About the MS Company Parameters Form
Use this form to set up various control options for Material Sales (MS) processing in a company.
You must define these options before processing in MS. It is important that you take time to understand the effects of all choices for each setup option. The options you select will affect which MS forms you will use, how the forms work, and how MS affects other modules. It is suggested that you restrict this company setup form so only the system administrator has access to it.
About Setting Up Material Sales
Headquarters (HQ)– Companies must be set up in HQ Company Setup before you can set it up in MS Company Parameters. Additionally, you must set up the material categories (HQ Material Categories) and materials (HQ Materials) for use throughout Material Sales.
Inventory (IN) – The Inventory module must be in use before you can use Material Sales. Material Sales and Inventory must share the same company number (i.e. materials sold from MS CO#1 must be stocked in IN CO#1). Set up shared companies in IN Company Parameters before doing so in MS. All materials sold through MS come from locations set up in IN Locations, whether they are stocked materials or not. Additionally, many of the defaults in MS for material unit prices, tax codes, and GL accounts for hauling accrual and income are set up in Inventory. (Defaults may be overridden when processing in Material Sales.)
Accounts Payable (AP) – Material vendors and outside haulers used to haul materials sold through MS must be set up in the AP Vendors.
Once defined, changes are usually rare to setup options. Because changing an option may affect processing or stored information, make changes carefully. If you want to change an option but are unsure of its effect on existing data, contact Viewpoint Support.
Default Surcharge Group
If you will be implementing surcharges in MS, you can assign a default surcharge group for each applicable MS company. Although surcharge groups can be assigned at the quote level, assigning a surcharge group here will ensure that every ticket will be assessed surcharges, regardless of whether a quote is referenced. During ticket entry, the system will assess surcharges based on the surcharge group assigned to the quote. However, if no surcharge group is assigned to the quote and quote is flagged to apply surcharges, if no quote exists for the purchaser, the system will then use the surcharge group assigned here to assess the surcharges.
About Setting Ticket and Haul Sheet Entry Options
If there are certain types of information that you typically do not track when posting material sales tickets or hauler time sheets, use the Remove From Ticket Entry and Remove From Haul Sheet Entry options in MS Company Parameters to control which fields display on the screen.
For each field listed, indicate whether you want the field removed from the specified form (MS Ticket Entry or MS Hauler Time Sheet Entry). When you select a check box, the system removes the corresponding field(s) from the form, but they will still be available for reporting purposes. If you elect to remove tax fields and discount fields from either form, be aware that the system still calculates taxes and discounts where applicable. Although you cannot see the calculations, they will be stored in the appropriate file and processed normally.
If you want specific fields to display on the form, but want to skip input for, use the F3 Properties window.
About Tracking Changes to this Form
The HQ Master Audit (HQMA) table contains a list of changes to records in the application. For example, if you change a setting on a company parameters form, a new entry is created in the HQMA table so that there is a record of the change. See About Viewing the Master Audit Log for more information about viewing information in the HQMA table.
Quote Numbers and Invoice Numbers
You can enter quote numbers manually or have the system generate them automatically.
If you always use numeric quote numbers, you can check the Auto-Generate Quote #'s box in MS Company Parameters to have quote numbers assigned automatically during quote entry. When N, New, or + is entered for a new quote, the system generates a sequential number based on the Last Used Quote # specified in the company file, and also updates the Last Used Quote # with the new number. If you use both numeric and alphanumeric quote numbers, use manual entry.
The system assigns invoice numbers automatically. However, number assignment is determined by how you set the Use Invoice #'s from option in MS Company Parameters (Invoices tab). Select MS to have Material Sales invoices use their own numbering scheme or AR to have them share invoice numbers with AR. Regardless of which option you select, the system will assign invoice numbers sequentially based on the Last Used MS Invoice # specified in either MS Company Parameters or AR Company Parameters.