General System Control Settings

• System Administration > System Settings > Accounting System Settings > General Ledger System Settings > General Ledger > General Ledger Control Settings

Use this field to choose the font displayed when generating reports in PDF format. The default is Lucida Sans Typewriter.

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 in Advanced Product Settings or Product Settings.

The Purge Review Print Jobs and the Purge Review Archive Reports processes that are run during Generate Daily Reports (End of Day process) use this setting to determine what can be purged. Indicate the number of days to retain reports and print jobs on the system. Valid entry is from 0 to 9999. The processes purge print jobs and archived reports that are older than the number of days set in this field. If you leave this field null, no purge is performed. This is not recommended, nor is a large number of days recommended, due to the size of some print jobs and reports.

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. For example, creating a new product during sales entry rather than leaving the sales process to create the product in product settings. (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.

• Product

• Enter a Stock Adjustment

• Twilight Inventory Adjustments

• Create an As-Is Kit (kit master products only)

• Vendor

• Enter a Purchase Order (General tab)

• Enter/Update Individual Vendor Invoice (AP Bill Entry)

• Brand

• Vendor Settings (vendor creation)

• Zip Code

• Any routine in which you can enter a zip code

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.

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.  

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.

Check this box to enable the web service that allows STORIS to authenticate user-supplied login credentials against the Windows® Active Directory login credentials. The user's username and password for both Windows® and STORIS must be the same. This is a global setting. To exclude certain users from this function, check the box at the Exempt from Active Directory Authentication field located on the Security tab of Create a User.

• Server - Use this field to enter the name of the server that is running the web service. If more than one server is to be used, STORIS recommends using networking hardware to perform load-balancing across the servers and to provide a single target address.

• Port - Use this field to enter the TCP port for the web service. The default is 80. This information is determined when the web service is installed.

• Certificate Name - Use this field to enter the certificate name associated with the web service. This information is determined when the web service is installed.

This setting is not available for SaaS or Cloud servers.

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.

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.

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.

Enter the number of minutes and seconds you want to elapse before a warning message displays to alert the user that the system is going to time out. The amount of time entered here is in addition to the amount of time set in the Menu Timeout After and Login Timeout After fields (if entered).

The timeout notification appears on the bottom of the screen. You have the option to Continue Session or End Session Now. No response allows your session to time out.

If the box at this field is checked, credit application data is encrypted when the information is saved in STORIS. If the box is unchecked, existing credit application data residing in STORIS is decrypted and new data added is not encrypted.

If the box at this field is checked, credit score data is encrypted when the information is saved in STORIS. If the box is unchecked, existing credit score data residing in STORIS is decrypted and new data added is not encrypted.

If the box at this field is checked, customer date of birth data is encrypted when the information is saved in STORIS. If the box is unchecked, existing customer date of birth data residing in STORIS is decrypted and new data added is not encrypted.

If the box at this field is checked, customer driver's license information is encrypted when the information is saved in STORIS. If the box is unchecked, existing customer driver's license information residing in STORIS is decrypted and new data added is not encrypted.

If the box is checked at this field, social security numbers for credit customers, co-applicants, and co-signers are encrypted in STORIS. If the box is unchecked, existing social security numbers are decrypted and new data added is not encrypted.

Check this box to mask Personally Identifiable Information (PII) when archiving documents. Un-check this box to unmask PII for archived documents. If no data is present in a masked field, the field appears empty in the archived document. This setting is checked by default.

Formatting of masked PII is as follows:

• Date of birth - MM/DD/YYYY is xx/xx/xxxx

• Driver's license number - All but the last four characters of the license number are masked. Ex: M320-540-227-0 is xxxxxxxxxx27-0.

• Social security number - 123-45-6789 is xxx-xx-6789.

This setting does not affect masking of printed documents containing PII; that is controlled via Create a User/Group Actions - Personal Information Security.

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.   

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.  

(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.  

Check this box to enable certain screens the following character expansions: to allow up to 60 characters for the fields Address Line 1 and Address Line 2, as well as up to 45 characters for the City field. The default setting is unchecked.

• Advanced Customer Settings

• Co-Applicant Name and Address Maintenance

• Credit Application Entry (address in header only)

• Credit Application Entry - Co-applicant (address in header only)

• Customer Settings

• Design Enhanced Laser Forms

• Enter a Customer Payment/Refund/Gift Certificate

• Individual Zip Codes (city field only)

• Request Credit Information

• Shipping Information Window - Order Entry

• Update Co-Applicant Personal Information

• Update a Customer Address

• Update a Customer/Co-applicant Shipping Address

These fields may wrap to a second line, depending on the length of the entry.

If importing data using the expanded number of characters while setting is unchecked, the truncated number of characters appear in STORIS.

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 in blue, 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>.

Not all import programs and spreadsheets respect the value you enter in this field. In some cases, the Invoice Import for example, only a space can be used to separate multiple values in the spreadsheet. Refer to the comments in the column headers of the spreadsheet for detail.