System Parameters
Different companies operate in different ways. Walstan’s philosophy is that the company should not have to change to suit the software; the software should be able to cope with the way the company runs. (Exceptions to this would be changes contrary to proper governance).
To get started, use Demo settings. Discuss these during courses, and you decide if you want to leave them as they are, or change them to suit your environment.
Purchasing System Parameter settings include:
Message to print on all purchase orders
Text of letter for delivery confirmation request
Is new price to be taken from PO price
How long to keep history detail
Is receiving normally through inspection or direct to inventories
Marketing System Parameter settings include:
Is confirmation of picking is required
Is partial shipment ever allowed
Is over shipment ever allowed
Messages to print on sales orders, shipments, invoices, credit notes
How long to keep history detail
Accounts Payable System Parameter settings include:
Are remittance advices automatically printed for manual cheques?
Default trading terms
Format of bank EFT file
Accounts Receivable System Parameter settings include:
Messages to print on debtors’ statements
May an AR item be dated before last statement date
Text of follow-up letter
Minimum balance to send follow-up letter