Global Settings

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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

GlobalGrid1

 

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 every 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.

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Security Group internal object: Object.Global

 

NOTE: Only if the user is of User Type Administrator User will this user be able to view the Global Settings grid

Forbidden: User of that security group can not access the Global Settings grid at all
 
Read Only: User can view the Global Settings grid but can not edit
 
Read/Write or Read/Write/Delete: User can access the Global Settings grid, view and edit

 

 

 

 

Business Settings

 

GlobalSettingsTaxes

Default parts purchase tax

Tax used by default for parts on purchase orders. Select an existing created Tax Code that you want to default for parts selected in a purchase order. Note you can still change in the Purchase Order.

 

Default service sales tax

Sales tax used by default for services on workorders. Select an existing created Tax Code that you want to default for labor selected in a workorder. Note you can still change in the workorder.

 

Default parts sales tax

Sales tax used by default for parts on workorders. Select an existing created Tax Code that you want to default for  parts selected in a workorder. Note you can still change in the workorder.

 

GlobalSettingsMaxFileSize

Maximum Embedded File Size

The maximum file size for an attached document via any Wiki. Do note that you can set the maximum to less than 50MB but you can not set to higher than 50MB. You can check the size of all files being kept in your database by viewing the Files in Database grid in the Administration pane.

 

GlobalSettingsInventoryNumber

Inventory adjustment start number

You can enter whatever number you want here as the Inventory Adjustment starting number. Do note that it must be greater than existing used numbers for Part Inventory Adjustments. Once you have entered a number and saved, you can not enter a smaller number.

 

GlobalSettingsPONumber

Purchase orders start number

You can enter whatever number you want here as the Purchase Orders starting number. Do note that it must be greater than existing used numbers for Purchase Orders. Once you have entered a number and saved, you can not enter a smaller number.

 

GlobalSettingsQuoteNumber

Quotes start number

You can enter whatever number you want here as the Quotes starting number. Do note that it must be greater than existing used numbers for Quotes. Once you have entered a number and saved, you can not enter a smaller number.

 

GlobalSettingsWONumber

Service workorders start number

You can enter whatever number you want here as the Service Workorder starting number. Do note that it must be greater than existing used numbers for Service Workorders. Once you have entered a number and saved, you can not enter a smaller number.

 

NOTE about starting numbers – when editing starting number for workorders, quotes, purchase orders or inventory adjustments, do be aware that the value displayed in the Global Settings screen is the existing highest existing number for that table.

 

Even if you edit the Global Settings starting number, until you make a new workorder, po, 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.

 

GlobalSettingsLaborMinutes

Scheduled / Labor Default Minutes

Enter in minutes the default time span for a Start and Stop Date/Time for Labor and for Scheduled Users in a workorder.

 

For example, if you enter in 90, that means if you enter in a Start Date/Time for Labor of 9:00AM the Stop Date/Time will automatically pre-enter 90 minutes later for you at 10:30AM to save typing time. You can of course still edit the Stop Date/Time.

 

GlobalSettingsServiceTemplate

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. You can leave this blank if you do not want a default template selected.

 

NOTE: Client template setting and/or user template setting may override.

 

 

GlobalSettingsTravelMinutes

Travel Default Minutes

Enter in minutes the default time span for a Start and Stop Date/Time for Travel in a workorder.

 

For example, if you enter in 15, that means if you enter in a Start Date/Time for Travel of 9:00AM the Stop Date/Time will automatically pre-enter 15 minutes later for you at 9:15AM to save typing time. You can of course still edit the Stop Date/Time.

 

GlobalSettingsStatus

Workorder closed status

If a specific Workorder Status is selected here, when a workorder is checkmarked 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. You can leave this blank if you do not want the Closed workorder's status affected.

 

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.

 

GlobalSettingsStale

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

GlobalGrid3

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

GlobalGrid4

 

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:

Workorder Item Summary Template tags

How do I edit the Workorder Item Summary Template Editor for popup on the Schedule Screen?

 

 

Global Settings

GlobalGrid5

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 as inventory is not tracked when set to False. 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.

 

 

Language Settings

GlobalGrid6

 

Default language

Language that all localized labels will be set to.

AyaNova includes sample English, Spanish, French and German locales

See also:

Localized Text Designer

 

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

GlobalGrid7

 

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:

Notification Subscriptions

Network Generator for use with Notification

Client Notifications