Main Parameters

Use the Main Parameters Window found at Parameters & Lists > Marketing Database > Main Parameters to enter the main operating parameters and defaults used by your version of the BusiPro system which will effect all events/publications set up within the system.

The top half of the window shows:


Data Set Code

A different code is set up for each of your data sets (databases). There may be more than one in your BusiPro. These codes cannot be changed, nor can new data set parameters be added, but the information within existing data sets can be viewed and changed.

Name
 
To the right of the Code is a description of the data set.

In the bottom half of the window there are three page tabs. Each page holds different parameter information:

 

1. Main Parameters

Home Country
 
The country your company is located in.

Default Language
 
 The default language of your company. This can be changed by searching for another language code, for more information see Adding Languages.

Default Comm. Type
 
When a new communication is created in the system, it will automatically be defaulted to this type. The usual default is GENERAL, this can be changed by Searching for another Communication Type code, for more information see Communication Types.

Acc. Comm Type
 
The communication type entered in to this field is used as the default type when creating communications in Account Enquiry and Transaction Maintenance. It is also used by the system when it creates a payment schedule communication.

Waiting List Comm. Type
 
The communication type entered in to this field is used by the system when it creates a communication as a result of an item of stock becoming available that was requested by another customer.

Default Cmp. Profile
 
Company profiles are pre-set parameters for company records. Enter or Search for the default profile to be used in this data set. For more information see Company Profiles.
 

2. Accounting Parameters

Def. S/L Pay. Terms
 
Enter your company's default sales ledger payment terms in days for other companies to pay your invoices.

Def. P/L Pay. Terms
 
Enter your company's default purchase ledger payment terms in days for you to pay other company's invoices.

Def. S/L Ctrl. Nom
 
Enter or Search for the default sales ledger control nominal code.

Def. P/L Ctrl. Nom
 
Enter or Search for the default purchase ledger control nominal code.

Jrnl. Nominal
 
Enter or Search for the journal nominal code.

Write off Account
 
Enter the default nominal code money written off will be allocated to.

Exchange Rate Acc
 
Enter the default nominal code money written off because of exchange rate differences will be allocated to.

Adjustment Account
 
Enter the default nominal code money written off by adjustments will be allocated to.

Current Year
 
Displays the current year, this cannot be changed.

Current Period
 
Displays the current month, this cannot be changed.

Acc. users in System

 

3.Transaction Types

 
The first set of fields allows you to set defaults for various transaction types by entering or Search the available codes. For more information see Transaction Types.

The second set of fields allows you to set defaults for various payment methods by entering or Search the available codes. For more information see Payment Methods.

The last set of fields allows you to allocate a default code for sales documents such as invoices and credit notes.

 

4. Currency

Home Currency
 
Enter or view a three digit code that identifies the main system operating Currency. For example, type GBP to indicate British Pounds. Use the field to the right to enter or view a full description of the main system operating Currency. For example, if you enter GBP in the Home Currency field, this field will read Pounds Sterling. Use short description field to enter or view a short description of the currency; you can have up to 20 characters in this field. For example, you can enter a description of Pounds

Symbol
 
Enter or view the symbol that represents the main system operating currency. For example, Pounds would get £.

Default Cost Code
 
Enter or Search for the Default System Cost Code to be used.

Journal Cost Code
 
Below the Default Cost Code field is where you enter or search for the Journal Cost Code that you would like to use.

Default Standard Rate Vat Code
 
Enter the Default Standard Rate VAT Code. This determines the relevant Vat code that is used when creating a new Item.

Default Outside Scope Vat Code
 
The last field on the right is where you enter the Default Outside Scope Vat Code.

Default VAT Country
 
Enter or Search for the default VAT Country.

 

5.System Parameters

The last tab System Parameters should only be edited by your systems administrator.



Marketing Database Options