Introduction to Settings in the System Module

The System module contains the following settings:

To edit a setting when you are using Windows or macOS, first ensure you are in the System module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (Windows) or ⌘-0 (macOS) keyboard shortcut. Then, click the [Settings] button, also in the Navigation Centre, or use the Ctrl-S/⌘-S keyboard shortcut. The 'Settings' list shown above appears. Double-click the item that you need in the list.

To edit a setting when you are using iOS or Android, ensure you are in the System module using the [Switch Module] button in the Navigation Centre. Select 'Settings' from the Tools menu (with 'wrench' icon). A list similar to the one shown above appears. Then, tap the item that you need in the list.

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Please follow the links below for details about each setting:

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Access Groups

This page describes the Access Groups setting in the System module.

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Access Groups allow you to control the access that different users have to your Standard ERP system. For example, you may want to grant a particular user access to the Sales and Purchase Ledgers while preventing them from entering the Nominal Ledger. After configuring your Access Groups, whenever you enter records to the Person and Global User registers for new users, you should assign the relevant Access Group to those records.

You can use Access Groups to control access to your Standard ERP database in one of two ways:

  1. You can exclude a Person from everywhere in your Standard ERP database except those areas that you list in that Person's Access Group i.e. you specify what the Person can do. This is known as "Starting from No Access".

  2. You can allow a Person to go everywhere in your Standard ERP database except to those areas that you list in that Person's Access Group i.e. you specify what the Person cannot do. This is known as "Starting from Full Access".
Bear this choice in mind while configuring your Access Groups as described below.

Note that you can only control a Person's access by assigning them to an Access Group. Persons that do not belong to an Access Group will have full access to your Standard ERP database.

To work with Access Groups, first use the [Switch Module] button in the Navigation Centre to enter the System module. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre, and double-click 'Access Groups' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Access Groups' in the 'Settings' list. In both cases the 'Access Groups: Browse' window will open. This window will display a list of the Access Groups that are already in the system:

To create a new Access Group, select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android). To edit an existing record, double-click or tap one of the items in the list. When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save changes. Click the close box (Windows/macOS) or tap < (iOS/Android) if you don't want to save changes.

The example illustration above shows an Access Group that will be assigned to Persons who "Start from No Access".

Members of this Access Group will only have access to two modules - the Sales Ledger and the Purchase Ledger. The first row of the grid gives access to the Sales Ledger, so this will be the active module when members log in to your Standard ERP database.

If the Access Group only contained the first two rows, its members would be allowed access to every area of those modules (i.e. every register, setting, report, form, Maintenance function, etc). However in this case, the third row with its blank Item denies access to all settings in both modules. The fourth row gives access back to one particular setting, the Number Series - Invoices setting, while row 5 gives Browse access to a second setting, Payment Terms. This allows members of the Access Group to open the 'Payment Terms: Browse' window but not to open individual records or to create new ones. You need to give some level of access to Payment Terms if you want members of the Access Group to be able to choose a Payment Term using 'Paste Special' when entering Invoices.

Rows 6 and 7 give Read access to the Contact and Item registers. This allows members of the Access Group to be able to open individual Contact and Item records, but not to be able to create new ones. Again, some level of access is needed to allow members to be able to choose Customers and Items using 'Paste Special' when entering Invoices.

The Access Group record contains the following fields:

Code
Use this field to assign a unique identifier to each Access Group. You can use up to five alpha-numeric characters.

Text
Enter a description of the Access Group, to be shown in the 'Access Groups: Browse' and 'Paste Special' windows.

Access Groups
Paste Special     Access Groups setting, System module
You can use this field if you are creating an Access Group that will include access rights that you have already defined in another Access Group. Specify that Access Group here. You can enter several Access Groups, separated by commas.

For example, you might already have one Access Group giving access to the Sales Ledger and one giving access to the Purchase Ledger. If you now need to create a third Access Group giving access to both Ledgers, you can enter the two previous Access Groups here, saving you the need of listing the registers, settings and so on in the matrix once again. It also reduces the maintenance burden: if you make a change in the Access Group giving access to the Sales Ledger, you won't need to make the same change in the Access Group giving access to both Ledgers.

The access rights in the Access Group that you specify in this field will have priority over those that you specify in the matrix below. For example, if you deny access to the Number Series - Invoices setting in the grid below, and you enter an Access Group in this field in which you have given full access to the same setting, then users will have full access to the setting. If you list several Access Groups in this field with varying levels of access to that setting, then access will be given as specified in the last-named Access Group. For example, if you enter Access Groups A, B and C, then C will have priority over A and B and over the matrix below.

Block A/Cs
Please refer to the Block Accounts page for details about this field.
Use the grid area to determine the areas of your Standard ERP database to which members of the Access Group will be given access, and the level of that access. You can allow or disallow access to any module or any component of a module (such as a particular register or setting).

The access right that you specify in the row with the highest number will be given priority. For example, if you deny access to all settings on row 1 and then give access to the Payment Terms setting on row 2, then members of the Access Group will have access to Payment Terms. However, if you give access to the Payment Terms setting on row 1 and deny access to all settings on row 2, then members of the Access Group will not have access to Payment Terms. You can use this order of priority to set a general rule (e.g. a rule for settings as a whole) and then to make exceptions (e.g. for Payment Terms). To help organise an Access Group record in this way you can sort the rows by selecting 'Sort' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android).

Type
Paste Special    Choices of possible entries
The first step is use the Type field to specify the area of your database to which you are controlling access (for example, module, register, setting, report, document, etc.). Use 'Paste Special' to open a list of the Types available:

Item
Paste Special    Choices of possible entries
Having specified the Type, use the Item field to name the specific component whose access you are controlling. Again, use 'Paste Special' to open a list of the components available. The 'Paste Special' list will vary, depending on the Type.

For example, if you entered "Module" in the Type field, the 'Paste Special' list from the Item field will contain a list of modules:

The list will show every module in Standard ERP, including those that you may not have installed. Make sure you only select modules that are included in your particular installation of Standard ERP.

If you enter "Action" in the Type field, the 'Paste Special' list from the Item field will contain a list of functions to which you can restrict access if necessary. These include the checking of the OK box in transactions of all kinds, the Operations menu functions and some miscellaneous features such as deleting records.

Note that, as indicated by their names, some of these Actions will Allow access, while others will Disallow access. Make sure you make an appropriate entry in the Level field to the right.

If you enter "Reports" in the Type field, 'Paste Special' from the Item field will list all reports, and so on.

You can leave the Item field empty if you want to apply the Level to all sub-components of the specified Type. For example, if the Type is "Reports", the Item is empty and the Level is "None", members of the Access Group will have no access to any report. You can then list individual reports on subsequent rows with a Level of "Full" to give access only to those reports listed.

Level
Paste Special    Choices of possible entries
Use the Level field to specify the level of access that you are allowing to the Item. A further 'Paste Special' list displays the available options:

You can use the following two options with any Type:
Full
Allows full access to the Item.

None
Denies all access to the Item.

If the Type is "Form", this Level will allow users to print forms from browse and record windows, but not from elsewhere. For example, a user with no access to the Invoice form will be able to print an Invoice record by opening it and clicking the Printer icon, and by highlighting it in the 'Invoices: Browse' window and selecting 'Print' from the File menu. They will not be able to choose the 'Invoices' option in the 'Forms' list, so they won't be able to print a range of Invoices, and they won't have access to the 'Form Definition' window (i.e. they will not be able to change the Form Template used when Invoices are printed).

You can only use the remaining options when the Type is "Register" or "Setting", with two exceptions noted in the text:
Browse
Allows users to open the register or setting and to see the records it contains in a list (i.e. in a browse window or 'Paste Special' list). Users will be able to search for individual records in the list. Users will not be able to open, modify or create individual records.

Browse/New
Allows users to open the register or setting and to see the records it contains in a list (i.e. in a browse window or 'Paste Special' list). Users will be able to search for individual records in the list. Users will not be able to open or modify individual records, but they will be able to create new ones (although not by duplicating existing ones).

Read
Allows users to open the register or setting and to see the records it contains in a list (i.e. in a browse window or 'Paste Special' list). Users will be able to search for individual records in the list. Users will be able to open individual records but not to modify them or to create new ones.

You can also use this Level when the Type is "Report", in which case users will be able to print the report to screen but not to a printer or to a text file (i.e. users will not be able to print the report using any of the Media options in the report specification window except Screen).

Read/New
Allows users to open the register or setting and to see the records it contains in a list (i.e. in a browse window or 'Paste Special' list). Users will be able to search for individual records in the list. Users will be able to open individual records but not to modify them. They will be able to create new records (including by duplicating existing ones).

Disable Browse
You can only use this Level when the Type is "Register", not when the Type is "Setting". Users will not be able to open the register and so will not be able to see the records it contains in a list (i.e. in a browse window or 'Paste Special' list). Users will be able to open individual records and to create new records (including by duplicating existing ones). For example, they will be able to open records from the Calendar, Task Manager and Workflow Overview and by drilling down from reports when printed to screen. They will also be able to navigate between records using the [Previous Record] and [Next Record] buttons and by selecting 'Previous' and 'Next' from the Record menu (which has a 'cog' icon if you are using iOS or Android).

If you want to allow 'Paste Special' access to a register or setting to which access is otherwise denied, you should grant Browse or Read access to that register or setting. For example, if a user only has access to the Invoice register, you should grant them Browse or Read access to the Contact and Item registers if you want them to be able to choose Customers and Items using 'Paste Special' when they enter new Invoices.

Be careful when granting access to Items and Locations. Items is a setting in the Stock module but a register in many other modules. You may need separate rows for Items as a setting and for Items as a register. Similarly, Locations is a setting in the Stock module but a register in the Warehouse Management module. If you need to grant Browse or Read access to Locations so that they can be chosen using 'Paste Special', you should do so as a register.

Open Type
Paste Special    Choices of possible entries
You can only use the Open Type if the Type is "Register". This field controls what will happen when a member of the Access Group opens a register, as follows:
List
The register's browse window will open, listing the records in the register.

New Record
An empty record window will open, allowing the user to create a new record in the register immediately. To open the register's browse window from this record window, the user should use the F3 (Windows) or ⌘-Shift-G (macOS) key combination.

Be sure to choose an Open Type that is compatible with the Level.
After configuring your Access Groups as described above, whenever you enter records to the Person and Global User registers for new users, you should assign the relevant Access Group to those records. To do this, use the Access Groups field on the 'Access' card in the Person and Global User records (Person record illustrated below). You can enter several Access Groups, separated by commas. This can be useful, for example, if you have configured separate Access Groups for each module. After specifying an Access Group, use the Start Access Level field immediately below to choose whether the User will start from No Access or from Full Access.

While the Access Groups setting is the most important method that you should use to control access to your Standard ERP database, three additional methods are the Limited Access feature and the Task Manager Access setting:
Please refer to the following pages for more information about Access Groups:
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Access Groups - Active Module on Log-in

This page describes using Access Groups to determine the module that users will see when they log in to your Standard ERP system. Please refer to the following pages for more details about other aspects of Access Groups:
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By default, the Nominal Ledger will be the first module that you will see when you log in to Standard ERP. If you want another module to be active on log-in, you can change this default using Access Groups. Simply specify that module in the first row of the matrix.

If the only purpose of the Access Group is to specify the active module on log-in (i.e. you do not want to restrict access in any way), there's no need to enter anything else in the matrix, as shown in the illustration below.

If the Access Group will be more complex, you should still use the first row to determine the active module on log-in.

A member of the Access Group illustrated above will see the Stock module when they log in to Standard ERP. If their Person record that Starts from Full Access and you give Full Access to the module as shown in the illustration, then access to the Stock module and to the other modules will not be restricted at all. If their Person record Starts from No Access, they will only have access to the Stock module.

Please refer to the following pages for more information about Access Groups:

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Access Groups - System Administrator

This page provides some suggestions regarding the configuration of the Access Group for the System Administrator. Please refer to the following pages for more details about other aspects of Access Groups:
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In client-server systems, it is recommended that at least one member of staff acts as a system administrator, able to use the Technics module on a client machine when other users are logged in. To implement this, the Person or Global User record for that administrator should belong to an Access Group that explicitly grants full access to the Technics module:

If you do not have an Access Group that grants access to the Technics module, you will not be able to carry out certain tasks (e.g. sending system messages, configuring timed back-ups) on a client machine. You will only be able to do them on the server machine when no other users are logged in. This may not be convenient if the server is in another building or is otherwise inaccessible.

The Technics module is unusual in that you must explicitly include it in an Access Group to gain access to it. If you have not listed the Technics module in an Access Group, access will not be given, even for a Person or Global User that Starts from Full Access.

Other modules that you must include in an Access Group to gain access are Integration, which contains various functions that you can use to export information from your Standard ERP database, Data Integrity and Database Maintenance.

Please refer to the following pages for more information about Access Groups:

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Access Groups - Block Accounts

This page describes the Block Accounts field in the Access Group record. Please refer to the following pages for more details about other aspects of Access Groups:
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You can use the Block A/Cs field in an Access Group to prevent details of particular Accounts being shown in the Account Reconciliation and Nominal Ledger reports when they are produced by members of the Access Group. It will also prevent details of those Accounts being shown in the Account Reconciliation window. For example, you can use this field to prevent members of the Access Group seeing the details of salary payments when carrying out bank reconciliation.

You can enter a range of Accounts, a number of individual Accounts separated by commas, or a number of ranges of Accounts, again separated by commas. If you need to use 'Paste Special" to enter several Accounts, type the comma or colon before opening the 'Paste Special' list. This will cause Standard ERP to add the next Account to those already entered. Otherwise, the previous Account will be overwritten.

In the example above, when members of the Access Group "ACC" produce an Account Reconciliation or Nominal Ledger report, Accounts 300 and 890 and all Accounts between 950 and 999 will be omitted. These Accounts will appear in other reports such as the Analytical Balance, Profit & Loss report and Balance Sheet, but drilling down on these Accounts from these reports will produce empty Nominal Ledger reports. Transactions posting to these Accounts will not be listed in the Account Reconciliation window or in the Account Reconciliation report.

Please refer to the following pages for more information about Access Groups:

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Access Groups - Sorting Rows in an Access Group

This page describes sorting rows in an Access Group record. Please refer to the following pages for more details about other aspects of Access Groups:
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When working with Access Groups, bear in mind that the access right that you specify in the row with the highest number will be given priority. For example, if you deny access to all settings on row 1 and then give access to the Payment Terms setting on row 2, then members of the Access Group will have access to Payment Terms. However, if you give access to the Payment Terms setting on row 1 and deny access to all settings on row 2, then members of the Access Group will not have access to Payment Terms. You can use this order of priority to set a general rule (e.g. a rule for settings as a whole) and then to make exceptions (e.g. for Payment Terms). To help organise an Access Group record in this way you can sort the rows by selecting 'Sort' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). You do not need to save an Access Group before sorting the rows.

The function will sort the rows in an Access Group using the following principles:

  1. If the Type in the first row is "Module", that row will remain as the first row. This will preserve the specified module as being the one that is shown to members of the Access Group when they log in.

  2. Other rows will be sorted by Type (in the order Module, Register, Setting, Report, Form, Export, Import, Maintenance, Action, Display Group) then alphabetically.

  3. Rows granting access will be placed above those that deny access. If there are contradicting rows (e.g. rows that grant and deny access to the same setting), the lower rows will be given priority as mentioned in the introductory paragraph, so the sort will deny access.

  4. If there are duplicate rows that may or may not be contradicting, there will be a beep and the insertion point will then be placed in the first duplicate row. You can therefore use the 'Sort' function to find duplicate rows. After correcting the duplicate, select 'Sort' again to be shown the next duplicate.
Please refer to the following pages for more information about Access Groups:
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Active Users

This page describes the Active Users setting in the System module.

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The Active Users setting is a list of the users who are currently logged in to your Standard ERP server.

To open the Active Users setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Active Users' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Active Users' in the 'Settings' list. The 'Active Users' window will open:

The users who are currently logged in to your Standard ERP server will be listed on the left-hand side of the window. In this list, your Signature as the user who has opened the Active Users setting will be marked by a + sign (Person FF in the example illustration above). Any user who has changed an existing record and not saved that change will be marked with an asterisk (*) (Person ND in the example illustration above).

If you need to force a user to disconnect, highlight their login/IP address in the list and choose 'Log Off' from the Operations menu (Windows/macOS, with 'cog' icon) or Tools menu (iOS/Android, with 'wrench' icon). Alternatively, if you need to force every user to disconnect and to then close the server, use the 'System Message' Maintenance function in the Technics module.

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Settings in the System module:

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Auto Actions

This page describes the Auto Actions setting in the System module.

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The Auto Actions setting allows you to specify that certain records will be printed automatically after you have saved them or marked them as OK.

To open the Auto Actions setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Auto Actions' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Auto Actions' in the 'Settings' list. The 'Auto Actions: Inspect' window will open.

Misc Card

From the 'Misc' card, you can specify that the following records will be printed automatically:

RecordWhen Printed
Sales OrdersOn the first save, or on every save
Internal Orders On the first save, or on every save (if you choose to have Internal Orders printed, Sales Orders will also be printed automatically using the Internal Sales Order form)
InvoicesOn saving after marking as OK
DeliveriesOn saving after marking as OK
POS InvoicesOn saving after marking as OK
Bar Tabs On the first save, or on every save

Labels Card

From the 'Labels' card, you can specify that the following forms will be printed automatically:

FormWhen Printed
Pallet LabelsPrinted from Goods Receipts when you mark them as OK and save. Labels will only be printed from a Goods Receipt if its Location is one in which you have selected the Require Location option.
Delivery Freight LabelsPrinted from Deliveries when you mark them as OK and save.
Pallet Labels, ProductionsPrinted from Stock Movements when you mark them as Received and save. Labels will only be printed from a Stock Movement if it was created from a Production, and if its To Location is one in which you have selected the Require Location option.

If you need to have Freight Labels printed from Deliveries, the following options are available:
1 per Package
One Freight Label will be printed for each Package. Specify the number of Packages on the 'Packaging' card of each Delivery.

1 per Item Row
One Freight Label will be printed for each row in a Delivery. A label will not be printed from a row if the Item belongs to an Item Group in which you have selected the Do Not Print Freight Labels for this Group option.

1 per Item
One Freight Label will be printed for each unit in a Delivery. For example, if the Del. Qty in a row is 3, three labels will be printed from that row. A label will not be printed from a row in which the Item field is empty or from a row if the Item belongs to an Item Group in which you have selected the Do Not Print Freight Labels for this Group option.
You can also choose to have EDI Invoices created from Sales Ledger Invoices when you mark them as OK and save.

When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save, or use the close box (Windows/macOS) or < (iOS/Android) to close the window without saving changes.

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Settings in the System module:

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Backup Settings

Please refer to the Remote Back-ups and Journaling pages for full details about this setting.

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Bank Holidays

Use the Bank Holidays setting to specify which days of the week are working days and to list the public holidays during the year. This information will be used by the various scheduling functions in Standard ERP.

Usually you will only need a single record in this setting. The Country in this record should be the same as the Country in the Company Info setting.

To work with this setting, first ensure you are in the System module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre and then double-click 'Bank Holidays' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Bank Holidays' in the 'Settings' list. The 'Bank Holidays: Browse' window will open. This contains a list of the records already entered to this setting.

Double-click (Windows/Mac OS X) or tap (iOS/Android) on a line to open the edit window, or add a new record by selecting 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save it, or use the close box (Windows/Mac OS X) or < (iOS/Android) to close it without saving changes.

Country
Paste Special    Countries setting, System module

Comment
Enter any comment about the record, to be shown in the browse window.

Days of the Week
Tick the boxes of non-working days. For example, if you normally work Monday - Friday and not Saturday or Sunday, tick the boxes for Saturday and Sunday.
Use the matrix to list the public holidays when you will not work. Add new public holidays to the list for each new year.
Date
Paste Special    Choose date
Enter the date of each public holiday.

Special Day
Paste Special    Special Days setting, System module
Enter the name of each public holiday.
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Settings in the System module:

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Base Currency

Please refer here for full details about the Base Currency setting.

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Settings in the System module:

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Base Currency Rates

Please refer here for full details about the Base Currency Rates setting.

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Settings in the System module:

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Cloud Security

This page describes the Cloud Security setting in the System module.

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The Cloud Security setting in the System module contains a single option that you can use to prevent any users from downloading any files relating to your server from their MyStandard pages.

Selecting the Block Cloud Downloads option will have the following effects in MyStandard:
List of Backups
It will not be possible to use 'List of Backups' to list the back-up files stored in the "Backup" folder on the server. The list that appears when you select 'List of Backups' will be empty.

File Manager
It will not be possible to use 'File Manager' to list the files and folders stored in the folder containing the server application. The list that appears when you select 'File Manager' will be empty.

View Log
It will not be possible to use 'View Log' to view any of the server log files. If you select any of the 'View Log' options, the message "There was no log file found" will appear.
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Settings in the System module:

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Company Date and Numeric Format

The Company Date and Numeric Format setting is where you can ensure your Standard ERP installation displays, prints and exports dates and numbers using your preferred formats.

Internally, all dates are stored with four-digit years (e.g. "2015"). If you tick the Century check box, the century digits will be displayed in every date. However, you do not have to type the extra two century digits: they will be added automatically. If you enter "100415" in a date field, it will be changed to "10-04-2015" when you leave the field, assuming "-" is the Date Separator.

If you need the Thousands Separator to be displayed on screen, select the Display Thousand Separator option in the Optional Features setting in the System module. The Thousands Separator will always be displayed in reports and in forms.

In a single-user system, whenever you make a change in this setting, its effect will be immediate and universal.

In a multi-user system, you can change the Company Date and Numeric Format setting from a client machine, but the changes will not take effect until you restart the client. You can also have different date and numeric formats on a particular client machine, and a particular user can have their own formats as well. To choose date and numeric formats for a client machine, use the Client Date and Numeric Format setting in the User Settings module, working on that machine. These formats will be used on that machine irrespective of the Person logging in (unless the Person has their own formats). Be sure to tick the Use Client Settings box before saving, to activate the setting.

Again, you will need to quit Standard ERP on that client machine and restart for the changes to take effect.

To choose date and numeric formats for a particular user, use the 'Formats' card of their Person record. The user will see dates and numbers displayed in these formats irrespective of the client machine they are using, even if the machine has its own Client Date and Numeric Format. Be sure to tick the Use Person's Settings box before saving, to activate the setting, and to quit Standard ERP and restart for the change to take effect.

If a particular client machine or user has their own date and number formats, they will be used on screen and in reports. However, numbers and dates will be printed in forms using the formats chosen in the Company Date and Numeric Formats setting, to retain corporate identity.

Dates and Export Files

Be careful when opening a Standard ERP Export file in Microsoft Excel with the intention of editing it before importing it to a new database. Under certain circumstances, Excel will, when opening a text file, convert some variables that it interprets as dates into its own internal date format. Where you are expecting a date to appear in the spreadsheet you may see a number such as "35475". When you save the spreadsheet again as a text file these variables will not be converted back to date format. So, if you import this text file into your Standard ERP database, the dates will be wrong. To avoid this problem, make sure you use the third step of Excel's Import Wizard to set all imported columns to 'text' format (highlight all the columns in the Data Preview area using the Shift key and select 'Text' as the Column Data Format).

You cannot open files created using the and 'Client Text Backup' functions in Excel as they are not text files.

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Company Info

This page introduces the Company Info setting in the System module.

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Use the Company Info setting to record your company's name and address, and other particulars such as phone and fax numbers, and the bank and bank account number. This will be printed as appropriate on all documents. If you have more than one Company, you should record this information separately in the Company Info setting in each Company.

To open the Company Info setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Company Info' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Company Info' in the 'Settings' list. The 'Company Info: Inspect' window will be opened. When the window is complete, confirm the entry by clicking [Save] (Windows/macOS) or tapping √ (iOS/Android). To close the window without saving changes, click the close box or tap <.

When you create a new database, the first Company will be created automatically for you. As part of this process, you will be asked to provide a Name for this Company in the 'Enter Company Name' window. This Company Name will be copied to the Company Info setting as shown above. If you add more Companies, you should give each one a Name in the Company Info setting. If you change this Company Name in the Company Info setting in any Company, this will cause Standard ERP to go into demonstration mode. To regain full use of Standard ERP, you will need to apply for a new Enabler Key.

If your company has a registered name and a different commercial or trading name, enter the registered name in the Company Name field and the commercial or trading name in the Business Name field. If you need the Company Name to be printed on documentation, add the "Own Name" field to your Form Template designs. If you need the Business Name to be printed on documentation, add the "Own Business Name" field to your Form Template designs.

The Company Info setting is spread over four cards. To view specific cards, click or tap one of the four named tabs. Please follow the links below for details about each card:

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Company Info - Address Card

This page describes the fields on the 'Address' card of the Company Info setting. Please follow the links below for descriptions of the other cards:
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Address
Fields for Form Templates     Own Address, Own Address 2
Enter your company's address in these fields.

If you want to give a name to each of the individual address lines, use the 'Address' card of the User Defined Fields - Contacts setting in the CRM module.

In Finland, enter your company's address in the first two Address fields (street in the first field, post code and town in the second field) and the Country field (on the 'Reg' card). The Country must use the two-character ISO 3166 format (i.e. "FI").

Similarly, in Germany, Latvia and Spain, enter your company's address in the first two Address fields, and the Country using the two-character ISO 3166 format. In Poland, use the first three Address fields.

To ensure the Address will be printed on documentation, add the "Own Address" or "Own Address 2" fields to your Form Template designs. The "Own Address" field will include the Company Name (from the header in this setting) in the address, while the "Own Address 2" field will not. So, if you need the Business Name to be printed instead of the Company Name, use the "Own Address 2" field. In both fields, the address will be printed on separate lines, so in both cases you should specify a Line Height. Use the Form Settings setting in the System module to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.

Please refer here for more details about adding fields to Form Templates, including specifying Line Heights.

Telephone
Field for Form Templates     Own Telephone Number
Enter your company's telephone number here.

When adding the "Own Telephone Number" field to your Form Template designs, enter "N" as the Field Argument if you need the telephone number to be printed without spaces or other non-numeric characters.

You can enter your company's email and web addresses on the 'Email' card of this setting.

Fax
Field for Form Templates     Own Fax Number
Enter your company's fax number here.

Taxonomy Type
The Taxonomy Type set of radio button options will only be visible in Portugal (i.e. when the VAT Law on the 'Fonts' card is set to "Portuguese") and is not shown in the illustration above. Select one of these options to choose the account classification reference (TaxonomyReference) used by your company. This information will be included in 'SAFT' export files, and will determine the account classification codes (TaxonomyCodes) that will also be included in 'SAFT' files.
The Company Info setting:
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Company Info - Reg Card

This page describes the fields on the 'Reg' card of the Company Info setting. Please follow the links below for descriptions of the other cards:
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Reg. No.
Field for Form Templates     Own Registration Number
Enter your company registration number here. This information is required for you to be able to register your copy of Standard ERP and to receive Enabler Keys.

VAT Reg. No.
Field for Form Templates     Own VAT Reg. Number
Enter your company's VAT registration number here. This information is required for you to be able to register your copy of Standard ERP and to receive Enabler Keys.

Bank 1
Field for Form Templates    Own Bank 1
Bank 2
Field for Form Templates     Own Bank 2
You should enter your company's main bank account number(s) here. This information can then be printed on any appropriate documentation.

In most countries, enter your bank account number in the Bank 1 field and the bank account number in IBAN format (including two-character country prefix) in the Bank 2 field. In Namibia enter your account number in Bank 1 and the sort code in Bank 2. In Finland, enter your bank account number in IBAN format in the Bank 1 field.

Bank Customer ID
Field for Form Templates     Own Bank Customer ID
This is an ID number used for electronic communication with certain banks and other credit institutions in some countries.

If you will be paying Purchase Invoices using 'Banking File' export files, enter the following in this field depending on the Payment File Format you have chosen in the Bank Transfer setting in the Purchase Ledger:
Finland SEPA
Enter your business ID or customer number at your bank. This Bank Customer ID will be included in export files in the <BkPtyId> tag if the Bank ID Code in the Bank record representing your bank is blank.

All Norwegian banks except SEPA
Enter here your company's VAT number with non-numeric characters removed. For example, if your company's VAT number is NO 987654321 MVA, enter 987654321.

South Africa - First National Bank
Enter your bank account number.

Spain SEPA
Enter your business ID or customer number at your bank. This Bank Customer ID will be included in export files in the <BkPtyId> tag if the Bank ID Code in the Bank record representing your bank is blank.

Sweden - PlusGirot
Enter your Customer Number at PlusGirot.

Please contact your local HansaWorld representative for more details.

Bank Code
Paste Special    Banks setting, Purchase Ledger
Field for Form Templates    Own Bank Code
The Banks setting in the Purchase Ledger should contain separate records for each of the bank branches that you deal with. These records should contain name, address and contact details for each bank branch. Usually, you will need to add a record to this setting for your own bank. If you will be using 'Banking File' export files to pay your Suppliers, you should add records for your Suppliers' banks as well.

After adding a record in the Banks setting for your own bank, enter the Code of this record in this field. It is usually recommended that you enter your account details (account number, sort code, etc) both in the Bank record for your own bank and here in the Company Info setting. Please refer to Standard Fields page for a list of the fields that you can add to Form Templates if you need information from the Bank record for your own bank to printed on documentation.

Commercial Reg. No.
Field for Form Templates     Own Commercial Registration Number
In Europe, the Intrastat system is used to collect statistics on the physical trade in goods (i.e. the actual movement of goods) between the various member countries of the European Union (EU). If your business is situated in an EU country and its trade with companies in other EU countries is greater than the threshold value, it will be necessary to send an Intrastat report periodically to the relevant authorities. You can do this by printing a document or exporting a text file. In both cases, the report should include your company name and address (from the 'Address' card), your VAT Number (above) and a three-digit company or branch identifier (entered in this field). You will need to enter a separate identifier (i.e. a separate Commercial Reg. No.) in the Company Info setting in each branch (i.e. in each Company) if you will be submitting Intrastat returns from different branches using the same VAT Number.

In Argentina, if your fiscal printer is an Epson LX-300 or TM-U220, use 'Paste Special' from this field to connect to a row in the Registration Defaults setting in the Sales Ledger. This will assign an Official Tax Code and Customer VAT Responsibility to your company, which will ensure that a code representing your Customer VAT Responsibility will be printed on every Invoice by the fiscal printer. If your fiscal printer is a Hasar 330F, you will need to register the relevant code in the printer's memory using its own software. Please refer to step 10 on the Fiscal Printers page for more details.

In Brazil, enter the Inscrição Municipal do Contribuinte of your company in this field.

In Latvia, Norway and Sweden, you should ensure that the Reg. No., VAT Reg. No. and Commercial Reg. No. fields are not all empty. At least one of these fields must contain a value if you will be using e-invoicing.

This field is also used in Portugal. Enter the commercial registration number of your company in this field. This information is required for SAFT reporting.

Sort Code
Field for Form Templates    Own Sort Code
Enter the sort code or branch code of the bank where your bank account is held.

Home Community
Field for Form Templates     Own Home Community
This field is used in Lithuania, Norway and Portugal. Enter the region or district in which your company is located. This information will be included in 'SAFT' export files.

Country
Paste Special    Countries setting, System module
Field for Form Templates    Own Country Code
Enter the Country where your company is located. It is recommended that you use the two-character ISO 3166 format, as this is required for some features (for example, paying Purchase Invoices using 'Banking File' export files when the Payment File Format you have chosen in the Bank Transfer setting in the Purchase Ledger is one of the SEPA formats).

If you have included the "Own Country Code" field in your Form Templates, the ISO Code from the record in the Countries setting for the Country will be printed on the corresponding documentation. If the ISO Code is blank or there is no connected record in the Countries setting, the Country from this field will be printed.

E-Invoice Account
In Italy, the E-Invoice Account will be exported in the <CodiceDestinatario> tag in files created by the 'Public Administration E-Invoicing' Export function in the Sales Ledger.

In Mexico, enter the GLN (Global Location Number) of your company here. This is needed for e-invoicing.

E-Invoice Addr.
Field for Form Templates    Own ANA Code
Record the unique ANA Code assigned to your company by the Article Numbering Association here. This is required if you will be using the EDI (Electronic Data Interchange) module. Please refer to your local representative for details.

In Finland, this field must be filled in with the OVT-tunnus (EDI Identifier) of your company if you will be using e-invoicing.

In Lithuania, the ANA code will be exported in box E10 in the VAT Periodic Declaration (form FR600).

Business Type
Paste Special    Choices of possible entries
In Portugal, the maximum value of a POS Invoice and of a sales Invoice that has a "Cash" Payment Term is €100.00 Euros. If the Company issuing the Invoice is in the retail sector or is a market trader and if every Item on the Invoice is a Stocked Item, the maximum value is increased to €1000.00 Euros. If your company is able to issue cash Invoices up to a value of €1000.00 Euros, set this field to "Retail".

Acc. Bureau
Paste Special    Customers in Contact register
If your company has outsourced its accounts to an accounting bureau, first enter a record in the Contact register representing the accounting bureau. Tick the Customer box in the header of that Contact record, and enter at least the Name, Invoice Address, VAT Reg. No. and Bank Account (bank account number). Then, enter the Contact Number of that Contact record in this field (using 'Paste Special' if necessary) and tick the Outsourced to Acc. Bureau box below. In Lithuania, Norway and Portugal this information is required for SAFT reporting.

Business Nature
Paste Special    Nature of Business setting, System module
Use this field to note the nature of your business. This is for information only.

Business Entity
Paste Special    Choices of possible entries
In Italy, the Business Entity will be exported in the <RegimeFiscale> tag in files created by the 'Public Administration E-Invoicing' Export function in the Sales Ledger.

Company Type
The word "Company" here refers to the Company partition of your Standard ERP database in which you are currently working. You should assign a Type to each Company to be able to register your copy of Standard ERP and to receive Enabler Keys.

The following options are available:
Multi User
Choose this option if more than one person will have access to the Company (i.e. the Company will be stored in the database on a server machine).

The number of Multi User Companies in your database should match the number of Multi-User Non-Consolidated Companies registered in the Configuration setting.

Consolidated
Choose this option if more than one person will have access to the Company and if the information in the Company will be included in consolidated reports. Please refer here for more information.

The number of Consolidated Companies in your database should match the number of Multi-User Consolidated Companies registered in the Configuration setting.

Single User
This option means that only one user will be able to log in to the Company at any one time (i.e. the Company will be stored in a database on your local machine).

The number of Single User Companies in your database should match the number of Single User Companies registered in the Configuration setting.

Outsourced to Acc. Bureau
Tick this box if your company has outsourced its accounts to an accounting bureau.

In Italy, you should also fill in the Chief Accountant field on the 'Email' card of this setting. If the Outsourced to Acc. Bureau box is ticked, the contents of this field will be exported in the <CodiceFiscale> tag inside <Dichiarante> in files created by the 'Periodic VAT Declaration' Export function in the Nominal Ledger.

In Lithuania, Norway and Portugal, enter a record in the Contact register representing the accounting bureau. Tick the Customer box in the header of that Contact record, and enter at least the Name, Invoice Address, VAT Reg. No. and Bank Account (bank account number). Then, enter the Contact Number of that Contact record in the Acc. Bureau field above.
The Company Info setting:
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Company Info - Email Card

This page describes the fields on the 'Email' card of the Company Info setting. Please follow the links below for descriptions of the other cards:
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Email
Field for Form Templates    Own Email
Enter your company's email address here, to be printed on documentation and included in official reports.

WWW Address
Field for Form Templates    Own WWW Address
Enter your company's web address here, to be printed on documentation and included in official reports.

CEO Name
Enter the name of your company's CEO here.

In Italy, the contents of this field will be included in files created by the 'Periodic VAT Declaration' Export function in the Nominal Ledger.

CEO
Paste Special    Customers in Contact register
Field for Form Templates    Manager / CEO
In Lithuania and Norway, enter a record in the Contact register representing the CEO of your company. Then, enter the Contact Number of that Contact record in this field. The Contact Name in this record will be included in 'SAFT' export files.

In Argentina, use this field if you will be sending hotel and restaurant Invoices as e-invoices. These e-invoices should include information about the CEO of the company, in the <Opcionalales> tag. Enter a record in the Contact register representing the CEO and enter at least the VAT Reg. No., Doc. Type and Profession. Then, enter the Contact Number of that Contact record in this field.

Chief Accountant
Field for Form Templates    Chief Accountant
In Bolivia, the Chief Accountant will be included in VAT Report Purchases and VAT Report Sales reports.

In Italy, the Chief Accountant will be exported in the <CodiceFiscale> tag inside <Dichiarante> in files created by the 'Periodic VAT Declaration' Export function in the Nominal Ledger if you have ticked the Outsourced to Acc. Bureaux box on the 'Reg' card.

In Latvia, the Chief Accountant will be included in files created by the 'VAT Annual' Export function in the Nominal Ledger.

In Lithuania, Norway and Portugal, the Chief Accountant will be included in 'SAFT' export files.

Line of Business
Field for Form Templates    Own Line of Business
In Brazil, the Line of Business will be exported as the Código do Serviço Federal (positions 672-675 in lines in which the Tipo do registro is 20) in files created by the 'Fiscal Note for Services' Export function in the Sales Ledger. The Line of Business will also be included in the <CNAE> tag in e-invoices.

In Portugal, the Line of Business will be included in Fiscal Year Depreciation and Fiscal Year Write-Offs reports produced from the Assets module.

Share Capital
Field for Form Templates    Own Share Capital
In Portugal, it is mandatory that the value of a company's share capital is printed on all documentation.
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Settings in the System module:

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Company Info - Fonts Card

This page describes the fields on the 'Fonts' card of the Company Info setting. Please follow the links below for descriptions of the other cards:
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Character Set
Paste Special    Choices of possible entries
Use this field to control sorting in Standard ERP. In the UK, it should be set to zero. In countries where the alphabet differs to that of the UK/US, sorting by ASCII codes produces a list that is not in the correct alphabetical order: use this field to overcome this problem.

VAT Law
Paste Special    Choices of possible entries
Use this field to ensure the behaviour of Standard ERP conforms to the local accounting conventions in your country. If your country is not listed in the 'Paste Special' list, choose the "Default" option.

DB Encoding
If you are using Standard ERP to send and receive email, this field should be set to "mac" (all lower case) if the server uses a PowerPC processor (e.g. AS/400, AIX, Z-series). If the server is Intel-based, the field should be left blank. In Russia, enter "acyr" for PowerPC servers and "cp1251" for Intel servers. Please refer here for details about using Standard ERP to send and receive email.

Def. Mail Encoding
All emails are encoded to protect special characters in the text. This allows the recipient to read these characters as they were written. If you are using Standard ERP to send and receive email, the ISO-8859-1 (Western European) encoding standard will be used if you leave this field empty. If you need to use a different encoding standard, specify that here. For example, users in Russia should enter "koi8-r" to this field. Please refer to your local HansaWorld representative for further information.

Report Font Size, Edit Font, Report Font
Paste Special    Fonts in your system
These fields allow you to select different fonts for use on screen and in reports respectively. If you leave these fields empty, Standard ERP's default fonts will be used. These fonts are selected for maximum readability, and you should only change them if you have good reasons to do so. In non-English versions of Standard ERP, use these fields to select fonts with special character sets.

Language
Paste Special    Languages setting, System module
If you are using a multi-language version of Standard ERP, the following options are available:

  • The language that you specify here in the Company Info setting will to be used in the 'Login' window and in all other windows, menus and reports.

  • If you specify a different language for a particular user (in their Global User or Person record), text in the 'Login' window will still use the language specified here, but text in all other windows, menus and reports will use the language specified for the user.

  • If you need Account Names in Nominal Ledger Transactions and in the Analytical Balance, Balance Sheet, Profit & Loss and Trial Balance reports always to be in the Company Info language irrespective of the current user's language, select the Account Description in Company Language option in the Transaction Settings setting in the Nominal Ledger, and ensure you enter an Account Name in the appropriate language in each Account record (on the 'Texts' card).

You must enter a language code that will be recognised within the Standard ERP application, as follows:
ARBArabic
CHIChinese
CZECzech
DANDanish
ENGEnglish
AUS English (Australia)
CANEnglish (Canada)
INDEnglish (India)
KEEEnglish (Kenya)
NZEEnglish (New Zealand)
PHEEnglish (Philippines)
SGPEnglish (Singapore)
SAFEnglish (South Africa)
USAEnglish (US)
ZWEEnglish (Zimbabwe)
ESTEstonian
FARFarsi
FINFinnish
FRAFrench
FRCFrench (Canada)
GERGerman
HEBHebrew
HUNHungarian
ICEIcelandic
ITAItalian
LATLatvian
LITLithuanian
NORNorwegian
POLPolish
PORPortuguese
AGOPortuguese (Angola)
BRAPortuguese (Brazil)
ROMRomanian
RUSRussian
SERSerbian
SLO Slovenian
SVKSlovak
ESPSpanish
USSSpanish (US)
SWESwedish, Finnish-Swedish
UKRUkrainian
VIEVietnamese

Multi-language versions of Standard ERP are produced according to need and will usually only contain a few of these languages.

The Company Info language is also used when printing amounts in phrases (rather than figures) in documents(e.g. using the "Amount in Text" field). These phrases can be printed in different Languages using rules that you have defined in the Values in Text setting. In most cases, the Language used will be determined by the Language of the Customer or Supplier in question. For Customers or Suppliers whose Language is unspecified, the Language entered in the current user's Person record or here in the Company Info setting will be used. Please refer to the description of the Values in Text setting for full details about this feature.

Company Logo File
Paste Special    Files on your hard disk
If you enter the path to an image file here, that image file will be printed as a logo in the top left-hand corner of every form.

In client-server systems, the image file should be stored on the server machine, and the path that you enter here should be the path to the image file from the server application. You only need to store the image file on the server, there is no need to store it on the clients as well.

If you want the logo to be printed elsewhere on a form (i.e. not in the top left-hand corner), add an empty picture element to the relevant Form Template in the appropriate position. An empty picture element is one in which the Picture Name field is blank.

The logo will not be printed if there is at least one picture element in a Form Template. In this case add an empty picture element to the Form Template as mentioned in the previous paragraph.

The logo will not be printed on labels.

The following file formats are supported: 8-Bit BMP, 24-Bit BMP, JPG and PNG. Additionally, PDF is supported for macOS clients. If you will use the Form Template to create pdf files, the picture format must be 24-Bit BMP, JPG or PNG. This applies when the pdf file will be generated by Standard ERP. Please refer to the lower part of the Styles page for details about pdf generation.
The Company Info setting:
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Company Info - Mail Address Card

This page describes the fields on the 'Mail Address' card of the Company Info setting. Please follow the links below for descriptions of the other cards:
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Address
Field for Form Templates    Own Mail Address
If your company has different registration and correspondence addresses, enter the correspondence address in these fields.

If you want to give a name to each of the individual address lines (as has been done in the illustration above), use the 'Address' card of the User Defined Fields - Contacts setting in the CRM module.

To ensure the Address will be printed on documentation, add the "Own Mail Address" field to your Form Template designs. This field will not include the Company Name (from the header in this setting) in the address. If you need the Company or Business Name to be printed, add the "Own Name" or "Own Business Name" fields respectively as well. The address will be printed on separate lines so you should specify a Line Height. Use the Form Settings setting in the System module to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.

Please refer here for more details about adding fields to Form Templates, including specifying Line Heights.

Country
Paste Special    Countries setting, System module
Field for Form Templates    Own Mail Address Country Code
Enter the Country in which the correspondence address is located.
The Company Info setting:
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Configuration

The Configuration setting contains details of the features in Standard ERP that you are subscribing to, including modules and numbers of Companies and users. The setting will be filled automatically when you register your Standard ERP database with HansaWorld, with these details being taken from your contract with HansaWorld. Before registering, make sure you have recorded your company name, company type, company registration number and VAT registration number in the Company Info setting.

After registering, you should not change anything in the Configuration setting. If you do, Standard ERP will go into restricted mode (printing and Cloud Services will be disabled). You can regain full use of the program by applying for a new Enabler Key in the Internet Enablers setting. Alternatively, wait for your copy of Standard ERP to connect to the HansaWorld server automatically to obtain a new Enabler Key: this will occur monthly, and the Configuration setting will be reset as part of the process.

Please refer to the Enabler Key page for more details about registration and obtaining Enabler Keys.

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Settings in the System module:

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Conversions - Master, Conversions - Accounts and VAT Codes

This page describes the Conversions - Master and Conversions - Accounts and VAT Codes setting in the System module.

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The Conversions - Master and Conversions - Accounts and VAT Codes settings together allow you to change the Account Number of an Account, and/or to merge two or more Accounts into one. You can also use them to change a VAT Code. For example, you might have been using Account 100 for sales of a particular product before realising that you should have been using Account 102 instead. Using these settings, you can change Account 100 wherever it appears in the database to Account 102 (e.g. in the Account register itself, in Nominal Ledger Transactions and in Invoices). All previous postings to the old Account will appear under the new Account in all reports. Follow these steps:

  1. Change to the System module and open the Conversions - Accounts and VAT Codes setting. If you need to change Account Numbers, enter each pair of old and new Account Numbers in the Old and New fields as shown in the illustration below. If you need to change VAT Codes, enter each pair of old and new VAT Codes in the Old V-Cd and New V-Cd fields. In the example illustrated, we will change Account 100 to 102:

    In the case of Accounts, the new Account Number does not have to exist in the Account register. In this example, if there is no existing Account 102, Account 100 will be changed to 102 by the conversion process and so Account 100 will no longer exist. If there is an existing Account 102, Account 100 will be deleted. In effect, this will mean that you are merging 100 with 102.

    In the case of VAT Codes, both the old and new VAT Codes should exist in the VAT Codes setting. The conversion process will not update the VAT Codes setting itself, and the process may not be complete if the new VAT Code does not exist.

    If you specify old and new Accounts and old and new VAT Codes in the same row, the result will be:

    • where the old Account and old VAT Code appear together in a transaction (e.g. in an Invoice row), the Account will be changed to the new Account.

    • wherever the old VAT Code appears in a transaction, it will be changed to the new VAT Code (i.e. it will be changed when it is used in combination with an Account that is not the old Account).

    • wherever the old Account appears in a non-transactional record (e.g. an Item), it will be changed to the new Account.

    • wherever the old VAT Code appears in a non-transactional record (e.g. an Item), it will be changed to the new VAT Code.

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Accounts option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, the Account records in the Account register will be renumbered as required. In the example, Account 100 will be given the new number of 102. Any use of the old Account in any other register (e.g. in the Purchase Invoice, Invoice, Transaction and Item registers) will also be changed. If you change to update VAT Codes, any use of the old VAT Code in any register will similarly be changed.

    Note that use of the old Account and/or old VAT Code in some settings (settings of types 1 and 2 as described here) will not be updated. Examples include the Account Usage settings, Payment Modes and VAT Codes. You will need to update these settings yourself to ensure that they contain valid Accounts and/or VAT Codes.

  8. Produce a Nominal Ledger report for one of the new Accounts and check that all the Transactions have been converted as you expected.

  9. You must now inspect and change all report definitions in the Nominal Ledger where the old Account Numbers and/or old VAT Codes have been used. Please refer to the description of the Report Settings setting here for details.

  10. Return to the Conversions - Master setting in the System module and turn off the option to Convert Accounts.

  11. Return to the Conversions - Accounts and VAT Codes setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place . In all other Companies, leave the Conversions - Accounts setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Account numbers and/or old and new VAT Codes in the Conversions - Accounts and VAT Codes setting in that Company as necessary, and select the option to Convert Accounts in the Conversions - Master setting in that Company as well.

If the Account register is a shared register, you should repeat steps 1 and 2 above in every Company that shares the register. For example, if you have three Companies and Companies 2 and 3 are sharing the Account register, follow steps 1 and 2 in Companies 2 and 3.

If the Account register is a shared register stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP' window using the close box.

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Account to be replaced with the new one in every transaction (e.g. in Invoices, Nominal Ledger Transactions, etc) in the relevant Companies. The new step 5 will cause the old Account to be replaced with the new one in the Account register in Company 0.

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Conversions - Master, Conversions - Activity Types

This page describes the Conversions - Master and Conversions - Activity Types settings in the System module.

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The Conversions - Master and Conversions - Activity Types settings together allow you to change the Code of an Activity Type in the Activity Types setting, and in all Activities and other registers. For example, you might have been using Activity Type "S" before realising that you should have been using Activity Type "ST" instead. Using these settings, you can change Activity Type "S" in every past Activity in which it has been used to Activity Type "ST". The Activities will appear under the new Activity Type in all reports. Follow these steps:

  1. Change to the System module and open the Conversions - Activity Types setting. Enter each pair of old and new Activity Types as shown in the illustration below. In the example illustrated, we will change "S" (the old Activity Type) to "ST" (the new Activity Type):

    The new Activity Type does not have to exist in the Activity Types setting. In this example, if "ST" is not an existing Activity Type, Activity Type "S" will be changed to "ST" by the conversion process and so "S" will no longer exist. If "ST" is an existing Activity Type, Activity Type "S" will be deleted. In effect, this will mean that you are merging "S" with "ST".

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Activity Types option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, the new Activity Type will be applied to all Activities with the old Type. In the example, Activities that were of Type "S" will be given the new Type of "ST". Any use of the old Activity Type in any other register (e.g. in the Target Time and Approval Rules registers) will also be changed.

    Note that use of the old Activity Type in some settings (settings of types 1 and 2 as described here) will not be updated. Examples include Activity Types, Subsystems, Company and User Workflow Overview and Production Settings. You will need to update these settings yourself to ensure that they contain valid Activity Types.

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Activity Types.

  9. Return to the Conversions - Activity Types setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Activity Types setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Activity Types in the Conversions - Activity Types setting in that Company as necessary, and select the option to Convert Activity Types in the Conversions - Master setting in that Company as well.

If the Activity Types setting is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Activity Types setting, follow steps 1 and 2 in Companies 2 and 3.

If the Activity Types setting is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Activity Type to be replaced by the new one in every register (e.g. in Activities, Target Time records, Approval Rules records, etc) in the relevant Companies. The new step 5 will cause the old Activity Type to be replaced by the new one in the Activity Types setting in Company 0.

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Settings in the System module:

Go back to:

Conversions - Master, Conversions - Contact Classifications

This page describes the Conversions - Master and Conversions - Contact Classifications settings in the System module.

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The Conversions - Master and Conversions - Contact Classifications settings together allow you to change the Code of a Contact Classification in the Contact Classifications setting, and in all Contacts, Customer Letters and other registers. For example, you might have been using Contact Classification "S" before realising that you should have been using Contact Classification "ST" instead. Using these settings, you can change Contact Classification "S" in every record in which it has been used to Contact Classification "ST". Follow these steps:

  1. Change to the System module and open the Conversions - Contact Classifications setting. Enter each pair of old and new Contact Classifications as shown in the illustration below. In the example illustrated, we will change "S" (the old Contact Classification) to "ST" (the new Contact Classification):

    The new Contact Classification does not have to exist in the Contact Classifications setting. In this example, if "ST" is not an existing Contact Classification, Contact Classification "S" will be changed to "ST" by the conversion process and so "S" will no longer exist. If "ST" is an existing Contact Classification, Contact Classification "S" will be deleted. In effect, this will mean that you are merging "S" with "ST".

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Contact Classifications option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, the new Contact Classification will be applied to all records with the old Classification. In the example, Contacts, Customer Letters and other records that had Classification "S" will be given the new Classification "ST".

    Note that use of the old Contact Classification in some settings (settings of types 1 and 2 as described here) will not be updated. Examples include Legal Record Numbers and several settings in the Business Alerts module. You will need to update these settings yourself to ensure that they contain valid Contact Classifications.

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Contact Classifications.

  9. Return to the Conversions - Contact Classifications setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Contact Classifications setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Contact Classifications in the Conversions - Contact Classifications setting in that Company as necessary, and select the option to Convert Contact Classifications in the Conversions - Master setting in that Company as well.

If the Contact Classifications setting is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Contact Classifications setting, follow steps 1 and 2 in Companies 2 and 3.

If the Contact Classifications setting is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Contact Classification to be replaced by the new one in every register (e.g. in Contacts, Customer Letters, etc) in the relevant Companies. The new step 5 will cause the old Contact Classification to be replaced by the new one in the Contact Classifications setting in Company 0.

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Settings in the System module:

Go back to:

Conversions - Master, Conversions - Contacts

This page describes the Conversions - Master and Conversions - Contacts settings in the System module.

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The Conversions - Master and Conversions - Contacts settings together allow you to change the Contact Number of a Contact, and/or to merge two or more Contacts into one. For example, you can change Contact Number "001" to "002", and in all records such as Quotations, Orders, Invoices and Activities, "001" will be changed to "002" as well. Follow these steps:

  1. Change to the System module and open the Conversions - Contacts setting. Enter each pair of old and new Contact Numbers as shown in the illustration below. In the example illustrated, we will change "001" (the old Contact Number) to "002" (the new Contact Number):

    The new Contact Number does not have to exist in the Contact register. In this example, if "002" is not an existing Contact, Contact "001" will be changed to "002" by the conversion process and so "001" will no longer exist. If "002" is an existing Contact, Contact "001" will be deleted. In effect, this will mean that you are merging "001" with "002".

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Contacts option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, Contact records will be renumbered as required. In the example, Contact 001 will be given the new number of 002. References to Contact Number 001 will be replaced with Contact Number 002 in all records (including Sales and Purchase Ledger transactions and Sales Order records).

    Note that the Default Customer and Branch field in the Local Machine setting in the User Settings module will not be updated. This is because the Local Machine setting is stored locally in the databases on each client machine, and the conversion routine is not able to access these local databases.

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Contacts.

  9. Return to the Conversions - Contacts setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Contacts setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Contact Numbers in the Conversions - Contacts setting in that Company as necessary, and select the option to Convert Contacts in the Conversions - Master setting in that Company as well.

If the Contact register is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Contact register, follow steps 1 and 2 in Companies 2 and 3.

If the Contact register is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Contact Number to be replaced by the new one in every register in the relevant Companies. The new step 5 will cause the old Contact Number to be replaced by the new one in the Contact register in Company 0.

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Settings in the System module:

Go back to:

Conversions - Master, Conversions - Currency Codes

This page describes the Conversions - Master and Conversions - Currency Codes settings in the System module.

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The Conversions - Master and Conversions - Currency Codes settings together allow you to change the Currency Code in a Currency record. The Currency in all transactions such as Quotations, Orders, Invoices and Transactions will be changed as well. If you are not using Currencies and need to start doing so, you can use these settings to update all previous transactions so that they now contain your home Currency. Follow these steps:

  1. Change to the System module and open the Conversions - Currency Codes setting. Enter each pair of old and new Currency Codes as shown in the illustration below. In the example illustrated, we are starting to use Currencies for the first time, so we have left the old Currency blank and specified our home Currency as the new Currency:

    In general, the new Currency Code does not have to exist in the Currency register. For example, if you are changing "?" to "GBP" and "GBP" is not an existing Currency, Currency Code "?" will be changed to "GBP" by the conversion process and so "?" will no longer exist. If "GBP" is an existing Currency, Currency "?" will be deleted. In effect, this will mean that you are merging "?" with "GBP".

    In the specific case where you need to start to use Currencies, the new Currency should exist in the Currency register.

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Currency Codes option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, Currency records will be updated as required. References to the old Currency will be replaced with the new Currency in all records (including Sales and Purchase Ledger transactions and Sales Order records).

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Currency Codes.

  9. Return to the Conversions - Currency Codes setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Currency Codes setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Contact Numbers in the Conversions - Currency Codes setting in that Company as necessary, and select the option to Convert Currency Codes in the Conversions - Master setting in that Company as well.

If the Currency register is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Currency register, follow steps 1 and 2 in Companies 2 and 3.

If the Currency register is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Currency Code to be replaced by the new one in every register in the relevant Companies. The new step 5 will cause the old Currency Code to be replaced by the new one in the Currency register in Company 0.

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Settings in the System module:

Go back to:

Conversions - Master, Conversions - Items

This page describes the Conversions - Master and Conversions - Items settings in the System module.

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The Conversions - Master and Conversions - Items settings together allow you to change the Item Number of an Item record. For example, you can change Item Number "10101" to "10102", and the Item Number in all transactions such as Quotations, Orders, Invoices, Deliveries and Goods Receipts will be changed as well. Follow these steps:

  1. Change to the System module and open the Conversions - Items setting. Enter each pair of old and new Item Numbers as shown in the illustration below. In the example illustrated, we will change "10101" (the old Item Number) to "10102" (the new Item Number):

    The new Item Number does not have to exist in the Item register. In this example, if "10102" is not an existing Item, Item "10101" will be changed to "10102" by the conversion process and so "10101" will no longer exist. If "10102" is an existing Item, Item "10101" will be deleted. In effect, this will mean that you are merging "10101" with "10102".

    Although it is possible to merge Items as just described, it is not recommended that you do so. If you merge two Stocked Items, the FIFO/LIFO queue for the merged Item will not be correct, and the Weighted Average setting will be corrupted. This will mean that the valuation in the Stock List will not be correct if it is calculated using the Queued Cost Model and, if you have more than one Location, using the Weighted Average Cost Model. You should not merge Items of different Types (e.g. you should not merge Plain and Stocked Items, or Serial Numbered and non-Serial Numbered Items). Doing so may corrupt the stock history so that the stock valuation in the Stock List report no longer matches that in the Nominal Ledger.

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Items option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, Item records will be renumbered as required. In the example, Item 10101 will be given the new number of 10102. References to Item Number 10101 will be replaced with Item Number 10102 in all records (including Sales and Purchase Ledger transactions and Sales Order records).

    Note that use of the old Item Number in some settings (settings of types 1 and 2 as described here) will not be updated. Examples include the Freight, Interest and Variety Masks settings. You will need to update these settings yourself to ensure that they contain valid Items.

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Items.

  9. Return to the Conversions - Items setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Items setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Item Numbers in the Conversions - Items setting in that Company as necessary, and select the option to Convert Items in the Conversions - Master setting in that Company as well.

If the Item register is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Item register, follow steps 1 and 2 in Companies 2 and 3.

If the Item register is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Item Number to be replaced by the new one in every register in the relevant Companies. The new step 5 will cause the old Item Number to be replaced by the new one in the Item register in Company 0.

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Settings in the System module:

Go back to:

Conversions - Master, Conversions - Locations

This page describes the Conversions - Master and Conversions - Locations settings in the System module.

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The Conversions - Master and Conversions - Locations settings together allow you to change the Location Code in a Location record. For example, you can change Location Code "WHS" to "WHS_1", and the Location Code in all transactions such as Quotations, Orders, Invoices, Deliveries and Goods Receipts will be changed as well. Follow these steps:

  1. Change to the System module and open the Conversions - Locations setting. Enter each pair of old and new Location Codes as shown in the illustration below. In the example illustrated, we will change "WHS" (the old Location Code) to "WHS_1" (the new Location Code):

    The new Location Code does not have to exist in the Locations setting. In this example, if "WHS_1" is not an existing Location, Location "WHS" will be changed to "WHS_1" by the conversion process and so "WHS" will no longer exist. If "WHS_1" is an existing Location, Location "WHS" will be deleted. In effect, this will mean that you are merging "WHS" with "WHS_1".

    Although it is possible to merge Locations as just described, it is not recommended that you do so. The FIFO/LIFO queues for the Items in the merged Location will not be correct, and the Weighted Average setting will be corrupted. This will mean that the valuation in the Stock List will not be correct.

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Locations option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, Location records will be updated as required. In the example, the Code of Location WHS will be changed to WHS_1. References to Location WHS will be replaced with WHS_1 in all records (including Sales and Purchase Ledger transactions and Stock records).

    The Location and Service Location fields in Person records, the Purchase and Via Location fields in Location records and the Main and Service Location fields in the Stock Settings setting will not be updated.

    The Default Location and Default Return Location fields in the Local Machine setting in the User Settings module will not be updated. This is because the Local Machine setting is stored locally in the databases on each client machine, and the conversion routine is not able to access these local databases.

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Locations.

  9. Return to the Conversions - Locations setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Locations setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Location Codes in the Conversions - Locations setting in that Company as necessary, and select the option to Convert Locations in the Conversions - Master setting in that Company as well.

If the Locations setting is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Locations setting, follow steps 1 and 2 in Companies 2 and 3.

If the Locations setting is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Location Code to be replaced by the new one in every register in the relevant Companies. The new step 5 will cause the old Location Code to be replaced by the new one in the Locations setting in Company 0.

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Settings in the System module:

Go back to:

Conversions - Master

This page describes the Conversions - Master setting in the System module.

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The Conversions - Master setting in the System module allows you to change a particular piece of information in all records in the database. Usually you will use it together with a second setting where you will specify the information that will be changed. For example, if you need to change the Contact Number of a Contact, you will specify the old and new Contact Numbers in the Conversions - Contacts setting and tick the Convert Contacts option in the Conversions - Master setting. Then, create a text or timed back-up and import that back-up in to a new database. In the new database, the old Contact Number will have been replaced by the new one in the relevant Contact record and in all records related to the Contact (e.g. Sales and Purchase Invoices, Sales and Purchase Orders, Activities, stock transactions, etc).

The Conversions - Master setting contains the following options:

Please follow the links below for details about each option:
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Settings in the System module:

Go back to:

Conversions - Master, Conversions - Suppliers

The Conversions - Suppliers setting is described on the Combining Customers and Suppliers page.

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Settings in the System module:

Go back to:

Conversions - Master, Conversions - Tags/Objects

This page describes the Conversions - Master and Conversions - Tags/Objects settings in the System module. For clarity, the term "Object" has been used in this description.

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The Conversions - Master and Conversions - Tags/Objects settings together allow you to change the Code in an Object record. The Object in all transactions such as Quotations, Orders, Invoices, Deliveries and Nominal Ledger Transactions will be changed as well. For example, using these settings, you can change Object "A" in every record in which it has been used to Object "AA". Follow these steps:

  1. Change to the System module and open the Conversions - Tags/Objects setting. Enter each pair of old and new Object Codes as shown in the illustration below. In the example illustrated, we will change "A" (the old Object Code) to "AA" (the new Object Code):

    The new Object Code does not have to exist in the Object register. In this example, if "AA" is not an existing Object Code, Object Code "A" will be changed to "AA" by the conversion process and so "A" will no longer exist. If "AA" is an existing Object Code, Object "A" will be deleted. In effect, this will mean that you are merging "A" with "AA".

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Tags/Objects option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, Object records will be updated as required. References to the old Currency will be replaced with the new Currency in all records (including Sales, Purchase and Nominal Ledger transactions and Sales Order records).

    Note that use of the old Object Code in some settings (settings of types 1 and 2 as described here) will not be updated. Examples include Transaction Settings and Payment Modes. You will need to update these settings yourself to ensure that they contain valid Object Codes.

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Tags/Objects.

  9. Return to the Conversions - Tags/Objects setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Tags/Objects setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Object Codes in the Conversions - Tags/Objects setting in that Company as necessary, and select the option to Convert Tags/Objects in the Conversions - Master setting in that Company as well.

If the Tag/Object register is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Tag/Object register, follow steps 1 and 2 in Companies 2 and 3.

If the Tag/Object register is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the following:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Object to be replaced by the new one in every register (e.g. in Sales, Purchase and Nominal Ledger transactions and Sales Order records, etc) in the relevant Companies. The new step 5 will cause the old Object Code to be replaced by the new one in the Tag/Object register in Company 0.

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Conversions - Master, Conversions - Users

This page describes the Conversions - Master and Conversions - Users settings in the System module.

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You can use the Conversions - Master and Conversions - Users settings to change the Signature (initials) in a Person record. For example, you can change Person "FF" to "FS" (perhaps because the Person married), and the Signature in all records such as Quotations, Orders, Invoices, Deliveries and Goods Receipts will be changed as well. Follow these steps:

  1. Change to the System module and open the Conversions - Users setting. Enter each pair of old and new Signatures as shown in the illustration below. In the example illustrated, we will change "FF" (the old Signature) to "FS" (the new Signature):

    The new Signature does not have to exist in the Person register. In this example, if "FS" is not an existing Signature, Signature "FF" will be changed to "FS" by the conversion process and so "FF" will no longer exist. If "AA" is an existing Signature, Person "FF" will be deleted. In effect, this will mean that you are merging "FF" with "FS".

  2. Remaining in the System module, open the Conversions - Master setting and select the Convert Users option:

  3. Make a text or timed back-up of your database and quit Standard ERP.

  4. Remove the Standard ERP database file (named "Hansa.HDB") from the folder or directory containing your Standard ERP application.

  5. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Select the [Restore from Backup] option.

  6. When the 'Import files available' window appears, choose to import the back-up file that you created in step 3.

  7. During the import process, Person records will be updated as required. References to the old Signature will be replaced with the new Signature in all records (including Sales, Purchase and Nominal Ledger transactions and Sales Order records).

    Note that Mailboxes will not be updated. You will need to update Mailboxes yourself to ensure that they contain valid Signatures.

  8. Return to the Conversions - Master setting in the System module and turn off the option to Convert Users.

  9. Return to the Conversions - Users setting and delete everything line by line.
If you have more than one Company in your database, you must repeat steps 1 and 2 above in every Company in which the conversion is to take place. In all other Companies, leave the Conversions - Users setting empty and do not tick any of the options in the Conversions - Master setting. If you want a different conversion to take place in another Company, enter old and new Signatures in the Conversions - Users setting in that Company as necessary, and select the option to Convert Users in the Conversions - Master setting in that Company as well.

If the Person register is shared, you should repeat steps 1 and 2 above in every Company that shares it. For example, if you have three Companies and Companies 2 and 3 are sharing the Person register, follow steps 1 and 2 in Companies 2 and 3.

If the Person register is shared and is stored in Company 0 (i.e. in the Shared Registers setting in the Technics module, the In Company field is empty), you should again repeat steps 1 and 2 above in every Company that shares the register. Then, follow the procedure described above, but replace steps 5 and 6 with the steps listed below.

If you are using Global Users, you should also replace steps 5 and 6 with the steps listed below because Global Users are stored in Company 0:

  1. Launch Standard ERP again. Because there is now no "Hansa.HDB" file, the 'Welcome to Standard ERP' window will appear. Then:

    1. Close the 'Welcome to Standard ERP window using the close box .

    2. You will be prompted to enter a new Company: a Code and Name will be sufficient. Press [Save].

    3. You will be presented with a blank screen: quit Standard ERP and restart.

    4. Repeat steps 1 and 2.

  2. Ensure you are in the System module and use the 'Automatic' or 'Manual file search' import functions to import the back-up file that you created in step 3.
Steps 1 and 2 will cause the old Signature to be replaced by the new one in every register (e.g. in Sales, Purchase and Nominal Ledger transactions and Sales Order records, etc) in the relevant Companies. The new step 5 will cause the old Signature to be replaced by the new one in the shared Person register and/or the Global User register in Company 0.

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Settings in the System module:

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Countries

This page describes the Countries setting in the System module.

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The Countries setting should contain separate records for each Country with whom you trade. You can set various defaults in a Country record, and these defaults will be copied to each Contact residing in that Country. You can also enter various translations of the Country Name, to be printed on documentation as appropriate.

To work with the Countries setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Countries' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Countries' in the 'Settings' list. The 'Countries: Browse' window will open. This contains a list of the records already entered to this setting.

Double-click (Windows/macOS) or tap (iOS/Android) on a line to open the edit window, or add a new record by selecting 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it, or use the close box (Windows/macOS) or < (iOS/Android) to close it without saving changes.

Header

Code
Enter the unique Code by which the Country record is to be identified from elsewhere in Standard ERP. The Code can consist of up to five characters, and you can use both numbers and letters.

Although you can use arbitrary codes, it is usually recommended that you use the two-character ISO 3166 codes for each Country. This can be a requirement for official reporting. For example, if you are in the UK and will be submitting Intrastat reports, you should use ISO 3166 codes to represent the Countries where your Customers are located. A list of ISO 3166 codes can be found in the HMRC's Notice 60 document, available from https://www.uktradeinfo.com/Intrastat/IntrastatServices/Pages/Notice60.aspx. Similarly, if you will be paying international Purchase Invoices using 'Banking File' export files using one of the SEPA formats, you will usually need to use ISO 3166 codes to represent the destination Countries (as well as your own Country).

Text
Enter the name of the Country, to be shown in the 'Countries: Browse' window and the 'Paste Special' list.

Duty Code
Paste Special    Duties and Charges setting, Customs module
This field is used in the Customs module: please refer to your local HansaWorld representative for details.

Region
Paste Special    Countries Regions setting, System module
This field will be useful if you are using the Hotel module. You can use it to assign each Country to a Region. This could be the continent where the Country is located, or any other regional description that you need.

This information will be used by the Nationality Statistics report in the Hotel module. This report can display the number of Guests from each Country, the number of Guests from each Region or both.

Nationality
Enter the word for the nationality of the Country in this field. For example, in the Country record for Finland, enter "Finnish" or "Finn".

When entering a record in the Contact register, you can specify a Nationality (on the 'Personal' card of the standard Contact window, or on the 'Guest' card when entering Hotel Guests). Use 'Paste Special' from the Nationality field in the new record in the usual way to choose a Country. The Nationality from the Country record will then be brought in to the new Contact.

You will not be able to assign a Nationality to a Contact if you have not used that Nationality in a record in the Countries setting. For example, if you specify that a Contact is Finnish, you must also have specified that Finnish is a Nationality in at least one Country record.

If you need to ensure that a Nationality is specified for every Contact that has been marked as a Guest (using the Guest box in the header of the Contact window), select the Force Nationality on Guest Record option in the Hotel Settings setting. You will not need to specify a Nationality for a Contact that is not a Guest.

Currency
Paste Special    Currency register, System module
Enter the Currency used in the Country here. This information will be used in the P/L VAT Report in the Purchase Ledger.

ISO Code
Enter the two-character ISO 3166 code for the Country here.

The ISO 3166 codes of the Countries in which your Customers and Suppliers reside will be included in files created by various export functions, such as the 'Periodic VAT Declaration' export function in Italy and the 'EU VAT Purchases' and 'EU VAT Sales' export functions in Croatia. If you will be using these export functions, you should enter the ISO 3166 code of each Country in this field even if you have also entered the ISO 3166 code in the Code field above.

If you need ISO 3166 codes to be printed on documentation, add the fields listed below to your Form Template designs. The "Country Code (Customer)", "Country Code (Supplier)" and "Own Country Code" fields will print the ISO Code from the relevant Country record. If that Country record does not have an ISO Code, it will print the Country Code. So, an ISO 3166 code will be printed from this field or from the Code field above.
Country Code (Customer)
Use this field in the Form Templates for Invoices, Orders, POS Invoices, Quotations and Returned Goods. You can also use this field in the Form Template for Stock Movements: in a Stock Movement that was created from a Sales Order, it will print the ISO Code or the Country Code of the Customer in the Order.

Country Code (Supplier)
Use this field in the Form Template for Returned Goods to Supplier records.

Own Country Code
This field will print the ISO Code or Code from the record in the Countries setting for your own Country as specified in the Company Info setting. This is a standard field that you can use when printing almost any form.

Country ISO Code
This field will print the ISO Code from the record in the Countries setting for the Customer's Country, but it will not print the Code if there is no ISO Code. You can use this field when printing Invoices and, in Croatia and Slovenia, Purchase Book forms.

Text Card

Use the table on the 'Text' card if you need to enter various translations of the Country Text. Specify a Language in the first column using 'Paste Special' if necessary, and the appropriate translation in the second column. There is no need to enter a row for your home Language.

These translations will be printed on Invoices if you have included the "Country Name" field in your Invoice Form Template. The Language of the Invoice (shown on the 'Price List' card) will determine which translation will be printed. If an Invoice does not have a Language or has a Language with no translation listed in this table, the Country Text itself will be printed.

Misc Card

Freight Code, Price List, Discount Matrix, Sales Tags/Objects, VAT Zone
When you specify a Country in a Contact record, a default Freight Code, Price List, Discount Matrix, Sales Tags/Objects and/or VAT Zone can be brought into the Contact from the Country record. Use these fields to specify the values that are to be brought in to each Contact. You can use 'Paste Special' from the Freight Code, Price List, Discount Matrix and Sales Tags/Objects fields.

Show on web
If you are using the Standard ERP Web Shop, you can specify that Customers should specify a Country as part of their Invoice Address and/or as part of their Delivery Address. To do this, add a record in which the Field Type is "Country" in the Customer Registration Fields setting and/or the Delivery Address Fields setting respectively (both settings are in the Web Shop and CMS module). Customers will be able to choose their Country from a drop-down menu. Tick this box for each Country that is to be included in the drop-down menu.
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Settings in the System module:

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Countries Regions

This page describes the Countries Regions setting in the System module.

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The Countries Regions setting will be useful if you are using the Hotel module. It allows you to construct a look-up table for the Region field in the header of the Country record. This look-up table could be a list of continents or of other regional descriptions as necessary.

When adding records to the Countries setting, the Region field will allow you to assign each Country to a Region (e.g. a continent or other regional description). This information will be used by the Nationality Statistics report in the Hotel module, which can list the number of Guests from each Country, the number of Guests from each Region or both.

To open the Countries Regions setting, first ensure you are in the System module. Then, if you are using Windows or macOSX, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Countries Regions' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Countries Regions' in the 'Settings' list. The 'Countries Regions: Browse' window will open, listing the Country Regions records that you have previously entered.

To enter a new Country Region record, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). The 'Country Region: New' window appears: enter a Code and Name as appropriate and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record.

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Currency Round Off

Please click here for full details about this setting.

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Settings in the System module:

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Days and Months

This page describes the Days and Months setting in the System module.

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The Days and Months setting allows you to record the names of the days and months in various Languages. This will be useful if you have added the "Month in words" field to your Form Templates. You can use the "Month in words" field in many Form Templates when you need the name of a month to be printed in a form in the relevant Language (e.g. in the Language of a Customer or Supplier).

To work with this setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Days and Months' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Days and Months' in the 'Settings' list. The 'Days and Months: Browse' window will open. This contains a list of the records already entered to this setting.

Double-click (Windows/macOS) or tap (iOS/Android) on a line to open the edit window, or add a new record by selecting 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it, or use the close box (Windows/macOS) or < (iOS/Android) to close it without saving changes.

Enter separate records in this setting for each Language. In each record, specify the Language using 'Paste Special' and then enter the names of the days and months as appropriate.

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Departments

Please refer here for details about this setting.

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Settings in the System module:

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Discount Options

This page describes the Discount Options setting in the System module.

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The Discount Options setting allows you to specify how discounts are to be calculated in Standard ERP (in Contracts, Invoices, Quotations, Sales Orders, Work Sheets and Project Budgets).

To open the Discount Options setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and double-click 'Discount Options' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Discount Options' in the 'Settings' list. The 'Discount Options: Inspect' window will open:

Choose the discount option that you need. For example, when a Discount of 10% is applied to a Unit Price of 200.00, the various calculation options will produce the following results:
Discount
200 - (200 x 10%) = 180

Margin Factor
200 x 10% = 20

Markup %
200 + (200 x 10%) = 220
The final option will apply the Discount percentage to Cost Prices, not Unit Prices. If the Cost Price is 150.00, applying a Discount of 10% will produce the following result:
Markup % on Cost Price
150 + (150 x 10%) = 165
Confirm the entry by clicking the [Save] button (Windows/macOS) or by tapping √ (iOS/Android). Alternatively, cancel it by closing the window using the close box (Windows/macOS) or by tapping < (iOS/Android).

Note that this setting does not affect Purchase Orders, Purchase Quotations or Purchase Order Contracts, which always use the 'Discount' method.

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Settings in the System module:

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Display Groups

This page describes the Display Groups setting in the System module.

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The Display Groups setting allows you to divide the employees of your company into groups. These groups might represent different types of work or the various departments in your company. Dividing employees into Display Groups will help with resource planning and with classifying Activities. For example, you can enter a Display Group in the Persons field in an Activity as a quick way of assigning that Activity to every Person belonging to that Display Group. Many reports in the CRM module can list the Activities recorded, scheduled or carried out by the Persons belonging to a particular Display Group. The Employee Time Statistics report can compare the work carried out by the various Display Groups.

To open the Display Groups setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and double-click 'Display Groups' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Display Groups' in the 'Settings' list. This will open the 'Display Groups: Inspect' window that lists the Display Groups that have already been entered. To add a new record, simply enter its details on the first blank line. Click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save and close. Click the close box (Windows/Mac OS X) or tap < (iOS/Android) to close without saving changes.

Code
Specify a unique identification Code for each Display Group. You can use up to five alphanumeric characters. Do not use a Code that is the same as a Person's Signature (initials).

Persons
Paste Special    Person register, System module
Enter the Signature of each Person that belongs to the Display Group, separated by commas.

If you need to use 'Paste Special' to enter several Signatures, enter the first Signature and then type the comma before opening the 'Paste Special' list. This will cause the next Signature to be added to the one already entered. Otherwise, the previous Signature will be overwritten.

A particular Person can belong to more than one Display Group, as shown in the illustration.

Example - Entering an Activity

To assign an Activity to every member of a Display Group, simply enter the Display Group in the Persons field in the Activity:

When you move to the next field, the Display Group will be replaced by the Signatures of the members of the Display Group:

Example - Activities, Period Report

If you use Display Groups, you will be able to use the Activities, Period report in the CRM module to plan the assignment of tasks to members of each Display Group. The report uses a timetable format to display the tasks that have been assigned to each member of a particular Display Group during the report period. The information in the report is taken from Calendar Activities (Activities in which the Calendar Type is Time). The example report illustrated below shows the Calendar Activities of the members of the "SALES" Display Group for the second week in November. The format of the report means that it is easy to see which members of a particular department are available to carry out a sales task, and when they could carry it out.

Example - Resource Planner

If you have the Resource Planning module, Calendar Activities made out to members of Display Groups can be displayed in the Resource Planner. Follow these steps:
  1. Select the Activities option in the Resource Planner setting in the Resource Planning module:

  2. Create Display Groups as necessary and as described above.

  3. Open the Resource Planner by clicking (Windows/macOS) or tapping (iOS/Android) the [Resources] button in the Navigation Centre. The 'Resource Type Month Overview' window will open, with the Display Groups listed in a column down the left-hand side of the window.

    If you are using more than one of the options in the Resource Planner setting (step 1 above), the column down the left-hand side of the window will include records of different kinds. For example, if you are using the Activities, Production Orders and Projects options in the Resource Planner setting, the column down the left-hand side of the window will list Display Groups, Machine Groups and Projects. Therefore it is recommended that you use Display and Machine Group Codes and Project Numbers that make it easy for all users to distinguish Display Groups, Machine Groups and Projects in this window.

  4. If you double-click or tap a Display Group, a second window entitled 'Resource Month Overview' will open. This will show the Calendar Activities assigned to each of the members of a Display Group:

    To be included in the 'Resource Month Overview' window, a Calendar Activity only needs to have been assigned to an individual member or members of the Display Group, it does not need to be assigned to every member of the Display Group.

    In this window, you can drag an Activity up or down to assign it to another Person. You can open an Activity by double-clicking or tapping. Members of the Display Group could therefore use the Resource Planner as a "to do" list, opening each Activity and marking them as Done as they proceed through the list.

    Using Display Groups can also be useful if you will use the Resource Planner to help schedule Production Operations. Please refer to the Scheduling Production Operations page for details.

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Settings in the System module:

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Exchange Rates Settings

Please refer here for full details about this setting.

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Settings in the System module:

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Form Settings

This page describes the Form Settings setting in the System module.

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The Form Settings setting allows you to control how addresses will be printed in forms. The setting affects the following form fields in most (but not all) forms: "Address"; "Address with Attention" (only when printed from Reservations); "Delivery Address"; "Delivery Address 2" (only when printed from Orders); "From Address"; "Invoice Address"; "Invoice To Address"; "Invoice To, jewellery"; "Location Address"; "Order Address"; "Order Delivery Address"; "Ordering Customer Name and Address"; "Own Address"; "Own Address 2"; "Premise Address"; "Shipment Address"; "Shipment Address 2"; "To Address" and "Via Location Address".

To open the Forms Setting setting, first ensure you are in the System module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre and double-click 'Form Settings' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Form Settings' in the 'Settings' list. Select options as described below. Then, to save changes and close the window, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android). To close the window without saving changes, click the close box (Windows/Mac OS X) or tap < (iOS/Android).

Print Blank Lines
By default, blank lines in addresses will not be printed in address fields. Use this option if you want the blank lines to be printed.

In the illustration below, the "Address" field in the Invoice on the right was printed using this option:

Organisation Name
Use this option if you want the Customer Name to be printed as the first line of the address.

In the illustration below, the "Address" field in the Invoice on the right was printed using this option:

Line, Add Separator, No New Line
By default, each line of an address will be printed on a separate line in address fields. In some countries, it will be normal practice to print some address lines together on the same line. For example, in the US, the town, state and ZIP code should all be printed on the same line.

If you need address lines to be printed on the same line, tick the No New Line option for the second and subsequent lines, and specify the separator, which might be a space or a comma followed by a space. You must enter a space as the separator if you need one.

In the example illustrated below (a US address), the third, fourth and fifth lines of the address should all be printed on the same line. So, tick the No New Line option for lines four and five. In other words, no new line will be printed before the fourth line of the address, and no new line will be printed before the fifth line of the address. In this case, the separator between the third and fourth lines will be a comma and space, and the separator between the fourth and fifth lines will be a space. In the illustration below, the "Address" field in the Invoice on the right was printed using these options, while the Invoice on the left was printed without using these options:

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Settings in the System module:

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Global Locking

Please refer to the description of the Locking setting for details about this setting.

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Global Warnings on UnOKed Records

This page describes the Global Warnings on UnOKed Records and User Warnings on UnOKed Records settings in the System module.

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The integration between the different modules in Standard ERP means that Nominal Ledger Transactions can be generated automatically when you mark as OK and save records in other ledgers and registers. These other ledgers and registers have been given the term "Sub Systems" in the program and this documentation. For example, when you approve an Invoice in the Sales Ledger, this can cause a Nominal Ledger Transaction to be generated automatically, debiting a Debtor Account and crediting a Sales Account and, if appropriate, a VAT Account.

When you enter a Sub System record such as an Invoice, you can save it as many times as necessary before marking it as OK. This can be useful if, for example, you want to check that the record is correct before committing it to the Nominal Ledger.

On the other hand, there may be situations where you need Sub System records to be marked as OK immediately. This may be the case if you are printing Invoices on stationery with pre-printed Official Serial Numbers, in which case you need to be sure that the Official Serial Numbers on the stationery and in the Invoice records correspond. This can also be the case in stock registers, especially if you are using a Queued Cost Model. In this situation, you must make certain that you enter all stock transactions in strict chronological order. Failure to do this may cause your FIFO/LIFO queue to become incorrect. You should not, for example, enter a Delivery with yesterday's date if you have already entered an outgoing stock transaction of any kind (e.g. Delivery, Stock Depreciation) with today's.

You can use the Global Warnings on UnOKed Records setting to help ensure Sub System records are always marked as OK immediately. In a multi-user system, the options that you choose in this setting will apply to every user, but you can set different options for a particular user. To choose options for a particular user, use the User Warnings on UnOKed Records setting in the System module and enter separate records for each user. The user will be given warnings irrespective of the client machine they are using.

To open the Global Warnings on UnOKed Records setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and double-click 'Global Warnings on UnOKed Records' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Form Settings' in the 'Settings' list. The following window opens:

Tick the options as necessary and then, to save changes and close the window, click the [Save] button (Windows/macOS) or tap √ (iOS/Android). To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

To set warning options for a particular user, ensure you are in the System module and open the User Warnings on UnOKed Records setting. To create a new record, select 'New' from the Create menu (Windows/macOS) or from the + menu (iOS/Android). Alternatively, highlight a record in the list that is similar to the one that you are about to create and select 'Duplicate' from the same menu.

The following window opens:

Signature
Paste Special    Person register, System module
Specify the user, using 'Paste Special' if necessary. You will only be able to enter one record for a particular Person.

Name
The Person's Name will be brought in when you enter their Signature in the field above.
Select options as follows:
Default
When the user saves a record that had not been marked as OK, a warning will be or will not be given, depending on how you have configured the Global Warnings on UnOKed Records setting.

Warning
When the user saves a record that had not been marked as OK, a warning will be given.

No Warning
When the user saves a record that had not been marked as OK, a warning will not be given.
When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save changes, and then close the window using the close box or by tapping <.

If a particular user does not have access to the System module, they can create or change their own record in the User Warnings on UnOKed Records setting by changing to the User Settings module and opening the Warnings on UnOKed Records setting. The user will be shown their own record from the User Warnings setting. Any changes that the user makes will update this record. If the user does not have a record in the User Warnings setting, one will be created when they close the window and choose to save changes. The user will not be able to change any other user's records from the User Settings module.

If you specify that a warning will be issued whenever you try to save a record that you have not marked as OK, the record will be saved, and then the following warning will appear:

Click the buttons as follows:
Close
The warning will be closed, and the record will be left as it is.

OK and Save
The warning will be closed, the record will be marked as OK and saved again, and the appropriate Nominal Ledger Transaction will be created.

Warn me next time
Uncheck this option if you want to prevent the warning appearing in the future when you save records in the same register that you have not marked as OK. This will update your record in the User Warnings on UnOKed Records setting i.e. it will not affect any other users.
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Internet Enablers

Please refer here for full details about this setting.

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Settings in the System module:

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Journaling

Please refer to the Journaling page for full details about this setting.

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Settings in the System module:

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KPIs

KPIs are Key Performance Indicators, visible in the bottom right-hand corner of the Navigation Centre, in the lower part of the Personal Desktop. KPIs summarise the activity of the company in specified areas during the current week, month or year, and compare that activity with the previous period. By default, KPI figures will be updated automatically every hour, to keep you up-to date.

Depending on how an individual KPI has been configured, you may be able to click (Windows/macOS) or tap (iOS/Android) on it in your Personal Desktop and be taken to a web page. A useful web page might be an online Business Intelligence (BI) page (for example flex.bi) that you have configured to allow you to analyse the statistics in more detail. Please refer to your local HansaWorld representative for more information about BI. If no web page has been assigned to a KPI, clicking or tapping on it will open a report showing how the KPI figure has been calculated. For example, clicking or tapping on a "Sales Excluding VAT" or "Sales Including VAT" KPI will cause an Invoice Journal report covering the relevant period to be opened.

You can configure your company's KPIs so that different ones will be seen by different users. So, if someone else logs in to your Standard ERP database on your machine using the [Login] button in the Navigation Centre, your KPIs will disappear, to be replaced with theirs.

Use the KPIs setting in the System module to configure the Key Performance Indicators that will be shown in each user's Personal Desktop. To work with this setting, follow these steps:

  1. You must subscribe to the KPIs feature in order to be able to use it. The first step is therefore to ensure that the KPI box on the 'Basic' card of the Configuration setting in the System module is ticked:

  2. The second step is to configure your KPIs. Remaining in the System module, open the KPIs setting and create a new record:

    Complete the record as follows:

    Header

    No.
    The unique identifier for the KPI record, generated automatically.

    User
    Paste Special    Person register, System module and Global User register, Technics module
    Enter here the Signature of the Person in whose Personal Desktop the KPI is to appear. You can enter the Signatures of more than one Person, separated by commas.

    If you need to use 'Paste Special' to enter several Signatures, enter the first Signature and then type the comma or colon before opening the 'Paste Special' list. This will cause the next Signature to be added to the one already entered. Otherwise, the previous Signature will be overwritten.

    Type
    Paste Special    Choices of possible entries
    Use this field to specify the figure that will be monitored by the KPI. The following options are available:
    Activities Cost Time
    The total Cost (Time) from Time Activities with Start Dates falling within the period. A Time Activity is one where the Task Type is Calendar and the Calendar Type is Time. If an Activity has more than Person, it will be included in the KPI figure once for each Person. Clicking or tapping the KPI in the Personal Desktop will open the Activities, Persons report. Private Time Activities for all Persons will be included in the totals but the report will only show the Private Activities of the Person producing the report.
    Cost of Sales
    The total cost of sales from Invoices dated during the period. Invoices will only be included in the calculation if they have been marked as OK. Clicking or tapping the KPI will not open a report.

    GP%
    The gross margin of Invoices dated during the period. Invoices will only be included in the calculation if they have been marked as OK. Clicking or tapping the KPI will open the GP, Invoices report.

    No. of Activities
    The number of Time Activities with Start Dates falling within the period. If an Activity has more than Person, it will be included in the KPI figure once for each Person. Clicking or tapping the KPI will open the Activities, Persons report. Private Time Activities for all Persons will be included in the count but the report will only show the Private Activities of the Person producing the report.

    No. of Orders
    The number of Sales Orders dated during the period. Closed Orders will not be included. Clicking or tapping the KPI will open the Order Journal report.

    No. of Quotations
    The number of Quotations dated during the period. Closed and Rejected Quotations will not be included. Clicking or tapping the KPI will open the Quotation Journal report.

    Outstanding Orders
    The value excluding VAT of Sales Orders dated during the period. Invoiced and Closed Orders will not be included. Clicking or tapping the KPI will open the Outstanding Orders report (this report doesn't have a period selection so the figures in the report will not match the KPI figures).

    Outstanding Quotations
    The value excluding VAT of Quotations dated during the period. Closed and Rejected Quotations will not be included. Clicking or tapping the KPI will open the Pipeline report (this report doesn't have a period selection so the figures in the report will not match the KPI figures).

    P/L Due
    The outstanding total from unpaid Purchase Invoices that have exceeded their Payment Terms (i.e. whose Due Date has passed). This figure can also be seen at the bottom of the Purchase Ledger report. Clicking or tapping the KPI will open the Purchase Ledger report.

    P/L On Acc.
    The On Account balance in the Purchase Ledger, including open On Account Payments and open Prepayments for all Suppliers. This figure can also be seen at the bottom of the Purchase Ledger report. Clicking or tapping the KPI will open a Purchase Ledger report produced using the Only On Account option.

    Receipts
    The value of Receipts taken during the period. Clicking or tapping the KPI will not open a report.

    Sales Excluding VAT
    The value excluding VAT of Invoices dated during the period. Invoices will only be included in the calculation if they have been marked as OK. Clicking or tapping the KPI will open the Invoice Journal report.

    Sales Including VAT
    The value including VAT of Invoices dated during the period. Invoices will only be included in the calculation if they have been marked as OK. Clicking or tapping the KPI will open the Invoice Journal report.

    S/L Due excluding Disputed Invoices
    The outstanding total from unpaid Invoices that have exceeded their Payment Terms (i.e. whose Due Date has passed) and that have not been marked as Disputed. Clicking or tapping the KPI will open a Sales Ledger report produced using the Exclude Disputed option.

    S/L Due
    The outstanding total from unpaid Invoices that have exceeded their Payment Terms (i.e. whose Due Date has passed). This figure can also be seen at the bottom of the Sales Ledger report. Clicking or tapping the KPI will open the Sales Ledger report.

    S/L On Acc.
    The On Account balance in the Sales Ledger, including open On Account Receipts and open Prepayments for all Customers. This figure can also be seen at the bottom of the Sales Ledger report. Clicking or tapping the KPI will open a Sales Ledger report produced using the Only On Account option.

    Sorting
    Use this field to control the order in which the KPIs will be listed in the User's Personal Desktop. For example, a KPI with "1" in its Sorting field will be listed above a KPI whose Sorting is "2". You should only enter whole numbers in this field.

    Definitions Card


    Period Type
    Paste Special    Choices of possible entries
    The KPI display in the User's Personal Desktop includes figures for a Previous period (in the column headed "Prev.") and for the Current period (in the column headed "Current").

    This field controls how the Prev. and Current periods relate to each other. For example, if the current date is 10 June, the Period Length (below) is "Month" and the Number of Units is 1, the Prev. and Current figures will be calculated as follows, depending on the option in this field:
    -
    Current: 10 June - 10 June

    Previous: 10 June - 10 June

    Until Current Date
    Current: 11 May - 10 June

    Previous: 11 April - 10 May

    Current Full Unit
    Current: 1 June - 30 June

    Previous: 1 May - 31 May

    Current Unit, Until Current Date
    Current: 1 June - 10 June

    Previous: 1 May - 10 May

    Period Unit
    Paste Special    Choices of possible entries
    Use this field to specify whether the KPI will display weekly, monthly or yearly figures.

    URL
    If you want the User to be taken to a web page when they click or tap the KPI in their Personal Desktop, specify the URL of that web page here. A useful web page might be an online Business Intelligence (BI) page (for example flex.bi) that you have configured to allow you to analyse the statistics in more detail. Please refer to your local HansaWorld representative for more information about BI.

    You must include the http:// or https:// in the URL that you enter in this field.

    If you leave this field empty, clicking or tapping the KPI will open a report showing how the KPI figure has been calculated. The reports that will be opened from each KPI Type are listed in the descriptions of the Type options above.

    Own Title
    Specify the name of the KPI, to be shown in the KPI Display in the Personal Desktop.

    Reverse Arrow
    This option controls the direction of the arrow that is shown in the Trend column in the Personal Desktop. By default, if the Current figure is larger than the Prev. figure, the Trend column will contain an upward-pointing arrow. This will be appropriate if the KPI is one where a larger Current figure is a positive trend (e.g. "No. of Quotations" or "Sales Including VAT"). In some cases, however, a larger Current figure is a negative trend (e.g. "S/L Due") and therefore a downward-pointing arrow might be more appropriate. Use the Reverse Arrow option in these cases.

    Reverse Colour
    This option controls the colour of the arrow that is shown in the Trend column in the Personal Desktop. By default, the arrow will be green if it is pointing upwards and red if it is pointing downwards. If you would prefer to reverse these colours in a particular KPI so that the upward-pointing arrow is red and the downward-pointing arrow is green, select the Reverse Colour option.

    Number of Units
    This field is related to the Period Unit field above: use it to specify how many Period Units are to be included in the Current and Prev. figures in the KPI Display.

    For example, if the Period Type is "Month" and you enter "3" in this field, the Current period will cover the current quarter and the Prev. period will cover the previous quarter.

    Open
    Paste Special    Choices of possible entries
    If you have specified a URL in the field on the left and the User clicks or taps the KPI in their Personal Desktop, they will be taken to the relevant web page. If you enter "Inline" here, the web page will be opened in a new window inside Standard ERP. If you enter "External" here, the web page will be opened in the User's default browser.

    Recalculate Every
    By default, the KPI figures in the User's Personal Desktop will be updated once an hour. If you would like them to be updated more (or less) often, specify here the time between updates that you need. Use the format hh:mm:ss.

    If you need an immediate update of the KPIs in your Personal Desktop, click the following button to the right of the Trend column:

    Person
    Paste Special    Person register, System module
    Use this field if you need KPI figures to be calculated for a particular Person or Persons.

    For example, if the Type is "No. of Orders", leaving this field empty will mean the KPI will display the total number of Orders created during the period and the previous period. If you enter a Person's Signature, the KPI will display the number of Orders created by that Person.

    Unless the Type is "Activities Cost Time" or "No. of Activities", you can enter the Signatures of more than one Person, separated by commas. If you need to use 'Paste Special' to enter several Signatures, enter the first Signature and type the comma or colon before opening the 'Paste Special' list. This will cause the next Signature to be added to the one already entered. Otherwise, the previous Signature will be overwritten.

    If the Type is "Activities Cost Time" or "No. of Activities", you should only enter a single Signature here. If you have more than one Company in your database, that Signature should be connected to a Person record that is stored in the Company in which you are working, otherwise the KPI will not be calculated. If you leave this field empty, the KPIs will be calculated by looping through the records in the Person register in the current Company and checking the Activities for each Person. So Activities assigned to Global Users who do not have Person records in the current Company will not be included, and Activities in other Companies will also not be included.

    For the following Types, the KPI figure will be calculated from Sales Invoices where the specified Person (or one of the specified Persons) is the Salesman:

    • Cost of Sales

    • Sales Excluding VAT

    • Sales Including VAT

    • S/L Due

    • S/L Due excluding Disputed Invoices

    • GP%

    For the following Type, the KPI figure will be calculated from Purchase Invoices where the specified Person (or one of the specified Persons) is the Salesman:

    • P/L Due

    For the following Types, the KPI figure will be calculated from Quotations where the specified Person (or one of the specified Persons) is the Salesman:

    • No. of Quotations

    • Outstanding Quotations

    For the following Types, the KPI figure will be calculated from Sales Orders where the specified Person (or one of the specified Persons) is the Salesman:

    • No. of Orders

    • Outstanding Orders

    For the following Types, the KPI figure will be calculated for Customers and Suppliers in whose Contact records the specified Person (or one of the specified Persons) is the Salesman:

    • P/L on Acc.

    • S/L on Acc.

    For the following Types, the KPI figure will be calculated from Time Activities where the specified Person is included in the Persons field. You should not specify more than one Person in the KPI: if you do, the KPI figure will be zero:

    • Activities Cost Time

    • No. of Activities

    For the following Type, specifying a Person will have no effect:

    • Receipts

    Sales Card


    Item
    Paste Special    Item register
    Use this field if you need KPI figures to be calculated for a particular Item.

    For example, if the Type is "No. of Orders", leaving this field empty will mean the KPI will display the total number of Orders created during the period and the previous period. If you enter an Item Number, the KPI will display the number of Orders containing that Item.

    You can use this field with the following KPI Types:

    • Cost of Sales

    • GP %

    • No. of Orders

    • No. of Quotations

    • Outstanding Orders

    • Outstanding Quotations

    • Sales Excluding VAT

    • Sales Including VAT

    Classification
    Paste Special    Item Classifications setting, Sales Ledger
    Use this field if you need KPI figures to be calculated for Items belonging to a particular Classification. It operates in the same manner as the Item field described immediately above, and can be used with the same KPI Types.

    If you enter a number of Classifications separated by commas, KPI figures will be calculated for the Items belonging to all the Classifications listed.

    Group
    Paste Special    Item Group register, Sales Ledger
    Use this field if you need KPI figures to be calculated for Items belonging to a particular Item Group. It operates in the same manner as the Item field described immediately above, and can be used with the same KPI Types.

    CRM Card


    Act. Type
    Paste Special    Activity Types setting, CRM module
    Use this field if you need KPI figures to be calculated for a particular Activity Type.

    For example, if the Type is "No. of Activities", leaving this field empty will mean the KPI will display the total number of Activities created during the period and the previous period. If you enter an Activity Type, the KPI will display the number of Activities with that Activity Type.

    You can use this field with the following KPI Types:

    • Activities Cost Time

    • No. of Activities

    Act. Type Class.
    Paste Special    Activity Classes setting, CRM module
    Use this field if you need KPI figures to be calculated for Activities with Activity Types belonging to a particular Activity Class. It operates in the same manner as the Act. Type field described immediately above, and can be used with the same KPI Types.

  3. Save the KPI record. As soon as you do so the KPI will be added to the User's Personal Desktop:

By default, KPI figures will be updated once an hour. If you would like to update them immediately, click the button to the right of the Trend column.

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Settings in the System module:

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Languages

This page describes the Languages setting in the System module.

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Use the Languages setting to create a list of the various Languages that you use in your business You will be able to use this list as a look-up table from elsewhere in the system.

To open the Languages setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Languages' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Languages'. The 'Languages: Inspect' window opens, listing the Languages that you have already entered:

To enter a new Language, simply enter a Language Code and Name on the first blank line and, when finished, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save the changes and close the window. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

It is recommended that you enter Languages in alphabetical order, as shown in the illustration. If you need to insert a row to maintain this order, click on the row number where the insertion is to be made and press the Return key (Windows/macOS) or long tap on the row number and select 'Insert Row' (iOS/Android). When you come to choose a Language using the 'Paste Special' function, the Languages will be listed in the same order that you have used here.

Having listed Languages in this setting as described above, you will be able to assign them to Customers or Suppliers. When you print forms, this will ensure the correct Form Templates are used: e.g. French invoice forms to French Customers, Finnish documents for Finnish Customers etc. This assumes you have designed Form Templates in the various Languages, and that you have specified when each Form Template is to be printed. Please refer to the 'Defining Forms' section on this page for details.

You can also enter translations of Item Names, Payment Terms, Delivery Terms, etc. in the relevant records. These will be used in printed documentation, depending on the Language of the Customer or Supplier. When you enter Quotations, Orders and Invoices, the correct translations of the Item Names will also be shown on screen.

The Languages setting is fully user-definable, allowing you to enter the Languages that you need and to use your own Language Codes. Languages are also used in Person and Global User records to ensure that the interface will be displayed in the correct Language for each user. When you specify a Language in a Person or Global User record, you will not refer to the Languages setting but instead choose a Language from a 'Paste Special' list that consists of a set of built-in codes. This is because you must enter a language code that will be recognised within the Standard ERP application so that the correct interface can be displayed. You may find it convenient to use these internal codes in your Languages setting and indeed this is recommended. For example, if you will use the Days and Months setting to store various translations of day and month names, you will identify each record in that setting by Language Code as entered here in the Languages setting. When a month name is printed on a form, it will be in the translation for the Language in the record being printed (also a Language Code as entered here in the Languages setting). But, if no Language is specified there, the printed month name will be the translation for the Language of the current user (an internal code). The internal codes are:

ARBArabic
CHIChinese
CROCroatian
CZECzech
DANDanish
AUS English (Australia)
BWEEnglish (Botswana)
CANEnglish (Canada)
SZEEnglish (Eswatini)
INDEnglish (India)
KEEEnglish (Kenya)
NZEEnglish (New Zealand)
PHEEnglish (Philippines)
SGPEnglish (Singapore)
SAFEnglish (South Africa)
ENGEnglish (UK)
USAEnglish (US)
ZWEEnglish (Zimbabwe)
ESTEstonian
FARFarsi
FINFinnish
FRAFrench
FRCFrench (Canada)
GERGerman
HEBHebrew
HUNHungarian
ICEIcelandic
ICEIcelandic
ITAItalian
LATLatvian
LITLithuanian
MYSMalaysian
NORNorwegian
POLPolish
PORPortuguese
AGOPortuguese (Angola)
BRAPortuguese (Brazil)
MOZPortuguese (Mozambique)
ROMRomanian
RUSRussian
SERSerbian
SLO Slovenian
SVKSlovak
ESPSpanish
ARGSpanish (Argentina)
BOLSpanish (Bolivia)
CHLSpanish (Chile)
COLSpanish (Colombia)
CRISpanish (Costa Rica)
SLVSpanish (El Salvador)
GTMSpanish (Guatemala)
HNDSpanish (Honduras)
MEXSpanish (Mexico)
NICSpanish (Nicaragua)
PANSpanish (Panama)
PYSSpanish (Paraguay)
URSSpanish (Uruguay)
USSSpanish (US)
SWESwedish, Finnish-Swedish
UKRUkrainian
TKRTurkish
VIEVietnamese
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Locking

This page describes the Locking and Global Locking settings in the System module.

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The Locking and Global Locking settings allow you to close an accounting period, to prevent the entry of new or corrected transactions to that period. You will do this by specifying a single cut-off date (or "lock" date): no transaction whose Transaction Date is on or before the cut-off date will be permitted. For example, you can close the month of June by specifying that June 30 is the lock date. This means that it will not be possible to post any more transactions for June or for any earlier month. When the time comes to close July, you will advance the lock date by one month, to July 31.

Because Locking is carried out by specifying a single cut-off date, months or periods must be locked chronologically. You cannot lock the months of June and August while leaving July open.

You are not forced to close months or periods, but this setting allows you to do so if necessary. After you have printed the final reports for a particular month (e.g. VAT Report, Balance Sheet, Profit & Loss), it is recommended that you move the lock date to the end of that month. This will prevent the posting of further transactions to that month, to ensure the reports remain accurate. This is especially true at the end of a financial year, after you have brought the profit/loss figure forward to the new year.

Before closing a period entirely, you can arrange for warnings to appear when posting transactions. Again, you will do this by specifying a single warning date. Typically the warning date will be a month or two later than the lock date. For example, if you lock the month of June, you can specify that warnings will appear when transactions in July are posted. This will help warn users that you will soon close July as well.

If you try to save a transaction whose date is on or before the lock date, the following message will appear:

If the transaction date is on or before the warn date but later that the lock date, the following message will appear:

There are seven lock dates, each applying to a different type of transaction. You can therefore lock different ledgers at different times. Four of the lock dates apply to Transactions that you enter directly to the Transaction register, to Sales Invoices, to Purchase Invoices and to all other Sub System transactions (e.g. Receipts, Payments and stock transactions). Two of the lock dates apply to the first date in the periods specified in Budget and Revised Budget records. A final lock date applies to Activities and so will usually be used for non-accounting reasons. There are also seven corresponding warn dates.

After closing a period, you usually cannot re-open it. You can only advance the lock and warn dates, you cannot change them so that they are earlier. After you have printed and filed the management reports (e.g. Balance Sheet, Profit & Loss report, etc) for a period and locked it, it will usually not be appropriate to re-open the period to post new transactions. However, there can be some exceptional circumstances when you need to post a transaction to a closed period. If you need to do this, two options are available:

  1. Log in as a Global User or Person belonging to an Access Group in which Full access has been granted to the 'Change System Locking' Action. You will now be able to change any of the lock or warn dates to earlier dates.

  2. Use Locking Exceptions. Please refer here for details.
Two settings in the System module allow you to set lock and warn dates:
The two settings interact in an individual Company as follows:
For simplicity, the description below only mentions the Locking setting. In all respects, you can read the description as applying to the Global Locking setting as well.

To open the Locking setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Locking' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Locking' in the 'Settings' list. The 'Locking: Inspect' window will open. When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save, or use the close box (Windows/macOS) or < (iOS/Android) to close the window without saving changes.

Lock Card


Lock Transactions
Paste Special    Choose date
The lock date for the Transaction register. Enter a Lock Transactions date if you need to prevent the entering of any Transactions with Transaction Dates on or before that date. The Lock Transactions date applies only to Transactions that you enter directly to the Transaction register in the Nominal Ledger, not to any Sub System records such as Invoices or Purchase Invoices that will cause Transactions to be generated when you mark them as OK. These are covered by the options below.

If a Transaction that is earlier than the Lock Transactions date contains an error, you will only be able to correct it using the 'Correction Mark' function. Please refer to the Correcting Transactions page for full details.

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After entering a Lock Transactions date, you will not be able to enter any Transactions with an earlier date, and you will not be able to change or correct an existing Transaction from before that date.


Lock Purchase Invoices
Paste Special    Choose date
The lock date for Purchase Invoices. Enter a Lock Purchase Invoices date if you need to prevent the entering of Purchase Invoices with Transaction Dates on or before that date. This will include Purchase Invoices that have not been marked as OK.

Lock Sales Invoices
Paste Special    Choose date
The lock date for Sales Invoices. Enter a Lock Sales Invoices date if you need to prevent the entering of Invoices with Transaction Dates on or before that date. This will include Invoices that have not been marked as OK.

Lock Activities
Paste Special     Choose date
The lock date for Activities. Enter a Lock Activities date if you need to prevent the entering of Activities with Start Dates on or before that date.

Lock Budgets
Paste Special    Choose date
The lock date for Budget records. Enter a Lock Budgets date if you need to prevent the entering of Budget records in which the Budget Period begins on or before that date.

Lock Revised Budgets
Paste Special    Choose date
The lock date for Revised Budget records. Enter a Lock Revised Budgets date if you need to prevent the entering of Revised Budget records in which the Budget Period begins on or before that date.

Lock Others
Paste Special     Choose date
The lock date for all Sub System registers except Purchase and Sales Invoices. A Sub System register is one where marking a record as OK and saving will result in the automatic generation of a Nominal Ledger Transaction. Examples are Receipts, Payments, Goods Receipts and Deliveries. Enter a Lock Others date if you need to prevent the entering of records with Transaction Dates on or before that date. This will include records that have not been marked as OK.

Disallow creating new records with trans. dates later than current date
Select this option if you need to prevent the entering of accounting records with future dates. This applies to Nominal Ledger Transactions, Sub System transactions and Purchase Orders. In a record with two dates (e.g. an Invoice with Invoice and Transaction Dates), the restriction will apply to both dates.

If you try to save a record with a future date, the following message will appear:

Warn Card


Warn on Transactions
Paste Special     Choose date
The warn date for the Transaction register. Enter a Warn on Transactions date if you would like a warning to be displayed whenever you enter a Transaction in which the Transaction Date is on or before that date. You will be able to save the Transaction. The Warn on Transactions date applies only to Transactions that you enter directly to the Transaction register in the Nominal Ledger, not to any Sub System records such as Invoices or Purchase Invoices that will cause Transactions to be generated when you mark them as OK. These are covered by the options below.

Warn on Purchase Invoices
Paste Special     Choose date
The warn date for MAILLINK(HW0202PURCHINV_Introduction,Purchase Invoices). Enter a Warn on Purchase Invoices date if you would like a warning to be displayed whenever you enter a Purchase Invoice in which the Transaction Date is on or before that date. You will be able to save the Purchase Invoice.

Warn on Sales Invoices
Paste Special     Choose date
The warn date for Sales Invoices. Enter a Warn on Sales Invoices date if you would like a warning to be displayed whenever you enter an Invoice in which the Transaction Date is on or before that date. You will be able to save the Invoice.

Warn on Activities
Paste Special    Choose date
The warn date for Activities. Enter a Warn on Activities date if you would like a warning to be displayed whenever you enter an Activity in which the Start Date is on or before that date. You will be able to save the Activity.

Warn Budgets
Paste Special    Choose date
The warn date for Budget records. Enter a Warn Budgets date if you would like a warning to be displayed whenever you enter a Budget record in which the Budget Period begins on or before that date. You will be able to save the Budget record.

Warn Revised Budgets
Paste Special    Choose date
The warn date for Revised Budget records. Enter a Warn Revised Budgets date if you would like a warning to be displayed whenever you enter a Revised Budget record in which the Budget Period begins on or before that date. You will be able to save the Revised Budget record.

Warn on Others
Paste Special     Choose date
The warn date for all Sub System registers except Purchase and Sales Invoices. Enter a Warn on Others date if you would like a warning to be displayed whenever you enter a record in which the Transaction Date is on or before that date. You will be able to save the record.

Warn when creating new records with older dates than existing records
Select this option if you would like to be warned when entering a date in an accounting record if another record with a later date already exists in the same register. The existing record will trigger the warning even it has not been marked as OK. The warning appears as follows:

As it is a warning, you will still be able to save the new record.

Warn when creating new records with trans. dates later than current date
Select this option if you would like to be warned when entering accounting records with future dates. This applies to Nominal Ledger Transactions and Sub System transactions. In a record with two dates (e.g. an Invoice with Invoice and Transaction Dates), the warning will apply to both dates. The warning will appear as follows:

As it is a warning, you will still be able to save the new record.

Other Card


No Preliminary Transactions
If you are using Preliminary Transactions (i.e. you have selected the Use Preliminary Transactions option in the Transaction Settings setting in the Nominal Ledger) and you have entered a date in this field, only Transactions whose Transaction Dates are later than this date will be treated as Preliminary (i.e. modifiable). A Transaction whose Transaction Date is on or before this date will not be modifiable.

If the No Preliminary Transactions date is later than the Lock Transactions date, you will be able to enter Transactions with a Transaction Date that falls between them. Such Transactions will be treated as final Transactions as soon as you save them (i.e. they will never be modifiable).

Allow Deleting Records Before
Under normal circumstances, you cannot delete Nominal Ledger Transactions or records in the Sub System registers that have been marked as OK. However, there can be situations where you need to delete such records, perhaps because disk space is at a premium and you have already committed the previous year's accounts to an archive file.

To allow the deletion of such transactions, you must enter a date in this field. You will only be able to delete Nominal Ledger Transactions and records in the Sub System registers whose Transaction Dates are on or before this date, and Budget and Revised Budget records whose Budget Periods begin on or before this date.

After specifying a date in this field, you will be able to delete individual records using the 'Delete' function on the Record menu (which has a 'cog' icon if you are using iOS or Android), and groups of records using the 'Delete Old Transactions' Maintenance function in the System module. This latter function will only delete records whose Transaction Dates are on or before the date specified here.

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Use great care when attempting to delete records, and make sure you have a backup before you remove any data.

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Locking Exceptions

This page describes the Locking Exceptions setting in the System module.

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After closing a period by setting a lock date in the Locking setting, you usually cannot re-open that period. You can only advance the lock dates, you cannot change them so that they are earlier. After you have printed and filed the management reports (e.g. Balance Sheet, Profit & Loss report, etc) for a period and locked it, it will usually not be appropriate to re-open the period to post new transactions. However, there can be some exceptional circumstances when you need to post a transaction to a closed period. For example, your lock date might be October 31 and you might need to post a transaction to September. Two options are available:

  1. Log in as a Global User or Person belonging to an Access Group in which Full access has been granted to the 'Change System Locking' Action. You will now be able to change any of the lock dates in the Locking setting to earlier dates.

    In the example, you will need to set the lock date back to September 30 (or to a date in September prior to the date that you need). This will re-open October as well as September, and it will re-open those months for all users.

  2. Use Locking Exceptions.

    In the example, you will be able to re-open the precise date or dates in September that you need, without re-opening October as well. The date or dates will only be re-opened for particular users.

To use Locking Exceptions, follow these steps:
  1. Open the Locking Exceptions setting in the System module and add a row for the period that you need to re-open:

    Start Date, End Date
    Paste Special    Choose date
    Use these fields to specify the period that is to be re-opened.

    Action
    Paste Special    Choices of possible options
    Choose whether you want to remove a lock or a warning. Usually you will need to remove a lock.

    Register
    Paste Special    Choices of possible options
    Specify which register is to be unlocked. The following options are available:
    All
    Removes all lock or warn dates for the specified period.

    Transactions
    Removes the Lock or Warn Transactions date for the specified period.

    Purchase Invoices
    Removes the Lock or Warn Purchase Invoices date for the specified period.

    Sales Invoices
    Removes the Lock or Warn Sales Invoices date for the specified period.

    Activities
    Removes the Lock or Warn Activities date for the specified period.

    Other
    Removes the Lock or Warn Others date for the specified period.

  2. Log in as a Global User or Person belonging to an Access Group in which Full access has been granted to the relevant 'Lock Exceptions' Action. For example, if you set the Register to "Transactions" in step 1, you will need Full access to the 'Lock Exceptions for Transactions' Action. Each Register option except "All" has a corresponding Access Group Action as shown in the illustration below. If you chose "All" as the Register option in step 1, you will need Full access to all five 'Lock Exceptions' Actions:

    The period that you specified in step 1 will only be re-opened to users with Full access to these Access Group Actions. The period will remain closed to other users.

  3. Enter the transactions that you need to the re-opened period. If you entered a row in the Locking Exceptions setting that removed a lock date but you did not enter a second row removing a warn date, you may be given "Month Checked" messages when entering the transactions, but you will be able to save them.

  4. Return to the Locking Exceptions setting and remove the row(s) that re-opened the period. This will close the period once again.
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Settings in the System module:

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Nature of Business

This page describes the Nature of Business setting in the System module.

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The Nature of Business setting allows you to construct a look-up table for the Business Nature field on the 'Company' card of the Contact record and on the 'Reg.' card in the Company Info setting.

To open the Nature of Business setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Nature of Business' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Nature of Business' in the 'Settings' list. The 'Nature of Business: Browse' window will open, listing the Nature of Business records that you have previously entered.

To enter a new Nature of Business record, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). The 'Nature of Business: New' window appears: enter a Code and Name as appropriate and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record.

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Settings in the System module:

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Number Series Defaults

This page describes the Number Series Defaults setting in the System module.

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You can define the number sequences (known as "Number Series") that you want be used when generating Order Numbers, Invoice Numbers, Transaction Numbers and so on. If you have not defined a Number Series for a particular register, the sequence will begin at 1 and continue consecutively. For example, if you have not defined a Number Series for Invoices, the first Invoice that you enter will carry the Invoice Number 1, the second one will be Number 2, and so on. If you change the sequence at any time, the sequence will continue from that point. For example, if you change the Number of the first Invoice from 1 to 1000 before you save it for the first time, the next Invoice will be given the Number 1001.

For many registers, you can define a Number Series, or several Number Series that are to run concurrently. For example, the Number Series - Invoices setting allows you to define Number Series for Invoices. Defining a Number Series involves specifying the first and last Numbers and the period during which the Number Series can be used. The period can be open-ended.

Having defined Number Series for a particular register, each new record in that register will by default take its Number from the first current Number Series in the setting. When entering a record, you will be able to change to the first unused number in any other current Number Series using 'Paste Special'.

Depending on the register, if you have defined several number sequences in the relevant Number Series setting, you can specify here in the Number Series Defaults setting which sequence is to be used as the default when you create new records. A different sequence will be used if the current user has a Number Series specified on the 'Number Series' card of their record in the Person register.

To open the Number Series Defaults setting, first ensure you are in the System module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre. The 'Settings' list opens: double-click 'Number Series Defaults'. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Number Series Defaults' in the 'Settings' list. Click [Save] (Windows/macOS) or tap √ (iOS/Android) to save any changes and close, or click the close box or tap < to close without saving changes.

In a single-user system, you will need to quit and restart (or log in again using the button in the Navigation Centre) for the changes you make in this setting to take effect. In a client-server system, you will only be able to make a change in this setting if you are the only user logged in. You will then need to quit and restart (or log in again) for the change to take effect, but there will be no need to restart the server.

The illustration below shows a Number Series - Invoices setting in which we have defined three number sequences for Invoices for the year 2023:

If we leave the Number Series Defaults setting empty (and the 'Number Series' card in every Person record empty as well), new Invoices entered during 2023 will by default be numbered according to the first valid Number Series in the list, 98000 - 98999 (in a client-server system, an Invoice will not be given a Number until you save it for the first time). When entering a particular Invoice, it will be possible to choose a number from one of the other two sequences if necessary.

If we want to use a different Number Series as the overall default, we can choose one in the Number Series Defaults setting. In the illustration below, we have specified that the second sequence (980000 - 980999) is to be used as the overall default in standard Invoices. Enter the first number in the sequence (980000 in this example) in the Invoices field. We have also specified that we want to use the third sequence for Interest Invoices:

If we want an individual user to use a specific sequence, we can choose their Number Series on the 'Number Series card of their Person record. This sequence will be used instead of the one in the Number Series Defaults setting, but only for Invoices created by this user. Again, enter the first number in the sequence in the Inv No. field:

Take care to specify a number in each field that falls in a recognised and current Number Series. If you specify a number that is not in a Number Series, you will not be able to enter new records in the affected register. The implications of this are quite far reaching: for example, Invoices will not be created by any of the remote Invoice creation functions (e.g. from Sales Orders). This situation will be most common in cases where Number Series are tied to a period such as a calendar year and that period ends.

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Opened Record History

This page describes the Opened Record History setting in the System module.

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The Opened Record History setting is a list of the records that you have previously opened. In a client-server system, it only lists the records that have been opened in the client database that you are using, not the records that have been opened on other client machines.

To open the Opened Record History setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Opened Record History' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Opened Record History' in the 'Settings' list. The 'Opened Record History' window will open:

The windows that you have opened will be listed in the order that you opened them, from earliest to latest. Only record windows will be listed.

If you need to return to a record, double-click or tap it in the list. If you would like to add a record to your Personal Desktop, highlight it in the list and select 'Send to Desktop' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android).

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Optional Features

This page introduces the Optional Features setting in the System module.

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The Optional Features setting contains some miscellaneous options controlling the behaviour of various aspects of your Standard ERP database.

The Optional Features setting is unusual in that it affects the entire database. So, if you have more than one Company, choosing an option in this setting in one Company will affect every other Company as well.

To open the Optional Features setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Optional Features' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Optional Features' in the 'Settings' list. The 'Optional Features: Inspect' window will open.

When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save, or use the close box (Windows/macOS) or < (iOS/Android) to close the window without saving changes.

The Optional Features setting is spread over four cards. To view specific cards, click or tap one of the four named tabs:

Please follow the links below for details about each card:
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Optional Features - Options Card

This page describes the fields on the 'Options' card in the Optional Features setting. Please follow the links below for descriptions of the other cards:
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Allow Same IP Addresses for Clients
Use this option if you want to log on to your Standard ERP server more than once from the same IP address (i.e. from more than one Standard ERP client on a single machine). This can sometimes be useful for testing. If you change this option, it will not take effect until you restart the server.

Autoscan Import Folder
Select this option if you would like information to be imported to your Standard ERP database automatically. If you are using this option, the contents of any files that you place in the 'Import' folder in the folder containing your Standard ERP server application will be imported automatically. Please refer to the 'Importing Information Automatically' section on the Imports page for details.

If you change this option, it will not take effect until you restart the server.

Display Thousand Separator
Select this option if you would like the thousand separator to be displayed on screen. The thousand separator will always be displayed in reports and in forms.

You can set this option differently on a particular client machine, and a particular user can set this option individually as well.

  • To set this option for a particular client machine, use the Client Date and Numeric Format setting in the User Settings module, working on the machine in question. Be sure to tick the Use Client Settings box before saving, to activate the setting.

  • To set this option for a particular user, use the 'Formats' card of their Person record. The user will see dates and numbers displayed in these formats irrespective of the client machine they are using, even if the machine has its own Client Date and Numeric Format. Be sure to tick the Use Person's Settings box before saving, to activate the setting,

To specify the character that is to be used as the thousand separator, use the Company Date and Numeric Format setting in the System module. This thousand separator will always be used in forms (to ensure consistency in printed documentation), but you can choose a different thousand separator to be used on screen and in reports on a particular client machine, and a particular user can choose their own thousand separator as well. Again, use the Client Date and Numeric Format setting or the 'Formats' card of the relevant Person record respectively, as mentioned above.

If you change this option, you will need to restart your Standard ERP client or single-user system for it to take effect. In a client-server system, there is no need to restart the server.

Export Sequence numbers (synchronisation)
This option ensures that sequence numbers are included in database text backup files. You must use this option if any Standard ERP clients will use "live-sync" connections with the server. A "live synchronised" connection can be appropriate for sales terminals in a point of sales system. The sales terminals will connect to the server when the server is available and otherwise act as stand-alone systems. Information is saved in the server database immediately when the connection exists, and at other times in the databases on the sales terminals. After a period of working offline, synchronisation of information between the server and the sales terminals will occur automatically when the connection is re-established, at times when the server's workload is low. Please refer here for more details about this option.

Hotel Interface
There are two versions of the Resource Planner and Reservation windows. One is suitable for use when administering in-house resources (e.g. booking conference rooms and company resources) and the other is suitable for use at the front desk in a hotel. Select this option if you need to use the hotel versions of these two windows. Please refer here for more details about the Hotel module.

If you change this option, you will need to restart your Standard ERP client or single-user system for it to take effect. In a client-server system, there is no need to restart the server.

Report Statistics
Select this option if you need statistics to be printed at the end of each report. These statistics will include the time taken to produce the report. This option can be useful if you are using single-thread parallel reporting. Please refer to the 'Parallel Reporting' section on the Reports page for details.

There is no need for a restart after changing this option.

Use External Gateway
If you will be using a Gateway to fetch incoming mail from your POP3 accounts, select this option. Please refer to the External Mail page for details.

Use Global Users (shared Access Groups recommended)

If you have more than one Company in your database and you want a user to have access to some or all of those Companies, you can create a Global User record for that user. This will make it easier to manage that user's access rights, passwords, Calendar and Task Manager.

By default, a user will log in to your Standard ERP as a Person. This means they will only be able to log in to the Company containing their Person record, and they will use the password that is connected to that Person record. If that user needs to be able to log in to more than Company, they will need Person records in each of those Companies. These Person records can have the same Signature and StandardID, but the user will need to set separate passwords for each one.

An option is to create a Global User record for that user. If you create any Global User records, you should also select this option. This will mean that when the user logs in, it will be as a Global User and not as a Person. The user will be able to log in to any Company listed in their Global User record, and they will use the password that is connected to that Global User record (i.e. they will only need to set their password once, and they will use it for every Company). Users who do not have Global User records will still log in as Persons.

Please refer to the User Accounts when you have more than one Company page for details.

Web Rest API
Select this option if you need third-party applications to be able to communicate with your database using the Standard ERP REST API. Please refer here for details about the Standard ERP REST API.

Allow Basic HTTP Authentication
This option allows third-party applications to be able to connect to your database through the Standard ERP REST API using basic HTTP authentication.

This option is provided to allow you to become familiar with the Standard ERP REST API and for testing. It allows you to make API requests to your database from a browser or terminal window/command prompt. You should not use this option in your live system as the communications are not well encrypted and you will need to include your Signature and password in plain text in the requests.

There is no need to restart the server after changing this option.

Keep System Running During Periods of Low System Responsiveness
Standard ERP includes a system responsiveness feature that enables it to measure its own performance, and to self-repair when necessary.

The Standard ERP server will periodically and automatically test response times (in milliseconds). This allows it to establish a baseline for response times. If the results of the tests is that response times are continuously ten times higher than the baseline, the server will restart itself.

The baseline is the average (mean) from the last 30 days of measurements. The measurements are taken every five minutes and the average is calculated for every day.

If the server doesn't have at least 30 days of measurement, it will not attempt to restart. The 30 days do not have to be consecutive. For example: if measurements are taken for 16 days, then not taken for seven days, then after these 23 days the system will need 14 more days to establish the baseline.

The server will restart itself after three consecutive readings that are 10 times above the baseline. The third low responsiveness measurement will trigger a restart. In the unlikely event that the server does not restart in the next five minutes, a fourth measurement will be taken and this will force a crash. The resulting crashdump files should provide analysis about what was stalling the system and why the server that refused to stop.

Responsiveness measurements are only taken by the server, not by clients. Clients will therefore not be subject to automatic restarts. Measurements will not be taken by the server if there are live-sync clients.

Responsive measurements are recorded in the System Responsiveness Statistics setting in the Technics module.

Select this option if you need to disable the automatic server restarts. You do not need to restart the server after changing this option.

Disable Restart on Low Memory
By default, the Standard ERP server application will re-start automatically if the available memory on the server machine falls below 10 MB. Select this option if you would like the server application to continue working in this situation, without restarting. On the one hand, users’ work will not be interrupted unexpectedly, but on the other the performance of the server application will no longer be optimal. You do not need to restart the server after changing this option

Idle Client Timeout (minutes)
If you would like Standard ERP clients to be logged out automatically from the server if they have been idle or inactive for some time, specify the period of inactivity here (in minutes). A Standard ERP client application will be closed after it has been idle for the specified time. If you leave this field empty, idle clients will not be logged out automatically.

Changes to this field will not take effect until you restart the server.

Reconnect
If the server goes offline while clients are connected, the clients can either lose the connection (and any unsaved work will be lost) or they can reconnect to the server when it returns (unsaved work will become saveable). Choose one of these options to specify whether clients should reconnect, as follows:

Client Decides
The decision whether to reconnect will be made in each individual client database. In each client database, go to the User Settings module and open the Local Optional Features setting to make the decision.

Off
Clients will not reconnect to the server when it returns. As soon as the server goes offline, a "Lost connection with server, shut down?" message will appear on each client.

On
Clients will attempt to reconnect to the server when it returns. As soon as the server goes offline, a "Reconnecting" message will appear on each client and will remain on screen until the clients are able to reconnect.

If you change the option that you have selected, the change will take effect immediately, there is no need to restart clients or the server.
The Optional Features setting:
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Optional Features - Unsupported Card

This page describes the fields on the 'Unsupported' card in the Optional Features setting. Please follow the links below for descriptions of the other cards:
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Take care when selecting options on the 'Unsupported' card in the Optional Features setting. Using them may have consequences elsewhere in the system, as described below or on the linked pages.
Allow Import with Multiple Users
By default, you will only be able to use the 'Automatic' and 'Manual file search' Import functions in the System module when you are the only user that is logged in to your database. Select this option if you would like to be able use these functions when more than one user is logged in. It will still not be possible to import information if any user is modifying a record or setting (i.e. if any user has a window open with the title 'Update'). Users will not be able to work while an import is taking place. You can use the Active Users setting in the System module to check how many users are logged in and to see if any are modifying records.

Another way to import information is to select the Autoscan Import folder option on the 'Options' card of this setting. If you are using this option, the contents of any files that you place in the 'Import' folder in the folder containing your Standard ERP server application will be imported automatically. The automatic import will always take place, even if more than one user is logged in at the time (i.e. irrespective of whether the Allow Import with Multiple Users option is ticked).

Please refer to the Imports page for more details about importing information into your Standard ERP database.

If you change this option, it will not take effect until you restart the server.

Client Driven Forms, Client Driven Reports
In a client-server system, forms and reports will by default be processed on the server and then sent to the client for display or printing. Other work will be queued while the server is processing a form or report. If you select this option, forms and reports will be processed on the client machines. A client will need to send many requests to the server, but in between those requests the server will be able to process other work. These options can therefore be useful if large form or report processing tasks will frequently delay the completion of other tasks. These options have now largely been superseded by the Forms on Threads and Parallel Reports options on the 'Performance' card.

If you change these options, they will not take effect until you restart the server.

Credit Invoices Update Stock
If you have ticked the Update Stock box on the 'Delivery' card of an Invoice, stock levels and the Nominal Ledger stock valuation will be updated from that Invoice when you mark it as OK and save. By default, the Update Stock box will be ticked if you are using the Invoices Update Stock option in the Account Usage S/L setting. However, even if you are using the Invoices Update Stock option, the Update Stock box will not be ticked if the Invoice is a Credit Note. If you would like the Update Stock box to be ticked by default in Credit Notes, select this option. Please refer here for more details.

There is no need for a restart after changing this option.

Goods Receipt from Credit Invoices
Select this option if you would like a Goods Receipt to be created automatically whenever you mark a Credit Note as OK and save. Selecting this option will mean that Goods Receipts will be created automatically from every Credit Note except those connected to Invoices that were created from Sales Orders. The new Goods Receipts will be marked as OK automatically, so there will be no opportunity to check or change the stock value. Please refer here for more details.

There is no need for a restart after changing this option.

No Test printout
Some forms will be printed with watermarks in the following circumstances:

  1. When you print a record that has not been marked as OK, the text "Test Printout" will be printed on the page as a watermark. This is to avoid this print-out being confused with the final version, which you will print after marking the record as OK and saving.

  2. When you print a record that you have already printed, the text "Copy" will be printed on the page as a watermark.

  3. When you print a record that you have invalidated, the text "Invalidated" will be printed on the page as a watermark.

Use this option if you want to turn off the watermark feature (but note that you cannot turn off the "Invalidated" watermark).

The following forms have the watermark feature:
Bar Tab
"Test Printout", "Copy" and "Invalidated"

Cash Note
"Test Printout", "Copy" and "Invalidated"

Credit Note
"Test Printout", "Copy" and "Invalidated"

Customer Letter
"Test Printout"

Delivery Note
"Copy"

Interest Invoice
"Test Printout", "Copy" and "Invalidated"

Invoice
"Test Printout", "Copy" and "Invalidated"

Payment Forms
"Test Printout"

POS Invoice
"Test Printout", "Copy" and "Invalidated"

Production Order
"Test Printout"

Proforma Invoice
"Test Printout" (this watermark cannot be switched off)

Project Invoice
"Test Printout", "Copy" and "Invalidated"

Receipt Forms
"Test Printout" and "Copy"

Stock Movement
"Copy"

VAT Correction S/L
"Test Printout" and "Copy"

There is no need for a restart after changing this option.

Allow Negative Quantities on Invoices
When entering Invoices, it will usually not be possible to use negative quantities in any row. Select this option if you would like negative quantities to be allowed. This can be useful to facilitate returns in a retail environment.

Be careful using this option in Invoices that Update Stock. If the Quantity in an Invoice row is negative, the Item in that row will be received into stock, at a cost determined by its Cost Model. If the Cost Model is Queued the cost will always be zero, and if the Cost Model is Weighted Average the cost will be zero if you currently have no units in stock. Please refer here for more details about Cost Models. The Allow Negative Quantities on Invoices option does not allow negative quantities to be used with Serial Numbered Items.

There is no need for a restart after changing this option.

Internal Gateway
It is usually recommended that you use a Gateway to fetch incoming mail from your POP3 account(s), in which case you should select the Use External Gateway option on the 'Options' card and not select this option. However, you can alternatively use an internal process within the main server to fetch incoming mail: if you wish to use this method, select this Internal Gateway option instead of the Use External Gateway option. Please refer to the External Mail page for details.

More than 30 fiscal years
By default, you can enter 30 Fiscal Years in the Fiscal Years setting (in the Nominal Ledger). Select this option if you need to be able to enter more (up to 100).

If you change this option, you will need to restart your Standard ERP client or single-user system for it to take effect. In a client-server system, there is no need to restart the server.

Show debug info for high fiscal years
Selecting this option will cause a fourth column to be added to the Fiscal Years setting (in the Nominal Ledger). This column will display the codes that are used internally within Standard ERP to identify each Fiscal Year.

If you change this option, you will need to restart your Standard ERP client or single-user system for it to take effect. In a client-server system, there is no need to restart the server.

Web Sessions over HTTP (bad security, for testing only)
If you have configured your database to accept web connections (e.g. REST API or web shop connections) over HTTPS but wish to test using HTTP, select this option. In the case of the REST API, select the Allow Basic HTTP Authentication option on the 'Options' card as well. You should only use this option for testing and not in your live system as it is not secure. There is no need to restart the server after changing this option. Please refer to here for details about configuring your database to accept web connections over HTTPS.

Parallel Exports
In client-server systems, a user exporting data may have to wait for the export files to be created if there are other users running many reports and/or Maintenance functions. If you have a suitable server (i.e. a multiple-core or multiple-processor server), you can use the Parallel Exports option to attempt to optimise the performance for the user exporting data. This can be useful e.g. when creating obligatory export files for sending to tax authorities.

Choosing the Parallel Exports option will mean that in most cases the processing of export routines on the server will run on a separate thread, reducing the disturbance that can be caused by other users. The exceptions are some export functions that write to the database when they are run (although the 'Banking File' Export function in the Purchase Ledger can be run as a parallel export even though it writes to the database).

After selecting this option, a line will be added to the log file on the server when you run an export routine to indicate whether it is an export function that can be run in parallel.

You will need to restart the server after changing this option.

Periodic Shutdown (minutes)
The Periodic Shutdown (minutes) field allows you to specify that the server should be shut down at regular intervals. Specify in this field when the server should shut down as a number of minutes after startup.

For example, if you enter "3" in this field and save, the server will be shut down as follows:

  1. Three minutes after the server started up, a "SYSTEM - Periodic Shutdown" message will be shown on all clients. If the server started up more than three minutes before you saved the setting, the message will appear immediately.

    From this moment, clients will be able to continue working, but new clients will not be able to log in. If a new client attempts to log in, they will be informed "System is shutting down, login is not allowed". Other methods of stopping or restarting the server will be disabled. Emptying this field will have no effect until you restart the server i.e. it will not prevent the server from shutting down.

  2. One minute after the message was shown, the server will shut down.

  3. Three minutes after you restart the server, the "SYSTEM - Periodic Shutdown" message will be shown on all clients.

  4. One minute after the message was shown, the server will shut down.

  5. This sequence will continue until you empty the Periodic Shutdown (minutes) field (or change it to a different value, in which case the sequence will continue will continue with the new value).

As described in the steps above, a change that you make in this field will be effective immediately.

[Log Transaction Blocks], [Reset Transaction Blocks]
Pressing the [Log Transaction Blocks] will cause a list of critical processes together with their current status to be added to the log file on the server. This can be useful for debugging purposes as it could reveal whether any process is causing other processes to be blocked. If so, pressing the [Reset Transaction Blocks] button will reset each process and so should remove the block. Note that some blocks are intentional e.g. a block on saving will be imposed when importing records, so take extreme care when deciding whether to reset as it may result in database damage or corruption.
The Optional Features setting:
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Optional Features - Security Card

This page describes the fields on the 'Security' card in the Optional Features setting. Please follow the links below for descriptions of the other cards:
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Auto Distribute HAL Files to Clients
If you are using HAL to add bespoke features or windows to your Standard ERP system, you will need the HAL files to reside both on the server and on all client machines. An easy way to manage the distribution of these files to the client machines is to use the HAL Rules setting in the Technics module. When a user logs in from a client machine, the server will check that the correct HAL files are present on the client machine and that those files are the latest versions. If there is any discrepancy, the latest HAL files will be copied to the client machine as part of the log-in process. If you would like to use this feature, you should configure the HAL Rules setting, and you should select this option.

If you change this option, it will not take effect until you restart the server.
The Optional Features setting:
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Optional Features - Performance Card

This page describes the fields on the 'Performance' card in the Optional Features setting. Please follow the links below for descriptions of the other cards:
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Parallel Reports, Report Slots
The Parallel Reports options and the Report Slots field allow you to move the production of reports away from the main processing thread in the server to their own dedicated threads. Please refer to the Reports page for details.

If you change this option, it will not take effect until you restart the server.

Forms on threads
In client-server systems, a user printing many forms may cause performance to suffer for the other users. In this situation, you can use the Forms on Threads option to move the printing of forms away from the main processing thread in the server to their own dedicated threads. This will help optimise performance for all users. Please refer to the Forms page for details.

If you change this option, it will not take effect until you restart the server.

Internet Request Threads
This field governs the number of parallel Cloud Service requests that can be made. By default (i.e. if this field is empty), up to three parallel Cloud Service requests can be made. Usually there will be no need to change this value, but you can do so this by entering a number between one and 100 here.

If you change this value, it will not take effect until you restart the server.

HTTP Server Threads
If you are using the Standard ERP Web Shop, use this field to specify how many parallel web shop requests can be made to the server (i.e. how many dedicated threads will be used to handle these requests). It is usually recommended that you set this to a number between three and ten. The default is zero, so web shop requests will be handled by the main thread in the server.

Idle Database Copy
If you are using the Continuous Database Copy feature, you can use these fields to control the database copy speed. Please refer to the Database Duplication page for details.
The Optional Features setting:
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Page Setup

This page describes the Page Setup setting in the System module.

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The Page Setup setting in the System module allows you to specify how page setups for forms will be saved. Please refer to the Page Setup page for more details about page setups for forms.

Store one for All Users
Select the Store one for All Users option if you need there to be a universal page setup for each form. This universal page setup will be used by all users.

If you do not select this option, each user will be able to save their own page setup for each form. Each user that will print a particular form will therefore need to set their own page setup for that form.

In both cases, the page setup for a particular form is platform-specific. So, if you are not using the Store one for All Users option and if a user is likely to print a particular document on more than one platform (for example, from Windows and macOS machines), that user should set separate page setups for each platform (from a machine of each type). If you are using the Store one for All Users option, there will be a universal page setup for Windows users and one for macOS users.
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Password Security

This setting allows you to set rules for passwords. These rules will apply to the passwords assigned to each Person record (allowing users to log in to your Hansa system) and to each Customer record (allowing Customers to log in to your Web Shop).

To open the Password Security setting, double-click on 'Password Security' in the 'Settings' list in the System module. The 'Password Security: Inspect' window is opened:

Enter your password requirements as necessary and confirm the entry by clicking [Save], or cancel it by closing the window using the close box. When a password is changed, the Check Old Password option will make sure the new password is different to the old one. The Letter option requires that every password contains at least one uppercase alpha character.

Print Conditions

Print Conditions allow you to specify that particular elements will be printed on Form Templates only if particular conditions are met. Please refer to the Conditional Printing of Elements page for details.

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Printers

This setting is associated with the use of printers other than the primary printer selected in the Windows Control Panel or the Macintosh Chooser. The Printers setting lets you redirect the printer output to a different printer.

This is practical if for instance you want to print reports to a laser printer and documents, e.g. invoices, to a dot matrix printer using pre-printed continuous stationery.

The printers defined here are used when printing documents. Reports are always printed to the printer specified in the first row of this setting. If this setting is configured as recommended below, this will be the printer selected in the Control Panel (Windows) or the Chooser (Macintosh). Windows users can direct reports to specific printers by opening a list of reports, highlighting one in the list, selecting 'Page Setup' from the File menu and selecting a printer there.

Double-clicking 'Printers' in the 'Settings' list in the System module opens the 'Printers: Inspect' window listing the Printers that have already been entered. To add a new Printer, simply enter its details on the first blank line and click [Save] to save and close. Click the close box to close without saving changes.

If no Printers are listed, Hansa will always use the Printer selected in the Control Panel (Windows) or Chooser (Macintosh), for both reports and documents. It is likely that this will be the case in single-user installations of Hansa.

The Printer described in the first row should be the one that you wish to be used as a default printer: it will be used if no Printer has been specified for use with a particular document. It is recommended that this row be left blank (apart from the Code) as in the illustration, signifying that the Printer selected in the Control Panel (Windows) or Chooser (Macintosh) will be the default Printer.

For each available printer, the fields should be completed as outlined below:

Code
Enter here an arbitrary name for the printer. When defining documents, this Code will be used to determine which printer will be used to print them out (see example).

Print Server IP & Port
Enter here the full network IP address of the computer to which the printer is attached. If the printer is attached to a printer server, that server must be switched on and Hansa must be running.

In the example illustrated, the Printer known to Hansa as "PSERVER" is attached to a print server whose IP address is 192.20.20.20, while the "ACCT" Printer is attached to a computer with the IP address of 192.20.20.22. The "DEFAULT" printer has a blank IP address, signifying that the printer is attached to your own computer: the first row of the Printers setting should always have a blank IP address.

The IP address of a particular computer can be obtained from the appropriate communications Control Panel.

The Hansa print server facility and the third column of the grid are described here.

Hardw. Port
Enter here the port of the computer named in the previous field to which the printer is attached. The following values can be used:
Blank or P
Leaving the Port blank (or entering "P") will cause the default printer of the specified computer to be used (i.e. that which has been selected in the Control Panel or Chooser). In this case, the built-in printer drivers will be used.

LPT1 - LPT5
To print directly to a parallel port of the Windows machine whose IP address appears in the Print Server field, enter the port number here (between LPT1 and LPT5). The built in Windows printer driver will be bypassed.

COM1 - COM5
To print directly to a serial port of the Windows machine whose IP address appears in the Print Server IP field, enter the port number here (between COM1 and COM5). The built in Windows printer driver will be bypassed.

In some Windows NT4 installations, the serial port entry can be case sensitive. An entry of "com1" can sometimes be successful where "COM1" fails.

LP0 - LP3
To print directly to a parallel port of the Linux machine whose IP address appears in the Print Server field, enter the port number here (between LP0 and LP3).

1 or 5
To print directly to the printer port of the Macintosh whose IP address appears in the Print Server IP field, enter "1" or "5" here. Use "1" if the printer communicates at 9.6kbps (standard) or "5" if it communicates at 57kbps. The built in Macintosh printer driver will be bypassed.

F
This signifies that the machine whose IP address appears in the Print Server IP field is a Fax Server. In the third column of the grid, enter the port number of the Hansa Fax Server. This should be the port specified in the Print Server Port field in the Program Mode register on the Hansa Fax Server.
In all cases when a Port is indicated, Hansa will only send variable data for a document through the port. All text items and formatting information will be lost, but the physical positioning on the page is preserved. It is thus assumed that pre-printed stationery is being used.

Note that if you have a printer installed (using a driver in the Control Panel or Chooser) but are printing directly to the serial/parallel port, the driver can interfere with the direct printing from Hansa. If you have problems try to deinstall the printer drivers.

Printers - Defining when Printers are to be used

Hansa's documents are user-definable, a process which can include specifying which printer is to be used for a specific document. For example, you may wish to print a document to a specific printer that you know will always contain the correct stationery. The following example will use the Invoice Definition window to illustrate the process, but the procedure can be followed for any of Hansa's user-definable documents.

Having entered all available printers in the Printers setting as described here, move to the Sales Ledger and click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. Highlight 'Invoices' in the 'Documents' list window and select 'Define Document' from the Operations menu.

The following window opens:

In this example, which refers to the Printer setting illustrated on this page, Swedish language Customers will have their Invoices printed using a Swedish language invoice Form "FAKTURA". The printout is sent to the printer attached to the LPT1 port of the Windows computer with IP address 192.20.20.24. English language Customers will have their Invoices printed on the printer attached to the Macintosh with IP address 192.20.20.22, and they will use the English language Form "INVOICE". The 'Paste Special' function can be used from the Printer field to obtain a list of printers.

The "FAKTURA" and "INVOICE" Forms are designed using the Form register described here.

If the Printer field is blank in any row in the 'Define Document' window, the first record in the Printers setting will be used.

Printers - Setting up a Print Server

In some larger installations it can be useful to set up a print server to look after the printing of documents. Hansa can be configured to act as a print server. It periodically interrogates the data server for print jobs. When a user prints a document, it is held on the data server until the next interrogation by the print server. It is then taken from the data server by the print server. The data server is therefore made available for the next data processing task more quickly while the print server looks after communications with the printer.

The copy of Hansa that acts as the print server should be on its own dedicated machine (i.e. not on the same machine as the data server or any of the clients). Up to six printers can be attached to this machine. Because the print server is on a separate machine, it must be backed up separately.

To configure the Hansa print server, follow these steps:

  1. Create a new database on the machine that is to act as your dedicated print server following the instructions on the Creating a New Database page. Only one Company is necessary: specify a suitable name such as "Hansa Print Server".

  2. Using the Modules menu, change to the System module and open the System Usage setting. Ensure that the Server box on card 1 is checked. This may result in you needing to apply for a new database key for the print server database.

  3. Select 'Technics' from the Modules menu and click the [Prog Mode] button in the bottom left-hand corner of the screen (or select 'Program Mode' from the Registers menu).

  4. Complete the 'Server' and 'Print Server' cards of this setting as follows:

    Server Card
    Server Port
    Enter an arbitrary four-digit code to identify the database. Even though the sole purpose of this database is to act as a print server and so no clients will be logging on, a Server Port number is still required to activate TCP/IP. The Port specified here must be unique (i.e. it must be different to the Server Port specified in the data server).
    Print Server Card
    Print Server Port
    Enter the Server Port specified in the Program Mode register on the data server. This is used to enable the print server to locate the correct copy of Hansa on the server. If you are using the Hansa parallel server facility, enter the Server Port from the distributor.

    A consequence of this field is that if you have more than one data server machine (with different databases), you will need a separate print server for each one.

    Auto Connect Serv IP
    Specify here the IP address of the data server machine. This can be obtained from the TCP/IP control software on the server and is used to enable the print server to locate the correct data server on the network. If you are using the Hansa parallel server facility, enter the IP address of the distributor.

    Auto Connect Time (secs)
    The print server periodically interrogates the data server for print jobs. Specify here in seconds how often it should do this (10 is the recommended figure).

    Fax Interval (secs)
    This field is used for fax servers only. Please refer to the Setting up a Fax Server page for details.

    Port
    This field should be the same as the Print Server Port above.

    Auto Connect as Print Server
    This box must be checked on the print server to ensure it checks the data server for print jobs every so often.
  5. Once the 'Server' and 'Print Server' cards of this register are complete, click the [Save] button in the Button Bar to save. If you have entered any Port numbers for the first time (or changed the ones that were already there), quit Hansa and restart to allow the changes to take effect.

  6. If you have used the Timed Operations setting in the Technics module on the main data server to ensure it creates a daily back-up file or to specify that it starts up and shuts down automatically, you should use the same setting on the print server to shut it down during this time. The print server interrogates the data server periodically: it will not get a response when the data server is backing itself up or is shut down.

    If you have used the Timed Operations setting on the main data server to create a daily back-up file (i.e. you have entered an Operation Time, checked the backup box and specified a Backup Path), the Database Closing Time on the print server should be set to three minutes before the Operation Time on the data server. The Database Opening Time on the print server should be a few minutes after the back-up process on the data server has finished.

    If you have used the Timed Operations setting on the main data server to shut it down during the night, perhaps to allow third-party back-up software to operate (i.e. you have entered Database Opening and Closing Times), the Database Closing Time on the print server should be set to three minutes before the Database Closing Time on the data server. The Database Opening Time on the print server should be a few minutes after the Database Opening Time on the data server.

    In both cases, the Database Opening Time on the print server should be before the time when users begin logging in to the data server.

  7. The final task is to select 'Server' or 'External Gateway' from the Modules menu. The 'Server Status' screen appears. The print server can now be left alone. 'External Gateway' is recommended as you can change from there to the Technics module to check settings etc when necessary. If you do this, return to the External Gateway module when you've finished, to prevent messages appearing that will stop the program running. In the Server and External Gateway, these messages will be written to the log file and will not appear on screen.

  8. Changing to the data server (or to one of the clients with access to the System module), the Printers setting should now be configured to make the print server available. If you choose to do this work on the server and it is running, ensure no other user is logged in, select 'Quit, remove autoserver' from the File menu and restart Hansa. You will then be able to change the Printers setting. If your server does not have a graphical interface, you will need to change the Printers setting from a client machine.

    The first row of this setting should be blank (apart from the Code) as in the illustration, signifying that the Printer selected in the Control Panel (Windows) or Chooser (Macintosh) will be the default Printer.

    In the illustration, the print server has been entered on the second row. The IP address of the print server machine has been entered in the Print Server IP field and the Port field shows the same number that was entered to the Print Server Port field in the Program Mode register on the print server (step 4 above). Use the Hardware Port to instruct the print server which printer is to be used. If several printers have been attached to the print server, you should enter separate rows in this setting with appropriate Hardware Ports to allow documents to be printed on the correct printer.

    When the Printers setting is complete, save it by clicking the [Save] button in the Button Bar.

  9. Finally, following the instructions on the Defining when Printers are to be used page, go to the 'Define Document' window for each document that is to be printed through the print server and specify the print server in the Printer field.

Printers - Setting up a Fax Server

In some larger installations it can be useful to set up a fax server to fax documents to their recipients. Hansa can be configured to act as a fax server. In the same manner as the print server, it periodically interrogates the data server for fax jobs. When a user prints a document that is to be sent by fax, it is held on the data server until the next interrogation by the fax server. It is then taken from the data server by the fax server. The data server is therefore made available for the next data processing task more quickly while the fax server looks after communications with the recipient's fax machine.

The copy of Hansa that acts as the fax server should be on its own dedicated machine (i.e. not on the same machine as the data server or any of the clients) although it can be the copy of Hansa that is being used as the print server. If so, remember that there may be a delay in printing if a document is being faxed. The machine must be a Macintosh containing or connected to a fax modem and with a fixed IP address. The operating system should be OS 9. Because it is on a separate machine, the fax server must be backed up separately.

To configure the Hansa fax server, follow these steps:

  1. Create a new database on the machine that is to act as your dedicated fax server following the instructions on the Creating a New Database page. Only one Company is necessary: specify a suitable name such as "Hansa Fax Server".

  2. Using the Modules menu, change to the System module and open the System Usage setting. Ensure that the Server box on card 1 and the Fax box on card 5 are both checked. This may result in you needing to apply for a new database key for the fax server database.

  3. Select 'Technics' from the Modules menu and click the [Prog Mode] button in the bottom left-hand corner of the screen (or select 'Program Mode' from the Registers menu).

  4. Complete the 'Server' and 'Print Server' cards of this setting in the same manner as described for the print server. The Fax Interval is the time in seconds that the fax server should wait between faxes. The fax server is fully occupied when it is sending a fax and can't be used, so there needs to be an interval time to allow you to check the fax queue between faxes if necessary. If you leave the Fax Interval field blank, the interval will be 30 seconds.

    Click the [Save] button in the Button Bar to save. If you have entered any Port numbers for the first time (or changed the ones that were already there), quit Hansa and restart to allow the changes to take effect.

    If you have already set up your print server and want it to be the fax server as well, there is no need to do this step.

  5. Staying in the Technics module, open the Fax Settings setting:

    Fax Modem Type
    Paste Special    Choices of possible entries
    Specify here the type of fax modem that is connected to your fax server machine. If your fax modem is not listed in the 'Paste Special' list, please contact your local Hansa representatives, although "US Robotics 56K"can be used for the majority of modems.

    Fax Baud Rate
    Paste Special    Choices of possible entries
    Enter the speed of your fax modem in bps here.

    Port
    Paste Special    Choices of possible entries
    Specify here the hardware port used for communication between the fax server computer and the modem.

    Dial Prefix
    If the modem needs to dial a number (e.g. to get an outside line) before the fax number itself, enter that number here.

    Speaker
    Click an option to choose when you want to hear sound from the modem.

    Resolution
    Click an option to choose the resolution of faxed documents.
    When the setting is complete, save it by clicking the [Save] button in the Button Bar.

  6. If you have used the Timed Operations setting in the Technics module on the main data server to ensure it creates a daily back-up file or to specify that it starts up and shuts down automatically, you should use the same setting on the fax server to shut it down during this time. The fax server interrogates the data server periodically: it will not get a response when the data server is backing itself up or is shut down.

    If you have used the Timed Operations setting on the main data server to create a daily back-up file (i.e. you have entered an Operation Time, checked the backup box and specified a Backup Path), the Database Closing Time on the fax server should be set to three minutes before the Operation Time on the data server. The Database Opening Time on the fax server should be a few minutes after the back-up process on the data server has finished.

    If you have used the Timed Operations setting on the main data server to shut it down during the night, perhaps to allow third-party back-up software to operate (i.e. you have entered Database Opening and Closing Times), the Database Closing Time on the fax server should be set to three minutes before the Database Closing Time on the data server. The Database Opening Time on the fax server should be a few minutes after the Database Opening Time on the data server.

    In both cases, the Database Opening Time on the fax server should be before the time when users begin logging in to the data server.

  7. The final task is to select 'Server' from the Modules menu. The 'Server Status' screen appears. The fax server can now be left alone. 'External Gateway' is recommended as you can change from there to the Technics module to check the fax queue when necessary. If you do this, return to the External Gateway module when you've finished, to prevent messages appearing that will stop the program running. In the Server and External Gateway, these messages will be written to the log file and will not appear on screen.

  8. Changing to the data server (or to one of the clients with access to the System module), open the System Usage setting in the System module and ensure that the Fax box on card 5 is checked. This may result in you needing to apply for a new database key for the main database. If you choose to do this work on the server and it is running, ensure no other user is logged in, select 'Quit, remove autoserver' from the File menu and restart Hansa. You will then be able to change the System Usage setting. If your server does not have a graphical interface, you will need to change the System Usage and Printers (step 9 below) settings from a client machine.

  9. The Printers setting should now be configured to make the fax server available.

    The first row of this setting should be blank (apart from the Code) as in the illustration, signifying that the Printer selected in the Control Panel (Windows) or Chooser (Macintosh) will be the default Printer.

    In the illustration, the fax server has been entered on the bottom row. The IP address of the fax server machine has been entered in the Print Server IP field and the Port field shows the same number that was entered to the Print Server Port field in the Program Mode register on the fax server (step 4 above). The Hardware Port has been set to "F", to instruct the fax server that the fax modem is to be used. Separate machines are being used as the fax and print servers.

    When the Printers setting is complete, save it by clicking the [Save] button in the Button Bar.

  10. Finally, following the instructions on the Defining when Printers are to be used page, go to the 'Define Document' window for each document that is to be printed through the fax server and specify the fax server in the Printer field.

    In the example illustration, it has been determined that Purchase Orders will first be printed on the print server (providing a hard copy for checking and filing) and then on the fax server. The fax number will be taken from the appropriate Supplier record. Note that because the same document is being printed twice, the Seq. field has been used to specify the order of printing.

    Note that any pictures included in the Form (i.e. PICT and EPS files on Macintosh, BMP in Windows) will not be faxed.

    Note too that fax numbers should not contain spaces, dashes or other non-numeric characters if you will be sending faxes through the fax server. These characters can be removed using the 'Update Fax Numbers' Maintenance function.

Managing the Fax Server
When a user prints a document that is to be sent by fax, it is held on the data server until the next interrogation by the fax server. It is then taken from the data server by the fax server, where it is placed in a queue. You can view this queue on the fax server machine by opening the Fax Queue register in the Technics module.

The Fax Queue register has the following features:

Remote Backups

Please refer to the Remote Back-ups page for full details about this setting.

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Reporting Periods

This page describes the Reporting Periods setting in the System module.

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The Reporting Periods setting allows you to name and define the periods that you will commonly use when producing reports, printing forms and running Maintenance functions. If you open the 'Paste Special' list from the Period field in any specification window, you will be shown a list of the Reporting Periods that you have entered in this setting. For example, if you often produce monthly reports you should list each month separately in this setting.

To open the Reporting Periods setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Reporting Periods' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Reporting Periods' in the 'Settings' list. The 'Reporting Periods: Inspect' window will open.

Add a separate row for each commonly-used Reporting Period (e.g. for each month, quarter or year). Enter the periods in order so that when you come to choose a Reporting Period using the 'Paste Special' function, you will be able to find the one that you need quickly and easily. If you need to insert a row, click on the row number where the insertion is to be made and press the Return key (Windows/Mac OS X) or long tap on the row number and select 'Insert Row' (iOS/Android). If you need to remove a row, click on the row number and press the Backspace key or long tap on the row number and select 'Delete Row'.

When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save, or use the close box (Windows/macOS) or < (iOS/Android) to close the window without saving changes.

It is a good idea to assign an easy-to-remember Code to each Reporting Period. You can use these Codes as a quick way of choosing Reporting Periods in specification windows. For example, referring to the Report Periods illustrated above, type "3" in the Period field of a report specification window when you want the report to cover March in the current year. When the current year comes to an end, you should update your Reporting Periods so that they remain current, keeping the same Codes. In the example, this will ensure that typing "3" in a report specification window will produce a report for March in the new year.

The Reporting Period in the first row of this setting will be offered as a default wherever a Reporting Period is required. You might therefore like to change the first row from time to time so that a useful Period is always offered as a default.

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Settings in the System module:

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Round Off

This page describes the Round Off setting in the System module.

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Use the Round Off setting to control how different figures will be rounded.

Rounding throughout the system. When you enter a Sub System record (i.e. a record that will eventually post to the Nominal Ledger, such as an Invoice or Purchase Invoice), several figures in that record will be subject to the rounding process. When you then mark the record as OK and save, causing a Nominal Ledger Transaction to be created automatically, any amounts lost or gained due to the rounding process will be posted to the Round Off Gain or Round Off Loss Accounts specified in the Account Usage S/L setting. These Accounts will be used in Transactions generated from all Sub System records (e.g. in Transactions generated from both Sales and Purchase Invoices).

There are two settings that control rounding: this one, and the Currency Round Off setting, also in the System module. When you enter a Sub System record, rounding rules will be taken from the row in the Currency Round Off setting for the Currency/Payment Term/Register combination. If there is no row in the Currency Round Off setting for that combination, rounding rules will be taken from this setting. The Currency Round Off setting only affects rounding for VAT, row sums and totals.

To open the Round Off setting, first ensure you are in the System module using the [Select Module] button in the Navigation Centre. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre. The 'Settings' list opens: double-click 'Round Off'. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Round Off' in the 'Settings' list. In both cases, the 'Round Off: Inspect' window will open: enter your requirements for the rounding process as necessary and as described below. Click [Save] (Windows/macOS) or tap √ (iOS/Android) to save and close, or click the close box or tap < to close without saving changes.

The window contains six sections where you can specify how particular figures will be rounded (Default, Default for Calculated Values, Total, VAT, Cost Price and Row Sum). Each section contains the same set of options that control how the rounding process will operate. First we will describe these options (the Decimals field, and the Step, Mode and Direction pop-up menus), then we will describe the sections of the window.
Decimals
Specify the number of decimal places that you need. Example values are:
2
Rounds to two decimal places.

1
Rounds to one decimal place.

0
Rounds to the nearest whole number.

-1
Rounds to the nearest 10.

-2
Rounds to the nearest 100.

The maximum number of decimal places is seven. However, some non-calculated fields can only contain a maximum of three decimal places. For example, the Quantity and Unit Price fields in an Invoice can only contain up to three decimal places, and therefore the maximum number of decimal places in the calculated Sum field is six.

Step
Choose an option from the Step pop-up to specify the rounding increment, as follows:
no step
A rounding increment of 1 will be used. For example, if you are rounding to two decimal places, values after rounding will follow the sequence 0.00, 0.01, 0.02, 0.03 and so on. 0.023 will be rounded to 0.02 using this option.

5
A rounding increment of 5 will be used. For example, if you are rounding to two decimal places, values after rounding will follow the sequence 0.00, 0.05, 0.10, 0.15 and so on. 0.023 will be rounded to 0.00 using this option.

2.5
A rounding increment of 2.5 will be used. For example, if you are rounding to two decimal places, values after rounding will follow the sequence 0.00, 0.025, 0.05, 0.075 and so on. 0.023 will be rounded to 0.025 using this option. Note that this option will sometimes result in one extra decimal place than specified being used.

Mode
Choose an option from the Mode pop-up to specify how 0.5 will be rounded. The options are:
half up
0.5 will be rounded up to 1.0 when rounding to zero decimal places.

half down
0.5 will be rounded down to 0.0 when rounding to zero decimal places.

to even
0.5 will be rounded to the nearest even whole number. For example, when rounding to zero decimal places, 1.5 will be rounded to 2, 2.5 will be rounded to 2, 3.5 will be rounded to 4.

to odd
0.5 will be rounded to the nearest odd whole number. For example, when rounding to zero decimal places, 1.5 will be rounded to 1, 2.5 will be rounded to 3, 3.5 will be rounded to 3.

truncate
Rounding will be carried out by removing decimals. For example, 1.999 will be rounded to 1.99 (when rounding to two decimal places), to 1.9 (one decimal place) or to 1 (zero decimal places).

Direction
The Direction will only be used if the Mode is "half up" or "half down". It specifies what "up" and "down" mean for negative numbers.
up is always positive
If the Mode is "half up",-1.5 will be rounded up to -1, +1.5 will be rounded up to 2.

If the Mode is "half down", -1.5 will be rounded down to -2, +1.5 will be rounded down to 1.

up is away from zero
If the Mode is "half up", -1.5 will be rounded up to -2, +1.5 will be rounded up to 2.

If the Mode is "half down", -1.5 will be rounded down to -1, +1.5 will be rounded down to 1.

This option will ensure a negative record will completely cancel a positive one.
The 'Round Off: Inspect' window contains the following sections:
Default
The Default section has the following effects:

  • It controls the number of decimals that will be displayed in Price fields and in fields with calculated values (e.g. Sum). For example, if the Default number of decimals is 4, four decimals will always be displayed. So, a value of 1 will be displayed as 1.0000, and 1.25 will be displayed as 1.2500.

  • It sets the maximum number of decimals that can be used anywhere in this setting (except the Cost Price section). For example, if the Default number of decimals is 4, the Row Sum will be rounded to four decimal places, even if you specified in the relevant section of this setting that it should be rounded to six.

  • The Quantity field in all matrices will not follow the number of decimal places specified here. This field can support up to three decimal places. For example, if you enter "1", "1" will be displayed in the field, if you enter "1.123", "1.123" will be displayed in the field, and so on. If you enter "1.1234", then it will be rounded to three decimal places following the Default rules for Step, Mode and Direction.

  • The Unit Price field in all matrices can also support up to three decimal places, and will always display a minimum of two (even if the Default number of decimals is less than two). For example, if you enter "1", "1.00" will be displayed in the field, if you enter "1.123", "1.123" will be displayed in the field, and so on. If you enter "1.1234", then it will be rounded to three decimal places following the Default rules for Step, Mode and Direction. If the Default number of decimals is greater than three, then the appropriate number of trailing zeros will be added to the figures. For example, if the Default number of decimals is five and you enter "1.12", "1.12000" will be displayed.

Default for Calculated Values
This section controls the rounding of calculated figures not mentioned elsewhere in this setting (for example, figures resulting from Currency conversions). The number of decimals should not be more than the Default number of decimals specified above.

Total
This section controls the rounding of the figures shown in the TOTAL field below all matrices. The number of decimals should not be more than the Default number of decimals specified above.

VAT
This section controls the rounding of the VAT calculation in each matrix row (but the figures shown in the VAT field below all matrices are rounded using the Calculated Values section above). The number of decimals should not be more than the Default number of decimals specified above.

Calc Cost Value
This section allows you to determine the rounding method to be used when stock values are calculated.

Whenever the Weighted Average or Queued value of an Item is updated (e.g. when you mark a Goods Receipt as OK and save it), the calculation will use the rounding method specified here. Weighted Average or Queued values will then be shown in the Stock List report and will be used to calculate the values of outgoing stock transactions.

If you have chosen to have the Cost Prices of your Items updated automatically from Goods Receipts, the updating of Item Cost Prices will also use this rounding method.

The number of decimals that you specify here can be more than the Default number of decimals specified above.

The Currency Round Off setting does not contain rounding options for Cost Prices. Therefore, rounding rules for Cost Prices will always be taken from this Round Off setting.

Row Sum
These options control the rounding used in the calculation of the figures shown in the Sum field (Qty * Unit Price) in all matrices and consequently in the Subtotal field below matrices as well. The number of decimals should not be more than the Default number of decimals specified above.

Discount Calculation
This group of options allows you to determine how discounts are calculated in sales transactions (i.e. in Quotations, Sales and Purchase Orders, Invoices, Contracts, Work Sheets and Project Budgets). In certain circumstances (where there is a very small unit price and a large quantity), the two alternatives can produce different results due to rounding. If you choose the Row Sum option, the discount will be calculated after the multiplication of the unit price and the quantity. If you choose the Unit Price option, the discount will be applied to the unit price before it is multiplied by the quantity.

For example, you receive an Order for 20,000 items priced at 0.05 with a 25% discount. Using the Row Sum option, the calculated discount is 250:
20000 x 0.05 = 1000. 25% of 1000 = 250

Using the Unit Price option, the calculated discount is 200:
25% of 0.05 rounded to two decimal places is 0.01. 0.01 x 20000 is 200

VAT Calculation
Specify here how VAT is to be rounded off.
Per VAT Code
VAT subtotals will be calculated for each VAT Code used in a transaction. These subtotals will then be rounded as determined in the Currency Round Off setting or using the option chosen above (whichever is appropriate). The subtotals will then be added together to produce the overall VAT total.

Per Row
The VAT amount for each individual transaction row will be rounded as determined in the Currency Round Off setting or using the option chosen above (whichever is appropriate). These amounts will then be added together to produce the overall VAT total.

Note that the transaction row sum will be rounded as determined in the Currency Round Off setting or using the option chosen above (whichever is appropriate) before the VAT calculation is carried out.
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Sales Groups

This page describes the Sales Groups setting in the System module.

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The Limited Access feature allows you to restrict the access a user has to the records in certain registers. You can restrict their access so that they can only see their own records, or so that they can see the records belonging to the group of users to which they belong. This group of users is known as a "Sales Group".

The Limited Access feature is used in many registers, including Bar Tabs, Cash In and Cash Out, Contacts, Expenses, Invoices, Orders, Projects, Project Budgets, Purchase Invoices, Purchase Orders, Quotations, Service Order, all stock registers except Stocktaking, Work Orders and Work Sheets.

To work with Sales Groups, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Sales Groups' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Sales Groups' in the 'Settings' list. The 'Sales Groups: Browse' window will open. This contains a list of the records already entered to this setting.

To enter a new record, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). The 'Sales Group: New' window will appear: enter a Code and a Name as appropriate and then click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save the new record.

Once you have defined your Sales Groups, you should assign one Group to each user, using the Sales Group field on the 'Access' card of each Person record:

The registers that support the Limited Access feature each have a Sales Group field. When a Person is assigned to a record in one of these registers, their Sales Group will be brought in automatically:

If you are using Windows or macOS, the browse windows of these registers will contain three extra buttons:

If you are subscribing to the Limited Access feature, you can use these buttons to reduce the number of records shown in the browse window, as follows (Windows versions of the buttons illustrated on the left, macOS on the right):

Lists all records in the register.

Lists records belonging to members of the same Sales Group as the current user (i.e. records in which the Sales Group is the same as that of the current user).

Lists records belonging to the current user (i.e. records in which the Person or Salesman field contains the Signature of the current user).
For example, in the illustration below, user FF has clicked the second button in the 'Contacts: Browse' window so that it only lists the Contacts whose Sales Group is I (i.e. the Sales Group in her Person record):

You can also specify that a user will never see every record in a register by restricting their view to their own records or to those of their Sales Group. To do this, choose a Limited Access option in each Person record:

The options are:
No Limitation
The Person will be able to see every record in the register. They will be able to reduce the list so that it only shows records belonging to members of their Sales Group or their own records, using the buttons described above.

Group Only
The Person will only be able to see those records belonging to members of their Sales Group. They will be able to reduce the list so that it only shows their own records.

User Only
The Person will only be able to see their own records.
If you want to use these features, ensure the Limited Access box on the 'Technical' card of the Configuration setting in the System module is ticked.

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Single Functions

This page describes the Single Functions setting in the System module.

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There are two methods that you can use to control the access that your employees have to your Standard ERP database: Access Groups and Single Functions. An employee with an Access Group can be given access to any part of the system, while one belonging to a Single Function (a "Single Function" user) can only be given access to a limited number of Standard ERP functions (up to a maximum of three). "Single Function" users are therefore much more restricted in what they can do, so they are treated differently for licensing purposes.

If you have any Single Function users, you should use this setting to define the various combinations of functions available to them. For example, you might have some Single Function users that can only enter Orders, and some that can enter Orders and Quotations. In this case you would enter two records in this setting, one granting access to the Order register only and the other to the Order and Quotation registers. You should then add records to the Person register for the Single Function users, marking them as Named Users and specifying the appropriate Single Function for each one using the field on the 'Access' card.

To work with the Single Functions setting, first ensure you are in the System module. Then, if you are using Windows or macOS, open the 'Settings' list by clicking the [Settings] button in the Navigation Centre or using the Ctrl-S/⌘-S keyboard shortcut and then double-click 'Single Functions' in the resulting 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu and tap 'Single Functions' in the 'Settings' list. In both cases, the 'Single Functions: Browse' window will be opened. This lists the Single Function records that you have already entered: to enter a new record, select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android). The 'Single Function: New' window appears: enter the details as appropriate and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record.

Code
Enter the unique Code by which the Single Function record is to be identified from elsewhere in Standard ERP. The Code may consist of up to five characters, and you can use both numbers and letters.

Text
Assign a descriptive name to the Single Function record. This will be shown in the 'Single Functions: Browse' window and the 'Paste Special' list.
Use the grid to list the functions to which the Single Function record will give access. You can give access to up to three functions or tasks. First, specify the component in the Type field, using the 'Paste Special' function to show the two components available:

Next, use the second field in the grid to specify the individual item. For example, if you enter "Single Function" in the Type field, the 'Paste Special' list from the Item field will contain a list of functions:

If you enter "Register" in the Type field, the 'Paste Special' list from the Item field will contain a list of registers to which you can grant access if necessary.

Finally, use the last column to determine the access level of the Group. A further 'Paste Special' list displays the available options:

If you entered "Single Function" in the Type field, you will need to choose "Full" here. If you entered "Register" in the Type field, you can also choose 'Read', 'Read/New', 'Browse' or 'Browse/New' here, as follows:
Browse
Allows access to the browse and 'Paste Special' windows only. Searches can be performed. Records cannot be entered or modified.

Browse/New
Allows access to the browse and 'Paste Special' windows and the creation of new records. Existing records cannot be viewed, changed or copied.

Read
Allows access to the browse window and the double-clicking of items so that they can be viewed in an inspect window. Records cannot be entered or modified.

This attribute can also be applied to reports, allowing them to be printed to screen but not to a printer or to a text file.

Read/New
Allows access to the browse window and the double-clicking of items so that they can be viewed in an inspect window. New records can be created. Existing records cannot be modified, but they can be copied.
When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it. When you then enter a record to the Person register for a user who will be a Single Function user, specify the Single Function record in the field on the 'Access' card. The User Type must be Named:

When this Person logs in to your Standard ERP system, their Navigation Centre will state that they are a Single Function User, while their 'Registers' list will contain only the registers that are necessary for them to carry out their allotted tasks:

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Special Days

This page describes the Special Days setting in the System module.

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The Special Days setting allows you to list your national public holidays. This setting will be used as a look-up table by the Bank Holidays, Bank Holidays for Sales Forecast and Customers' Bank Holidays settings.

To work with this setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Special Days' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Special Days' in the 'Settings' list. The 'Special Days: Browse' window will open. This contains a list of the records already entered to this setting.

Double-click (Windows/macOS) or tap (iOS/Android) on a line to open the edit window, or add a new record by selecting 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it, or use the close box (Windows/macOS) or < (iOS/Android) to close it without saving changes.

Code
Enter a unique code for the Special Day.

Comment
Enter the name of the Special Day.
Use the table in the lower part of the window if you need to enter various translations of the Comment. Specify a Language in the first column using 'Paste Special' if necessary, and the appropriate translation in the second column. There is no need to enter a row for your home Language.

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Styles

This page describes the Styles setting in the System module.

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Use the Styles setting to define the different font Styles that you will use in the Fields and Text objects in your Form Templates, ensuring a consistency of appearance.

The Styles setting is in the System module. To open this setting, first ensure you in this module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Styles' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Styles' in the 'Settings' list. In both cases, the 'Styles: Browse' window will be opened: here you can see a list of the Styles you have previously entered.

Double-click (Windows/macOS) or tap (iOS/Android) a Style in the list to edit it, or select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android) to create a new Style. When the record is complete, save it by clicking the [Save] button (Windows/macOS) or by tapping √ (iOS/Android). You can also click the close box or tap < and choose to save changes. To close it without saving changes, click the close box or tap <.

Code
The code for the Style.

Comment
Any description.

The Comment will be shown in the 'Paste Special' list that you will use when assigning Styles to Fields and Text objects in Form Templates, so it should be descriptive enough to make the selection of the correct Style easy for all users.

Barcode
Paste Special    Choices of possible entries
If you will use the Style to print barcodes, specify the barcode format here. The available options are "Code 128', "Code 39', "EAN 13" and "QR Code".

If you choose "Code 128', "Code 39' or "EAN 13", you must also specify a barcode font on the 'Mac', 'Windows', 'Linux' and 'Pdf' cards. Fonts in the IDAutomation family are supported. Do not specify a font if you choose "QR Code".

QR Error Correction
Paste Special    Choices of possible entries
If the Barcode field contains "QR Code", specify the level of error correction that you want to be incorporated in the printed QR Codes. Possible values are "L" (Low), "M" (Medium), "Q" (Quartile) and "H" (High.).

QR Version
If the Barcode field contains "QR Code", use this field to specify the version or module configuration of the QR Codes that will be printed. You can enter a numeric value between 1 (QR Codes will contain 21 x 21 modules) and 40 (QR Codes will contain 177 x 177 modules). This choice will depend on the quantity of information being printed and on the error correction level. When choosing a larger version number, be sure to leave enough space in the Form Template for the QR Code to be printed.

Rotation
If you need text to be printed at an angle, specify the angle here.

Mac/Windows/Linux Font
Paste Special    Fonts available on your computer
The name of the font, as it appears in the Windows directory or the System folder.

Mac/Windows/Linux Size
The font size in points.

Styles
Select one of the available style types.

Character Spacing
This is used when printing bank giro forms, where a fixed character spacing is required. Specify here the spacing in pixels from the start of one character to the start of the next. Usually this will be six pixels or less.

You can only use Styles with a Character Spacing in Fields and Text objects with a left or right justification. The Character Spacing will have no effect in Fields and Text objects with a centre justification.

This feature is macOS only.

Do not use ANSI character set
Use this option if the Style is to use a non-standard character set (for example, that used in barcodes).
If you are using Standard ERP on a mixed network with Linux, Windows and macOS clients in any combination, you should specify Fonts and Sizes for each platform in each Style record.

Pdf card

If you will use a Style in a Form Template that you will print to pdf files, you should fill in the fields on the 'Pdf' card, especially if the Style uses a non-standard font. The standard fonts are Times New Roman PS MT, Arial MT, Courier, Symbol and Zapf Dingbats (Windows) and Times, Helvetica, Courier, Symbol and Zapf Dingbats (macOS). Most pdf readers are able to read and print these fonts. If the Style uses a non-standard font, you will need to have that font embedded in pdf files, so that the font can be read and printed by pdf readers. This is particularly important for barcode fonts.

You can create pdf files from Standard ERP using two methods:

  1. Open a record, click the Printer icon and, in the print dialogue window, choose to print to pdf. In this case, the pdf will be generated by the operating system, which will embed any fonts as necessary.

  2. Other methods of creating pdf files include:

    • Click the [Forms] button in the Navigation Centre (Windows/macOS) or tap the [Routines] button in the Navigation Centre and then tap [Forms] (iOS/Android), double-click or tap a form in the list and choose 'Pdf' as the Media option in the specification window;

    • Open a record such as an Invoice or Quotation and choose 'Mail' from the Create menu (Windows/macOS) or + menu (iOS/Android) (in versions prior to 8.0, use 'Create E-mail' from the Operations or Tools menu). A pdf file of the record (e.g. the Invoice or Quotation) will be attached to the Mail; and

    • Run a Maintenance function such as 'Create Mails from Invoices' in the Sales Ledger. Again, pdf files will be attached to the Mails.

    In all three cases (Forms, Create or + menu functions, Maintenance functions), the pdf will be generated by Standard ERP, which will embed fonts following the instructions on the 'Pdf' cards of the relevant Style records. In a client-server system, the pdf file will sometimes be generated by the client (e.g. from the Create or + menu) and sometimes by the server (e.g. Maintenance functions).

    If a Pdf file is generated by Standard ERP and you find that the Times font has been used where you are expecting a different font, then it is likely that you need to use the 'Pdf' card in the relevant Style record to embed the intended font in the Pdf file.


Font File
Paste Special    Opens the standard 'Open File' dialogue that you can use to locate the font file
Specify the path to the font file. You can do this using an absolute path (C:/Hansa/fonts/test.ttf) or a relative path (fonts/test.ttf), relative to the directory or folder containing the Standard ERP application.

As previously mentioned, in a client-server system, pdf files can sometimes be generated by a client application and sometimes by the server. Therefore it is recommended that you enter a relative path in this field and that you store the font files inside the directory or folder containing the Standard ERP application on the server and on all clients. The relative path will then point to the font file in all situations.

The font file must be an OpenType font with the .ttf extension or a Type 1 Post Script font with the .afm or .pfa extensions. Other font formats are not supported.

Pdf Built-in font
Paste Special    Choices of possible entries
If you want to embed one of the standard fonts in pdf files, specify that font here. This will usually be because the Style uses one of the standard fonts and you want to embed that font in pdf files. This will help ensure the Style prints as you expect, but will also slightly increase the size of the pdf file.

If you specify both a Pdf Built-in font and a Font File in the field above, the Pdf Built-in font will be used.

Pdf Size
The font size in points.

Styles
Select one of the available style types.
If you specify a font on the 'Pdf' card, you should also specify a Mac, Windows and/or Linux font as appropriate. When you use the Style in a Form Template design and print the document to a printer or preview it to screen, the Mac/Windows/Linux font will be used. The Pdf font will only be visible in pdf files.

Note that the .ttf extension does not guarantee that the font is an OpenType font, as this extension is also used with TrueType fonts. If you are using Windows, you can confirm the font format by checking the file properties or the file icon, which should contain the letter "O". If you are using macOS, use the Font Book application to confirm the font format. If there is still a problem (i.e. the Pdf font is not visible in a pdf file and has been replaced by Times), check the hansa.log file for error messages.

If you will use a Form Template to create pdf files, as well as specifying the fonts that will be embedded as described here, you should also specify a PDF Code page for that Form Template and, if appropriate, specify that pdf files will be created in landscape format. Please refer here for details.

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Sub-ledger Control Accounts

This page describes the Sub-ledger Control Accounts setting in the System module and the Nominal Ledger.

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Standard ERP contains a Sub-ledger Checking feature that you can use to prevent incorrect postings being made to your Debtor and Creditor Control Accounts. Usually postings to these Accounts should only be made from Invoices, Purchase Invoices, Receipts and Payments. You should not post to these Accounts from Nominal Ledger Transactions that you enter directly to the Transaction register as doing so will mean that the balances on these Accounts will no longer agree with your Debtor and Creditor reports. The Sub-ledger Checking feature will prevent you posting to these Accounts accidentally.

To enable and configure the Sub-ledger Checking feature, follow these steps:

  1. To enable the Sub Ledger Checking feature in the Sales Ledger, select the Sub-ledger Checking option in the Account Usage S/L setting. This will prevent you posting to Debtor Control Accounts from Nominal Ledger Transactions that you enter yourself.

  2. To enable the Sub Ledger Checking feature in the Purchase Ledger, select the Sub-ledger Checking option in the Account Usage P/L setting. Similarly, this will prevent you posting to Creditor Control Accounts.

  3. To configure the feature for both ledgers, list your Debtor and Creditor Accounts in the Sub-ledger Control Accounts setting, which is located in the System module and in the Nominal Ledger.
If you are using this feature, you will still be able to enter Receipts and Payments by journal in the Nominal Ledger. However, you will not be able to post to the Debtor and Creditor Accounts accidentally and incorrectly in other Nominal Ledger Transactions, thus rendering their balances inaccurate. For details about entering Receipts and Payments by journal, please refer to the description of flip E of the Transaction window on this page.

You must list every Debtor and Creditor Account in this setting, including the Debtor and Creditor Control Accounts that you have specified or intend to specify on the 'Debtors' and 'Creditors' cards of the Account Usage S/L and P/L settings respectively.

To open the Sub-ledger Control Accounts setting, first ensure you are in the System module or the Nominal Ledger. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Sub-ledger Control Accounts' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Sub-ledger Control Accounts' in the 'Settings' list. The 'Sub-ledger Control Accounts: Inspect' window will open:

List your Debtor and Creditor Accounts in any order, one in each row. Use the Code field to signify whether the Account in the row is a Debtor Account or a Creditor Account. Enter "1" for a Debtor Account and "2" for a Creditor Account. In the Account field, enter the Account Number of the Debtor or Creditor Account. Use 'Paste Special' if necessary. The text in the right-hand field will be entered automatically, depending on the Code.

When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save the changes and close, or use the close box (Windows/macOS) or tap < (iOS/Android) to close without saving changes.

If you try to save a Transaction that posts to a protected Account, you will be given the following message:

If you are using the Sub-ledger Checking feature, you will need to choose an Account that you have listed in this setting whenever you need to specify a Debtor or Creditor Account (e.g. in the Account Usage S/L and P/L settings, and in Customer and Supplier Categories.

It is recommended that you periodically check that the balances on your Debtor and Creditor Accounts match your Debtor and Creditor reports. To do this, use one of the following methods:

  1. On the sales side, produce the Sales Ledger report and a report with the Nominal Ledger report for the Creditor Account.

  2. Produce Sales Ledger Checking and Purchase Ledger Checking reports (in the Data Integrity module) for a particular date. In effect, this option is an automated version of the first option, as the Checking reports compare the overall total in the Sales or Purchase Ledger report for the specified date with the balance on the Debtor or Creditor Account on the same date.
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Task Manager Access

Please refer here for details about the Task Manager Access setting.

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Settings in the System module:

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User Warnings on UnOKed Records

Please refer to the description of the Global Warnings on UnOKed Records setting for details about this setting.

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Values in Text

This page describes the Values in Text setting in the System module.

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There will be occasions when you need amounts to be printed on forms in words rather than figures, for example when printing cheques. The Values in Text setting is where you should specify the words and rules to be used. You can enter a separate record in this setting for each Language.

To work with this setting, first ensure you are in the System module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre and then double-click 'Values in Text' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Values in Text' in the 'Settings' list. The 'Values in Text: Browse' window will open. This contains a list of the records already entered to this setting, one for each Language. Double-click (Windows/Mac OS X) or tap (iOS/Android) on a line to open the edit window, or add a new record by selecting 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android).

When the record is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save it, or use the close box (Windows/Mac OS X) or < (iOS/Android) to close it without saving changes.

Please follow the links below for details about each part of the setting:

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Values in Text - Header and Card 1

This page describes the header and card 1 of the Values in Text setting. Please follow these links for descriptions of the other parts of the setting:
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Language
Paste Special    Languages setting, System module
You can enter separate records in the Values in Text setting for each Language. Specify the Language here.

Comment
Enter a name for the Values in Text record, to be shown in the 'Values in Text: Browse' window.

Billions
Use these fields to specify the words for "billion", as follows:
1
Enter the word for one billion, suitable for use in phrases such as "one billion pounds".

2-4
Enter the word for a billion to be used when an amount is between two and four billion, suitable for use in phrases such as "two billion pounds".

5-9
Enter the word for a billion to be used when an amount is between five and nine billion, suitable for use in phrases such as "five billion pounds".

Tens
Enter the word for a billion to be used when an amount is a number of tens of billions, suitable for use in phrases such as "ten billion pounds".
There are four fields because different words are needed in some languages.

Millions, Thousands
Use these fields to specify the words for "million" and "thousands" in a similar manner to that used for "billion" described above.

Hundreds
Use these fields to specify the words for "hundred". In each field you should enter the word for the number of hundreds as well as the word "hundred" itself. The Hund .1 (Single) field is used for one hundred when it's not followed by any tens or units (e.g. 100.00, 100.10, 2100.00), while the Hundreds 1 field is used at other times (e.g. 101.00, 110.00 and 2110.00).
Please follow the links below for more details about the Values in Text setting:
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Values in Text - Card 2

This page describes card 2 of the Values in Text setting. Please follow these links for descriptions of the other parts of the setting:
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Text up to a Hundred
Use this grid to enter words for each number between one and 99.

In Languages that do not have genders, use the left-hand column only, as shown in the illustration. In Languages where each number has separate masculine and feminine forms to agree with Currency names of different genders, enter the masculine form in the left-hand column and the feminine form in the right-hand column.

Hundreds and Tens Conjunction
Enter here the word that is to appear between the hundreds and the tens in any amount. In English, the word "and" is used (for example, one hundred and twenty).

Decimals Conjunction
Enter here the word that is to appear between the Major and Minor Currency amounts. The Minor Currency is the one hundredth part of the Currency (for example, pence, cents or öre). In English, the word "and" can again be used (for example five pounds and forty pence), but you can also leave the field empty (five pounds forty pence).

Trailing Text
Enter here any text that is to appear after the amount. For example, some users might require the word "only" to appear after the amount on their cheques.

Zero
Enter here the word to be used for zero.

Print Currency
Use these options to specify whether the word for the Currency should appear before the amount or after it. In the latter case, it will appear before the Minor Currency amount. For example, ?5.40 can be written as pounds five forty pence or as five pounds forty pence. The word for the Currency itself ("pounds" in the example) will be taken from the Currency register, also in the System module.

The Minor Currency In
The Minor Currency is the one hundredth part of the Currency (for example, pence, cents or öre). Use these options to specify whether the amount is to be printed in words or figures. For example, ?5.40 can be written as five pounds forty pence or as five pounds 40 pence. The word for the Minor Currency (e.g. the word "pence") will be taken from the Currency register.

Cut Decimals
Select this option if you do not want Minor Currency amounts to be printed. For example, if you are using this option, an amount of ?5.40 will be printed as five pounds. Unlike the other fields and check boxes described above, this option affects amounts both in words and in figures. You should only use it with Currencies where there are no Minor Currency values e.g. in Byelorussia.
Please follow the links below for more details about the Values in Text setting:
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Settings in the System module:

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Values in Text - Card 3

This page describes card 3 of the Values in Text setting. Please follow these links for descriptions of the other parts of the setting:
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If you are entering a Values in Text record for a Language that does not use the Western Arabic numeral system (0, 1, 2, 3, 4, etc.), the fields on card 3 allow you to enter suitable numerals for the Language together with the relevant Thousand and Decimal Separators:

The numerals that you enter on card 3 will not be used automatically. Instead, you will need to specify in each individual Form Template field whether they are to be used. To do this, specify the Language when adding or modifying a field in the Form Template and choose "From Language" as the Digits option:

This allows you the option of adding more than one version of a particular field to a Form Template to enable a value to be printed using different numeral systems on the same form:

Be careful when choosing the "From Language" option. If you choose this option in a Form Template field and connect to a Values in Text record in which you have left the fields on card 3 empty, the field will not print any numerals.

You can use this feature in any Form Template field that is likely to print numerals (e.g. dates, Customer Numbers and Names and Item Numbers as well as prices, quantities and other numeric values, as shown for the Date, Chq No and Amount fields in the illustration above). If you have specified on card 2 in the relevant Values in Text record that the Minor Currency will be printed as Numbers, this includes "Amount in Text" fields (please refer to the Printing Amounts in Words in Forms page for an illustration). However, the feature is limited to the Form Templates that you will use to print the following forms: Invoices of all kinds (i.e. including Cash Notes, Credit Notes, Interest Invoices, Proforma Invoices and Project Invoices), POS Invoices, Bar Tabs of all kinds (i.e. including Bar Tab Kitchen Orders and Bar Tab Receipts), Receipt Forms and Payment Forms.

Please follow the links below for more details about the Values in Text setting:

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Values in Text - Including Amounts in Words in Forms

This page describes how to print amounts in words rather than figures in forms, using information entered in the Values in Text setting. Please follow these links for descriptions of the other parts of this setting:
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When you need amounts to be printed on a form in words as defined in the Values in Text setting, follow the steps below. You can only follow this process using Windows or Mac OS X, not iOS or Android.
  1. In the System module, open the Form Template register by clicking the [Registers] button in the Navigation Centre and double-clicking 'Form Templates' in the resulting list.

  2. A list of Form Templates is opened. Find the one that is to feature the amount in words and double-click, or select 'New' from the Create menu in the Button Bar to create a new Form Template.

  3. You can include fields that will print amounts in words in Form Templates of many types. Please refer to the Fields that use the Values in Text setting page for a full list.

    To add a field that will print an amount in words in your Form Template, click the [Field] button and then draw a box where the amount in words is to appear. In the dialogue box that opens when you release the mouse button, place the insertion point in the Fieldname field and use 'Paste Special' to bring up a list of fields.

    Depending on the Form Type, the name of the field that will print the amount in words will usually be "Amount in Text" (as in the illustration) or "To Pay in Text". Double-click one of these as appropriate. Design the rest of the Form Template (full details are to be found here) and save it. An example (intended for printing on pre-printed stationery) is shown below:

    When printed, it will look like this:

The phrase "One thousand three hundred and ninety eight pounds 76 pence only" will be printed in the "Amount in Text" field. This phrase is constructed using a Values in Text record chosen as follows:
  1. The Values in Text record for the Language specified in the record being printed will be used. In some cases (e.g. Payments and Receipts), the record being printed won't itself have a Language so the Language from the connected Supplier or Customer will be used.

  2. If the record being printed doesn't have a Language field or that field is empty, the Values in Text record for the Language specified in the current user's Person record will be used.

  3. The Language specified in the Company Info setting will be used.
If a record in the Values in Text setting exists and nothing is printed where an amount in words is expected, the probable cause is that the Language fields in all three places are empty.

Including Amounts in Words in Cheques

When printing cheques in some countries, the amount in words is broken down so that the word for each digit is printed separately, sometimes in its own box. An example is shown in the illustration below:

You can print a cheque in this format from a Payment record using the Cheque Document and Payment forms in the Purchase Ledger. This is the Form Template that was used to print the cheque illustrated above:

The following fields have been included in the Form Template design, allowing words for each digit to be printed separately. You can include the Amount in Text field in many Form Templates, but you can only use the other fields in the Form Templates that will be used by the Cheque Document and Payment forms:
Amount in Text
The full amount is printed in words.

Amount in Text, Cents
Both digits after the decimal point are printed in words. This is always printed in words, even if it was specified on card 2 of the relevant Value in Text record that the Minor Currency is to be printed as a number.

Amount in Text, Units
The first digit before the decimal point is printed in words (the units).

Amount in Text, Tens
The second digit before the decimal point is printed in words (the tens).

Amount in Text, Hundreds
The third digit before the decimal point is printed in words (the hundreds).

Amount in Text, Thousands
The fourth digit before the decimal point is printed in words (the thousands).

Amount in Text, 10 Thousands
The fifth digit before the decimal point is printed in words.

Amount in Text, 100 Thousands
The sixth digit before the decimal point is printed in words.

Amount in Text, Millions
The seventh digit before the decimal point is printed in words.

Amount in Text, 10 Millions
The eighth digit before the decimal point is printed in words.

Amount in Text, 100 Millions
The ninth digit before the decimal point is printed in words.
Please refer to the Fields that use the Values in Text setting page for a full list of the fields that you can use when you need amounts to be printed in words or phrases.

Please follow the links below for more details about the Values in Text setting:

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Settings in the System module:

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Values in Text - Fields that use the Values in Text setting

This page lists the fields that you can include in Form Templates when you need amounts to be printed in words or phrases using information entered in the Values in Text setting. Please follow these links for descriptions of the other parts of this setting:
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The fields listed below are all fields that you can include in Form Templates when you need amounts to be printed in words or phrases constructed using a Values in Text record.

FormFieldPrints in words

Bar TabsTo Pay in TextTotal

Cash In To Pay in TextTotal

Cash In Receipts To Pay in TextTotal

Cash Out To Pay in TextTotal

Cash Out Invoices To Pay in TextTotal

Cash Out Payments To Pay in TextTotal

Cash Out Personnel Payments To Pay in TextTotal

Cheque Documents Amount in TextSum of the Invoice Values for a Supplier
Amount in Text, CentsThe digits after the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, UnitsThe first digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, TensThe second digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, HundredsThe third digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, ThousandsThe fourth digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, 10 ThousandsThe fifth digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, 100 ThousandsThe sixth digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, MillionsThe seventh digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, 10 MillionsThe eighth digit before the decimal point in the sum of the Invoice Values for a Supplier
Amount in Text, 100 MillionsThe ninth digit before the decimal point in the sum of the Invoice Values for a Supplier
To Pay in TextSum of the Invoice Values for a Supplier
To Pay in Text in Base 1Sum of the Invoice Values for a Supplier, expressed in Base Currency 1
To Pay in Text in Base 2Sum of the Invoice Values for a Supplier, expressed in Base Currency 2
Total Sum in TextSum of the Bank Amounts for a Supplier

Contracts To Pay in TextTOTAL

Contract Quotations To Pay in TextCost

Credit AgreementsTo Pay in TextTotal Value

Daily AllowancesAmount in TextTOTAL

Delivery Notes/ Picking Lists Number of Items in TextThe number of different Items in the Delivery
To Pay in TextTotal value from the Order
VAT TotalVAT Total from the Order

Electronic Purchase Invoices Amount in TextTOTAL

Expenses Amount in TextTOTAL
Amount in Text, Base Currency 1TOTAL, expressed in Base Currency 1

Gift Vouchers Amount in TextValue

Internal Invoices Amount in TextTOTAL
Row Number in TextRow number (only printed if the row has an Item Number)
To Pay in TextTOTAL
VAT in TextVAT Total

Internal Orders To Pay in TextTOTAL

Invoices Amount in TextTOTAL
Amount in Text, Base Currency 1TOTAL, expressed in Base Currency 1
Amount in Text, Base Currency 2TOTAL, expressed in Base Currency 2
Number of Items in TextThe number of different Items in the Invoice
Quantity in TextTotal quantity
Row Number in TextRow number (only printed if the row has an Item Number)
To Pay in TextTOTAL - the total value of any Prepayments connected to the Invoice
VAT in TextVAT Total

OrdersAmount in Text, Base Currency 1TOTAL, expressed in Base Currency 1
Amount in Text, Base Currency 2TOTAL, expressed in Base Currency 2
Number of Items in TextThe number of different Items in the Order
To Pay in TextTOTAL

Own ChequesAmount in TextAmount
Amount in Text with asteriskAmount formatted for Argentina, for example, "One Hundred *******"
Amount in Text with Parentheses (Mexico) Amount formatted for Mexico, for example, "(One Hundred M.N.)"

Payment Forms Amount in TextPayment per Supplier option: Sum of the Invoice Values for a Supplier

Payment option: Invoice Value

Amount in Text, CentsPayment per Supplier option: The digits after the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The digits after the decimal point in the Invoice Value

Amount in Text, UnitsPayment per Supplier option: The first digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The first digit before after the decimal point in the Invoice Value

Amount in Text, TensPayment per Supplier option: The second digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The second digit before after the decimal point in the Invoice Value

Amount in Text, HundredsPayment per Supplier option: The third digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The third digit before after the decimal point in the Invoice Value

Amount in Text, ThousandsPayment per Supplier option: The fourth digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The fourth digit before after the decimal point in the Invoice Value

Amount in Text, 10 ThousandsPayment per Supplier option: The fifth digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The fifth digit before after the decimal point in the Invoice Value

Amount in Text, 100 ThousandsPayment per Supplier option: The sixth digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The sixth digit before after the decimal point in the Invoice Value

Amount in Text, MillionsPayment per Supplier option: The seventh digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The seventh digit before after the decimal point in the Invoice Value

Amount in Text, 10 MillionsPayment per Supplier option: The eighth digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The eighth digit before after the decimal point in the Invoice Value

Amount in Text, 100 MillionsPayment per Supplier option: The ninth digit before the decimal point in the sum of the Invoice Values for a Supplier

Payment option: The ninth digit before after the decimal point in the Invoice Value

To Pay in TextPayment per Supplier option: Sum of the Invoice Values for a Supplier

Payment option: Invoice Value

To Pay in Text in Base 1Payment per Supplier option: Sum of the Invoice Values for a Supplier, expressed in Base Currency 1

Payment option: Invoice Value, expressed in Base Currency 1

To Pay in Text in Base 2Payment per Supplier option: Sum of the Invoice Values for a Supplier, expressed in Base Currency 2

Payment option: not printed

Total Sum in TextPayment per Supplier option: Sum of the Bank Amounts for a Supplier

Payment option: not printed

Personnel Payment Receipts To Pay in TextSum

POS InvoicesAmount in TextTOTAL
Row Number in TextRow number (only printed if the row has an Item Number)
To Pay in TextTOTAL

Production Operation Picking Lists Number of Items in TextThe number of different Items in the Production Operation, including both In Items and Out Items

Purchase Invoice Forms Amount in TextTOTAL
Amount in Text, Base Currency 1TOTAL, expressed in Base Currency 1
Amount in Text, Base Currency 2TOTAL, expressed in Base Currency 2

Purchase Orders To Pay in TextTOTAL

Purchase Order Contracts To Pay in TextTOTAL

Purchase Order Quotations To Pay in TextTOTAL

Receipt Forms To Pay in TextSum of the Invoice Values for a Customer (with any Settlement Discounts or Bank Fees deducted)
To Pay in Text in Base 1Sum of the Invoice Values for a Customer (with any Settlement Discounts or Bank Fees deducted), expressed in Base Currency 1

Rental QuotationsAmount in TextTOTAL
To Pay in TextTOTAL

Quotations Amount in TextTOTAL
Amount in Text, Base Currency 1TOTAL, expressed in Base Currency 1
To Pay in TextTOTAL

Service Orders To Pay in Texttotal of (Qty * Item Sales Price including VAT) for all rows

Simulations Amount in Text, Credit Value in Base Currency 1Total Credit (from the footer), expressed in Base Currency 1
Amount in Text, Debit Value in Base Currency 1Total Debit (from the footer), expressed in Base Currency 1

Stock Movements To Pay in Texttotal of (Recvd Qty * R. New Unit Price) for all rows

Transactions Amount in Text, Credit Value in Base Currency 1Total Credit (from the footer), expressed in Base Currency 1
Amount in Text, Credit Value in Base Currency 2Total Credit (from the footer), expressed in Base Currency 2
Amount in Text, Debit Value in Base Currency 1Total Debit (from the footer), expressed in Base Currency 1
Amount in Text, Debit Value in Base Currency 2Total Debit (from the footer), expressed in Base Currency 2
Please follow the links below for more details about the Values in Text setting:
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Settings in the System module:

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VAT Reg. Number Masks

This page describes the VAT Reg. Number Masks setting in the System module.

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VAT Numbers are formatted differently according to their country of issue. For example, Belgian VAT Numbers start with "BE" and contain six digits followed by a dash, then two more digits, two alpha characters and finally a "9". The VAT Reg. Number Masks setting allows you to ensure that all VAT Numbers entered in your Standard ERP database are formatted correctly.

Add a separate row in the setting for each Country with which your business trades. If a Country has more than one possible format, enter them on separate rows, with appropriate identifying Comments. You can use 'Paste Special' from the Country field to bring up a list of Countries, to ensure you enter the correct code.

Use the Mask field to define the format of the VAT Number. For example, enter the French format as " FR ??#########", where # means any number and ? means any character, number or alpha. If you are using macOS, use the alt-3 key combination to obtain the # character . The first character in an Austrian VAT Number is always U, so the Austrian Mask is "AT U########". The validation check is case sensitive, so be sure to enter upper- or lower-case letters as appropriate.

If you enter a Mask for Argentina or Paraguay, you should also set the VAT Law in the last column to "Argentinean" or "Paraguayan" using 'Paste Special'. This will cause some additional validation checks to be carried out.

Whenever you try to save a record containing a VAT Number, the format of the VAT Number will be validated automatically. The system will find the appropriate Mask in this setting for the Country in the relevant Contact record, and then check that the format of the VAT Number complies with that Mask. If there is no Country in the relevant Contact record , the Mask for the Country in the Company Info setting will be used. If you have not specified a Country in the Company Info setting or if you have not entered a VAT Mask for the Country in question, no validation check will be carried out. If the VAT Number in the record being saved is in the wrong format, the following message will be shown, and the record will not be saved:

The message will display every Mask for the Country in question.

For example, if you save a Contact record, the format of the VAT Number in that Contact record will be compared with the Mask(s) for the Country in that Contact record. If you save an Invoice, the format of the VAT Number in that Invoice will be compared with the Mask(s) for the Country in the Contact record for the Customer (not the Country in the Invoice).

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Settings in the System module:

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Weeks

This page describes the Weeks setting in the System module.

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The Weeks setting is where you should define the Week Numbers that are shown in the six-monthly and monthly Calendar views and the Resource Planner. Week Numbers can vary from country to country and depending on when the year started.

Click the [Settings] button in the Master Control panel or select 'Settings' from the File menu to open the 'Settings' list. Double-click 'Weeks' in the list. The 'Weeks: Browse' window lists the records that have already been entered: double-click one to modify it or click [New] to create a new record.

Usually you will only need one record in this setting. The Country in this record should be the Country specified in the Company Info setting. Complete the grid for each year of use as shown in the illustration (there is no need to have the years in order, but you should only enter each year once). Add new years to the matrix in the existing record as this becomes necessary.

If there is an up-to-date record in the Weeks setting with the correct Country, Week Numbers will be displayed in the six-monthly and monthly Calendar views and the Resource Planner:

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Settings in the System module:

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