Select and use the Main tab to define system-wide installation options.
Description of Page
Use Quick Add Tender Type to define the tender type defaulted on payments added using the Payment Quick Add transaction.
Use Starting Balance Tender Type to define the tender type of the starting balance recorded on your tender controls (this will almost always be the tender type associated with "cash"). This value is used during tender control balancing as a separate balance is required for each tender type in order to balance a tender control. Refer to The Lifecycle Of A Tender Control for more information.
For more information, refer to Setting Up Tender Types.
Use the Location Geo Type to indicate whether at least one geographic identifier (e.g., GPS coordinate) is Required or Optional on a location. Refer to Defining Geographic Types for more information.
The Alternate Representation flag should be set to None unless your organization uses multiple character sets for a person's main name and / or a location's address. Alternate representations are typically only used in countries where multiple character sets are used. For example,
In Hong Kong, a person's name may be written in both Chinese characters and in English.
In Japan, a person's name may be written in both Kanji and Katakana.
In both of the above situations, users need to be able to use both representations to find a taxpayer or a location.
Alerts that should appear adjacent to a person's name or address. If your organization doesn't use multiple character sets, you might want to consider using this functionality to implement critical person or location alerts. For example, if you have a taxpayer who's supported by a specific account representative, you could enter the account representative's name as the person's alternate name. If you do this, the account representative's name would appear in parenthesis following the taxpayer's name. In addition, you can search for the taxpayers supported by the account representative on Control Central by entering the account representative's name.
If your organization uses alternate representations of person name or address, set this flag to one of the following values:
Use a value of Address if you only use alternate representations for location addresses.
Use a value of Name if you only use alternate representations for a person's primary names.
Use a value of Name & Address if you use alternate representations for both location addresses and person names.
The following points describe the ramifications of this flag in the system:
If you support alternate representations of a person's primary name,
The name grid on Person - Main allows you to specify an Alternate name for the person.
If you use the base package name formatting algorithm, a person's name will be shown throughout most of the system in the format AAA (BBB), where AAA is the person's primary name and BBB is the person's alternate name. Note, this format does not apply to names that appear in search results (i.e., the alternate name is not concatenated to the main name in search results; however you can search for information using the alternate name).
Most of the system's person name-oriented searches will allow users to use both a person's primary and alternate names to search for information.
If you support alternate representations of a location's address,
A tab is available on the Location page that allows a user to define an alternate address for a location.
If you use the base package location formatting algorithm, a location's address will be shown throughout most of the system in the format AAA (BBB), where AAA is the location's primary address and BBB is the location's alternate address.
Most of the system's location-oriented searches will allow users to use both a location's primary and alternate addresses to search for information.
In order to improve response times, installation options are cached the first time they are used after a web server is started. If you change this field's option and you don't want to wait for the cache to rebuild, you must clear the cached information so it will be immediately rebuilt using current information. Refer to Caching Overview for information on how to clear the system login cache (this is the cache in which installation options are stored).
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