The System Configuration screen allows a user account assigned to the VP Admin role to set the System Configuration options for the system. It is expected that once these values are configured, they do not need to be updated frequently.
The System Configuration screen allows the administrative user to configure settings for multiple languages. Settings marked with an asterisk (*) have language-specific values that are used in conjunction with the translated Invoice Upload screen. Other fields have the same values across all languages.
Getting Started:
- Select the Menu item Administration | Settings Configuration.
- Use the Language drop-down list to select the language for which you want to configure language-specific settings.
- To edit the settings, click the Edit button at the bottom of the screen. The fields expand in edit mode to allow the user to enter and format the values for each setting.
- Once all settings have been configured, click Update to save your changes.
- Use the menu bar to navigate back to the Home screen to load the new settings.
The following table describes the settings in the System Configuration screen.
|
Setting |
Format, Value |
Description |
|---|---|---|
|
Default Customer Number |
10001 |
This number represents the customer record this instance of VPConnect aligns with in your IAConnect system. There is a single customer record set up for each instance of Costpoint or each Costpoint/Company ID combination that you manage with IAConnect. These records are stored in the CustomerParameters tables in the IAConnect database. Licensing only allows one instance of VPConnect per Costpoint/Company ID instance. Note:
VPConnect uses this value to link to the Notifications that are assigned in the Customer Configuration application. See Email Setup. Note:
This value cannot be changed using this dialog box once the system has been installed. The value is stored within the VP_Parameters table and requires a database administrator to change it. |
|
Application Name* |
text |
The title that is placed in the header section of the VPConnect windows and on the top of the PDF invoices that are created by VPConnect when an invoice is submitted. This title is located just to the right of the logo on the screen. This can be modified. Note:
To hide this text on the screens, do not set this value to a blank string. You can hide it by editing the HeaderLabel setting called Visible=False in the VendorPortalSkin.skin file (see Customizing Web Pages). |
|
Upload Folder |
UNC |
Allows you to determine the path to the upload folder where PO-based invoice supporting documents and non-PO invoices are stored by the system. |
|
Copyright* |
HTML |
The Copyright text is displayed at the bottom of each page as a default setting. This can be modified. |
|
Unapproved User* |
HTML |
The text displayed to a user when they try to log into VPConnect but their account has not been approved. |
|
Locked out User* |
HTML |
The text displayed to a user when they try to log into VPConnect but their account is locked out due to too many incorrect password attempts. |
|
Request New Payment Address* |
HTML |
The text displayed to a user on the Remit To dialog box when submitting an invoice. |
|
Travel Supporting Document Prompt* |
HTML |
The text that displayed to a user when submitting an invoice which contains travel lines. You may want to prompt them to remind them to attach supporting documents or any other message. |
|
Password Expire Days |
Numeric |
The number of days each user (other than VP Admin) is prompted to change their password. |
|
Allow Create Employee in VP |
Yes/No |
When entering details for labor entries, it is required that an employee be assigned to each labor line for an invoice entry. This setting determines if the user has the ability to create an employee record on the fly or if they are required to use one of the vendor employees records stored in Costpoint. If set to Yes, then the user is able to create an employee record on the fly and the GLC coding required from Costpoint is derived from a default employee set up in Costpoint. That default employee must be set up with the naming scheme {vendor number-01}. If set to No, then all employee selections must be set up in Costpoint prior to invoice creation. |
|
Require Non PO Project Validation |
Yes/No |
If set to Yes, then the Project Number field on the Non-PO Invoice Upload screen is required to be entered and a valid project number in Costpoint must exist. If set to No, then the Project Number field is optional. If it is entered under this condition, a valid project number in Costpoint must exist. |
|
Require Travel Trip Number |
Yes/No |
If set to Yes, then the Trip Number is required to be entered on the Travel Line Entry screen. |
|
Require Travel Trip Purpose |
Yes/No |
If set to Yes, then a value needs to be entered in the Purpose field on the Travel Line entry screen. |
|
Require ODC Description |
Yes/No |
If set to Yes, then a value needs to be entered in the Description field on the ODC entry screen. |
|
Allow Vendor Select Project |
Yes/No |
If set to Yes, then the project number may be changed on the Invoice Entry screens. Only Valid and Open projects in Costpoint are allowed to be selected. The project numbers are listed after searching Costpoint at the Project Funding Level. |
|
Project Funding Level |
Numeric |
The project funding level, CLIN, in Costpoint that is used to search for projects that can be selected if Allow Vendor Select Project is set to Yes. |
|
Show Rejected Invoices on Main Screen |
Yes/No |
If set to Yes, then any rejected invoices for a vendor are displayed on the main screen after you log in to VPConnect. |
|
Show Org ID on Invoice Lines |
Yes/No |
If set to Yes, then the Org ID value is displayed on the invoice lines. |
|
Show Project Number on Invoice Lines |
Yes/No |
If set to Yes, then the project number is displayed on the invoice lines. |
|
Use HTTPS for Verify New User Link |
Yes/No |
If set to Yes, then the Verify New User link in the notification email sent to the vendor uses https:// rather than http://. This can be set if you are using authentication security over the web, |
|
Can enter the Invoice Date for a New Invoice |
Everyone Internal Users External Users None |
If set to Everyone, any user can enter any valid date into this field. If set to Internal Users, only internal users can enter a valid date into the field. If set to External Users, only external users can enter a valid date into the field. If set to None(default), the field is auto-generated and no modifications are allowed to this field. (The None option is used to prevent backdating invoices.) |
|
Show 300% Flag on Travel Detail |
Yes/No |
If set to Yes, then the 300% flag is displayed on the travel entry screens. This value is only used as a display field in VPConnect and is not passed back to Costpoint. |