Use this routine to specify the global settings used throughout your STORIS system.
Most of the options on this screen are activated by your STORIS representative or with the assistance of STORIS during the installation and implementation process.
Terminal Mode Screen TitleEnter the CRT (cathode ray tube) logo you want to display at the top of STORIS screens for users logged on to the STORIS character-based system. You can enter up to 40 alphanumeric characters.
Report Displayed/Print TitleEnter the text (if any) you want to print in the header area of STORIS reports. You can enter up to 60 alphanumeric characters.
Default Company Number(LOCKED - STORIS access ONLY!) Specify the default company you want to use for all processing. The standard setting is 01. If using Multi-Company Processing, consult with your STORIS representative.
Enter the code of the country you want to use as your domestic currency. The default code is USA (United States).
Non-inventory products cannot be assigned to foreign vendors. If this field is set to a country other than the domestic country, an error is received when creating a non-inventory product. Products can be created inAdvanced Product Settings or Product Settings.
Days to Hold Spool JobsThe End of Day process purges hold print jobs older than the number of days set in this field.
Include Legend on ReportsWhen producing module reports, you can include in the report output a separate page showing the run-time options selected for the report. To include this "legend" page, check the box at this field. To suppress the separate "legend" page, leave the box blank.
Print Company HeaderYou can pre-print the STORIS Universal Form with your company name, or STORIS can print the information from the Company File record. To print the information from the Company File record, check the box at this field.
Use this field to activate the On-The-Fly feature. If you check the box at this field, users can create certain records on-the-fly Performed simultaneously, in the midst of another routine. (that is, directly from STORIS entry routines without having to access the settings routine associated with the file the user wants to create). The On-The-Fly feature is limited to certain files and entry routines.
STORIS comes delivered with this feature active. When this feature is active, the Day-Ending process generates the Report Files Created via Entry Processes, which is a report of all on-the-fly records created. Note that once you inactivate the On-the-Fly feature, you must contact STORIS to re-activate it.
The following list shows the items you can create on-the-fly and the routines from which you can create them.
This field is optional. Use this field if you want an individual to be notified when an end of day process begins and when it completes. You must use an external email address; you cannot use STORIS Messenger.
In order to allow the system to send this email, the "STORIS Server Can Send Emails" field must be enabled in the Notifications Control Settings.
File Save Storage DeviceSelect the storage device you want to use for file saves. If you click on the Arrow, a list of devices appears from which you can choose. Note that if you are using a Windows NT® operating system, this field is inactive.
Eject Tape on AIX ServerCheck this box if you want the tape that is used for the EOD file save process to automatically eject for AIX systems. Otherwise, leave the box blank.
Auto Start Process Scheduler PhantomCheck this box if you want the process scheduler phantom to start upon user login or when a user returns to the menu screen in STORIS. If you check this box, STORIS checks to see if the process scheduler phantom is running when either a user logs in or when a user exits a process and returns to the menu screen. If it is not running, the scheduler is automatically started. If you leave this box blank, the scheduler does not automatically launch upon login/when the user returns to the menu.
If WMS is active on your system, you can check this box if you want the WMS phantom to start upon user login or when a user returns to the menu screen in STORIS. If you check this box, STORIS checks to see if the WMS phantom is running when either a user logs in or when a user exits a process and returns to the menu screen. If it is not running, the phantom is automatically started. If you leave this box blank, the WMS phantom does not automatically launch upon login/when the user returns to the menu.
You can use this feature to switch easily between your LIVE and LEARN accounts. Remember to edit the corresponding field in your destination account so you can log back to your original account using the Log to Additional Account feature.
Service (SaaS) Time Zone(LOCKED - STORIS access Only!) This field is for STORIS SaaS customers only. Use it to offset the time in hours for SaaS users outside the Eastern Time zone.
Ignore Daylight SavingsIf your store location resides in an area that does not observe Daylight Savings Time, check the box. Otherwise, leave the box blank and your system's internal clock will adjust automatically for Daylight Savings Time.
Offset Cloud Server by ____ HoursEnter the number of whole hours, within a range of -12 to +13, you want to offset your system's time-of-day to compensate for your store's location in relation to STORIS' SaaS server (located in the U.S. in the Eastern Time Zone). For locations west of the STORIS server, enter a negative number. For locations east, enter a positive number. For example, the Pacific Time Zone is west of the STORIS server. If your location is in the Pacific Time Zone, enter 3 to compensate for the three-hour difference between time zones.
This field is active only when the SaaS Time Zone field is set to Other.
Security
System Admin IDEnter the STORIS User ID of the person you want to designate as your system administrator. STORIS uses this field during the initial installation of your system to permit access to the System Settings Wizard program, which is an internal process used by STORIS personnel when setting up your system.
To require users to provide their STORIS User ID at the User Log-In screen each time they access the system, check the box. Otherwise, leave this box blank.
If you check the box at the Extended Security field on this screen, you also require users to specify a password at the User Log-In screen.
If you leave this box blank, you cannot activate Extended Security via the Extended Security field.
To use the Complex Passwords feature, you must check the box at this field.
To activate the Extended Security feature in STORIS, check the box. If you leave this box blank, you render all the Extended Security fields in the User and User Group settings inactive (although each field retains its setting in the event you want to reactivate Extended Security). Note that you cannot edit this field unless a check appears at the "User ID at Login" field.
Extended Security allows you to restrict user access to specific programs and processes via the User settings. Extended Security also requires users to enter a password at the User Log-In screen each time they access the system.
To use the Complex Passwords feature, you must check the box at this field.
Report Builder SecurityTo enable Report Builder security, check the box. Otherwise, leave the box empty.
This field does not affect the Access field in the Create a Report routine.
Complex PasswordsTo use the complex passwords feature, check the box at this field. The User ID at Login and Extended Security fields must also be active (checked) to enable the complex passwords feature.
Use this field to establish your cycle of password expiration days. Enter a number from 10-99. To indicate that passwords never expire, leave the field blank. If using the Complex Passwords feature, we recommend you set this field to 90 to comply with the PCI maximum.
The system references this field each time a user attempts to log in to the system. If the number of days since the user created or updated their password exceeds the number of days you enter here, a warning message appears and the user must update their password before they can proceed. On the last day before the password is due to expire, a warning message also appears but the user can proceed without updating their password.
For example, assume you set this field to 90 days. On the 90th day after you last updated your password, a warning message appears when you log into the system indicating that your password is due to expire. If you choose to change your password, the Change User Passwords window appears into which you can enter your new password.
If you decline to change your password, you can still log in using your current password. However, from day 91 forward until you update your password, the system displays a message indicating that your password has expired and requiring you to enter a new password. Once you change your password, the cycle of expiration days repeats.
Menu Timeout AfterEnter the number of minutes and seconds you want to elapse before menus and/or non-updating programs "time out" and return to the User Log In Screen. The Min field accepts any integer up to 99 and the Sec field any integer up to 59. Use this field with the Menu Timeout Active field in the User Group settings to time out selected users after a specified length of time.
Check the box at this field to have the menu timeout alert message (error code 42) included in Report Error Messages. Otherwise, leave the field blank.
To view this error code in Report Error Messages, select either "All" or "40 Alert message" in the Enter Error Code field.
Login Timeout AfterEnter the number of minutes and seconds (if any) you want to elapse before the User Log In Screen "times out" and returns to the operating system. The Min field accepts any integer up to 99 and the Sec field any integer up to 59. Note that the Menu Timeout Active field in the Create a User Group routine does not affect this field. This is not a required field.
Check the box at this field to have the login timeout alert message (error code 41) included in Report Error Messages. Otherwise, leave the field blank.
To view this error code in Report Error Messages, select either "All" or "40 Alert message" in the Enter Error Code field.
Licensing
STORIS sets the following display-only fields automatically during the licensing setup. They display here for informational purposes and cannot be edited on this screen.
The number of active site licenses purchased for advanced warehouse management (AWM) displays. The system references the number of active sites when verifying activation of Advanced Warehouse Management (for a location) via settings on the Barcode tab of Warehouse/Store Location Settings.
This field displays the number of locations licensed to use the Advanced Warehouse Management (AWM) directed putaway process. (Directed Putaway is a companion application available for purchase from STORIS.) The system references the number of active sites when verifying activation of Directed Putaways (by Volume, for a location) via settings on the Barcode tab of Warehouse/Store Location Settings.
The number of active site licenses purchased for the warehouse management system (WMS) displays. The system references the number of active sites when verifying activation of RF Picking (for a location) via settings on the Barcode tab of Warehouse/Store Location Settings.
The number of active site licenses purchased for warehouse management bar code displays. The system references the number of active sites when verifying activation of Barcode (for a location) via settings on the Barcode tab of Warehouse/Store Location Settings.
The activation grid on this tab provides the ability for you to toggle the active status of licensed (purchased) STORIS modules, provided you are on a non-LIVE account.
Active - This column contains check boxes for each of the modules listed. If you accessed this screen while logged in to your LEARN account, or any account that is not your actual LIVE account, you can use the check boxes to activate (check the box) or inactivate (un-check the box) a module. You can do this only for those modules you purchased, as indicated in the Licensed column (Yes = purchased; No = not purchased). If you access this screen while logged in to your LIVE (production) account, these check boxes are STORIS locked and require a password to change the status. The module is activated by STORIS when you purchase it.
Module - The name of each module listed is displayed in this column and you cannot edit the column.
Licensed - This column indicates Yes if the module is licensed (purchased) or No if the module is not licensed. If you attempt to activate a module that is not licensed, an error message is displayed. You cannot edit this column.
Number - For future use.
Submodules - To access a list of submodules for a module listed in the grid, click the Submodules button. A screen displays information about the submodules included with the parent module. If a module does not contain submodules, a message displays when you click the button.
Regional ProcessingIf Regional Processing has been activated on the Licensing tab, the box is checked and the following four Restrictions fields are active. You cannot activate the module using this field; activation and licensing of Regional Processing must be performed on the Licensing tab.
Restrictions
Customer LookupTo restrict customer lookups along regional lines, check the box. If you leave the box blank, all customers are available for selection. This setting is available only if Regional Processing is active.
Inter-Region Stock TransfersTo prevent the creation of manual stock transfers that cross regional boundaries, check the box. Otherwise, leave the box blank. Note that this setting overrides all attempts to create inter-regional transfers, even if the user has full and unrestricted access. This setting is available only if Regional Processing is active.
To prevent the creation of automatic merchandise transfers that cross regional boundaries, check the box. Otherwise, leave the box blank. This setting is available only if Regional Processing is active.
The Inter-Regional Auto-Transfers feature overrides this setting. However, if that feature is not active, this setting overrides all attempts to create inter-regional transfers, even if the user has full and unrestricted access.
Product Use/LookupTo restrict product use by regions specified at the Limit Use By Region field in the Advanced Product Settings, check the box. Otherwise, leave the field blank. This setting is available only if Regional Processing is active.
Product IDs Starting with Zero (LOCKED - STORIS access ONLY!) Check the box at this field to allow product ID's to begin with a zero. Otherwise, leave the box blank.
(LOCKED - STORIS access ONLY!) If the box at this field is checked, only items that are on the ship ticket are completed. If there were other items on the order that were not on the ship ticket, they are reserved after the completion of the ship ticket items. If the box is not checked, all items including those newly reserved are completed.
(LOCKED - STORIS access ONLY!) Check the box at this field to treat Alternate English as English. Otherwise, leave the box blank.
With this box checked and your user settings Language Code set to 4 (Alternate), if the item you are searching for is not translated the English version is used. If this field is not checked and the item is not translated, the item is not found when searching.
Skip EDI Data EncryptionCheck the box at this field to skip EDI data encryption. Otherwise, leave the box blank.
Regional restriction by district or region is not available to Cloud (SaaS) users. However, Cloud users can use the location restriction feature to apply security restrictions, and regional/district pricing is available as well.
Important Use the following fields when setting up the connection to the communications server. STORIS highly recommends you make use of the communications server. The "Comm" server resides in between your PC workstations and the STORIS server. That is, users connect to the communications server, which in turn connects to the STORIS server on the users' behalf. You can set up one or both of the following paths on the communications server.
Activating the Comm Server Redirection path
- helps protect your data in the event of a network failure, and
- assists in PCI compliance.
Enabling the Deployment Server path
- provides more control in deployment functions (for example, allows access to automatic SCI and Help updates).
URL and Server Paths
The following four fields each contain a TEST button that you can use once a path has been indicated. Use the TEST button to test the communication between STORIS and the path indicated.
File Redirect, Redirect buttonTo activate, enter the communications server redirection path (that is, the path from the STORIS server to a shared folder on the Comm server) where the STORIS server and the Comm server share messages. To test the communication between servers, click the Redirect button at this field.
SCiX AU Deployment, Deployment buttonTo enable the deployment server, indicate the deployment server path (that is, the path from the STORIS server to a shared folder on the Comm server) into this field and then check the box at this field. To test the communications server deployment path, click on the Deployment button.
If you enable the deployment server path, you can use the Automatic Updates process to download the latest SCI and Help updates to the Comm server, where they are available to your end users so they can update their workstations. Note that this Automatic Updates process involves only SCI and Help updates for download to the Comm server, and is distinct from the Automatic Updates process that sends program updates to your STORIS server.
Bassett XML Catalog, XML Catalog buttonYou can use this field to map a network drive to the proper server directory and select the catalog XML file. This improves catalog load speed as the Import External Data routine does not have to load the XML file into memory via the communication server. To test communication to the indicated path, click the XML Catalog button.
End of Day AIX Back Up, AIX Backup buttonEnter the path to be backed up during end-of-day. If you click the action button at this field, you access the Multiple Path Entry window, where you can enter multiple absolute paths to be backed up. To test communication to the indicated path, click the AIX Backup path.
Use this field to define the string of characters you can enter in specific columns in the data import spreadsheet to generate/calculate data. The default for this field is <+> but you can change it. The characters you define here are used with the product, purchase order, and vendor remit to data import processes. For each data import, the calculation symbol is used to generate data as follows:
Product - If you enter this calculation symbol into the Product column of the spreadsheet, the product code is automatically generated during import.
Purchase Order Header - If you enter this calculation symbol into the Purchase Order Number column of the spreadsheet and enter a reference in the Document Reference column (required when calculation symbol used), the import process uses the Document Reference as the PO number.
Purchase Order Item - For this import process, there are three columns on the spreadsheet where you can utilize this calculation symbol. If you enter this symbol into 1) the Purchase Order Number column and enter a reference in the Document Reference column (required when calculation symbol used), the import process uses the Document Reference as the PO number. 2) the Unit Cost column, the costing routine uses it to derive the unit cost. 3) the Discount Codes column, the discount routine is used to determine discounts from the discount table.
Vendor Remit To - If you enter this calculation symbol into the Payable Remittance ID column of the spreadsheet, the ID is automatically generated.
Use this field to define the string of characters you can enter in specific columns in the data import spreadsheet to clear data. The default for this field is<&>but you can change it. The characters you define here are used with the product, vendor remit to, and vendor ship from data import processes. If a column in the spreadsheet is highlighted inblue, the symbol in this field can be entered into that column to clear the data following initial data creation.
Use this field to define a sequence of characters that are used to delimit multiple values in the spreadsheet used by the Data Import process. If you leave this field blank, the default character is a <space>.
Some system control file fields are accessible by STORIS personnel only.
Auto Start Process Scheduler Phantom