Summary
Defaults allows you to customise your system
Details
Defaults tab is itself and Index tab with 7 tabs:
The following defaults are maintained:
| Dialer Program. | Parts of the system allow you to autodial phone numbers |
| Web Browser. | Lets you over-ride the default browser |
| Background Color. | Click to set your system background color. For the main screen, and any companies where company color is not set |
| Sizing Bar Color | Click to set color of sizing bars |
| Recipe, Retention Color | Click to set color of these items in grids |
| Minimum Date | The system requires a minimum date that any Date Text Box will use |
| Country | Setting the country invokes subtle changes throughout the system |
| Cheque digits | Cheque Numbers are padded with zeros up to this number. Generally this should be set to six digits. |
| User Definable Fields | Set the maximum number of Contact, Job, supplier and model UDFs throughout the system |
| Status Line Characters. | Status messages longer than this are truncated. Set to prevent long messages forcing toolbars to a second line |
| Pay Deduction Chars. | The length of the PayDeductions field in the Supplier table of system databases |
This controls the number of pay deductions each supplier can have.
The default is 50 for older databases or 255 for new databases. Or you can alter field length yourself and set that value. This field contains deduction codes separated by semi colons, so the number of deductions permitted is determined by the lengths of the individual deduction codes.
| Unbalanced EFT Format | Some banks require Electronic Funds Transfer files to not have a balancing record |
| Lock Transactions | Additional record locking can be invoked when multiple users are simultaneously posting transactions. Check this option if your system rejects postings, usually with large Access databases and slow networks. |
| Twin Retentions | The system can allow 2 retentions on each invoice |
| Separate Retention GL | The system can report retentions as a separate GL account, rather than including them in standard Debtors/Creditors. |
This option sets drives and folders for Data, Reports, Backups, Downloads and Documents.
The system can create a new folder for each Job below the document folder (and the company folder if one is set in the company tab)
Databuild is multi-lingual. You can set a language from the drop down or enter your own.
The system holds a native phrase in Australian English and the translation table holds target language equivalents.
System prompts, labels, tool tips and captions are translated
If the build Translation File option is checked, the system builds up the table for translation as it progresses through the system.
As well as traditional translating, the system can be used for local terminology and spelling
for instance, GST could become VAT
Centre could become Center
[X] and [XX] are used as data holders as in:
Do you want to delete Job [X], cost centre [XX]
Command Buttons
Select a translation file
Display the translation file in a table for editing
Adds a new row to the translation table
Deletes selected rows
Saves changes to the translation file
Sets Crystal Reports margins and viewer options:
Show Navigator. Displays the navigator panel on print preview
Search button enables searching on print preview.
Hide Heading box prevents the box drawn around the heading of each report page
Default Logo file. If individual companies have a valid logo file, this will be over-ridden
Over-ride default margins. If you want to change Databuild's default margins, check this box and set margins
Various Orders options are set:
Number of Price Levels. Be aware that different computers can have different numbers of price levels. You may want to do this to block access to sensitive prices
Maximum number of Loads per order. Each cost centre can have a number of physical or theoretical loads. Each order relates to a single load on a single cost centre on a single job.
Over-runs: Loads from this number are forced into over-runs
Cancelled Orders are forced to a certain over-run number. When an order is cancelled, it is credited to a nominated over-run code
Re-Ordered orders are forced to a certain over-run number. When a cancelled order is re-ordered, it is debited to a nominated over-run code which may or may not be the same as the cancelled orders over-run code
Databuild generates Emails from various parts of the system: Orders, Claims, Pay Remittances,Variations, Job Documents,XML Export, Error messages, Feedback, Job Control Documents and Can Do
This screen sets up your Email settings. There are 3 main Settings:
| • | Disable |
| • | Use MAPI (Messaging Application Application Programming. This piggy backs onto an external MAPI program such as Microsoft Outlook which must be loaded. Firewalls and security procedures and warnings on these programs can sometimes make this option unworkable. |
| • | SMTP (Simple Mail Transfer Protocol, but don't be fooled by the name) is a more general system, but requires a bit of setup (much as the MAPI client did). You need to nominate: |
| • | Your server name. Either direct or as an IP address ("123.4.128.0" etc) |
| • | Your Proxy server (if you use one) |
| • | Your return Email Address |
| • | Check if your server requires SMTP Authentication, and if so your user name and password |
| • | Check if you want to save Emails to disk. If so, emails can be viewed on a job by job basis in Jobs/Documents |
CC Emails. If you want copies of all emails forwarded to an address, enter it here. If you are using a MAPI client for other Emails, emails sent via your SMTP server will not appear in Outlook etc, unless you forward a copy to yourself
Databuild can send SMS messages to mobile phones. To do so you need to setup an account with an SMS server and enter your particulars.
An Identifier is a text that prefixes all SMS messages, usually your company name. As SMS messages have an absolutr limit of 160 characters, this should be kept short.
An originator is the phone number returned SMS messages are directed to. This is necessary if we are to process return information.
For instance Job Controlsneds status requests to supervisors. When the supervisor replies to those SMS messages, the replies are routed back to the system and activity statuses are updated automatically.
If the server bills via a credits system, you can view current credits and purchase more online.
Buttons (these require internet access)
Information screen on the current SMS server
SMS report screen for the current SMS server
Tests SMS connection
Purchases online credits
Refreshes available credits. Do this after purchasing credits or changeing SMS server details
Toolbar
Previews Report