18 Overview to System Setup

This chapter contains these topics:

18.1 Objectives

  • To set up the controls that let you process address book information

18.2 About Address Book System Setup

Before you use the Address Book system, you need to define certain information that the system will use during processing. The information that you define customizes the system for your business needs. For example, you might set up codes to group and report on economic activity in business areas, such as agricultural services, mining, and so on.

System setup for address book consists of:

  • Setting up constants for address book

  • Setting up country constants for address book

  • Setting up postal codes for address book

  • Understanding user defined codes

  • Understanding user defined codes for address book

  • Working with user defined codes

  • Setting up category codes for address book

  • Setting up next numbers for address book

  • Setting up consolidation codes

The following describes the Address Book setup features:

Feature Description
Constants Establish system basics, such as:
  • The address book number format that the system uses as the default value when searching for records

  • Whether you require electronic mail (e-mail) security to restrict users from viewing other user's messages

  • Whether you want to define special mailing formats for specific countries

  • Whether you want to maintain multiple addresses for one address book entity

Postal codes Define customized codes to speed your data entry of mailing addresses.
User defined codes Define customized codes, such as search types, that are appropriate for your business needs.
Category codes Define customized codes to organize various types of address book information, such as who's who information.
Next numbers Establish an automatic numbering system for address book records.
Consolidation code Group-associated Address Book numbers used to report on group financial data.