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System Rules
Description of System Rules.
System Rules List
| Code | Description |
| AcctgCustFormat | Formats to First,Middle,Last when turned on |
| AddtnlTaxTaxable | Taxes fees (ex. Tire/Battery) on Parts (0-No Tax) |
| AdminFeeCommission | Subtracts Admin Fee From Commissionable Amt |
| AppOneEnvironment | AppOneEnvironment ("Testing" or "Production", should always be Production in a live environment) |
| AppOneId | AppOne ID (supplied by AppOne/ Renolds and Renolds) |
| AutoApplyPayment | Turns on/off auto apply of deposits in Quickbooks |
| AutoDiscount | Automatically Discounts Invoices by Percent |
| AvgCost | Calculates avg cost for recvd items (1 = ON) |
| BillFlatRate | Use flat rate from Labor Code for Bill Hours |
| BillOfLading | Determines if Bill of Lading prints for Rentals |
| BillToEnabled | 0=billto is disabled and only able to bill customer on the Retail/Internal, 1=billto is enabled. A company other than the customer can be billed. |
| CalendarScope | Determines whether the Calendar form displays company-wide or location-specific appointments. Use Company or Location (case-sensitive). |
| CardProcKey | Merchant Account Key ID provided from Global Payments |
| CardProcName | Merchange Account Name provided from Global Payments |
| CardProcSiteID | Merchante Account Site ID provided from Global Payments |
| CardProcSystem | Use "MerchantWare" or "Genius" (Should almost always be "Genius") |
| ClassTracking | Determines if Class Tracking is used in Accounting |
| Code | Name |
| ColdDaysFollowup | Days before a Cold Prospect will show in Followup for a salesperson |
| CredcoAccountNumber | Account Number to Access Credco System |
| CredcoAccountPass | Account Password to Access Credco System |
| CredcoURL | Credco Internet address |
| CustomROUnit | For units on R.O print-outs, 1 displays users custom unit labels on print-outs, 0 displays EverLogics standard unit labels on print-outs. |
| CycleCountShowQtyOnHand | Shows the system count on hand of the part |
| DealAMC | Turns on/off the Aftermarket charges on the Quote. |
| DealDepositEnabled | Determines if Deal's deposit is enabled for edit |
| DealerName | Controls what name is used when printing. Use "DEALER" for dealer name, "LOCATION" for location name, or custom text. |
| DealPostedLock | Do not allow a Deal from changing after being Posted |
| DealQuickPrint | Creates the Deal Print dropdown menu. Format is REPORTID,MENUTEXT; repeat as needed |
| DealROs | Prevents Deals with Open ROs from being posted. |
| DefaultSchedTime | Default number of hours for Labor |
| DepsForQB | Determines if Deposits are applied to forms |
| Disbursements | Turns on/off access to Disbursements |
| DisclaimerRcpt | Print Disclaimer on the Invoice Receipt |
| DiscountAuth | Turns on/off the Discount Authorization |
| DupProdGrp | Determines if duplicate part if ProdGrp exists |
| DupROLbrCmpl | When enabled, completed jobs from the original RO will be completed on the duplicated RO. 0 = OFF, 1 = ON. |
| Equifax | Option for Equifax Bureau |
| Experian | Option for Experian Bureau |
| GenerateUPC | Generates an "internal" UPC code |
| HideBillToCompany | Determines BillTo shows on Warranty customer copy |
| HideHrsOnCustomerCopy | Hides Hrs on RO Customer Copy (1=Hide) |
| HidePartNumbers | When enabled, part numbers will be hidden on a Repair Order's customer copy. 0 = OFF, 1 = ON |
| HotDaysFollowup | Days before a Hot Prospect shows in Followup |
| InactiveDaysFollowup | Days before an Inactive Prospect shows in Followup |
| IndividualPayments | Payments are individualized in EOD Accounting |
| InsuranceTerritory | Set the territory of the dealer for ins. quotes |
| Internal Markup | Defaults the Internal Markup |
| InternalSold | Message for when an Internal Unit is sold. 0 = The Internal type cannot be cashed out. This Unit has already been sold. 1 = You must select Internal Sold Unit as the Payment Type. This Unit has already been sold. |
| InternalUnitReq | Requires units on Internal ROs are in Inventory |
| InventoryTaxRate | Tax Rate used to calculate Dealer Inventory Tax. |
| InvoicePrint | For print Invoice cashout,"Receipt" displays a print-out with listed parts and related charges. "Standard" displays only totals(case-sensitive). |
| InvoicePrintLayout | Determines whether the Invoice printout follows Standard or MailStyle format. Use Standard or MailStyle (case-sensitive). |
| InvoiceUnit | Displays Stock Number added to Invoice |
| ItmLvlAcctg | Allows parts that have a part category to be separated by Part (PO Accounting) and Category (EOD Accounting) 0=Combined, 1=Separated |
| KellerMarineAcctNo | Keller Marine Account Number |
| KellerMarineAPIKey | Keller Marine API Key |
| KenectDeliveredTrigger | Enable/Disable Kenect automatic Deal Sold event on Delievered status |
| LabelMargin | Sets the Left Margin for the Label Printer |
| Labor COGS | Determines Labor COGS shows in Accounting |
| LaborPartAssoc | If the LaborPartAssoc system rule is off (0), parts will not automatically be assigned to a job. If it is on (1), it will default all the parts to the first repair line. |
| LowStockQty | 0=off, 1=warn for low qty 2=doesn't add low parts |
| ModelNo | Displays Model # on Buyer's Guide |
| MoveInvBtwLocs | Determines moving inventory between QB locations |
| MultiInspectionDuplex | Turns on/off the the duplexing of the RO printout |
| MultiInventory | Allows multiple pieces of Inventory on a Deal |
| NewInvoiceOnCashOut | New Invoice appears when it is cashed out |
| NoWarrLines | This rule controls whether Warranties go over to QuickBooks Desktop with the EOD Invoice (1) or as a Customer Invoice (0). Determines in RO warranty lines show in the accounting window. This is important is the customer is using non-warranty payment. If warranty lines are in the accounting window and non-warranty payment is used, the EOD is off. The Warranty lines cannot be removed since this will result in a “transaction must be positive” error. |
| NTPAuthCode | NTP Authentication Code to send and retrieve info |
| NTPCustomerNo | Unique NTP Customer Number |
| NTPGetInvoice | NTP File for getting the PO Invoice |
| NTPGetPart | NTP File for getting the part info |
| NTPGetPrice | NTP File for getting the price of the part |
| NTPGetProdAvail | NTP File for getting the product availability |
| NTPSendPO | NTP File for getting the purchase order |
| NTPURL | NTP link to send and retrieve info to NTP-Stag |
| NTPUsername | NTP Username to send and retrieve info |
| ObsoletePartsDays | No. of days to set parts to obsolete |
| OnAcct | Warn or do not allow parts to be added to ROs when there are not enough in inventory (0=off, 1=Warn, 2=Do not Allow) |
| PartAdjToQB | Allows parts that have a part category to be separated by Part (PO Accounting) and Category (EOD Accounting) 0=Combined, 1=Separated |
| PartPriceUpdateAll | Updates part(s) (Part Inventory/Part Catalog) across ALL locations. |
| PartSearchTaxable | Determines if the IsTaxable checked on Part Search |
| PickActiveClass | Determines if user must select an active Class |
| PNSWaterMark | Turns on/off watermark on Invoices/ROs. |
| POFreightTaxable | Canada: Freight taxed on Part POs (0-NonTaxable) |
| PONYAFee | Fee to charge for NY Port Authority |
| POOrderAuth | POOrderAuth controls whether or not the Order Placed Date needs a manager's approval to be changed. If the rule is on (1), A non-authorized user clicks the order link, and then a manager enters their PIN. |
| POPayment | PO payment method, Invoice #, Check # |
| PostInternalSoldUnit | Posts Internal Sold Unit ROs back to unit (1=On) |
| POVendors | Option for which vendors to display on POs (0=Suppliers and Manufacturers, 1=Suppliers) |
| PrintCCReceipts | Both = Print Customer & Merchant Copy, Merchant = Print Merchant Copy only, Customer = Print Customer Copy only, None = No copies |
| PrintOPOSLogo | Prints Company logo on OPOS Receipts |
| PrintTaxBreakdown | Show tax breakdown on customer printout (CN Only) |
| ProfitAdjustment | Prefills the Profit Adjustment field of the deal form to be equal to the amount entered in the Prep Fee field |
| PromiseDateAppt | Determines if Promise Date creates Appointment. |
| ProspectingFieldsRequired | Are the prospecting fields on Customer Required |
| PurchaseOrderRpt | PO Print ('PurchaseOrder' or 'WholesalePO') |
| QB Access | Access to Desktop and Online versions of QB |
| QBCompanyId | Quickbooks Company Id for Desktop/Online versions |
| QBOAccessToken | Quickbooks Online Access Token |
| QBOnline | Access QB Online |
| QBORefreshToken | Quickbooks Online Refresh Token |
| QBServiceType | Determines QB Service Types should appear for Deal |
| QBTrackDiscount | Track discounts in EOD Accounting |
| QuickQuote | Turns on Access to Quick Quote |
| QuoteDefaultsScope | Use DEALER or LOCATION scope for Quote Defaults. |
| ReturnAuth | Turns on/off the Return Authorization |
| Revisions | Determines revisions shown on printout. 0=OFF 1=ON |
| ROPrint | For R.O print-outs, "Standard" displays company image on the left-side header."MailStyle" displays company image on center header(case-sensitive). |
| ROTech | Determines whether Tech names should be displayed. |
| SendPostedAddOnsWithDeal | Controls whether the Itemized Charges are sent to Quickbooks as a Bill are also sent over with a Deal the unit is on (1) or not (0). Answer 1 meaning send the bill over from EverLogic to QB, but instead it would be mapped to the add-on asset account and it will still go over with the deal as well Answer 0 meaning you send the bill over from EverLogic to QB, it must be mapped to an Expense or COGS account and that will not go over with the deal |
| SeqControlNo | Turns on/off numbering for Accounting purposes |
| ServiceAppt | Determines if Appointment Date creates Appointment |
| ServiceFollowupDays | Number of days until a service customer followup |
| ShowBinLocation | When enabled, bin locations will be displayed on a part's price label. 0 = OFF, 1 = ON |
| SoldFollowupAnniversary | Reminder to followup on purchase aniversary |
| SoldFollowupDays | Number of days until a sold customer followup |
| SpellCheckInPartsService | For the service tab of R.O, 1 turns on spell checker. 0 turns off spell checker. |
| StickerBanner | Turns on/off the Return Authorization |
| StickerBannerBackground | Background Color to use in the Sticker banner |
| StickerBannerColor | Font Color to use in the Inventory Sticker banner |
| StickerBannerFont | Font to use in the Inventory Sticker banner |
| StickerBorderColor | Border color for the Inventory Sticker |
| StickerColor | Font Color to use in the Inventory Sticker |
| StickerFont | Font to use in the Inventory Sticker |
| StickerFooterColor | Font Color to use in the Inventory Sticker footer |
| StickerFooterFont | Font to use in the Inventory Sticker footer |
| StickerFooterType | Address, Disclaimer, or Nothing in the Footer |
| Sublet Bill/Credit | Determines if Sublet Bill/Credit is created. |
| Sublet COGS | Determines Sublet COGS shows in Accounting |
| SupPartKit | 0=parts in kits are displayed individually. 1= pt kits are displayed as kit name only. Parts already on kits added again will get its own line. |
| TaxIdNo | For Invoice and R.O print-outs, 1 displays StateTaxId(U.S)/GST(CA). 0 displays nothing. |
| TaxLabels | List of labels seperated by commas for different types of taxes Example: State, County, Local etc. |
| TaxOnPartPOs | Determines if tax is charged on Part POs |
| TechSched | Shows Technicican Scheduler. 0 = Tech scheduler will not be shown 1 = will be shown |
| TechSchedAct | Determines if scheduled hrs are used to start work |
| TechSchedRefresh | Sets timer for Auto-Refresh (in seconds) |
| TransUnion | Option for TransUnion Bureau |
| UpdateActualHoursOnly | 1 = Update Actual hours from Tech Sched and Mobile app, 0 = Update Act, Pay, and Bill hours from tech sched and Mobile app |
| UpdateInventoryStatus | Automaticlly Update the Inventory Status. |
| UpdatePKPricing | Controls the updating of pricing in a part kits. No = Do not update, Cost = Update Cost only, Retail = Update Retail only, Both = Update Cost and Retail |
| UseAltPartProcess | Alternate Parts are treated as the same part |
| UsePoachLock | Use the Salesperson Poach Lock on Deal. |
| VendorCopy | Determines if the Vendor copy should print |
| VersionSpec | Code used to identify what Country the business is located in, will be an abbreviation of the county name Example: US for United States, CA for Canada |
| ViewCommissions | View Other's Commissions |
| ViewRule | Displays Inventory Sticker info based on set rule |
| WarmDaysFollowup | Days before a Warm Prospect shows in Followup |
| WarrantyDetail | Determines if Warranties are detailed in Acctg. |
| WPmtType | This rule controls whether Warranties can be cashed out with non-Warranty payment types i.e. Check or Credit Card. If the rule is on (1), non-warranty payment types can be used. If the rule is off (0), only warranty payment types can be used. |