Assist master files business parameters
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Assist Master Files business parameters  

These business parameters are required if the Enrich Financials module is installed.

Financials has data elements in the customer and vendor master files that do not pertain to Enrich. Likewise, Enrich has data elements in the customer and vendor master files that are not relevant to Financials. As a result, both sets of master files must be maintained. Fields that are common are synchronized through physical file trigger programs attached to the Financials master files. Business parameters may be defined to identify how the Enrich master files are accessed.

  1. At the EMMS main menu, select Administration | Business Parameters.
    • The Business Parameters display screen appears.
  2. Right-click on Assist Master Fl Opt and select Change.
    • The Assist Master Files / Navigation change screen appears.
  3. Fill in the fieldsfields as required.

    Alternate Access To Enrich Edits Through Assist - Customer Master - if all customer master data will be maintained by a single individual or department, this business parameter can be set to Yes. If customer master information related to accounting is maintained by a head office administration  group, while information related to the shop is maintained by a repair facility, this option can be set to No so that the Financials customer master edit does not call the Enrich customer edit.

    Alternate Access To Enrich Edits Through Assist - Vendor Master - if all vendor master data will be maintained by a single individual or department, this business parameter can be set to Yes. If vendor master information related to accounting is maintained by a head office administration group, while information related to the shop is maintained by a repair facility, this option can be set to No so that the Financials vendor master edit does not call the Enrich vendor edit.

    A/R Accounting Codes - Finance only applies if you have selected separate customer numbers. This field contains the Financials AR accounting code you have assigned to all of your finance (lease billing) customers. It is used to prepare a subset of customers in the Enrich customer selection panels. Where a customer number is entered when creating a work order or contract, the customer's AR accounting code must match either the finance or trade business parameter value, depending on which Enrich function is being used. The code entered here must be defined in Financials reference category 0014. It is not promptable.

    A/R Accounting Codes - Trade only applies if you have selected separate customer numbers. This field contains the Financials AR accounting code you have assigned to all of your trade (shop maintenance and rental billing) customers. It is used to prepare a subset of customers in the Enrich customer selection panels. Where a customer number is entered when creating a work order or contract, the customer's AR accounting code must match either the finance or trade business parameter value, depending on which Enrich function is being used. The code entered here must be defined in Financials reference category 0014. It is not promptable.

    Assist Drilldown Key defines the function key that will be used as the drilldown key from Financials back to the Enrich source document. This key is user-defined, so it will NOT appear on any Financials screen; the user must know what it is. This hidden option will work from the online inquiry. Possible values are 19-23. You can click on the Prompt button to display a selection list.

    Check Current Balance and Hold Status identifies whether Enrich should perform an interactive check of the customer's current accounts receivable balance and hold code within Financials when creating a work order or a rental contract. This option is independent of whether you have separate customers or not. If set to No, checks are not performed. If set to Yes, Enrich:

    • checks the current position (open receivables plus open orders minus unapplied payments) against the credit limit;
    • checks whether the customer is on hold; and
    • displays a warning panel if the customer has exceeded his credit limit (user discretion of proceeding with transaction).

    Check Current Balance and Hold Status for Manual Charges identifies whether or not credit checking will be performed for manual charges. If set to Yes, the system will do the credit check for manual charges even if the parameter Check Current Balance and Hold Status is set to No.

    Default "Warehouse" Code On Customer Search identifies whether or not the default warehouse code is used on customer searches.

    Drilldown On identifies whether or not the Financials drilldown key defined below is functional.

    GST Category Code For "Not Applicable" (Zero %) sets the GST category to use for non-Canadian customers when the records are triggered from Financials to Enrich. You can click on the Prompt button to select the category from a list.

    Lease Credit Checking identifies whether or not credit checking should be performed on lease creation.

    Separate Customer Numbers identifies whether the same business entity can be identified by two different customer numbers within Financials. Separate customer numbers enables you to have different credit limits for trade and finance receivables. It also allows the trade customer to be placed on hold for maintenance and rentals, while allowing lease contract billing to continue.

    If this parameter is set to Yes, customers will have one customer number for lease contracts and a separate customer number for billable maintenance and rental contracts. If set to No, each customer is identified by a single customer number for all billings from Enrich.

    Supervisor Approval Required At defines a value to be used during credit limit checking when Financials is installed. When the customer has exceeded the credit limit by more than the stated percentage, supervisory approval by entry of user ID and password must be given.

    Synchronize Assignee/Pay-To Vendor - when set to Yes, the Pay-To Vendor is output only; when set to No, the Pay-To Vendor is input capable.

    Synchronize Customer Credit On Hold identifies whether or not the customer credit on hold status should be matched between Enrich and Financials. If set to Yes:

    • the Enrich customer credit on hold is set to Yes when the Financials vendor hold code is updated to a non-blank value.
    • the Enrich customer credit on hold is set to No when the Financials customer hold code is updated to blanks.
    • the Enrich customer credit on hold cannot be changed in Edit Customer Master.

    If set to No:

    • the Enrich customer credit on hold is not updated by the trigger on the Financials customer master file.
    • the Enrich customer credit on hold can be changed in Edit Customer Master.

    Synchronize Vendor Held Status identifies whether or not the vendor hold status should be matched between Enrich and Financials. If set to Yes:

    • the Enrich vendor held status is set to Yes when the Financials vendor hold code is updated to a non-blank value.
    • the Enrich vendor held status is set to No when the Financials vendor hold code is updated to blanks.
    • the Enrich vendor held status cannot be changed in Edit Vendor Master.

    If set to No:

    • the Enrich vendor held status is not updated by the trigger on the Financials vendor master file.
    • the Enrich vendor held status can be changed in Edit Vendor Master.
  4. Click Enter  to save the parameters.
  5. Click Exit  twice to return to the menu.

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