Set system options

IT Manager Practice Admin

A system option is a line within the table tblSystemOptions. They are used to turn particular features on or off.

The table consists of 4 fields:

FIELD DESCRIPTION
OptionCode The name of the system option.
OptionDesc A description of the system option.
OptionUsr1 A value associated with the system option that controls the behaviour in a particular way. This is not applicable to all options.

The following section details all the available general system options and any user values that need to be applied.

PAGE DESCRIPTION DETAILS
Staff Creation A standard system option has been added to allow the formatting of the staff name to be selected. This is controlled by the STFNAMEFMT system option. An option value of 0 gives the normal Salutation + Surname, an option value of 1 gives Surname, Salutation.
Portfolios A standard system option has been added to allow control over the sorting order of group and detail level portfolios. This is controlled by the PORTSORT system option. The sort field for detail portfolios is in value 1 and the sort field for group portfolios is in value 2.
Client DRS Transactions A standard system option has been added to control the default for the "Record Credit Management Event" checkbox. This is controlled by the CDRSRCME system option.
Mandatory Tasks in WIP Transfers A system option has been added that forces the use of a task within WIP Transfers. Adding the code of MANTASK into tblSystemOptions will activate this.
Provisions A system option has been added to allow a DRS provision to be entered as a lump sum. This amount is them automatically allocated across the outstanding invoices on an oldest first basis. This option is controlled by adding the code GLOBALDP into tblSystemOptions.
Disbursements A system option has been added to allow disbursements to be restricted to the current period.

This option is controlled by the system option DISBPERIOD in tblSystemOptions.

Statements by Email A system option has been added to the bulk statement emails to only display the first 10 statements for review to speed up sending bulk emails. The system option is EMLLIMIT.
DRS Journal and DRS Adjustment The system option DRSORG has been created to allow for the entry of the PracID to the DRS Journal and the DRS Adjustment. The system option is DRSORG.
DRS Journal, DRSCheque Payment, DRS RD Cheque, WIP Journal, Balanced WIP Journal and Lodgements. The system option LOCKTOPER will force the system to only allow current period dates. This option will affect the DRS Journal, DRS Cheque Payment, DRS RD Cheque, WIP Journal, Balanced WIP Journal and Lodgements. The option is LOCKTOPER
Lodgements The system option LODFUTURE will allow lodgement batch dates to be after the period end. If LOCKTOPER is also in use, it will override LODFUTURE Entering LODFUTURE into tblSystemOptions activates this option.
Lodgements The system option LODPRIOR will allow lodgement batch dates to be before the period end. If LOCKTOPER is also in use, it will override LODPRIOR Entering LODPRIOR into tblSystemOptions activates this option.
Draft Fees The ‘WIP Entries Up To’ date can be set to default to be the month end date. The system option to control this is BILLWIPME
Lodgements A check box can be displayed to show any outstanding entries for the client’s group and allocate against. This is controlled by the system option GROUPALLOC
Emailing Reports An email test can be activated on the report viewer to allow the testing of bulk email routines without sending the report to the clients. This is controlled by the MAILTEST system option.
Deposits An email will be sent to the client partner when a lodgement is posted into debtors. This is controlled by the RECEMAIL system option.
Emailing Statements The default sent from email address can be set to a specified address rather than the person sending the statements. This is controlled by the system option EMLSTATFRM which needs to be added to tblSystemOptions. Option 1 must be set as FIXED and Option 2 must be set as the default email address that is to be applied.
Emailing Invoices The default sent from email address can be set to a specified address rather than the person sending the invoices. This is controlled by the system option EMLINVFRM which needs to be added to tblSystemOptions. Option 1 must be set as FIXED and Option 2 must be set as the default email address that is to be applied.
Automatically creating default jobs Every service created when an assurance request is validated to become a client is checked to ensure that there is a job against it. If one isn’t defined the system will create a default job. The same occurs when a service on a client is created or updated. This is activated by the system option AUTODEFJOB which needs to be added to tblSystemOptions
CS Budget Portfolios This system option replaces the service titles with the service codes within the CS budget portfolios. This is controlled by the system option CSBUDCODE
Emailing Invoices Two system options have been added to set the BCC and CC addresses when emailing invoices. These are controlled by EMLINVBCC and EMLINVCC
Emailing Statements Two system options have been added to set the BCC and CC addresses when emailing statements. These are controlled by EMLSTATBCC and EMLSTATCC
Draft Fees A system option has been added to make the date of the new fee the same as the date of the last fee edited. This is set by adding FEEDATES into tblSystemOptions
Forecasts This system option allows the forecast system to create budgets. It is controlled by the system option FOREBUDGET and requires two values. OptionUsr1 is the budget type at forecast value, and OptionUsr2 is the forecast at 100%
Job forwarding A system option has been added to allow an email to be sent to the staff member who has had a job forwarded to them. The option JOBFWDEML will activate this feature.
Report Viewer Two options have been added to hide the Word and Excel icons in the report viewer. The system option NORTFEXP will hide the word icon whilst the option NOEXLEXP will hide the Excel icon within Classic pages.
US users only – County/ State drop down The option USASTATES changes the County drop down to a list of US States

Adding USASTATES into tblSystemOptions will activate this change.