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The first 4 options are global settings, these can be set on a user by user basis and are found under,

“ROC / User | Inquires | User / Staff List” for more information see the SYUIDM Maintain Users help article.

 

eDoc Options

 

Here you select what eDocs you want to be activated.

 

EXAMPLE: PU Purchase Orders, AP Remittances, SA Sales Orders / Quotes, AR Statements / Invoices.

 

 

Client Types

 

The client type table links to a standard table that holds all your client categories.

 

Throughout Maxim client types are used for different things for example: Carrier, if you needed to select a Carrier on

an Invoice or Despatch document, this option tells the program to look at all suppliers who have this carrier option

as their client type.

 

 

Employees to Use Pin ID?

 

Where ever employees are required to enter their employee codes on transaction screens, the options are to use their

employee/customer code or use a Pin ID.  The use of Pin IDs tends to negate the argument 'But I didn't create that sales order'.

 

Employees can maintain their own Pin IDs by accessing ROC/User|Housekeeping|Update Employee PinID

 

The Pins have to be unique.  If a Pin is already in use the employee is advised that Your new pin is not available

 

 

Invoke Trade Points for Company

 

When using the Trade Points functionality in Maxim this option needs to be selected.

 

 

Invoke Courier Interface?

 

To use the Courier Post despatching system, this option needs to be selected.

 

 

Validate Client Delivery Addresses using Courier Post web service?

 

If you would like to use the Courier Post address validation web service this option needs to be selected.

 

For more information on Address Validation see the CPADVAL Courier Post Address Validation help article.