MAINT (Maintenance) Control Maintenance Records

The following control maintenance records belong to the MAINT (Maintenance) category.

Copy Default Price Sheet To Blank Sheets In Product Maint

Indicate whether to prevent the creation of a price sheet for a product without any defined pricing information. ClosedMore:

Options

  • Yes - The system copies all pricing information, including effective dates, prices, and pricing unit of measure, for the most recent effective date found in the product's default price sheet into the blank price sheet on the Product Price Sheet Maintenance window.

  • No - The new price sheet does not contain any pricing information.

Outcome of setting this control record

Set this record to Yes to prevent the creation of a price sheet with no pricing information. The person who maintains price sheet information reviews and, if necessary, modifies the price sheet information after the copy.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

None

Default Best Price Check In Sell Matrix Maint To No

Indicate whether the system sets the Best Price Check field in Sell Matrix Maintenance or Quick Sell Matrix Maintenance to No when creating a new matrix cell. ClosedMore:

Options

  • Yes - The flag in the Best Price Check field defaults to No. The best price check function is disabled.

  • No - The flag in the Best Price Check field defaults to Yes. The best price check function is enabled.

Outcome of setting this control record

Determines whether the Best Price Check is on or off for sell matrix cells.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

None

Default Cost View On Matrix Maint Cost Override To COMM-COST

Use this record to set the default view on the Matrix Cell Cost/COGS Override window to COMM-COST. ClosedMore:

Options

  • Yes - The default view is COMM-COST.

  • No - The default view is COGS unless there is a COMM-COST override setup and no COGS override.

Outcome of setting this control record

Determines the default view when viewing in the Matrix Cell Cost/Cogs Override window.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

None

Disable Home Branch Check In Vendor Maintenance

Use this record to disable the requirement that to view a vendor record, one of the user's accessible branches must be the vendor's home branch.  ClosedMore:

Options

  • Yes - A user can view the Vendor Maintenance record as long as one of the user's accessible branches is one of the vendor's accessible branches.

  • No - A user can view the Vendor Maintenance record only if one of the user's accessible branches is the vendor's home branch.

Outcome of setting this control record

Provides additional control over who can access vendor records. You may not want user's outside a branch viewing the vendor information for vendors who do business with a different branch.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

Vendor's are assigned a home branch for pricing, accounting, reporting, and tracking purposes.

Entity Home Branch Check

Enable using a home branch check for entity types and select which entity types for which to activate the check. ClosedMore

Options

  • Enable for Entity Type(s) - Select which entities you want to include when performing searches within Eclipse. Home branches must be listed in the Accessible Branches in the user's maintenance file.

  • Blank Home Branches - Indicate if you want to include an entity in the search results even if the home branch is blank.

Outcome of setting this control record

Limits the searches you do to only those entities assigned to the home branch for each user.

Default Value(s)

  • Enable for Entity Type(s) - None.

  • Blank Home Branches - Include.

Action if set to Null

Searches run as usual.

Additional Information

None.

File System For Eclipse Reports

Use to identify where the system should store your reports when using Eclipse Reports.  ClosedMore:

Options

This path is identified at the time of installation or at upgrade. Please consult Eclipse Support before changing this path.

Outcome of setting this control record

Determines where the system stores your reports when using Eclipse Reports.

Default Value(s)

None

Action if set to Null

The system does not have a directory to save your generated reports.

Additional Information

The path you enter on this control maintenance record displays on the Administrative page within the application.

To view the current path for the storage location, launch Eclipse Reports from the Reports menu in Solar Eclipse, and click the Admin icon at the top of the Eclipse Reports application. The path is listed under the System Stats area labeled the Partition Location.

Number Of Days After Which Users Can Edit Old Prices

Enter the number of days after which users can edit prices and costs in Product Price Sheet Maintenance. ClosedMore:

Options

Any number of days from 0 to 99999.

Outcome of setting this control record

Prevents users from editing prices that are newer than the number of days in this control record, but still allows users with the proper authorization to update other aspects of a product record.

Default Value(s)

99999

Example(s)

If you set this record to 30, a user can only change the latest price sheet if it is more than 30 days old.

Dependencies

To edit a price or cost in Product Price Sheet Maintenance, users must be assigned Level 2 of the PRICE.SHEET.MAINT authorization key. With this authorization, users can edit the current price sheet if there is no price, or if there is already a price users may only edit the price if the price sheet is dated at least the number of days set in this control record.

Action if set to Null

Same as if set to 99999

Additional Information

For more information about creating product price sheets, see Viewing and Editing Price Sheets in Product Pricing and Assigning Pricing Values to Product Price Sheets.

Product Location Quantity Movement

Indicate whether users who are assigned Level 2 of the PRD.LOCATION.MAINT authorization key can move quantities of a product from one location to another and have the system calculate the new quantity in the target location. ClosedMore:

Options

  • No - This record has no effect.

  • Yes - Authorized users can move quantities. Quantity movement can be accomplished using the methods described in the Examples section of this table.

Outcome of setting this control record

Setting this record to Yes, the system calculates quantities moved to a new location rather than the user, removing user error.

Default Value(s)

No

Example(s)

Example 1: Product x has on-hands of 12 in Location 1 and 0 in Location 2. To decrease the quantity in Location 1 to 8, position the cursor on the 12 and type an 8. The following message displays: Position cursor on quantity to increase by 4 and press <Enter>. When you move the cursor to Location 2 and press Enter, the 0 changes to 4.

Example 2: Product x has on-hands of 12 in Location 1 and 0 in Location 2. To decrease the quantity in Location 1 to 8, position the cursor on the 12 and type -4. The following message displays: Position cursor on quantity to increase by 4 and press <Enter>. When you move the cursor to Location 2 and press Enter, the 0 changes to 4.

Example 3: Reduce the on-hand quantity at one location. Reposition the cursor on the screen where you want to insert a new location. Press Alt-Insert to insert a blank line. Press Enter to insert the quantity being moved. Specify the quantity type and new location name.

Action if set to Null

Same as if set to No.

Additional Information

This control maintenance record does not apply to Level 3 users.

Show All Cells In Quick Matrix Maint With Matching Effective Dates

New in Release 9.0.4

Indicate if you want to display all matrix cells that have matching branch and customer / product defined criteria for the same effective date in Quick Buy or Sell Matrix Maintenance. The default is No. ClosedMore:

Options

  • Yes - Displays all cells with matching values in branch and customer / product defined criteria.

  • No - This is the default.

Outcome of setting this control record

If set to yes, the system checks the criteria on the matrix cells for matching values in the branch, customer side (i.e. price class, customer, quote), product side (i.e. sell group, product) or effective date. If any of the criteria match in multiple cells, the system displays all Cells.

Default Value(s)

No

Example(s)

Matrix Cell 1 is defined with Customer Jones Electric, Red Wire 75, and an effective date of March 1, 2018 and a LIST -20.

Matrix Cell 2 is defined with Customer Jones Electric, Red Wire 75, and an effective date of March 1, 2018 and a LIST -25.

If set to Yes, both of these cells display in Quick Sell Matrix Maintenance.

Action if set to Null

Same as No.

Additional Information

 

 

Solar Additional Resource Types

For internal Eclipse use only.

Solar Release Classpath Maintenance

For internal Eclipse use only.

System Search Results Display Setup

Set the fields in this record to determine how the system displays search results. ClosedMore:

Settings

  • Maximum # items before prompting - Enter the maximum number of items you want the system to return before prompting users to continue. The minimum setting is 25

  • Always sort result set - Enter Yes to sort the returned results in alphabetical order. Set this field to No to not sort in alphabetical order.

Outcome of setting this control record

Determines how many search results are displayed at one time when conducting any search in the system. Setting this to a lower number can decrease the time it takes to get search results back.

Default Value(s)

Always sort result set default is No.

Example(s)

For example, if you enter 25 in the Maximum # items before prompting field, the system displays the first 25 results in any search type, and prompts to display the next 25.

Action if set to Null

Returns items in relevance order.

Additional Information

None

Template Authorization Key Level Hierarchy

Select which authorization level the system applies when the same authorization key with different levels is contained in multiple templates assigned to the same user. ClosedMore:

Options

  • Best - Selects the level that gives the user the most authority.

  • Worst - Selects the level that gives the user the least authority.

  • First - Selects the level assigned in the first template that contains the authorization key the system encounters.

Outcome of setting this control record

Determines which instance of an authorization key the system uses if a user has the same authorization key with different level settings assigned to them through multiple templates.

Default Value(s)

First

Action if set to Null

Same as if set to First.

Additional Information

An authorization key assigned in addition to templates overrides any occurrence of that authorization key in the templates. This control maintenance record has no bearing on authorization keys with detail assigned. The system uses the detail list from the first authorization key it finds.

URL or UNC Path to Eclipse Help

For each branch, enter the URL or UNC path to the location on your server that contains the Eclipse online help files. ClosedMore:

Options

The URL or UNC path in your network that contains the Eclipse help.

Outcome of setting this control record

Tells the system where the Eclipse help system is installed.

Default Value(s)

None. However, this record is typically set for you during your installation or upgrade.

Example(s)

http://<ip_address>/Eclipse-Help/CHUI/!SSL!/WebHelp/MasterProject.htm

Typically, this is the path to your Eclipse help. The only portion of this that changes is the IP address, which is specific to your site.

Action if set to Null

When you press F11 to view the online help from screens in Eterm, the help does not display.

Additional Information

Each branch can access Eclipse help either through a web server (URL) or through a share on a local server (UNC). We recommend setting up your branches to view Eclipse help from a web server, if possible, because it requires no additional permissions setup and displays the help topics faster than from a share on a local server.

For optimal viewing, we recommend using Microsoft Internet Explorer to view the help. The help is viewable in Firefox, however, formatting may not display as intended.

URL or UNC Path to Solar Eclipse Web Help

For each branch, enter the URL or UNC path to the location on your server that contains the Solar Eclipse online help files. ClosedMore:

Options

The URL or UNC path in your network that contains the Solar Eclipse help.

Outcome of setting this control record

Tells the system where the Solar Eclipse help system is installed.

Default Value(s)

None. However, this record is typically set for you during your installation or upgrade.

Example(s)

http://<ip_address>/Eclipse-Help/Solar/!SSL!/WebHelp/MasterProject.htm

Typically, this is the path to your Eclipse help. The only portion of this that changes is the IP address, which is specific to your site.

Action if set to Null

When you press F1 or F11, or use the Help menu from a window to view the online help from screens in Solar Eclipse, the help does not display.

Additional Information

Each branch can access Solar Eclipse help either through a web server (URL) or through a share on a local server (UNC). We recommend setting up your branches to view Solar Eclipse help from a web server, if possible, because it requires no additional permissions setup and displays the help topics faster than from a share on a local server.

For optimal viewing, we recommend using Microsoft Internet Explorer to view the help. The help is viewable in Firefox, however, formatting may not display as intended.

Use Future Price Sheet If No Current Price Sheet Is Found

Indicate if you want the system to use a price sheet with a future date earlier, only if the current price sheet is not found. ClosedMore

Options

  • Never - The system ignores future price sheets. This is the default.

  • Always - The system uses a future price sheet value if the price date is earlier than the first price sheet value and no current price sheet is found.

  • Matrix Price Date - If the price date is being overridden directly from the matrix cell, and if that date is prior to the first entry on the current price sheet, then the system uses the first (future) value on the price sheet. All other situations will behave as though the control maintenance record is set to Never.

Outcome of setting this control record

See above.

Default Value(s)

Never.

Action if set to Null

Same as Never.

 

User Maintenance Default Time Zone

Select the time zone to assign to all new user records on the Scheduler Parameters window in User Maintenance.

Use the Set System Time Zonecontrol maintenance record to specify the time zone where your server is located.