The Control Defaults set-up form is accessed via the Kerridge Utilities menu within the Contract Administration module.
The Control Defaults form is used to define (at set-up) the default limits to be applied to various functions within the Contract Administration module. The default limits may be overridden by the customer within System Maintenance / System Controls.
The form is split into four areas which are as follows:
In addition to displaying the form name the Title Bar provides a number of useful buttons.
Company Identifier
The Company field displays the company number for the company that is currently being accessed for example, 00.
This area is divided into nine Tabs which are as follows:
The General Tab is used to define (at set-up) a number of checkboxes, codes and unique sequential reference numbers related to the generation of items within the Contract Administrationmodule.
The VAT Tab is used to define (at set-up) a number of VAT codes used for items raised within the Contract Administration module.
The Daybook Tab is used to define how values are posted through to Accounts. Care must be taken when setting up this option.
The Format Tab is used to define (at set-up) the default stationery formats for invoices printed within the Contact Administration module. These are overridden by formats defined within Batch Control. The default is used for any invoices not included within a batch.
The Cash Posting Tab defines the options available for cash posting performed the Contract Administration module.
The Credit Tab contains the credit check controls. These controls are to be set up for each operational company.
The P11D Tab exists solely for defining the required directory path for the P11D Export File. This facility enables P11D information to be exported to external sources.
The EDI Tab enables the set-up of import and export directories for electronic renewal of data.
In many parts of the system an administration option is now available within the menu bar and tool bars. Amongst other options the administration facility enables access to a Quick Reports facility. This displays a list of user-defined reports applicable to the current process. Once written within RepGen reports may be selected for inclusion within this menu list within the Reports Tab.
A number of command buttons are available. Some buttons are context sensitive and are dimmed and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Control Defaults form and returns to the Kerridge Utilities menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional record. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new record is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" record so that only required values need be edited.
Provides the facility for editing the set-up options of the current record. No edits can be made to a record until the Amend button has been selected.
Saves any amendments made to system controls and returns to the System Maintenance menu.
On first accessing the form this command button is dimmed. Following selection of the Amend button the Cancel option then becomes available to enable any edits to a record to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record for example, "Record Secured - OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form..
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current record.