System Settings Screen Field Reference

FieldDescription
Auto Assign Settings
Allow Auto Assign Option for VendorIndicate whether you can choose to have the application assign a code when you add a vendor.
Allow Auto Assign Option for Customer/ProspectIndicate whether you can choose to have the application assign a code when you add a customer or prospect.
Allow Auto Assign Option for EmployeeIndicate whether you can choose to have the application assign a code when you add an employee.
Allow Auto Assign Option for UserIndicate whether you can choose to have the application assign a code when you add a user.
Auto Assign FormatIndicate whether the code assigned for an auto-assigned item will contain only numeric characters or alphanumeric characters. Viewpoint Estimating uses leading zeros when auto-creating numeric codes.
Number of Alpha Characters (1-5)If the Auto Assign Format is set to Alphanumeric, select the number of alphanumeric characters that will be used in the auto assigned code. With this field set to 5, Viewpoint Estimating would assign a company named Viewpoint, Inc. a code of VIEWP001.
Posting Date Warning Settings - These settings determine when Viewpoint Estimating displays a warning message about a posting date being too far in the past or future.
Days in PastEnter the number of days after which when you post data, Viewpoint Estimating displays a warning. For example, if you enter 30, Viewpoint Estimating displays a warning any time you post data more than 30 days in the past.
Days in FutureEnter the number of days before which when you post data, Viewpoint Estimating displays a warning. For example, if you enter 30, Viewpoint Estimating displays a warning any time you post data more than 30 days in the future.
Default Font for Rich Text Editor - These settings control the default font for the Formatted Text Editor used throughout Viewpoint Estimating. You can still change the font in the formatted text editor as needed.
Tip: If you want to match the default font used in screens throughout Viewpoint Estimating, set the default font name to Tahoma and default font size to 9pt.
Font NameSelect the name of the default font for the formatted text editor.
Font SizeSelect the size of the default font for the formatted text editor.
Report Server Settings - These settings are available to troubleshoot issues with the Report Server.
Server NameEnter the name of the Report Server.
Port NumberEnter the port of the Report Server.
Instance NameEnter the name of the Report Server instance.
Root FolderEnter the root folder of the Report Server.
Domain NameEnter the domain name of the Report Server.
User NameEnter the user name of the Report Server.
User PasswordEnter the password of the Report Server.
Inventory Control Settings
Enforce Zero (0) Limit on Inventory Items Select this checkbox to prevent item quantities from going below zero for a given location. If you select this checkbox, the system generates an error message if users try to create transactions (such as usage, transfers, or adjustments) that would result in a negative item quantity.