Primary Attributes

When setting a primary team for a user, this non-security information gets updated to the user from the primary team:

General

• Date entry format
• Default company
• Read only
• In error
• Enable warning
• Warn - days before expiry
• Select skin
• Function key mappings

Print Forms

• Default printer
• Default paper size
• Enable hotprint
• Print preview default size
• Show report definitions
• Use profiler
• Hotprint setup

Data Entry

Hold Code

Business Analyst

Default View

Sales Orders - Options

Fwd Order Status

Sales Orders - Defaults

• Branch
• Location
• Line Type
• Line Sequence
• Order status
• Default delivery date to today plus - days
• SO Status Print
• Generate Pslips
• Generate Invs

Sales Orders - Order Entry Control

• Customers credit limit exceeded action
• Max order value exceeded action
• Max disc% exceeded action
• Min GP% not reached action

Purchase Orders - Defaults

All

Purchase Orders - Receipt Control

Max order value exceeded action

Inventory

• Default branch
• Default location
• Default IN Trans type
• Increasing trans type
• Decreasing trans type

Job Costing:

Profit Centre Group

Manufacturing - Manufacturing

Default Location

Manufacturing - MRP

All

Manufacturing - Planning Board

All

CRM - Bookings

Default Filter

CRM - Print

Hotprint Setup

CRM - Outlook

• Prompt Outlook Synchronisation on exit
• Default values to Publish

CRM - Inbound Email

• Enable file inbound emails
• Show File Against dialog in Outlook
• Confirm when re-filing emails in Outlook
• Move to folder in Outlook
• Require password
• Require File Against details
• Default File Against View Mode
• Default File Against Status Selection
• Always apply templates
• File against contacts
• File against myself
• Include Attachments on Emails
• Create communication records
• Attach To Primary

CRM - Inbound File:

• Enable inbound file
• Show File Against dialog
• Require password
• Require File Against details
• Default File Against View Mode
• Default File Against Status Selection

CRM - More Privileges:

Assign default user on new

CRM - Service:

• Default Service Calendar
• Default Service Planner
• Default Product
• Always allow Inventory additions to service requests

CRM - Sales:

• Default QuoteType
• Default Sales Person
• Default Quote Branch

Workflow - Desktops:

• My Desk
• Sales Desk
• Support Desk
• Debt Coll. Desk
• Fund Raise Desk
• My Desk is loaded on login
• Set Notification to Read on drill down
• Remember form sizes and positions

SCM - Requisitions:

• Default Branch
• Approval Branch
• Default Warehouse
• Default Tax Type
• Default Req. Type
• JC IN Tran Type
• PO Generation

SCM - Print forms:

Requisition

HR - More Privileges:

Assign default user on new

HR - Print Forms:

Hotprint Setup

HR - Data Entry:

• Default Pay Group
• Pay Entry Configuration

HR - Other:

Service Planner Desk

Point Of Sale:

• Preferences
• Line entry options
• IN Maintenance options