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Global Settings

Module Guide: Global Settings

Module Location

Settings > System Settings > Global Settings

Module Purpose

The Global Settings module is the main control center for configuring various operational parameters and system behaviors across the entire ERP application. The settings changed here will have a widespread impact on various modules, from display, transaction workflows, production management, quality control, to system administration.

View & Configuration Explanation

This page contains a long list of configurable parameters. Here is an explanation for some of the main groups of settings visible:

1. Display & Basic Settings

  • Maximum Display Rows: Sets how many rows of data are displayed per page in tables throughout the system.

  • Maximum Print Rows: Sets the maximum number of rows when printing documents.

  • Decimal Number System: Defines the number of digits after the decimal point for calculations.

  • Currency: Defines the default currency used in transactions and reporting.

2. Transaction & Journal Settings

  • Prefix for Transaction Type: Sets the prefix used for numbering documents like Sales Orders, Invoices, Journals, etc. This can be set as Fixed (cannot be changed by the user) or Changeable. This is very important for standardizing document numbering.

  • Installment & Credit Limit Settings: Configures the system's behavior regarding customer credit management.

  • Invoice Numbering: Configures whether invoice numbering follows a Strict (sequential) or Loose rule.

3. Quality Control (QC) Settings

  • MOQ, Processing, and Sampling Settings: Parameters that set the rules for Minimum Order Quantity, processing, and sampling for the QC process.

  • QC Outgoing & Incoming: Activates or deactivates the QC process for outgoing and incoming goods.

4. Production & Warehouse Settings

  • Item Code Format: Defines the structure or format for creating new item codes, can be set to Automatic Numbering.

  • Work Shift: Sets the number of work hours per shift, break times, and the number of shifts per day.

  • Warehouse Automation: Parameters like Automatic Goods Receipt or Automatically Move Finished Goods control automated workflows in the warehouse.

  • Warehouse Logic: Sets the logic for item placement, for example, whether it's based on Destination Warehouse or Isolate Lot#.

5. Administration & Access Settings

  • System Administrator: Assigns which user has system administrator access rights.

  • Approval: Configures the approval workflow for various documents. Users listed in the ApprovalList will have the authority to approve transactions.

  • IP Setting: Sets the allowed IP addresses for accessing the system, as an additional security layer.

6. Action Buttons

  • Change: This button (usually located at the bottom of the page) is used to save all changes made on the global settings page.

  • Reset: Reverts all values to their default settings or the last saved configuration.

Workflow & System Impact

  • Widespread Impact: Every change made on this page will directly affect the behavior of related modules. For example, changing the Decimal Number System will alter how all monetary values and quantities are displayed in the system.

  • Process Standardization: Settings like transaction Prefixes and Item Code formats ensure that data across the company is structured and consistent.

  • Control & Security: Parameters like ApprovalList, System Administrator, and IP Setting are crucial tools for controlling access and approval workflows, maintaining the integrity and security of company data.

  • Operational Efficiency: Automation settings (e.g., automatic goods movement) are designed to reduce manual work and increase the efficiency of workflows in the warehouse and production.

Tips & Important Notes

  • Restricted Access: Due to its very broad impact, access to this module must be highly restricted and only given to the System Administrator or high-level IT personnel.

  • Test Changes: Before changing crucial settings in a live production environment, it is highly recommended to test them first in a development or UAT (User Acceptance Test) environment to understand their impact.

  • Document Changes: Every change made to the Global Settings must be well-documented, noting what was changed, when, by whom, and why. This is important for tracking and if problems arise later.

  • This module is the "brain" of the ERP system. Careful and planned configuration on this page is the key to the successful implementation and smooth operation of the system.

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