Global Settings is where the administrator would set default and global settings that affect all users of AyaNova, and all features of AyaNova when the user logs into the AyaNova program.
NOTE: In some cases, a specific client or specific user may have settings that override the Global Settings. If you have a situation where a client or user is not getting the same settings as others, check their entry screen.
Global Settings is accessed via the Administration navigation pane
If you edit any of these settings, make sure all staff exit out of AyaNova until you have saved the new settings and exited AyaNova yourself.
Global Settings affect each user when they log into the AyaNova program. Edited Global Settings won't be in effect for an AyaNova user until after that user exits out and logs back in.
Business Settings
Default parts purchase tax
Tax used by default for parts on purchase orders
Default service sales tax
Sales tax used by default for services on workorders
Default parts sales tax
Sales tax used by default for parts on workorders
NOTE about starting numbers – when editing starting number for workorders, quotes, pm’s or inventory adjustments, do be aware that the value displayed in the Global Settings screen is the highest existing number for that table.
Even if you edit the Global Settings starting number, until you make a new workorder, pm, quote etc, the highest existing number is still the same as it was previously in the record.
So if you edit the starting number – you need to make at minimum one new workorder or new quote, etc to actually “set” the new starting number as the highest existing number.
Inventory adjustment start number
Inventory Adjustment starting number must be greater than existing used numbers. Once have entered a number, can not enter a smaller number.
Purchase orders start number
Purchase Orders starting number must be greater than existing used numbers. Once have entered a number, can not enter a smaller number.
Quotes start number
Quotes starting number must be greater than existing used numbers. Once have entered a number, can not enter a smaller number.
Service Template
Select the specific service workorder template you want to be selected by default when a user creates a new service workorder via the Service Workorders grid New... menu option
NOTE: Client template setting and/or user template setting may override.
Service workorders start number
Service workorder starting number must be greater than existing used numbers. Once have entered a number, can not enter a smaller number.
Workorder closed status
If a specific Workorder Status is selected here, when a workorder is Closed, it will automatically take this status. This is very useful to ensure for reporting that you have the correct status on a closed workorder, as once a workorder is closed, it can not be re-opened as it is for historical purposes only.
| • | Note to SDK/API users: a property (AllowAutomaticClosedWorkorderStatus) was added to the AyaBizUtils class to enable 3rd party software to override this automatic behaviour, simply set it to false before closing the work order in your code. |
Workorder stale age (minutes)
Minutes after a workorder is created that it should be closed by.
When a work order is created this time span is added to the current date / time to set the Close By Date field in the Service workorder entry screen automatically.
Set to zero if not used.
1440 minutes = 24 hours
10080 minutes = 7 days
44640 minutes = 31 days
Company Info
NOTE: These are not tied into any reports or other information
Some properties are further expandable to edit additional aspects of the property, such as Physical Address and Postal Address. Click on the + sign on the left hand side to expand the property so it can be viewed completely as well as edited.
Display Settings
Coordinate default latitude hemisphere
Coordinate default longitude hemisphere
Coordinate display style
Determines how geographic co-ordinates are displayed
Part display format
Sets the format for how parts are displayed for selection. For example the display may be changed from Number – Name – Manufacturer to display instead as Assembly – Number – Name.
Unit display format
Sets the format for how units are displayed for selection. For example the display may be changed from Vendor – Model – Serial to instead display as Serial Number only
User name display format
Determines the format of how Schedulable Users display within drop down selection boxes, and to display in screens and on reports.
Workorder Item Summary Template
This determines what information from a service workorder item will display on the Schedule screen.
See also:
How do I edit the Workorder Item Summary Template Editor for popup on the Schedule Screen?
Global Settings
Use Inventory
If set to TRUE, able to use Purchase Orders, Receipts, view Inventory Status, make Inventory Adjustments, and request order of Parts within service workorders.
If set to FALSE, only able to enter Parts, and select Parts without affecting inventory.
NOTE: Changing Use Inventory to False, entering a quantity of parts in workorders, and changing Use Inventory back to True can result in on-hand amounts becoming out of synch. If you do this, you may need to make Inventory Adjustment entries to adjust for the inconsistencies of parts entered in workorders where inventory tracking was not in use.
Use Regions
At this time, Region restrictions is not yet an implemented feature in AyaNova, so setting to True or False makes no difference
See also:
Language Settings
Default language
Language that all localized labels will be set to.
AyaNova includes sample English, Spanish, French and German locales
See also:
Use CJK Index
Only set to TRUE if entry of Chinese, Japanese or Korean characters into fields and labels. TRUE uses intensive indexing features not required by other languages that can affect performance.
Notification
SMTP login - Login account for SMTP mail server
SMTP password - Password for SMTP login account
SMPT Reply to / from address - From email account (reply to address) to use when sending outgoing notification
SMTP Server
Internet (SMTP) mail server used for sending outgoing notification messages. Note that if your SMPT server requires other than port 25, you need to specify that in this field. For example, if your SMTP server is mail.blah.net and the port to access is 587, enter it as mail.blah.net:587
Use Notification
If set to TRUE turns on notification system. Required whether using internal notification and/or external.
If set to FALSE, turns off notification processing.
See also:
Network Generator for use with Notification