Penta System Options
Issue/Symptom/Question
What are the Penta System Options?
Applies To
Penta for Windows
System Management > Technical Support > Options
Resolution/Fix/Answer
Use the Options window to modify or view certain settings within PENTA.
To use this window, either:
Click the toolbar’s Enter Query button twice to retrieve all available System Options.
Click the toolbar’s Enter Query button once, enter values in the available fields to limit the System Options PENTA will query, and click the toolbar’s Enter Query button again.
Notes:
Options are also referred to as “System Options” in this Window Description and throughout the PENTA Reference Manual.
You must have authorization to use this window.
Option # - PENTA displays the Id assigned to the System Option. You cannot edit this field; it is only for querying and viewing.
Description - PENTA displays the abbreviated description associated with the Option #. You cannot edit this field; it is only for querying and viewing.
Type -PENTA identifies the format of possible values for this Option #:
A – Alphanumeric
B – Boolean
N – Numeric
You cannot edit this field; it is only for querying and viewing.
Module - PENTA identifies which module the Option # pertains to:
AC – Finance & Accounting
AP – Accounts Payable
AR – Accounts Receivable
EQ – Fixed Assets & Equipment
IC – Inventory Control
IF – Interfaces
IN – Invoicing
JC – Job Cost Management
PO – Purchasing
PM – Project Management
PR – Payroll
SM – Service Management
SY – System Management
You cannot edit this field; it is only for querying and viewing.
Allow Updates - PENTA indicates whether you can adjust the Option #’s value.
N (no) – Only Penta Technologies can change a System Option value.
Y (yes) – Any user with access to this window can change a System Option value.
You cannot edit this field; it is only for querying and viewing.
Limit Values - PENTA indicates (with an N for no or a Y for yes) whether the Option # is limited to settings listed in the Values column.
N (no) – Valid values for the Option # are not limited to settings in the Values column.
Y (yes) – Valid values for the Option # are limited to settings in the Values column.
You cannot edit this field; it is only for querying and viewing.
Boolean Value - If the value in the Type field is A (Alphanumeric) or B (Boolean), you can use this field to enter one of the available options listed in the Value column. Entry is optional. The default of this field varies with each System Option.
Numeric Value - If the value in the Type field is N (Numeric), you can use this field to enter one of the available options listed in the Value column. Entry is optional. The default of this field varies with each System Option.
Value - This column lists all possible settings for the Option #. Penta Technologies sets these Values and you cannot edit them.
Description - This column lists the description corresponding with the adjacent Value. Penta Technologies sets these Descriptions and you cannot edit them.
Extended Description button - Clicking the Extended Description button launches the Extended Description pop-up window. The Extended Description pop-up window allows you to read additional information about the current Option #. You cannot edit this pop-up window; it is for display only.
Penta System Options
1-50
Option | Description | Type | Allow Updates | Module | Limit Values | Extended Description | Valid Values & Description | Default |
|---|---|---|---|---|---|---|---|---|
1 | Insurance Expiration Warning | Numeric | Y | AP | N | A warning will be issued if the subcontractor insurance expires before the number of days entered in the numeric value field. | 1 - Do not give an expiration warning. 31 - Give an expiration warning if insurance expires within 31 days (default value) or Any number to designate how many days before expiration the warning should appear | N/A |
2 | Auto-Assign Customer Id | Alphabetic | N | AR | Y | Automatic assignment of customer id on Customers window | 1 - PENTA assigns a Customer Id, sequentially. The numbers can begin with any number the client chooses, programming can set the starting point. 2 - Auto-assign customer id using first letter of name. PENTA assigns a Customer id using the first letter of the Customer Name as the first character of the Customer Number, followed by the next available number. Numbers begin with one. This value is only valid for clients that have an alpha customer number. N - No automatic Customer Id, user enters unique id with each new customer. (N is the default value.) | N |
3 | Auto-Assign Job Id | Alphabetic | N | JC | Y | Automatic assignment of job id on Job Information window | 1 - same as value Y 2 - Client 8950 specific N - No automatic job id, user enters unique id with each new job. (default value) Y - PENTA assigns a job id, sequentially. The numbers can begin with any number the client chooses. A programmer can set the starting point. | N |
4 | Auto-Assign Vendor Id | Alphabetic | N | AP | Y | Automatic assignment of vendor id on the Vendor Information | 1 - PENTA assigns a vendor id, sequentially. The numbers can begin with any number the client chooses, programming can set the starting point. 2 - Auto-assign vendor id using the first letter of the name. PENTA assigns a vendor id using the first letter of the vendor name as the first character of the vendor number, followed by the next available number. Numbers begin with one. This value is only valid for clients that have an alpha vendor number. N - No automatic vendor id, user enters unique id with each vendor. (default value) | N |
5 | Costcode Mask Matching | Alphabetic | N | SY | Y | Indicates if the client matches costcode masks to the leftmost or the rightmost segments of the costcode. | L - Client matches cc mask to leftmost segments of cc. (Example: Mask 411%) R - Client matches cc mask to rightmost segments of cc. (Example: Mask %411) (default value) | R |
6 | Default Costcode Validation | Alphabetic | N | JC | N | Indicates the value that will default in the 'Costcode Validation Code' field on the Job Information window; however, you can override the default. | N - Any costcode can be used, costcode will not be validated. (default value) Y - Costcode must be valid. M - Costcodes are validated against existing costcode masks. E - Costcode must exist as a standard costcode, or must be a validated costcode. | N |
10 | Significant Mask Positions | Numeric | N | SY | Y | Designate how many significant (non-wildcard) positions the user will be required to enter whenever they enter a mask in the high or low costcode ranges that use a % wildcard. | -1 - Disable this edit check 0 - Only enter wildcard chars in high/low cc masks. Client can only enter the wildcard (no characters/digits) in high and low costcode masks. 1 - Must enter 1 char/digit when enter mask cc mgs 2 - Must enter 1 chars/digits when enter mask cc mgs 3 - Must enter 1 chars/digits when enter mask cc mgs. Client must enter three characters/digits whenever they enter a mask in the high and low costcode ranges. (default value) 4 - Must enter 1 chars/digits when enter mask cc mgs 5 - Must enter 1 chars/digits when enter mask cc mgs 6 - Must enter 1 chars/digits when enter mask cc mgs 7 - Must enter 1 chars/digits when enter mask cc mgs 8 - Must enter 1 chars/digits when enter mask cc mgs 9 - Must enter 1 chars/digits when enter mask cc mgs | 3 |