setting. If a printer was not saved for
the STANDARD report setting, the default will be the workstation's default
printer.
Use
Workstation Default Printer for STANDARD Form Code
Select
this check box to default to the workstation's default printer for the
STANDARD form code. Clear this check box to default to the last printer
saved for the STANDARD form code. If a printer was not saved for the STANDARD
form code, the default will be the workstation's default printer.
Allow
External Access
Select this check box to allow the company
to be accessed externally through the company's objects, such as VBScript,
JavaScript, or other programs that are not based on Sage 100.
Clear this check box if you do not want to allow the company to be accessed
externally.
Note This feature does
not affect access through ODBC, nor does it affect the ability to have
stand-alone tasks on your desktop.
Return
City Names in All Caps
Select this check box to display the city name
in all uppercase letters when a valid ZIP Code is entered. Clear this
check box to display the city name in sentence case.
Data
Location
This field displays the location of the data
for this company, and can only be viewed. The data for this company is
located in a folder called MAS_XXX (where XXX represents the company code).
Click Change Data Location
to change the folder of the company data.
Note To facilitate
the construction of ODBC drivers, alternate folders are placed in the
MAS_XXX folder.
For example, if you enter D:\myfiles\someplace\ , the
path will be appended as follows:
D:\myfiles\someplace\MAS_XXX\GLXXX\
The data location is appended to the front of the file
definition to get the physical file location of the data file.
Note This field
and the Change Data Location button are not available for Sage 100
Premium.
Payroll
Data Location
This field displays the location of the MAS_XXX
folder (where XXX represents the company code) where all payroll data
files reside for company XXX, and can only be viewed. Click Change Data
Location to change the folder of the company payroll data.
If you do not enter this field, all data files
(including payroll data files) will be stored in the location entered
in the Data Location field.
Note This field
and the Change Data Location button are not available for Sage 100
Premium.
Display
Inactive Customers in ALE Lookups
Select this check box to display inactive customers
in ALE lookups. Clear this check box to exclude inactive customers from
ALE lookups.
Click the + graphic next to a module to see
which windows will display inactive customers.
Accounts Payable
Accounts Receivable
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Cash Receipts Entry
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Finance
Charge Entry
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Invoice
Data Entry
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Repetitive
Invoice Entry
eBusiness Manager
Job Cost
Material Requirements
Planning
Return Merchandise Authorization
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RMA Entry
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RMA
Receipts Entry
Sales Order
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Invoice Data Entry
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Sales
Order Entry
Display
Inactive Vendors in ALE Lookups
Select this check box to display inactive vendors
in ALE lookups. Clear this check box to exclude inactive vendors from
ALE lookups.
Click the + graphic next to a module to see
which windows will display inactive vendors.
Accounts Payable
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AP from AR Clearing Entry
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Check
and Electronic Payment Maintenance
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Invoice
Data Entry
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Manual
Check and Payment Entry
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Repetitive
Invoice Entry
Accounts Receivable
Inventory Management
Job Cost
Purchase Order
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Purchase Order Entry
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Receipt
of Goods Entry
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Receipt
of Invoice Entry
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Return
of Goods Entry
Return Merchandise Authorization
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RMA Entry
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RMA
Receipts Entry
Sales Order
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Sales Order Entry
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Invoice
Data Entry
Work Order
Prompt
for Accounting Date
Select this check box to allow the system to
prompt users for the accounting date each time a different module is accessed
for that session. Clear this check box if you do not want the system to
prompt users for the accounting date.
Auto
Set Accounting Date from System Date
Select this check box to automatically set
the accounting date for all modules from the workstation's system date.
Clear this check box if you do not want to automatically set the accounting
date for all modules from the workstation's system date.
This check box is available only if the Prompt for
Accounting Date check box is cleared.
Restrict
Accounting Date to Current and One Future Period
Select this check box to restrict the accounting
date to the current and one future period. Clear this check box if you
do not want to restrict the accounting date to the current and one future
period. This option only applies to the Accounts Payable, Accounts Receivable,
Inventory Management, Job Cost, Purchase Order, Return Merchandise Authorization,
and Sales Order modules. A warning appears if you attempt to select an
accounting date that falls outside the current and one future period for
the active module.
Note If users
are set up, you must verify the security setup of the users to restrict
the accounting date.
Enable
Web Services
Select this check box to enable eBusiness Web
Services for the selected company. Clear this check box if you do not
want to enable eBusiness Web Services for the selected company. This field
is available only if the eBusiness Web Services module is installed.
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3. Payments
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Enable Payments
Select an option to enable credit card processing, ACH payment processing, or both.
This field is available only if the Credit
Card Processing module is activated.
Timeout
Enter the number of seconds to wait for the
server to authorize credit card and ACH payment transactions. You can enter from 90
to 999 seconds in this field. For example, type 120 to allow the server
120 seconds to authorize a transaction. If the authorization
does not occur within 120 seconds, the "Not captured, timeout" message appears
and the authorization attempt ends.
This field is available only if an option other than None is selected in the Enable Payments field.
Default
Transactions to Process in Batch
Select this check box to default the Process
in Batch check box to selected in the Accounts Receivable and Sales Order
modules. If the Process in Batch check box is selected by default, the
credit card transaction requests are automatically submitted as part of
the Cash
Receipts Journal, A/R
Sales Journal, Daily
Sales Order Sales Journal when the Perform Payment Processing
check box is selected and the journals are printed. Credit card requests
are also submitted as part of the Sales
Order Batch Authorization process.
Clear this check box if you do not want to
default the Process in Batch check box to selected in the Accounts Receivable
and Sales Order modules. If the Process in Batch check box is cleared,
the credit card transactions can be manually submitted by clicking Submit
Card/ACH Account or Accept in Cash
Receipts Entry, A/R
Invoice Data Entry, Sales
Order Entry, and S/O
Invoice Data Entry.
Note Select
this check box if holding orders or invoices after 7 days because the
pre-authorization on payments will expire before the post-authorization
is processed.
This field is available only if Credit Cards or Both Credit Cards and ACH is selected in the Enable
Payments field.
Activate
Debugging Log
Select this check box to activate the debugging
log. The debugging log is a text file that includes the credit card and ACH payment requests that are sent to Sage Exchange and the responses received from Sage Exchange.
The log file
name is ccp_tran.log, and it is located in the MAS90\Home
folder. Clear this check box if you do not want to activate the debugging
log.
This check box is available only if an option other than None is selected in the Enable Payments field.
Activate
Debugging Display
Select this check box to display the transaction requests sent to and the response received from Sage
Exchange. The log file name is ccp_tran.log and is located in the MAS90\Home
folder. Clear this check box if you do not want to display the transaction requests and responses.
This check box is available only if an option other than None is selected in the Enable Payments field.
Vault-Only
ID / Virtual Terminal ID
The Vault-Only ID field displays the ID number
for your Sage Payment Solutions Vault-only account. This field appears
only if you have a Vault-only account, and it can only be viewed.
If you select Credit Cards or Both Credit Cards and ACH in the Enable Payments field, the system checks to see if this ID and the key entered in
the Vault-Only Key field result in a valid processor connection with Sage
Exchange.
If a valid processor connection is not established, a message
appears asking if you want to enter a valid virtual terminal ID and merchant
key. If you click Yes, this field's label changes to Virtual Terminal
ID, and it becomes available for entering the virtual terminal ID associated
with your processing account.
For more information, see Vault-Only
Accounts and Convert
a Vault-Only Account to a Processing Account.
Vault-Only
Key / Merchant Key
The Vault-Only Key field displays the key for
your Sage Payment Solutions Vault-only account. This field appears only
if you have a Vault-only account, and it can only be viewed.
If you select Credit Cards or Both Credit Cards and ACH in the Enable Payments field, the system checks to see if this key and the ID entered in
the Vault-Only ID field result in a valid processor connection with Sage
Exchange.
If a valid processor connection is not established, a message
appears asking if you want to enter a valid virtual terminal ID and merchant
key. If you click Yes, this field's label changes to Merchant Key, and
it becomes available for entering the key associated with your processing
account.
Note Vault-Only accounts apply only to credit cards, and not to ACH accounts.
For more information, see Vault-Only
Accounts and Convert
a Vault-Only Account to a Processing Account.
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4. E-mail
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Address
Type the DNS address or IP address of the SMTP
e-mail server.
Port
Type the port ID that SMTP e-mail server is
using if it is not using the default port. The default port ID is 25.
SMTP
Encryption
Select the type of encryption to use between
the SMTP client and SMTP server when sending e-mail.
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Select
None for no encryption. This is traditionally offered on port ID 25.
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Select
SSL (sometimes called Implicit SSL) to encrypt the communication for
the entire session. This is normally offered on port ID 465.
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Select
TLS/Start TLS (sometimes called Explicit SSL) to begin the communication
unencrypted, and then the client issues a STARTTLS command to start
using encryption before authenticating and sending the e-mail. This
can be offered on a variety of ports including port ID 25, 443, or
587.
User
ID
Type the user ID to use to log on to the SMTP
e-mail server.
Domain
If a domain name is required by your SMTP server,
type the domain name.
Password
Type the user ID password to log on to the
SMTP e-mail server.
Confirm
Password
Retype the user ID password to confirm the
password.
Use
128-bit Encryption for Password Protected Documents
Select this check box to use the 128-bit encryption
when password-protected documents are e-mailed. Clear this check box if
you do not want to use encryption for e-mails.
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5. Fax
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Default
Fax Printer
Select the default fax printer to use for faxing
Paperless Office documents. This field displays all printers, including
non-fax printers. Verify the printer selected is a fax printer. Select
None to use the local workstation fax printer to send faxes, if the local
workstation has a fax printer.
The selected fax printer must be available
to all workstations using Paperless Office to fax documents.
Fax
Cover Page
Enter the path to the default template to use
for faxing Paperless Office documents, or click the Browse File button
to browse to the cover page template to use. The selected file must be
a fax cover page file (.cov). You can define one file that is available
to all workstations using Paperless Office, or define a separate file
for each workstation. If a valid file is not selected, a generic default
fax cover page is used. The generic fax cover page is the only cover page
file provided with the software; you can create and use other templates.
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6. Theme
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Theme Code
Enter a theme code or click the Lookup button
to list all theme codes. Click the Preview button to see an example of
the selected theme.
Enable
Company-Specific Background Color
Select an option for using company-specific
background colors.
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Select
No if you do not want to use this feature.
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Select
Background to use the company-specific color for the window background.
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Select
Frame to use the company-specific color only for the frame around
the edge of the window.
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Select
Both to use the company-specific color for both the window background
and the frame.
After selecting an option other than No in
the Enable Company Specific Background field, click the Color button to
select a color. The Sample field indicates how frames and/or backgrounds
appear with your color selection. To revert to the default background
color, select No in the Enable Company-Specific Background Color field.
Note If you
selected Background or Both in the Enable Company-Specific Background
Color field, avoid selecting a dark color, which will make the text on
the windows difficult to read.
This field is available only if Classic is
selected in the Theme Code field.
Company
Maintenance
