integrated business solutionsintegrated business solutions · generic 10 purchasing 11 sales 12...
TRANSCRIPT
Integrated Business SolutionsIntegrated Business SolutionsIntegrated Business SolutionsIntegrated Business Solutions
Volume 2
Administration Guide
Mantaray Software Sàrl
Version 6
May 2013
Mantaray Administration Reference
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Manta Ray Administration Reference
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This document contains proprietary information that is protected by copyright. No part of this
document may be photocopied, reproduced, or translated without the prior written consent of
Mantaray Software Sàrl. The information contained in this document is subject to change without
notice.
Mantaray Software Sàrl provides this material as is and makes no warranty of any kind, expressed
or implied, including, but not limited to, the implied warranties of merchantability and fitness for
a particular purpose. Mantaray Software Sàrl shall not be liable for errors contained herein or for
incidental or consequential damages (including lost profits) in connection with the furnishing,
performance, or use of this material whether based on warranty, contract, or legal theory.
Windows TM
is a trademark of Microsoft Corporation.
Copyright © 2001-2010 by Manuel Goeyers.
Copyright © 2010-2012 by Mantaray Software Sàrl.
Mantaray Software Sàrl
133, route de Diekirch
L-7220 Walferdange, Luxemburg
www.mantaray.lu
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Table of Contents
MANAGER FUNCTIONS 9
Company Maintenance 9
System Control File 10
Generic 10
Purchasing 11
Sales 12
Shipments 14
Manufacturing 15
Accounting 16
Insurance Contracts 17
Documents 18
Timesheets 19
Defaults 20
Message of the day 21
System 22
Server 23
Validation Tables 25
Agenda Setup 26
Task Setup 27
Address Setup 32
Contact Setup 41
Product Setup 58
Project Setup 65
Distribution 75
Inventory Setup 76
Manufacturing Setup 79
Accounting setup 85
Knowledge Base Setup 107
Insurances 122
SYSTEM ADMINISTRATION 127
Users 127
User Maintenance 127
Security Groups 133
E-Mail Profiles 134
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User Interface 141
System Menus 141
Optional Fields 142
Report Writer 143
Interfaces 150
Field Translations 156
Generalized Codes 156
Master Comments 157
PART I
Manager Functions
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Manager Functions
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Manager Functions
The manager function menu is used to specify the default values that have to be displayed when creating
information like customers, suppliers and items and is used to create the validation tables that will contain the
primary data used by the company.
Therefore, validation tables have to be defined with caution. All modules used throughout the system will refer
to these tables and will check the correctness of the information entered.
Company Maintenance
In this window all primary information related to the company will be entered. This information will be used to
create the report and document headers.
Figure 1 Company Maintenance
The following explains briefly how these fields are used:
- Company: Select a contact to reference. You can select a company from a list of existing contacts.
Contacts can be added and maintained with the application “Contact Maintenance” found in the
Organizer section.
- AdLines: Enter the address of the company. When you select a contact, the system will fill this
information out automatically.
- Phone: Enter the company’s phone number.
- Fax: Enter the company’s fax number.
- Mobile: Enter the company’s mobile number.
- E-mail: Enter the company’s default e-mail address.
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- Web: Enter a reference to the company’s webpage. This reference is used as a hyperlink.
- Bank Account: Enter the company’s bank account number.
- VAT number: Enter the company’s VAT number.
- Registration number: Enter the company’s registration number.
- Tax zone: Choose the correct tax zone from a list of countries.
- Taxable: Indicate if the company is taxable or not.
- Info lines: Enter some extra info about the company.
System Control File
This program is used to define the parameters that the system is using.
Some of the parameters are used as “switches” to enable or disable features; other parameters are used to
define the counters used by the invoice or sales order programs.
Generic
The generic tabulator allows you to set some general parameters that are applied to all Mantaray modules.
Figure 2 Control File – General
The following explains briefly how these fields are used:
- Site: Select the site that is used by default to store away new items.
- Use inventory: Check this field if the inventory flag has to be checked when creating items.
- Use field colors: Check this if required fields have to be displayed in another color.
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- Use Phone call tracking: Check this if your phone calls have to be tracked.
- Tracking File: enter the directory for the phone call file that needs to be tracked.
- Phone Dialing Prefix: Enter the prefix that always needs to be used when calling a contact from
Mantaray.
Purchasing
The purchasing tabulator allows you to set the parameters regarding purchases.
Figure 3 Control File - Purchasing
The following explains briefly how these fields are used:
- Next PO Contract: Enter the number that will be used to create the next purchase contract. Mantaray
will count further after each creation.
- Next PO Invoice: Enter the number that will be used to create the next purchase order. Mantaray will
count further after each creation.
- Next PO Receipt: Enter the number that will be used to create the next inventory purchase receipt.
Mantaray will count further after each creation.
- Next Purchase Order: Enter the number that will be used to create the next purchase order. Mantaray
will count further after each creation.
- Next PO Declaration: Enter the number that will be used to create the next purchase order customs
declaration note. Mantaray will count further after each creation.
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- Default Binder: Select a binder where PO documents will be put by default.
- RCT-UNP Location: Select the location where items will be put temporarily when received
unexpectedly.
- Quarantine Location: Select the location where items will be put temporarily when received
expectedly.
- Prefix: Enter a prefix that will appear before each number generation.
Sales
The sales tabulator allows you to set the parameters regarding sales.
Figure 4 Control File – Sales
The following explains briefly how these fields are used:
- Next SO invoice: Enter the number that will be used to create the next Sales Order Invoice. Mantaray
will count further after each creation.
- Next Credit Note: Enter the number that will be used to create the next credit note. Mantaray will
count further after each creation.
- Next FSR Invoice: Enter the number that will be used to create the next FSR invoice. Mantaray will
count further after each creation.
- Next SO Quotation: Enter the number that will be used to create the next Sales Order quotation.
Mantaray will count further after each creation.
- Next SO Contract: Enter the number that will be used to create the next Sales Order contract.
Mantaray will count further after each creation.
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- Next Hire Contract: Enter the number that will be used to create the next renting contract. Mantaray
will count further after each creation.
- Next SO: Enter the number that will be used to create the next Sales Order. Mantaray will count
further after each creation.
- Next SO Declaration: Enter the number that will be used to create the next sales order customs
declaration note. Mantaray will count further after each creation.
- Prefix: Enter a prefix that will appear before each number generation.
- Daybook: Enter the code that identifies the corresponding daybook.
- BO Method: Select a backorder method from a dropdown list.
- SO Lead Time: Enter a number of days a sales order may lead to a new sale.
- Use Backorders by default: Check this field to indicate that backorders should be used by default.
- SO Picking Required: Check this field to indicate that inventory picking is required before shipping can
be performed.
- SO Packing Required: Check this field to indicate that packing is required before items can be shipped.
- SO Shipping Required: Check this field to indicate that shipments are required before an order is
closed.
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Shipments
The shipments tabulator allows you to set up parameters regarding the shipping of
items.
Figure 5 Control File - Shipments
The following explains briefly how these fields are used:
- Next Box Number: Enter the number that will be used to create the next packing box. Mantaray will
count further after each creation.
- Next Load list: Enter the number that will be used to create the next load list. Mantaray will count
further after each creation.
- Next Shipment: Enter the number that will be used to create the next sales order shipment. Mantaray
will count further after each creation.
- Use Partial Shipments: Check this field to indicate that partial shipments should be used.
- Prefix: Enter a prefix that will appear before each number generation.
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Manufacturing
The manufacturing tabulator allows you to set up parameters regarding the manufacturing of
items.
Figure 6 Control File - Manufacturing
The following explains briefly how these fields are used:
- Next Work Order: Enter the number that will be used to create the next work order. Mantaray will
count further after each creation.
- Next Reparation: Enter the number that will be used to create the next machine reparation order.
Mantaray will count further after each creation.
- Prefix: Enter a prefix that will appear before each number.
- Quarantine Location: Enter a location where the items are put temporarily.
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Accounting
The accounting tabulator allows you to set up parameters regarding the accounting
features.
Figure 7 Control File - Accounting
The following explains briefly how these fields are used:
- Next Supplier GL Number: The next unique number that will be generated when creating a new
supplier.
- Next Customer GL Number: The next unique number that will be generated when creating a new
customer.
- Cost Price Rounding: The rounding to be created for purchasing.
- Sales Price Rounding: The rounding to be created for sales.
- Next Salary Check: Enter the number that will be used to create the next salary pay check.
- Use Global Tax Management: Toggle whether or not GTM is applied.
- Use GTM Popup’s: Toggle whether or not popups should appear.
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Insurance Contracts
This tabulator allows you to set up the parameters revolving around insurance
contracts.
Figure 8 Control File - Insurance Contracts
The following explains briefly how these fields are used:
- Proposition Warning: The lead time in days where propositions can be open.
- Confirmation Warning: The lead time in days where confirmations can be open.
- Item Update Warning: The lead time in days where contract details can be open.
- Set Reminder in X days: Set a default reminder for business opportunities.
- Description: Enter a detailed description for the reminder.
- Reminder Days: Set how many days the reminder is valid.
- Next Insurance Policy: Enter the number that will be used to create the next insurance policy.
- Next Insurance Damage: Enter the number that will be used to create the next damage file.
- Prefix: Enter a prefix that will appear before each number.
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Documents
This tabulator allows you to set up parameters revolving around your
documents.
Figure 9 Control File - Documents
The following explains briefly how these fields are used:
- Use document versioning: Check this field to indicate that version control has to be used on
documents.
- Automatic increment of versions: Check this field to indicate if version numbers need to be updated
automatically.
- Use by default the Mantaray directory structures: Check this field to indicate that Mantaray has to
decide where to store documents with the hierarchy.
- Root Directory: The root directory to be used for document storage. This will be the starting directory
for the Mantaray structure.
- Archive Directory: Indicates the directory to be used to stored versioning.
- Separate System Documents: Check this field to indicate that Mantaray should separate system
documents from the regular ones.
- System Document Names: Enter a name of a document that Mantaray needs to identify as a system
document.
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Timesheets
This tabulator allows you to set up parameters for the use of
timesheets.
Figure 10 Control File – Timesheets
The following explains briefly how these fields are used:
- Invoice Mark-up: Enter the mark-up percentage for the timesheets.
- Invoice Mark-up Ref: Enter a reference to an item for the timesheets.
- Minimum Time (Min.): Enter a minimum time in minutes to be put on the timesheets.
- Validation Required: Toggle whether or not the timesheet entries need to be validated.
- Set invoice Qty to 1 when generating: Toggle whether or not the invoice should set the quantity to 1
when generating invoices.
- Invoice Approval Required: Toggle whether or not the timesheets require approval to be put on
invoices.
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Defaults
This tabulator allows you to set up some default
parameters.
Figure 11 Control File – Defaults
The following will briefly explain how these fields are used:
- Default language: Enter the language code for the default language.
- Default Credit Term: Enter the code for the default Credit Term.
- Default Customer Type: Enter the code for the default customer type.
- Default Supplier Type: Enter the code for the default supplier type.
- Language List: Enter the reference to a language list.
- Default Tax class: Enter the code for the default tax class.
- Default Tax code: Enter the default tax code.
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Message of the day
This tabulator allows you to create a message of the day and to lock the
database.
Figure 12 Control File - Message of the Day
The following explains briefly how these fields are used:
- Lock Database: Toggle whether or not the database is locked.
- Lock Reason: Enter a reason why the database is locked.
- Free RTF formatted text: The message of the day to be displayed at application start-up.
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System
This tabulator allows you to set up parameters regarding the synchronization with another system, namely
Verass.
Figure 13 Control File - System
The following explains briefly how these fields are used:
- Enable Verass Connection: Toggle whether or not the system can connect to Verass.
- Client / Server Mode: When applicable, toggle whether or not the system will connect in client
or server mode.
- Directory Path: Enter the directory path of the Verass system.
- Host Name: When applicable, enter the host name to which you wish to connect.
- User Name: When applicable, enter the user name with which you wish to connect.
- Password: Enter a password for the user name.
- Server Type: Enter the server type you wish to connect to.
- Database: Enter the database you wish to connect to.
- Timesheet sync: Select the mode of syncing the timesheets between Verass and Mantaray.
- Location: Enter the location of the timesheet file of Verass.
- Closing Day: Enter the closing day for the timesheet.
- Outlook Sync Flag: Enter a sync flag for Outlook
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- Synchronization Master: Select the dominant program while synchronizing.
Server
This tabulator allows you to set the parameters for the Mantaray Server tool.
Figure 14 Control File – System
The following explains briefly how these fields are used:
- Enable Server: Check this field to indicate that the Mantaray Server tool should apply to this
database.
- E-mail Service: Check this field to indicate that E-mails should be synchronized between your e-
mail program and Mantaray.
- Connection Service: Check this field to indicate that Mantaray should connect with another
database
- Messaging Service: Check this field to indicate that Mantaray should synchronize messages.
- Knowledge Base Service: Check this field to indicate that Mantaray should synchronize
knowledge bases.
- Interface Service: Check this field to indicate that Mantaray should synchronize different
interfaces.
- Schedule: Select a schedule that defines the manner in which the services should run.
- Last Run: Indicates the date and time since the last service was run.
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- Input Directory: Fill out the directory where Mantaray puts the input logs.
- History Directory: Fill out the directory where Mantaray puts the history logs.
- Error Directory: Fill out the directory where Mantaray puts the error logs.
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Validation Tables
The validation tables are used to store information that is used to validate data.
A validation table allows the user to select critical information from a list and to ensure that the entered
information is correct.
Mantaray divides the different validation windows into certain categories, based on the functionality of the
validation tables.
Figure 15 Tree Structure – Validation Tables
Each validation table will open a contextual maintenance window where you can define an individual record
for each table.
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Agenda Setup
Meeting Room Browse
Add different meeting rooms with this window. Click to open the maintenance window and add a new
meeting room.
Figure 16 Meeting Room Maintenance
The following explains briefly how these fields are used:
- Meeting Room: Enter a name for the meeting room.
- Description: Give a description or location of the meeting room.
- Start time: Fill out when the meeting room opens.
- Stop time: Fill out when the meeting room closes.
- Max. Persons: Fill out the maximum number of people who can sit there.
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Task Setup
Task Template Browse
Add different task templates with this window. Click to open the maintenance window and add a new task
template.
Figure 17 Task Template Maintenance – General
The following explains briefly how these fields are used:
- Task: Give a name to the task template.
- Task Master: Select a main task template from a list of already defined templates. This would
create the current task as well when you select the main task.
- Description: Give a description to the task template.
- Category: Select the section for which the task would be created.
- Plan days: Fill out the lead time in which this tasks generates a new one.
- Next Task Ldt: Fill out the number of days between this task and the next.
- Priority: Set a priority level ranging from lowest to highest.
- Progress %: Indicate how far along the task you are
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- Instructions: Fill out a set of instructions for this task template.
- Assign to: Indicate who the task is for. The default value is ‘user’.
- UserID: specify the user for whom the task is. Leave it open to give the task to the user who
activates the task.
- Backup: Fill out a username the task will go to if the main user is not available.
Figure 18 Task Template Maintenance – Advanced
- Main status: Select the status that will be used every time a new task is created with this
template.
- Pct: Indicate the default percentage for this task template.
- Keep History: Indicate whether or not a task created by this template should be logged, even
when the task status would be “finished” or “closed”.
- Milestone: Indicate if milestones should be kept.
- Keep Statistics: Indicate if you need statistics for the tasks created by this template.
- Refer to: Indicate to which task status the statistics shown need to refer to.
- Plan mode: Indicate if the task should have a due date (Towards date) or a start date (From date
on)
- Default status: Select the default status for each task created by this template.
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- Use on Task Activities: Indicate if the tasks created with this template should be shown in the
Task Activity window.
- Use as Disbursement: Indicate if the tasks should be invoiced.
Figure 19 Task Template Maintenance – Invoicing
- Invoice Refer. : Select how a task should be shown on the invoice. You can select from a list of
predefined items.
- Invoice Mode: Select how this task should be invoiced.
- Explode: Toggle whether or not this task is an explosion task.
- Pct: Indicate the percentage used to increase the price.
- Item: Select the item which price is augmented by the percentage.
- Checksum: This field shows the sum of all percentages.
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Figure 20 Task Template Maintenance – Automation
- Open: Select a command to open a predefined window.
- Run time: Select when the predefined window needs to be opened.
- Generate when: Select a predefined condition that will automatically create a task using this
template.
- Lead Time: Fill out the lead time for the condition to generate a task using this template.
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Task Template Copy
The Task Template Copy is used to copy a main task template to create a new one.
The following explains briefly what these fields mean:
- From Main Task: Select the main task from which you wish to copy the content. You can select a
task from a list of predefined tasks.
- To: Give a titel to the new template you wish to create. If you have chosen a main task with
multiple subtasks, this tool will create all subtasks.
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Address Setup
These applications are used to set up your address labels. Therefore they need to be created before entering
addresses.
Country Codes
Country codes are not only used to define addresses but also to define tax zones and intrastate codes.
Therefore, country codes must be defined prior to entering addresses.
Figure 21 Country Codes
The following explains briefly how these fields are used:
- Country Code: Enter the country code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Type: Enter the country type (EC, EFTA or TC)
- ISO Number: Enter the ISO code for this country.
- Intrastate Code: Enter in this field the intrastate code.
- VAT Prefix: Enter the prefix used in the VAT code.
- Format: Enter in this field the VAT code format.
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State codes
State codes are used to make the entry of addresses easier. They should therefore be defined prior to entering
addresses.
Figure 22 State Codes
The following explains briefly how these fields are used:
- State code: Enter the state code
- Country: Select the country in which this state is present
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Government Regions
Government Region Codes are used to make the entry of addresses easier. They should therefore be defined
prior to entering addresses.
Figure 23 Government Regions
The following explains briefly how these fields are used:
- Government Region Code: Enter the government region code.
- Country: Select the country in which the government region is present.
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- State Code: Enter the state in which the government region is present.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Postal Codes
Postal codes are used to make the entry of addresses easier. They should therefore be defined prior to
entering addresses.
Figure 24 Postal Codes
The following explains briefly how these fields are used:
- Postal Code: Enter the postal code or zip code.
- City: Enter the name of the city.
- Country Code: Enter the country code.
- State Code: Enter the state code.
- Gov. Region Code: Enter the government region code.
- District Code: Enter the district code.
- City Code: Enter the city code.
- Place Code: Enter the place code.
- Quarter Code: Enter the quarter code.
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Region Codes
Region codes are used to make the entry of addresses easier. They should therefore be defined prior to
entering addresses.
Figure 25 Region Codes
The following explains briefly how these fields are used:
- Region: Enter the region code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
City Codes
City codes are used to make the entry of addresses easier. They should therefore be defined prior to entering
addresses.
Figure 26 City Codes
The following explains briefly how these fields are used:
- City Code: Enter the city code.
- Country: Enter the country code to which this city belongs.
- State code: Enter the state code to which this city belongs.
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- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
District Codes
District codes are used to make the entry of addresses easier. They should therefore be defined prior to
entering addresses.
Figure 27 District Codes
The following explains briefly how these fields are used:
- District Code: Enter the district code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Country: Enter the country code to which this city belongs.
- State code: Enter the state code to which this city belongs.
- Government Region Code: Enter the government region code.
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Quarter Codes
Quarter codes are used to make the entry of addresses easier. They should therefore be defined prior to
entering addresses.
Figure 28 Quarter Codes
The following explains briefly how these fields are used:
- Quarter Code: Enter the quarter code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Country: Enter the country code to which this city belongs.
- State code: Enter the state code to which this city belongs.
- Government Region Code: Enter the government region code.
- Postal Code: Enter the postal code or zip code.
- City Code: Enter the city code.
- District Code: Enter the district code.
- Place Code: Enter the place code.
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Place Codes
Place codes are used to make the entry of addresses easier. They should therefore be defined prior to entering
addresses.
Figure 29 Place Codes
The following explains briefly how these fields are used:
- Place Code: Enter the place code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Country: Enter the country code to which this city belongs.
- State code: Enter the state code to which this city belongs.
- Government Region Code: Enter the government region code.
- Postal Code: Enter the postal code or zip code.
- City Code: Enter the city code.
- District Code: Enter the district code.
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Geographic Types
Geographic types are used to describe a geographic location.
Figure 30 Geographic Types
The following explains briefly how these fields are used:
- Type: Enter a type code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Geographic Locations
Geographic locations are used to pinpoint a location.
Figure 31 Geographic Locations
The following explains briefly how these fields are used:
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- Street code: Enter a street code.
- Type: Enter a geographic type.
- Country: Enter the country code to which this city belongs.
- State code: Enter the state code to which this city belongs.
- Government Region Code: Enter the government region code.
- Postal Code: Enter the postal code or zip code.
- City Code: Enter the city code.
- District Code: Enter the district code.
- Place Code: Enter the place code.
- Quarter Code: Enter the quarter code.
- AdLines: Enter an address.
- House Nbr Type: Enter a house number type.
- From/To: Enter a range of house numbers.
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Contact Setup
These applications are used to set up your contacts. Therefore these need to be defined before creating
contacts.
Language Codes
Language codes are used to identify the language spoken by the supplier or customer and to print document
accordingly.
Figure 32 Language Codes
The following explains briefly how these fields are used.
- Language: Enter an alphanumeric code to define the language.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Contact Relation Types
Contact Relation Types are used to define the different relations between two contacts. When creating a
relation type, two entries are formed in the list, one for each opposite.
Figure 33 Contact Relation Types
The following explains briefly how these fields are used:
- Type: This field will automatically fill out a name for the relation type, based on the data
you fill out in the description fields.
- Opposite: This field will automatically fill out a name for the relation type, based on the
data you fill out in the description fields.
- Description: Enter a name for that part of the relation.
- Memo: Create a memo attached to this relation type.
- Enable tab: Select a tab that should be enabled when selecting this relation.
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Contact Groups
Contact Groups can be defined to classify contact persons or companies.
Figure 34 Contact Group Definition
The following explains briefly how these fields are used:
- Group: Enter a code or name that will be used to define a group of contact persons.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Icon: Enter an icon that will represent this contact group.
- Active in DDA: Toggle whether or not this contact group has to be shown in the DDA.
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Contact Groups Defaults
The following window is used to define the system default groups.
Figure 35 Group Defaults
These fields will contain the group code to be used when creating new contacts and relation.
Figure 36 Group Defaults - Relations
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Figure 37 Group Defaults - Project Relations
Figure 38 Group Defaults - Depot Relations
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Figure 39 Group Defaults – Insurances
Figure 40 Group Defaults – Hotel Relation
Enter here the relation codes to be created by default.
Once the codes are entered, select "Re-Generate Relations" from the action menu. The relations will be re-
generated.
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Customer Documents
Figure 41 Customer Documents
The following explains briefly how these fields are used:
- Document: Give a title to the document.
- Description: Enter a detailed description of the document.
- Reference: Select a created document as a reference.
- Comment: Enter a comment about this document.
- Receive limit: Set the receive limit.
- Add automatically: Toggle whether or not the document should be added automatically
to the knowledge base.
- Required: Toggle whether or not the document is required to have.
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Customer Types
Customer types are used to give a classification to customers.
Figure 42 Customer Types
The following explains briefly how these fields are used.
- Customer Type: Enter a code used to identify the customer type.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Legal Contact by default: Select an employee who will be the default legal contact.
- Accounting Contact by default: Select an employee who will be the default accounting
contact.
- Administration Contact by default: Select an employee who will be the default
administration contact.
- Service provider: Select an employee who will be the default service provider.
- Show on Reports: Toggle whether or not the default contacts should be shown on reports.
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Supplier Types
Supplier types are used to give a classification to suppliers.
Figure 43 Supplier Types
The following explains briefly how these fields are used.
- Supplier Type: Enter a code that identifies the type of supplier.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Position Codes
Position codes are used to give a classification to employees.
Figure 44 Position Codes
The following explains briefly how these fields are used:
- Position: Enter a code that identifies the position.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Activity Codes
Activity codes are used to give a classification to the activities within your company.
Figure 45 Activity Codes
The following explains briefly how these fields are used:
- Activity: Enter a code that identifies the activity.
- Activity Type: Select an activity type from a list of predefined activity types.
- Comment: Enter a comment regarding this activity.
Industry Codes
Industry Codes are used to give a classification to the existing industries.
Figure 46 Industry Codes
The following explains briefly how these fields are used:
- Industry: Enter a code that identifies the industry.
- Description: Enter a long description to be used on lists and reports to describe the code.
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Title Codes
Title codes are used to give a classification to the different titles.
Figure 47 Title Codes
To add a new title code, just click the first empty line in the column. Confirm your registry by clicking outside of
the line. The following will explain briefly how these fields are used:
- Title: Enter a code that identifies the title.
- Description: Enter a detailed description that will be used in lists and reports to give information
on the title.
- Sex: Select the sex for which this title is applicable.
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Nationality Codes
Nationality codes are used to give a classification to the different nationalities.
Figure 48 Nationality Codes
To add a new nationality, just click the first empty line in the column. Confirm your registry by clicking outside
of the line. The following will explain briefly how these fields are used:
- Nat.: Enter a code that identifies the nationality.
- Description: Enter a detailed description that will be used in lists and reports to give information
on the nationality.
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Marital System Codes
Marital system codes are used to give a classification to the different marital systems.
Figure 49 Marital System Codes
To add a registry, just click the first empty line in the column. Confirm your registry by clicking outside of the
line. The following will explain briefly how these fields are used:
- Marital System: Enter a code that identifies the marital system.
- Description: Enter a detailed description that will be used in lists and reports to give information
on the marital code.
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Juridic Status Codes
Juridic status codes are used to give a classification to the different juridic statuses.
Figure 50 Juridic Status Codes
To add a registry, just click the first empty line in the column. Confirm your registry by clicking outside of the
line. The following will explain briefly how these fields are used:
- Juridic Status: Enter a code that identifies the juridic status.
- Description: Enter a detailed description that will be used in lists and reports to give information
on the juridic status.
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Social Status Codes
Social status codes are used to give a classification to the different social statuses.
Figure 51 Social Status Codes
To add a registry, just click the first empty line in the column. Confirm your registry by clicking outside of the
line. The following will explain briefly how these fields are used:
- Social Status: Enter a code that identifies the social status.
- Description: Enter a detailed description that will be used in lists and reports to give information
on the social status.
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Contact Profile Definitions
Contact profile definitions are used to set up items that appear in the contacts’ profile window.
Figure 52 Contact Profile Definitions – General
The following explains briefly how these fields are used:
- Subject: Give a subject title to the profile item.
- Description: Give a detailed description of the profile item.
- Label: Add a label to the profile item.
- Values: Enter the different values that can be correct for this profile item. Multiple values should
be separated by a colon ( : )
- Default Value: Enter the default value to be shown.
- Trigger scanning AI: Toggle whether or not scanning certain documents would alter the value of
this profile item. When toggled, the tabulators “Scanning AI x” will become accessible.
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Figure 53 Contact Profile Definitions – Scanner AI
The following will briefly explain how these fields are used:
- Category: Select a category that will change the value of the profile value.
- Value: Enter the value to which it will change.
- Dialog: Select a window that will open as a dialog window.
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Product Setup
The following windows must be used to define the item structure.
Item are stored in a 3-level hierarchy as follows:
1. Product Line
2. Product Group
3. Product Type
A fourth level, the product class can also be used but will not be dependent of the other 3 levels.
Product Lines
Product lines are used to define the family an item belongs to. This is the 1st level in an item structure.
Figure 54 Product Lines
The following explains briefly how these fields are used.
- Product Line: Enter a code that will be used to define the product line.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Profit: Enter the default percentage of profit taken on items that belong to this product
line.
- VAT Code: Enter the default VAT code used for items that belong to this product line.
- Item Code: Enter a code used to create the item number.
- Enable virtual shopping: Select this field if items that belong to this product line may be
showed on Web pages.
- Inventory Account: Enter the GL Account code used for inventory.
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- Purchase: Enter the GL Account code used for purchasing.
- Sales: Enter the GL Account code used for sales.
- Analytic: Enter the Analytic Account code used for item movements.
- Sales VAT: Enter the GL Account code used for sales VAT.
- Purchase VAT: Enter the GL Account code used for purchase VAT.
Product Groups
Items can be classified into groups. This is the 2nd level in the item structure.
Product groups always belong to a product line.
Figure 55 Product Groups
The following explains briefly how these fields are used:
- Product Group: Enter the code that identifies the product group.
- Product Line: Enter the product line where the group belongs to.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Item Code: Enter the code that is used to create the item number.
- Discount %: Enter the default percentage of discount that applied for items that belong to this
item group.
- Enable virtual shopping: Select this field if items that belong to this product line may be showed
on Web pages.
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- Linked Item: Enter the unique Identification number for the linked product or linked article. The
item number can be selected from a list of existing items. Items are created in the module “Data
Management” but can also be created by selecting the button <NEW> located on the “Item
Selection” pop-up window.
Product Types
Product types are the 3rd level in the product structure and must belong to a product group.
Figure 56 Product Types
The following explains briefly how these fields are used:
- Product Type: Enter the code that identifies the product type.
- Product Group: Enter the product group where this product type belongs to.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Item Code: Enter the code used to create the item number.
- Counter: Enter the sequence number used to create the item number.
- Enable virtual shopping: Select this field if items that belong to this product line may be showed
on Web pages.
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Product Classes
Just like Product lines, types and groups, product classes are used to classify items.
They can be used as a 4th level, but are not linked to the other 3 levels.
Figure 57 Product Class
The following explains briefly how these fields are used:
- Product Class: Enter a code that identifies the product class.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Type: Enter the type of class.
- Calculate Discount: Select this field to indicate that discount should be calculated at the
receipt of purchase orders.
- Calculate Cash Discount: Select this field to indicate that cash discount should be
calculated at the receipt of purchase orders.
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Product Brands
Product brands or Makes can be created by using this window.
Figure 58 Brands
The following explains briefly how these fields are used:
- Brand: Enter the brand code or brand name.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Product Colors
Product colors can be created by using this window.
Figure 59 Color Codes
The following explains briefly how these fields are used:
- Color Code: Enter the code that identifies the color.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Status Codes
A status is an indication of the status of an item. Items can be put on hold when problems are expected or
when quality does not meets the requirements.
Figure 60 Status Codes
The following explains briefly how these fields are used:
- Status Code: Enter the code that identifies the status.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Hold: Select this field when the item should be hold. Items with this status cannot be sold.
Units of Measurement
The unit of measurement is a code that is used to define the way items are purchased, sold and stored in
inventory.
Figure 61 Units of Measures
The following explains briefly how these fields are used:
- Unit of Measure: Enter the code that identifies the unit of measure.
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- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Unit conversions
Unit conversions are used to convert one unit into another. Use this window to define those conversions.
Figure 62 Unit Conversion
The following explains briefly how these fields are used:
- Unit of Measure: Select a unit of measure.
- Alternate Unit: Select an alternate unit of measure.
- Item Number: Select an item.
- Conversion: enter the conversion rate from the main unit to the alternate unit.
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Project Setup
These applications are used to set up your projects. You need to define these before you create a new project.
Applications
Use this window to create applications which you can add to the project.
Figure 63 Applications
The following explains briefly how these fields are used:
- Application: Enter a code that identifies the application.
- Description: Enter a long description that can be used in lists and reports to give
information on the application.
- Memo: Enter a memo about the application.
- Main contact: Link a contact to the application.
- Binder: Select a binder in which this application will be stored.
Invoice Types
Use this window to set up invoice types.
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Figure 64 Invoice types
The following explains briefly how these fields are used:
- Project: Select a project to link this invoice type to.
- Invoice Type: Enter a code that identifies the invoice type.
- Percentage: Enter a percentage.
- Item number: Select an item from a list with existing items.
Project Skills
This window is used to define the different project skills.
Figure 65 Project Skills
The following explains briefly how these fields are used:
- Project: Select a project to link this project skill to.
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- Resource: Select an employee that has this project skill.
- Skill: Select a skill from a list of predefined skills.
- Comment: Enter a comment or a description about this project skill.
Work Descriptions
Use this window to define the different work descriptions.
Figure 66 Work Descriptions
The following explains briefly how these fields are used:
- Project: Select a project to link this work description to.
- Work: Enter a code to identify the work.
- Description: Enter a detailed description about the work that can be used in lists and
reports.
- Invoice type: Select an invoice type from a list of predefined invoice types.
- Payable: Toggle whether or not this work is payable.
- Invoiced: Toggle whether or not this work needs to be invoiced.
- Set as default: Toggle whether or not this work has to be set as a default.
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Reason Codes
Use this window to define the different reasons.
Figure 67 Reason Codes
The following explains briefly how these fields are used:
- Reason: Enter a code that defines the reason.
- Description: Enter a detailed description about the reason that can be used in lists and
reports.
- Payable: Toggle whether or not this reason is payable.
CSR Status codes
Use this window to define different customer service request codes.
Figure 68 CSR Status codes - General
The following explains briefly how these fields are used:
- Status: Enter a code to identify the status.
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- Description: Enter a detailed description about the status that can be used in lists and
reports.
- Open: Toggle if the status indicates the CSR is still open.
- Physical status: Select a physical status for the CSR.
- Color: Enter a default color for this status.
In the advanced section, you will determine other colors to indicate progression.
Figure 69 CSR Status codes – Advanced
The following explains briefly how these fields are used:
- Start Today: Define a color for when the CSR has to be started today.
- Finish Today: Define a color for when the CSR has to be finished today.
- Due Today: Define a color for when the CSR is due today.
- Promise Today: Define a color for when the CSR is promised today.
- Start Late: Define a color to indicate the CSR has been started late.
- Finish Late: Define a color to indicate the CSR has been finished late.
- Due Late: Define a color to indicate the CSR has been due late.
- Promise Late: Define a color to indicate the CSR has been promised late.
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CSR Types
This window is used to define the different customer service types.
Figure 70 CSR Types
The following explains briefly how these fields are used:
- Type: Enter a code to identify the CSR type.
- Description: Enter a detailed description about the type that can be used in lists and
reports.
- Default Lead time (Hrs): Enter the number of hours this CSR can lead to an opportunity.
- Default Plan time (Hrs): Enter the number of hours you wish to plan for this CSR.
- Generate Tasks: Select if you want to generate tasks.
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Task Statuses
Use this window to define the different task statuses.
Figure 71 Task Status – Properties
The following explains briefly how these fields are used:
- Task status: Enter a code to identify the task status.
- Sequence in list: Give a sequence number to the status.
- Description: Enter a detailed description about the status that can be used in lists and
reports.
- CSR status: Select a CSR status from a list of predefined statuses.
- Physical status: Select the physical state.
- Show on today: Toggle whether or not tasks with this status should appear in the Today
window.
- Show on DDA: Toggle whether or not tasks with this status should appear in the DDA.
- Default Assignment: Select the default contact that assigned tasks with this status.
- Default Assigned: When “Other” is selected in Default Assingment, select a contact from
a list of existing contacts.
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You can also define colors for certain time line events in the tabulator ‘Colors’.
Figure 72 Task Status – Colors
The following explains briefly how these fields are used:
- Default Color: Enter a default color for this status.
- Start Today: Define a color for when the CSR has to be started today.
- Finish Today: Define a color for when the CSR has to be finished today.
- Due Today: Define a color for when the CSR is due today.
- Promise Today: Define a color for when the CSR is promised today.
- Start Late: Define a color to indicate the CSR has been started late.
- Finish Late: Define a color to indicate the CSR has been finished late.
- Due Late: Define a color to indicate the CSR has been due late.
- Promise Late: Define a color to indicate the CSR has been promised late.
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Task Actions
Use this window to define the different actions within a task status.
Figure 73 Task Action – General
The following explains briefly how these fields are used:
- Status: Select a task status to link this action to.
- Action: Enter a code to identify the action.
- Sequence: Enter the sequence for this task.
- Description: Enter a detailed description about the action that can be shown in lists and
reports.
- Memo: Enter a memo about this action.
You can also define some advanced settings for each action.
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Figure 74 Task Action – Advanced
The following explains briefly how these fields are used:
- Procedure: Select a procedure to activate when this action is performed.
- Trigger CSR: Select a trigger for the CSR linked to this action.
- Trigger Task: Select a trigger for the task linked to this action.
- Comment: Toggle whether or not the comment should be edited.
- Assign Resources: Toggle whether or not resources should be assigned.
- Completed %: Indicate the completion percentage of the task/CSR when this action is
present.
- New Status: Select a new status that should appear after this action has been triggered.
- CSR Status: Select a new CSR status that should appear after this action has been
triggered.
- New Action: Select a new action that should appear after this action has been triggered.
- Plan type: Choose the plan type for this action.
- Active: Toggle whether or not this action is active.
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Distribution
These applications are used to define your distribution module.
Delivery terms
Use this window to define the different delivery terms.
Figure 75 Delivery Terms
The following explains briefly how these fields are used:
- Delivery Term: Enter a code that identifies the delivery term.
- Description: Enter a detailed description of the delivery term that can be used in lists and
reports.
Shipping Methods
Use this window to define the different shipping methods.
Figure 76 Shipping Methods
The following explains briefly how these fields are used:
- Shipping Method: Enter a code that identifies the shipping method.
- Description: Enter a detailed description of the shipping method that can be used in lists
and reports.
- Print invoice when shipping: Toggle if the invoice should be printed when shipping.
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Inventory Setup
In order to use inventory physical locations must be created in order to store items.
Sites
A site or Warehouse is a place where items are stored. Usually sites are divided into locations.
There must be at least one site created in order to use inventory control.
Figure 77 Inventory Sites
The following explains briefly how these fields are used:
- Site: Enter a code that identifies the site.
- GL Entity: Enter the entity code related to this site.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Address: Enter the address of the site.
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Locations
A location is a part of the site that points to a physical place where items are stored.
Figure 78 Inventory Locations
The following explains briefly how these fields are used:
- Location: Enter the code that identifies the inventory location. A location is always
connected to a site.
- Site: Enter the site where the goods are sold from and stored. A site is usually sub-divided
into locations. A site can be selected from a list of valid sites and is maintained in the
module “System Administration”.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Capacity: Enter the maximum capacity allowed on this location.
- Unit of Measure: This is a code that specifies how items are used, sold, stored or
manufactured. In most cases an item will be used by unit, but some items can be sold by
box or by pallet. In that case another code must be created to specify how many units are
located in a box or a pallet. Also, item numbers are being used to specify labor, like
maintenance or service, units, in that case, can be specified by “Hour” or “Day”. Enter the
unit of measures are created in the Module “System Administration” but can also be
created by selecting the button <NEW> located on the window “Item Selection”.
- Status: Enter the status of the inventory location.
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Transaction Types
Transaction types are codes that describe the movement of an item in inventory.
Figure 79 Transaction Types
The following explains briefly how these fields are used:
- Transaction Type: Enter the code that identifies the transaction type.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Movement: Select “IN” if this transaction causes an increase of the inventory or “OUT” for
a decrease of the inventory.
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Manufacturing Setup
In order to user manufacturing a specific setup needs to be done.
Working Calendar
The working calendar is used to specify the days the machines are operational. Work order planning is using
this information.
Figure 80 Working Calendar
The following explains briefly how these fields are used:
- Date: Enter the date of the working calendar.
- Day Number: Enter the number of the Julian calendar.
- Reason: Enter a reason (Holiday…)
- Work Day: Select this field is this is a working day. Only when this field is selected the
planning module will take in account this date.
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Calendar Generator
The calendar generator can be used to create the working calendar for a whole year.
Figure 81 Calendar Generator
The following explains briefly how these fields are used:
- Date from/to: Enter the range of dates that you wish to generate the working calendar
for.
- Date: Enter the exception date.
- Reason: Enter the reason that this date is not a working date.
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Work Centers
A work center is a physical location where machines are located.
In order to use the manufacturing module at least one work center must exist.
Figure 82 Work Centers
The following explains briefly how these fields are used:
- Work Center: Enter the code that identifies the work center.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Site: Enter the site where the goods are sold from and stored. A site is usually sub-divided
into locations. A site can be selected from a list of valid sites and is maintained in the
module “System Administration”.
- Cost / Minute: Enter the cost per minute that has to be used when performing cost roll-
up’s.
- Max. Work time: Enter the maximum work time per days.
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Machines
Machines are used to manufacture items. In Mantaray machines are also used to define the production costs
for each manufactured item by this machine.
Figure 83 Machines - General
The following explains briefly how these fields are used:
- Machine: Enter a code that identifies the machine.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Cost / Minute: Enter the cost per minute.
- Max. Work Time: Enter the maximum time a machine is operational per day.
- Setup Cost: Enter the setup cost of the machine.
- Setup Time: Enter the setup time (in minutes) of the machine.
- Stop cost: Enter the stop cost of the machine.
- Stop Time: Enter the stop time (in minutes) of the machine.
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Figure 84 Machines - Service
The following explains briefly how these fields are used:
- Maintenance Date: The last date where machine maintenance has been performed.
- Runned Quantity: The quantity ran so far after the last maintenance date.
- Runned Time: The time ran so far after the last maintenance date.
Production Shifts
Production shifts are used to plan in your employees. Use this window to define the different shifts.
Figure 85 Shifts
The following explains briefly how these fields are used:
- Shift: Enter a code to identify the shift.
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- Description: Enter a detailed description about to shift that is shown in lists and reports.
- Start time / Till: Enter the start and end time of the shift.
Production Shift Planning
Create a shift planning for all your employees based on the shifts you created.
Figure 86 Shift Planning
The following explains briefly how these fields are used:
- Shift: Select a shift from a list of predefined shifts.
- Date: Select a date when this shift is applied.
- Employee: Select an employee to whom this shift is applied.
- Heure/Till: This will fill out the start and end time of the shift you selected.
Downtime reason codes
Downtime reason codes are used to indicate why a machine is down.
Figure 87 Downtime Reason Codes
The following explains briefly how these fields are used:
- Reason: Enter a code to identify the reason.
- Description: Enter a detailed description about the reason that is used in lists and reports.
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Accounting setup
System Accounts
The “system account maintenance” program is used to enter the default general ledger account numbers.
This program has four sections: Debtor, Creditor, Division and Product Line.
Figure 88 System Account Maintenance – Debitor
The following explains briefly how these fields are used:
- Entity: The entity where the account numbers must be linked to.
- Site: The site within the entity where the account numbers must be linked to.
- Sales Receivables: The default GL account number to be used for.
- Sales: The default GL account number to be used for.
- Sales Discount: The default GL account number to be used for.
- Sales Cash: The default GL account number to be used for.
- Sales Returns: The default GL account number to be used for.
- Sales Financial Costs: The default GL account number to be used for.
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- Sales Tax or VAT: The default GL account number to be used for.
- Currency: The default currency code where the GL account number are specified for.
- Cost of Goods Material: The default GL account number to be used for.
- Cost of Goods Labor: The default GL account number to be used for.
- Cost of Goods Burden: The default GL account number to be used for.
- Cost of Goods Overhead: The default GL account number to be used for.
- Cost of Goods Subcontract: The default GL account number to be used for.
- Freight Accrued: The default GL account number to be used for.
- Freight Applied: The default GL account number to be used for.
- Terms Late Interest: The default GL account number to be used for.
Figure 89 System Account Maintenance – Creditor
The following explains briefly how these fields are used:
- Purchase Payable Account: The default GL account number to be used for.
- Purchase Account: The default GL account number to be used for.
- Discount: The default GL account number to be used for.
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- PO Cash Account: The default GL account number to be used for.
- Purchase Tax or VAT: The default GL account number to be used for.
- Deductible VAT: The default GL account number to be used for.
- Non-Deductible VAT: The default GL account number to be used for.
- Private VAT: The default GL account number to be used for.
- Expensed Item Receipt: The default GL account number to be used for.
- Expensed Item Usage Variance: The default GL account number to be used for.
- Expensed Item Rate Variance: The default GL account number to be used for.
Figure 90 System Account Maintenance – Division
The following explains briefly how these fields are used:
- Production Costs Account: The default GL account number to be used for.
- Labor Costs Account: The default GL account number to be used for.
- Labor Tax Account: The default GL account number to be used for.
- Burden Costs: The default GL account number to be used for.
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Figure 91 System Account Maintenance - Product Line
The following explains briefly how these fields are used:
- Inventory Account: The default GL account number to be used for.
- Overhead Account: The default GL account number to be used for.
- Scrap Account: The default GL account number to be used for.
- Work in Process: The default GL account number to be used for.
- Inventory Discrepancies: The default GL account number to be used for.
- Inventory Revaluation: The default GL account number to be used for.
- Floor Stock: The default GL account number to be used for.
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GL Entities
A GL Entity is a code that identifies the company’s financial movements.
At least one entity must be created.
Figure 92 GL Entities
The following explains briefly how these fields are used:
- GL Entity: Enter the code that identifies the entity.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Currency: Enter the currency code where the financial movements are stored in.
- Primary Entity: Select this field if this entity will be used by default.
GL Account Codes
GL Account codes identify the origin and use of financial transactions.
Figure 93 GL Account Codes
The following explains briefly how these fields are used:
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- GL Account: Enter the GL Account code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Category: Enter the account category.
- Type: Enter the type of GL Account.
- Currency: Enter the default currency code to be used for transactions with this account
code.
- Deductible Tax%: Enter the percentage of income tax that may be deducted for
transactions with this account code.
- Deductible VAT%: Enter the percentage of VAT that may be deducted for transactions
with this account code.
- Default Tax Code: Enter the default Tax/Vat code linked to this GL Account code.
GL Account Categories
GL Account Categories are used to classify the GL Account code.
Figure 94 GL Account Categories
The following explains briefly how these fields are used:
- Category: Enter a code that identifies the category.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Parent: Enter the parent code, if applicable.
- Type: Enter the type (Debit or Credit)
- Include on VAT Reports: Select this field if this category should be listed on VAT reports.
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Analytic Account Codes
Use this window to define different analytic accounts.
Figure 95 Analytic Account Codes
The following explains briefly how these fields are used.
- Analytic Account: Enter the code that identifies the analytic account.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Daybooks
Figure 96 Daybooks
The following explains briefly how these fields are used:
- Daybook: Enter the code that identifies the daybook.
- Daybook Code: Enter a short code for the daybook. The short code is used to create the
daybook number.
- Entity: Enter the GL Entity code linked to this daybook.
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- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Type: Enter the daybook type (Sales or Purchases).
Banks
Figure 97 Banks
The following explains briefly how these fields are used:
- Bank Account: Enter the bank account number.
- Contact: Select the Titular for the bank account.
- Bank: Enter the bank address reference.
- Account Type: Enter the account type.
- Currency: Select the currency used for this bank account.
- IBAN Code: Enter the IBAN code for this bank account.
- Swift Code: Enter the Swift code for this bank account.
- Balance Date: Enter the date of the last balance for this bank account.
- Balance Amount: Enter the amount from the last balance.
- Comment: Enter a comment about this bank account.
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Bank Transactions
Figure 98 Bank Transactions
The following explains briefly how these fields are used:
- Transaction Code: Enter a code that identifies the bank transaction.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Sales Invoice Reference: Select if the transaction code is linked to a sales invoice.
- Purchase Invoice Reference: Select if the transaction code is linked to a purchase invoice.
Multiple Currency
Multiple currency codes will allow you to create invoices into foreign currencies.
Figure 99 Currency Codes
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Figure 100 Exchange Rates
The following explains briefly how these fields are used:
- Currency: Enter an alphanumeric code to define the currency code.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Effective Date: Enter the date that applies to the effectiveness of the exchange rates.
- End Date: Enter the date the effectiveness ends.
- Exchange Rate: Enter the exchange rate against the company’s owns currency code.
- Rounding: Enter the number of decimals used.
- Euro Number: Enter the internal WinDev programming number.
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Credit Terms
Credit term codes are used to specify the payment conditions when creating invoices and sales orders.
When invoices are posted their terms are used to calculate the dates when payments are due.
Figure 101 Credit Terms – Description
The following explains briefly how these fields are used:
- Credit Term: Enter an 8 digit alphanumeric code to define the credit terms.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Wait Days: Enter the number of days that is added to the due days before a customer
statement is send.
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Figure 102 Credit Terms – Discount
The following explains briefly how these fields are used:
- Discount Dating From: Select the mode used to calculate a granted discount.
- Discount %: Enter the granted discount percentage.
- Discount Days: Enter the number of days discount can be granted.
- Discount Date: Enter the date where discount will be granted. This is only used when the
mode is set to “Fixed Date”.
Figure 103 Credit Terms - Due
The following explains briefly how these fields are used.
- Due dating from: Select from which date the due date has to be generated.
- Due Days: Enter the number of days after which the due date is set.
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- Min. Due Days: Enter a minimum number of days after which the due date is set.
- Due Date: Enter a fixed due date for this credit term. Can only be used when “Fixed Date”
is selected in Due Dating From.
- Invoice Date: Generate an invoice date.
Figure 104 Credit terms - Interest
The following explains briefly how these fields are used:
- Interest Base Date: Enter the base date for interests.
- Interest Base Days: Enter the number of base days.
- Interest Grace Days: Enter the number of grace days.
- Interest %: Enter the interest percentage for the base days.
- Daily Overdue Interest: Enter the interest percentage for a daily overdue.
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Credit Status
A credit status is a code that indicates if a customer can order more items.
If a customer is on credit hold, sales orders cannot be created. Also, if a credit status exists for a customer, a
warning message is displayed.
Figure 105 Credit Status Maintenance
The following explains briefly how these fields are used:
- Credit Status: Enter a code to identify the credit status.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Credit Hold: Select this field if a customer having this credit status code must be placed on
hold.
GL Transaction Types
Figure 106 GL Transaction Types
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The following explains briefly how these fields are used:
- GL Transaction Number: The unique transaction number.
- Type: The type of transaction used.
- Reference: The reference of this transaction.
- Project: The project code this transaction belongs to.
- Transaction Date: The date this transaction took place.
- Effective Date: The effective date bound to this transaction.
- Currency Code: The currency code of the transaction.
- Exchange Rate: The exchange rate of the transaction.
- GL Account: The GL Account code where the transaction has been posted for.
- Description: The description for the transaction.
- Amount: The amount of the transaction.
- Tax: The tax code for this transaction, if applicable.
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GL Calendar
The GL Calendar is used to indicate if a certain period can be used to perform financial transactions, sales and
purchases.
A GL Calendar must be created in order to use the system.
Figure 107 GL Calendar
The following explains briefly how these fields are used:
- Year: Enter the year this calendar entry applies to.
- Period: Enter the identification of the calendar period.
- Date From/To: Enter a range of dates this period applies to.
- GL Entity: Enter the GL Entity the calendar applies for.
- Module: Select a field for which module you want to close the period.
- Period Closed: Select this field if the period is completely closed.
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Tax Codes
Figure 108 Tax Codes
The following explains briefly how these fields are used:
- Tax Code: Enter the code that identifies the tax or VAT.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Effective Date: Enter the effective date.
- Tax Percentage: Enter the percentage of tax to apply.
Global Tax Management
GTM or Global Tax Management is used to create an environment where virtually each tax system can be
created.
Tax Types
Figure 109 Tax Types
The following explains briefly how these fields are used:
- Tax Type: Enter the code that identifies the tax type.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Tax Classes
Figure 110 Tax Classes
The following explains briefly how these fields are used:
- Tax Class: Enter the code that identifies the tax class.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Tax Usage
Figure 111 Tax Usage
The following explains briefly how these fields are used:
- Tax Usage: Enter the code that identifies the tax usage.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Tax Environment
Figure 112 Tax Environment
The following explains briefly how these fields are used:
Tax Environment: Enter the code that identifies the tax environment.
Description: Enter a long description that can be used on lists and reports to describe the entered
information.
Once the tax environment is defined the details and types can be entered.
Figure 113 Tax Environment Details
The following explains briefly how these fields are used:
- Tax Environment: Enter the environment these details apply to.
- Tax Class: Enter the tax class applicable to this environment.
- Tax Zone from: Enter the tax zone where goods are sent from.
- Tax zone to: Enter the tax zone where goods are sent to.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Figure 114 Tax Environment Types
The following explains briefly how these fields are used:
- Tax Environment: Enter the environment these details apply to.
- Tax Type: Enter the tax type applicable to this environment.
- Tax Sequences: Enter the sequence number.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Tax Rates
Figure 115 Tax Rates
The following explains briefly how these fields are used:
- Tax Type: Enter the tax type. This code can be selected from a list of valid codes.
- Tax Class: Enter the tax class. This code can be selected from a list of valid codes.
- Tax Usage: Enter the tax usage. This code can be selected from a list of valid codes.
- Date from/to: Enter the range of dates this tax rate applies to.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Tax Code: Enter the tax code. This code can be selected from a list of valid codes.
- Tax Percentage: Enter the tax percentage that applied to this tax rate.
- Min. Taxable: Enter a minimum amount that is taxable.
- Max. Taxable: Enter a maximum amount that is taxable.
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- Recoverable %: Enter a recoverable percentage.
- Sales Tax Account: Select an account for the sales tax.
- Purchase Tax Account: Select an account for the purchase tax.
- Absorbed Sales Tax Account: Select an account for the absorbed sales tax.
- Retained AP Tax Account: Select an account for the Retained Absorbed purchase tax
account.
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Knowledge Base Setup
This section will explain to you the different types of data that must be setup in order to use the knowledge
base applications.
Knowledge Base Categories
Use this window to define the category where topics can be classified under.
This application is also used to categorize documents.
Figure 116 Knowledge Base Categories - General
The following explains briefly how these fields are used:
- Category. Enter a unique code to identify the category.
- Description: Enter a short description about to category to show in lists and reports.
- Directory: Enter the directory where the documentation files for the topic belonging to
that category are stored.
- Icon Name: Select an icon that shows this category.
- Identifier: Enter an identifier to be used to compose the document file names.
- Class: Enter a class for this category.
- Theme: Select a theme for the category.
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- Template: Enter the directory of a template you wish to use with this category.
- Relation: Set a relation between the category and other elements of the knowledge base.
- Contact group: Link the category to a certain contact group.
Figure 117 Knowledge Base Categories – Naming
The following explains briefly how these fields are used:
- Compose title automatically: Toggle whether or not Mantaray should create a title
automatically when using this category.
- Title parts: Select the different parts of the title you want to use and where Mantaray has
to get the data from.
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Figure 118 Knowledge Base Categories – Defaults
The following explains briefly how these fields are used:
- Contact: Select the default contact for this category.
- Binder: Select a binder where documents from this category should be saved.
- Default for: Select if this category is a default for certain document types.
- File type: Select the default file type for this category.
- Extension: It will show the extension of the file type you have selected.
- Publish: Toggle whether or not documents from this category should be published.
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Figure 119 Knowledge Base Categories - Actions
The following explains briefly how these fields are used:
- Assign Task: Select a task that will automatically be assigned when this category is used.
- Reminder: Set a reminder for this category.
- UserID: Enter the UserID of the default user to receive this task.
- Analyze document for contacts: Toggle whether or not the document should be scanned
for contacts.
- Analyze document for contracts: Toggle whether or not the document should be scanned
for contracts.
- Analyze document for Items and Products: Toggle whether or not the document should
be scanned for items and products.
- Analyze document for companies: Toggle whether or not the document should be
scanned for companies.
- Analyze document for damage numbers: Toggle whether or not the document should be
scanned for damage numbers.
- Update contact profile: Toggle whether or not a pop-up should appear to update the
contact profile when this category is used.
- Zone from/to: Enter a range from which Mantaray should search for the asked
components.
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- Search Date: Toggle whether or not the document should be scanned for a date.
- Search Value: Toggle whether or not the document should be scanned for a certain value.
- Search Amount: Toggle whether or not the document should be scanned for a certain
amount.
- Format Date: Enter the format in which the date appears on the document. Use the
letters “J”, “M” and “A” for day, month and year respectively.
- Format value: Enter the format in which the value appears on the document.
- Format amount: Enter the format in which the amount appears on the document.
- Label: Fill out a label that indicates a place on the document where the date, value or
amount can be found. For example: the label “date” may indicate that the next line of text
will contain the date.
- Rank: When multiple dates, values and/or amounts exist, set a rank that decides which
value to take. Rank 1 means it will take the first hit it gets, Rank 2 the second. Rank -1 is a
special value that indicates to take the last hit. When there is no label entered, it will take
the rank starting from the beginning of the document.
Figure 120 Knowledge Base Categories – Identification
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You can define a string of identifying words for each category. When Mantaray scans a document, it can
automatically assign a category to it based on the string of words you entered here. The following functions
are available for filtering:
- AND: if you put multiple words divided over the first 5 fields, Mantaray will look for a
combination of words.
- OR: if you put multiple words under each other in the same field, Mantaray will look for
synonyms.
- NOT: Any document that has a word that you place in this field, will automatically be
excluded as an option for this category.
- OR NOT: if you put multiple words under each other in the not-field, Mantaray will look
for all words.
Figure 121 Knowledge Base Categories - Monitoring
The following explains briefly how these fields are used:
- Function: Identifies the type of communication to be used to perform monitoring tasks.
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Figure 122 Knowledge Base Categories – Automatic Accept
The following explains briefly how these fields are used:
- Enable automatic acceptance: Toggle whether or not a document with this category
should be automatically accepted.
- Accept only if: Toggle which items have to be recognized before Mantaray can accept the
document automatically.
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Figure 123 Knowledge Base Categories – Prompts
The following explains briefly how these fields are used:
- Execute procedure: Select a procedure that will be executed when a document has been
accepted for that category.
- Prompt: Enable a prompt to appear when accepting documents, by filling out a label here.
- Format: Choose the format of the prompt.
- Search for: Choose where the prompt will fill out the data you enter.
Prompts can also be used to form a title in the tabulator “Naming”.
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Knowledge Base Relation Types
Relation types identify the type of parenting between two topics.
Figure 124 Knowledge Base Relation Types - General
The following explains briefly how these fields are used:
- Relation Type: Enter the type of relation you wish to create.
- Opposite: Enter the opposite of the created relation type.
- Description: Enter the description in order to compose the relation type.
Figure 125 Knowledge Base Relation Types - Documentation
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The following explains briefly how these fields are used:
- Title: Enter a title to be used to document items with this relation.
- Introduction: Enter an introductory text that will be used to document items with this
relation.
Knowledge Base Monitor
In order to define monitored topics we need a monitoring process. Using this window be point to the actual
system process that will create a monitoring file that contains the entries of all monitored topics.
Figure 126 Knowledge Base Monitor
The following explains briefly how these fields are used:
- Process Monitor: A unique identification of the monitor.
- Description: A description about the monitor.
- Host: The host or server that must be connected to.
- User ID: The user Id to be used to connect to the host.
- Password: The password to be used to connect to the host.
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Figure 127 Knowledge Base Monitor Engine
The following explains briefly how these fields are used:
- Enable Direct Connect: Indicates if Mantaray can connect directly to the host in order to
monitor the host.
- Path: The directory on the host where the log files are located.
- Monitor Batch File: The command or batch file to be run on the host system in order to
send log files over.
- Start Time: The time the monitor can start working.
- Stop Time: The time the monitor must stop working.
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Figure 128 Knowledge Base Command Definitions
The following explains briefly how these fields are used:
- Enable Direct Connect: Indicates if Mantaray can connect directly to the host in order to
run commands on the host.
- Path: The directory on the host system to be used when executing the batch.
- Command Batch: The batch file to be used.
- Exe Path: The directory where the commands needs to be executed locally.
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Figure 129 Knowledge Base Log Definitions
The following explains briefly how these fields are used:
- Enable Direct Connect: Indicates if Mantaray can connect directly to the host in order to
run commands on the host.
- Path: The directory on the host system to be used when executing the batch.
- Batch File: The batch file to be used.
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Document Monitor
The document monitor is used to monitor folders for documents that need to be added to the knowledge
base.
Figure 130 Document Monitor
The following explains briefly how these fields are used:
- Directory: Select the folder that Mantaray needs to monitor.
- Description: Add a detailed description about the monitor to show in lists and reports.
- Destination: Select a destination for the documents that are found within this folder.
- Contact: Select a default contact.
- Project: Select a default project.
- Category: Select a default category.
- Today sub-folder: Give a name to the Today sub-folder that shows these documents.
- Visible for: Enter the User ID’s for the users that are allowed access to the content.
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File Types
Create file types with the proper extension and link them to a program that can open them. This allows the
users to open any file directly from Mantaray.
Figure 131 File Types
The following explains briefly how these fields are used:
- File Type: Enter a code to identify the file type.
- Extension: Enter the extension of the file type.
- Executable: Choose a program to open the file type with.
- Icon Name: Link an icon to the file type.
- Read File Contents: Toggle whether or not the content of the file should be read.
- File converter mode: select how you want to convert the file.
- Use external file convertor: Toggle whether or not you want to use an external convertor.
- Command: Enter the directory path of an external program that will convert the file.
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Insurances
These applications allow you to set up your Insurance module.
Companies
This table allows you to quickly add insurance companies with their reference number.
Figure 132 Insurance Companies
Click on the first empty line to enter a registry. Click on any other line to confirm the registry afterwards. The
following explains briefly how these fields are used:
- Company: Enter the name of the company.
- Reference: Enter the reference of the company.
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Contract Types
This window allows you to set up different contract types.
Figure 133 Contract Types
The following explains briefly how these fields are used:
- Contract type: Enter a code that identifies the contract type.
- Description: Enter a detailed description about the contract type to show in lists and
reports.
Loan Types
This window allows you to set up different loan types.
Figure 134 Contract Types
The following briefly explains how these fields are used:
- Loan Type: Enter a code that identifies the loan type.
- Description: Enter a detailed description about the loan type to show in lists and reports.
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PART II
System Administration
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System Administration
Users
To enable access to the system users must be created.
User Maintenance
This window is used to create users.
Figure 135 Users Maintenance - Login
The following explains briefly how these fields are used:
- User ID: Enter the used identification code.
- User: Enter the user name that has been created in the contacts.
- Password: Enter the password assigned to the user.
- Verification: Verify the password.
- Security Group: Enter the security group code a user belongs to.
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- System Language: Set the system language for that user.
- Share with: Select a user to share this users’ data.
- Must change password: Toggle whether or not the user has to change the password when
first logging in.
- User connected: Toggle whether or not the user connection time needs to be tracked.
- User connected since: Indicates the time since the user logged in.
- Last Update: Indicates the time of the last update.
- Lock User: Lock the user out of the system.
Figure 136 Users Maintenance – Preferences – Generic
The following explains briefly how these fields are used:
- Check status every x min: Indicate the periodicity of each status check on that user.
- Default Binder: Select a binder this user uses as a default.
- Category: Select a department.
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- Default project: Select a default project.
- Displayed currency: Select a currency for that user.
- Editor: Select an editor.
- Development mode: Select the correct development mode.
- Local Directory: Enter the users’ local directory.
Figure 137 Users Maintenance – Preferences – Documents
The following will explain briefly how these fields are used:
- Track Documents: Toggle whether or not the user is able to track documents.
- Destination: Set the destination for the documents the user adds.
- Default programs: Select the default program the user has to use for certain documents.
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Figure 138 Users Maintenance – Preferences – Telephone
The following will explain briefly how these fields are used:
- Default Device: Select the TAPI driver you wish to connect.
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Figure 139 Users Maintenance – Preferences – E-mail
The following will briefly explain how these fields are used:
- Check e-mail every x min: Set the periodicity at which e-mails are checked.
- New Mail Warning: Select a sound alert.
- Connect to e-mail at startup: Select it to connect at startup.
- Convert e-mail to HTML: Select it to convert e-mails to HTML.
- Share mail by default: incoming mails are shared automatically.
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Figure 140 Users Maintenance – Preferences – Synchronization
The following will briefly explain how these fields are used:
- Sync Method: Select a program you want to sync with.
- Type: Select the type.
- Profile: Enter a profile.
- Sync. Prog: Select the application.
- Method: Select the method of synching.
- Dynamic: allow dynamic synching.
- Evernote account: Enter your evernote account.
- Dropbox location: Enter your dropbox location.
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Security Groups
Security groups are used to create security profiles for users.
Depending on the defined security groups, users can do more or less.
Figure 141 Security Groups
The following explains briefly how these fields are used:
- Security: Enter the code that is used to identify the security code.
- Description: Enter a short description that can be used on lists and reports to describe the
entered information.
- Memo: Enter a long description that can be used on lists and reports to describe the
entered information.
- The user can delete records: Indicates if users from within this security group can delete
records.
- The user can modify records: Indicates if users from within this security group can modify
records.
- The user can create new records: Indicates if users from within this security group can
create records.
- The user can print information: Indicates if users from within this security group can print
records.
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- The user can process data: Indicates if users from within this security group can process
records.
- Enable System Administration: Indicates if users from within this security group can
access the administration menu.
- Enable Organizer: Indicates if users from within this security group can access the
organizer menu.
- Enable Multiple Databases: Indicates if users from within this security group can access
multiple databases.
E-Mail Profiles
E-Mail profiles are used to create the E-Mail connection to the internet provider.
Figure 142 Email Profile Maintenance
The following explains briefly how these fields are used:
- Profile Name: Enter a unique name for this Email profile.
- User Id: Enter the user id to be used to access to mail box on the server.
- Profile: Enter the profile type to be used in order to access to external server.
- Connection Type: Enter the connection type to be used.
- Email Address: Enter the Email address.
- Reply Address: Enter the reply Email address if different from the Email address.
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- Connect using LAN: Indicates if the Email is retrieved by the internal networking structure.
- Dial-up Modem: Indicates the modem profile name to be used.
Figure 143 Email Profile Maintenance - Receive
The following explains briefly how these fields are used:
- Connection Id. Enter the user id to be used as given by the service provider.
- Password. Enter the password to be used as assigned by the service provider.
- Incoming Server Id. Enter the name of to incoming mail server.
- Port Number. Enter the port number of the incoming mail server. 0 if default to be user.
- Download know contacts only. Indicates if known Email addresses must be downloaded only.
- Delete after receive. Indicates if Email messages needs to be deleted from the messaging server
after retrieval.
- Private Mail. Indicates if the downloaded mail must reside in a private mailbox.
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Figure 144 Email Profile Maintenance - Send
The following explains briefly how these fields are used.
- Connection Id: Enter the user name of the outgoing server as given by your service provider.
- Password: Enter the password as assigned by the service provider.
- Outgoing Server: Enter the address of the outgoing mail server.
- Port: Enter the port number of the outgoing mail server. 0 = default.
- Text mail only: Indicates if outgoing mail in ANSI text formatted only.
- Default profile: Indicates if this is the default mail profile.
- User to approve send mail: Indicated the user name to be used to approve outgoing mail.
- Use to send approved Emails: Indicates if this is the account to be used to send approved mail
messages.
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Figure 145 Email Profile Maintenance - Options.
The following explains briefly how these fields are used:
- Analyze mail for contacts: Select if mails have to be analyzed for contacts.
- Analyze mail for contracts: Select if mails have to be analyzed for contracts.
- Analyze mail for damage numbers: Select if mails have to be analyzed for damage numbers.
- Analyze mail for projects: Select if mails have to be analyzed for projects.
- Analyze mail for tasks: Select if mails have to be analyzed for tasks.
- Analyze mail for themes: Select if mails have to be analyzed for themes.
- Analyze mail for item and products: Select if mails have to be analyzed for items and products.
- Save attachment to scan folder: Select if the attachments have to be saved in the scan folder.
- Set read status after x days: Indicates the number if days the message must be flagged
automatically as read.
- Set archive status after x days: Indicates the number if days the message must be flagged
automatically as archived.
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Figure 146 Email Profile Maintenance - Signature
The following explains briefly how these fields are used:
- Signature: Contains the signature in case of new composed Email.
- Reply Signature: Contains the signature in case of replies.
Actions can be created to specify what the system should do with some of the received messages.
Figure 147 Email Action Maintenance - Description
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The following explains briefly how these fields are used:
- Email Action: Enter a definition for the action that has to be created.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Figure 148 E-Mail Action Maintenance - Identification
The following explains briefly how these fields are used:
- Domain: Enter the Email domain that the action applies to.
- Email Address: Enter the Email address the action applies to.
- String: Enter a text string where the system should react on.
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Figure 149 E-Mail Action Maintenance - Actions
The following explains briefly how these fields are used:
- Status: Indicates the status that must be set.
- Reply automatically: Indicates if an automatic reply must be send.
Figure 150 E-Mail Action Maintenance – Link
The following explains briefly how these fields are used:
- Binder: Enter the binder where the message has to be linked to.
- Contact: Enter the contact person the message has to be linked to.
- Project: The project to be used on the action mails.
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User Interface
The user interface is the way Mantaray communicates with the end-user.
System Menus
The system menu tree is constructed from the specifications in this window.
Figure 151 System Menu Maintenance
The following explains briefly how these fields are used:
- Language: The language of the menu entry.
- Active: Indicates if the menu entry is active or not.
- Security: Enter the security groups or usernames that can have access to this menu.
- Level 1-7: Enter the menu levels as will be shown in the tree structure.
- Program name: Enter the program name to be executed when selecting the leaf from the
tree.
- Closed Icon: The icon to be used for a closed branch.
- Selected Icon: The icon to be used for an opened branch.
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Optional Fields
On some of the windows there are spaces to create additional fields. These fields can be defined using this
program.
Figure 152 Optional Fields Maintenance
The following explains briefly how these fields are used:
- Type: Enter the type of information where you would like to insert the new fields.
- Label: Enter the label to be used for the field you are creating.
- Sequence: Enter the sequence the field should appear on the window.
- Mask: The formatting mask to be used on the field.
- Alignment: The alignment to be used for data in this field.
- Length: The length of the field.
- Initial Value: The initial value for this field.
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Report Writer
The report writer can be used to create documents like invoices and sales orders.
Report Definitions
This program is used to create the report definition.
Figure 153 Report Definitions Maintenance
The following explains briefly how these fields are used:
- Report: Enter the name of the report.
- Language: Enter the language the report is created in.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Report Id: A unique identifier for this report.
- Start Position: Enter the vertical start position of the detail frame (if applicable).
- Number of detail lines: Enter the number of lines the detail frame can contain (if
applicable).
- Skip between lines: Enter the number of blank lines between detail lines (if applicable).
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- Page Width: The page width to be used for this report.
- Page Length: The page length to be used for this report.
- Procedure: The procedure to be ran before the report prints.
- Detail Procedure: The procedure to be ran before the detail line prints.
Report Defaults
This program is used to link the designed report to an existing MANTARAY program.
Figure 154 Document Defaults - Purchasing
The following explains briefly how these fields are used:
- Site: The site where the documents must be used for.
- Purchase Order: The design to be used to print purchase orders.
- Purchase Invoice: The design to be used to print purchase invoices.
- Receiving List: The design to be used to print receiving lists.
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Figure 155 Document Defaults - Sales
The following explains briefly how these fields are used:
- Sales Invoices: The design to be used to print sales invoices.
- Sales Order: The design to be used to print sales orders.
- Sales Quotation: The design to be used to print sales quotations.
- Load List: The design to be used to print load lists.
- Pick List: The design to be used to print pick lists.
- Shipping List: The design to be used to print shipping list.
- Register Sale: The design to be used to print cash register sales.
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Figure 156 Document Defaults - Manufacturing
The following explains briefly how these fields are used:
- Work Order: The design to be used to print work orders.
- Work Order Routing List: The design to be used to print routing lists.
- Work Order Phase Document: The design to be used to print W.O. Phases.
- Work Order Picking List: The design to be used to print W.O. picking lists.
- Work Order Receiving List: The design to be used to print W.O. receiving lists.
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Report Fonts
This program is used to define the font that can be used on reports.
Figure 157 Report Fonts Maintenance
The following explains briefly how these fields are used:
- Font: Enter the font description.
- Font Number: Enter the unique number for the font.
- Height: Enter the size in pixels of the font.
- Style: Enter the style of the font.
- Name: Enter the system name of the font.
- Family: Enter the family of the font.
- Color: Enter the color of the font.
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Report Table Definition
This program is used to define what system table has to be used to generate the report.
Figure 158 Report Fields Maintenance
The following explains briefly how these fields are used:
- Report: Enter the name of the report.
- Table: Enter the system table that contains the field.
- Key: Enter the field that is used as key in the system table.
- Link: Enter the name of a linked table (if applicable).
- Type: Enter the type entry that is created here.
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Report Designer
Once the report is defined and the main table has been created the actual report can be created.
Figure 159 Report Designer
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Interfaces
Interfaces are used to import data into MANTARAY. Refer to chapter 2 for more information about interfaces.
Interface Specifications
Figure 160 Interface Maintenance
The following explains briefly how these fields are used:
- Interface Name: Enter the name of the interface.
- Table Name: Enter the name of the table that will be updated.
- Key Field: Enter the name of the primary key.
- Sequence: Enter the sequence (column) where the key can be found.
- Interface Mode: Enter the method that data should be added to the system.
- File Name: Enter the name of the file that contains the data to load.
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Interface Details
This program is used to define the fields that will be loaded by the interface.
Figure 161 Interface Details Maintenance
The following explains briefly how these fields are used:
- Interface Name: Enter the name of the interface.
- Field Name: Enter the name of the field to be updated.
- Sequence: Enter the position (column) where the information can be found.
- Convert from XRef: Select this field if the loaded information should be converted by the
X-Reference table.
- Convert value from Validation Table: Select this field if the loaded information should be
replaced by information from another system table.
- Table Name: Enter the name of the validation table used for convertion.
- Key Field: Enter the key field from the validation table.
- Replacement Field: Enter the field that has to be used as replacement.
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Interface X-Reference Table
This program is used to convert loaded values.
Figure 162 X-Reference Table Maintenance
The following explains briefly how these fields are used:
- Field Name: Enter the field name to be converted.
- Old Value: Enter the value to be converted as found in the import file.
- New Value: Enter the new value to be loaded into the tables.
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Interface Batch
Batch Specification
This program is used to indicate with interfaces may be executed.
Figure 163 Interface Batch Maintenance
The following explains briefly how these fields are used.
- Batch: Enter the name of the batch.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
- Email Address: Enter the Email address where the file should be exported to (Only for
exports).
- Read File: Select this button to import the data.
- Process: Select this button to export the data.
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Batch Scheduling
This program is used to schedule interface batches.
Figure 164 Interface Batch Planner
The following explains briefly how these fields are used:
- Batch: Enter the name of the interface batch.
- Date from / to: Enter the range of dates this batch should be scheduled form.
- Time: Enter the time of day the batch should be scheduled.
Once the information is processed the data can be modified with the following program.
Figure 165 Interface Batch Schedule Maintenance
The following explains briefly how these fields are used:
- Batch: Enter the name of the interface batch.
- Date: Enter the date the interface has to be run.
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- Time: Enter the time of day the batch should be scheduled.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
Batch History
All executed events are stored into a log file. This program can be used to view the history log file.
Figure 166 Interface History Maintenance
The following explains briefly how these fields are used:
- Interface Name: This is the interface that was processed.
- Batch: This is the name of the batch that was processed.
- Date: This is the date the interface was processed.
- Time: This is the time the interface was processed.
- Status: This field indicates the status of the batch.
- Nbr of Records: This field display the number of records that where processed.
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Field Translations
This program is used to define translations of values entered into the system.
Figure 167 Field translation Maintenance
The following explains briefly how these fields are used:
- Language: Enter the language code.
- Field Name: Enter the field name.
- Code: Enter the value stored into the system tables.
- Translation: Enter the translated value.
Generalized Codes
This program is used to define values to be used for field where no validation table exists.
Figure 168 Generalized Codes Maintenance
The following explains briefly how these fields are used:
- Field Name: Enter the field name.
- Code: Enter the value used in the system.
- Description: Enter a long description that can be used on lists and reports to describe the
entered information.
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Master Comments
This program is used to create extended comments for items, customer or any other kind of information used
in the system.
Figure 169 Comment Maintenance
The following explains briefly how these fields are used:
- Reference: Enter the reference of this comment page.
- Language: Enter the language code where the comment is written in.
- Page: Enter the page number for this comments page.
- Date: Enter the date the comment page was created.
- Comments: Enter in this field a text that describes the subject. The entered information
can be used on reports.
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Table of Figures
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Table of Figures
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Table of Figures
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Table of Figures
FIGURE 1 COMPANY MAINTENANCE ................................................................................................................................ 9
FIGURE 2 CONTROL FILE – GENERAL .............................................................................................................................. 10
FIGURE 3 CONTROL FILE - PURCHASING ......................................................................................................................... 11
FIGURE 4 CONTROL FILE – SALES .................................................................................................................................. 12
FIGURE 5 CONTROL FILE - SHIPMENTS ........................................................................................................................... 14
FIGURE 6 CONTROL FILE - MANUFACTURING .................................................................................................................. 15
FIGURE 7 CONTROL FILE - ACCOUNTING ........................................................................................................................ 16
FIGURE 8 CONTROL FILE - INSURANCE CONTRACTS .......................................................................................................... 17
FIGURE 9 CONTROL FILE - DOCUMENTS ......................................................................................................................... 18
FIGURE 10 CONTROL FILE – TIMESHEETS ....................................................................................................................... 19
FIGURE 11 CONTROL FILE – DEFAULTS .......................................................................................................................... 20
FIGURE 12 CONTROL FILE - MESSAGE OF THE DAY ........................................................................................................... 21
FIGURE 13 CONTROL FILE - SYSTEM .............................................................................................................................. 22
FIGURE 14 CONTROL FILE – SYSTEM.............................................................................................................................. 23
FIGURE 15 TREE STRUCTURE – VALIDATION TABLES ......................................................................................................... 25
FIGURE 16 MEETING ROOM MAINTENANCE ................................................................................................................... 26
FIGURE 17 TASK TEMPLATE MAINTENANCE – GENERAL ................................................................................................... 27
FIGURE 18 TASK TEMPLATE MAINTENANCE – ADVANCED ................................................................................................. 28
FIGURE 19 TASK TEMPLATE MAINTENANCE – INVOICING .................................................................................................. 29
FIGURE 20 TASK TEMPLATE MAINTENANCE – AUTOMATION ............................................................................................. 30
FIGURE 21 COUNTRY CODES ........................................................................................................................................ 32
FIGURE 22 STATE CODES ............................................................................................................................................. 33
FIGURE 23 GOVERNMENT REGIONS .............................................................................................................................. 33
FIGURE 24 POSTAL CODES ........................................................................................................................................... 34
FIGURE 25 REGION CODES .......................................................................................................................................... 35
FIGURE 26 CITY CODES ............................................................................................................................................... 35
FIGURE 27 DISTRICT CODES ......................................................................................................................................... 36
FIGURE 28 QUARTER CODES ........................................................................................................................................ 37
FIGURE 29 PLACE CODES ............................................................................................................................................. 38
FIGURE 30 GEOGRAPHIC TYPES .................................................................................................................................... 39
FIGURE 31 GEOGRAPHIC LOCATIONS ............................................................................................................................. 39
FIGURE 32 LANGUAGE CODES ...................................................................................................................................... 41
FIGURE 33 CONTACT RELATION TYPES ........................................................................................................................... 42
FIGURE 34 CONTACT GROUP DEFINITION ....................................................................................................................... 43
FIGURE 35 GROUP DEFAULTS ....................................................................................................................................... 44
FIGURE 36 GROUP DEFAULTS - RELATIONS ..................................................................................................................... 44
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FIGURE 37 GROUP DEFAULTS - PROJECT RELATIONS ........................................................................................................ 45
FIGURE 38 GROUP DEFAULTS - DEPOT RELATIONS ........................................................................................................... 45
FIGURE 39 GROUP DEFAULTS – INSURANCES .................................................................................................................. 46
FIGURE 40 GROUP DEFAULTS – HOTEL RELATION ............................................................................................................ 46
FIGURE 41 CUSTOMER DOCUMENTS ............................................................................................................................. 47
FIGURE 42 CUSTOMER TYPES ....................................................................................................................................... 48
FIGURE 43 SUPPLIER TYPES .......................................................................................................................................... 49
FIGURE 44 POSITION CODES ........................................................................................................................................ 49
FIGURE 45 ACTIVITY CODES ......................................................................................................................................... 50
FIGURE 46 INDUSTRY CODES ........................................................................................................................................ 50
FIGURE 47 TITLE CODES .............................................................................................................................................. 51
FIGURE 48 NATIONALITY CODES ................................................................................................................................... 52
FIGURE 49 MARITAL SYSTEM CODES ............................................................................................................................. 53
FIGURE 50 JURIDIC STATUS CODES ................................................................................................................................ 54
FIGURE 51 SOCIAL STATUS CODES ................................................................................................................................ 55
FIGURE 52 CONTACT PROFILE DEFINITIONS – GENERAL .................................................................................................... 56
FIGURE 53 CONTACT PROFILE DEFINITIONS – SCANNER AI ................................................................................................ 57
FIGURE 54 PRODUCT LINES .......................................................................................................................................... 58
FIGURE 55 PRODUCT GROUPS ...................................................................................................................................... 59
FIGURE 56 PRODUCT TYPES ......................................................................................................................................... 60
FIGURE 57 PRODUCT CLASS ......................................................................................................................................... 61
FIGURE 58 BRANDS .................................................................................................................................................... 62
FIGURE 59 COLOR CODES ............................................................................................................................................ 62
FIGURE 60 STATUS CODES ........................................................................................................................................... 63
FIGURE 61 UNITS OF MEASURES ................................................................................................................................... 63
FIGURE 62 UNIT CONVERSION ...................................................................................................................................... 64
FIGURE 63 APPLICATIONS ............................................................................................................................................ 65
FIGURE 64 INVOICE TYPES ............................................................................................................................................ 66
FIGURE 65 PROJECT SKILLS .......................................................................................................................................... 66
FIGURE 66 WORK DESCRIPTIONS .................................................................................................................................. 67
FIGURE 67 REASON CODES .......................................................................................................................................... 68
FIGURE 68 CSR STATUS CODES - GENERAL ..................................................................................................................... 68
FIGURE 69 CSR STATUS CODES – ADVANCED .................................................................................................................. 69
FIGURE 70 CSR TYPES ................................................................................................................................................ 70
FIGURE 71 TASK STATUS – PROPERTIES ......................................................................................................................... 71
FIGURE 72 TASK STATUS – COLORS ............................................................................................................................... 72
FIGURE 73 TASK ACTION – GENERAL ............................................................................................................................. 73
FIGURE 74 TASK ACTION – ADVANCED .......................................................................................................................... 74
FIGURE 75 DELIVERY TERMS ........................................................................................................................................ 75
FIGURE 76 SHIPPING METHODS .................................................................................................................................... 75
FIGURE 77 INVENTORY SITES ........................................................................................................................................ 76
FIGURE 78 INVENTORY LOCATIONS ............................................................................................................................... 77
FIGURE 79 TRANSACTION TYPES ................................................................................................................................... 78
FIGURE 80 WORKING CALENDAR .................................................................................................................................. 79
FIGURE 81 CALENDAR GENERATOR ............................................................................................................................... 80
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FIGURE 82 WORK CENTERS ......................................................................................................................................... 81
FIGURE 83 MACHINES - GENERAL ................................................................................................................................. 82
FIGURE 84 MACHINES - SERVICE................................................................................................................................... 83
FIGURE 85 SHIFTS ...................................................................................................................................................... 83
FIGURE 86 SHIFT PLANNING ........................................................................................................................................ 84
FIGURE 87 DOWNTIME REASON CODES ......................................................................................................................... 84
FIGURE 88 SYSTEM ACCOUNT MAINTENANCE – DEBITOR ................................................................................................. 85
FIGURE 89 SYSTEM ACCOUNT MAINTENANCE – CREDITOR ............................................................................................... 86
FIGURE 90 SYSTEM ACCOUNT MAINTENANCE – DIVISION ................................................................................................. 87
FIGURE 91 SYSTEM ACCOUNT MAINTENANCE - PRODUCT LINE.......................................................................................... 88
FIGURE 92 GL ENTITIES ............................................................................................................................................... 89
FIGURE 93 GL ACCOUNT CODES ................................................................................................................................... 89
FIGURE 94 GL ACCOUNT CATEGORIES ........................................................................................................................... 90
FIGURE 95 ANALYTIC ACCOUNT CODES ......................................................................................................................... 91
FIGURE 96 DAYBOOKS ................................................................................................................................................ 91
FIGURE 97 BANKS ...................................................................................................................................................... 92
FIGURE 98 BANK TRANSACTIONS .................................................................................................................................. 93
FIGURE 99 CURRENCY CODES ....................................................................................................................................... 93
FIGURE 100 EXCHANGE RATES ..................................................................................................................................... 94
FIGURE 101 CREDIT TERMS – DESCRIPTION .................................................................................................................... 95
FIGURE 102 CREDIT TERMS – DISCOUNT ....................................................................................................................... 96
FIGURE 103 CREDIT TERMS - DUE ................................................................................................................................ 96
FIGURE 104 CREDIT TERMS - INTEREST .......................................................................................................................... 97
FIGURE 105 CREDIT STATUS MAINTENANCE ................................................................................................................... 98
FIGURE 106 GL TRANSACTION TYPES ............................................................................................................................ 98
FIGURE 107 GL CALENDAR ........................................................................................................................................ 100
FIGURE 108 TAX CODES ............................................................................................................................................ 101
FIGURE 109 TAX TYPES ............................................................................................................................................. 101
FIGURE 110 TAX CLASSES .......................................................................................................................................... 102
FIGURE 111 TAX USAGE ............................................................................................................................................ 102
FIGURE 112 TAX ENVIRONMENT ................................................................................................................................ 103
FIGURE 113 TAX ENVIRONMENT DETAILS .................................................................................................................... 103
FIGURE 114 TAX ENVIRONMENT TYPES ....................................................................................................................... 104
FIGURE 115 TAX RATES ............................................................................................................................................ 105
FIGURE 116 KNOWLEDGE BASE CATEGORIES - GENERAL ................................................................................................ 107
FIGURE 117 KNOWLEDGE BASE CATEGORIES – NAMING ................................................................................................ 108
FIGURE 118 KNOWLEDGE BASE CATEGORIES – DEFAULTS .............................................................................................. 109
FIGURE 119 KNOWLEDGE BASE CATEGORIES - ACTIONS ................................................................................................. 110
FIGURE 120 KNOWLEDGE BASE CATEGORIES – IDENTIFICATION ....................................................................................... 111
FIGURE 121 KNOWLEDGE BASE CATEGORIES - MONITORING .......................................................................................... 112
FIGURE 122 KNOWLEDGE BASE CATEGORIES – AUTOMATIC ACCEPT ................................................................................ 113
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FIGURE 123 KNOWLEDGE BASE CATEGORIES – PROMPTS ............................................................................................... 114
FIGURE 124 KNOWLEDGE BASE RELATION TYPES - GENERAL ........................................................................................... 115
FIGURE 125 KNOWLEDGE BASE RELATION TYPES - DOCUMENTATION ............................................................................... 115
FIGURE 126 KNOWLEDGE BASE MONITOR ................................................................................................................... 116
FIGURE 127 KNOWLEDGE BASE MONITOR ENGINE ........................................................................................................ 117
FIGURE 128 KNOWLEDGE BASE COMMAND DEFINITIONS ............................................................................................... 118
FIGURE 129 KNOWLEDGE BASE LOG DEFINITIONS ......................................................................................................... 119
FIGURE 130 DOCUMENT MONITOR ............................................................................................................................ 120
FIGURE 131 FILE TYPES ............................................................................................................................................. 121
FIGURE 132 INSURANCE COMPANIES .......................................................................................................................... 122
FIGURE 133 CONTRACT TYPES .................................................................................................................................... 123
FIGURE 134 CONTRACT TYPES .................................................................................................................................... 123
FIGURE 135 USERS MAINTENANCE - LOGIN .................................................................................................................. 127
FIGURE 136 USERS MAINTENANCE – PREFERENCES – GENERIC ....................................................................................... 128
FIGURE 137 USERS MAINTENANCE – PREFERENCES – DOCUMENTS ................................................................................. 129
FIGURE 138 USERS MAINTENANCE – PREFERENCES – TELEPHONE ................................................................................... 130
FIGURE 139 USERS MAINTENANCE – PREFERENCES – E-MAIL ......................................................................................... 131
FIGURE 140 USERS MAINTENANCE – PREFERENCES – SYNCHRONIZATION ......................................................................... 132
FIGURE 141 SECURITY GROUPS .................................................................................................................................. 133
FIGURE 142 EMAIL PROFILE MAINTENANCE ................................................................................................................. 134
FIGURE 143 EMAIL PROFILE MAINTENANCE - RECEIVE ................................................................................................... 135
FIGURE 89 EMAIL PROFILE MAINTENANCE - SEND ......................................................................................................... 136
FIGURE 145 EMAIL PROFILE MAINTENANCE - OPTIONS. ................................................................................................. 137
FIGURE 146 EMAIL PROFILE MAINTENANCE - SIGNATURE ............................................................................................... 138
FIGURE 147 EMAIL ACTION MAINTENANCE - DESCRIPTION ............................................................................................. 138
FIGURE 148 E-MAIL ACTION MAINTENANCE - IDENTIFICATION ....................................................................................... 139
FIGURE 149 E-MAIL ACTION MAINTENANCE - ACTIONS ................................................................................................. 140
FIGURE 150 E-MAIL ACTION MAINTENANCE – LINK ...................................................................................................... 140
FIGURE 151 SYSTEM MENU MAINTENANCE ................................................................................................................. 141
FIGURE 152 OPTIONAL FIELDS MAINTENANCE .............................................................................................................. 142
FIGURE 153 REPORT DEFINITIONS MAINTENANCE ......................................................................................................... 143
FIGURE 154 DOCUMENT DEFAULTS - PURCHASING ........................................................................................................ 144
FIGURE 155 DOCUMENT DEFAULTS - SALES ................................................................................................................. 145
FIGURE 156 DOCUMENT DEFAULTS - MANUFACTURING ................................................................................................. 146
FIGURE 157 REPORT FONTS MAINTENANCE ................................................................................................................. 147
FIGURE 158 REPORT FIELDS MAINTENANCE ................................................................................................................. 148
FIGURE 159 REPORT DESIGNER .................................................................................................................................. 149
FIGURE 160 INTERFACE MAINTENANCE ....................................................................................................................... 150
FIGURE 161 INTERFACE DETAILS MAINTENANCE ........................................................................................................... 151
FIGURE 162 X-REFERENCE TABLE MAINTENANCE .......................................................................................................... 152
FIGURE 163 INTERFACE BATCH MAINTENANCE ............................................................................................................. 153
FIGURE 164 INTERFACE BATCH PLANNER ..................................................................................................................... 154
FIGURE 165 INTERFACE BATCH SCHEDULE MAINTENANCE .............................................................................................. 154
FIGURE 166 INTERFACE HISTORY MAINTENANCE ........................................................................................................... 155
FIGURE 167 FIELD TRANSLATION MAINTENANCE ........................................................................................................... 156
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FIGURE 168 GENERALIZED CODES MAINTENANCE ......................................................................................................... 156
FIGURE 169 COMMENT MAINTENANCE ....................................................................................................................... 157