Installation Options - Main
Select > > and use the Main page to define system-wide installation options.
Description of Page
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.
Fastpath:
For more information, refer to
Setting Up Tender Types.
Turn on the
Create Field Activity Start Stop if field activities should be created when a start or stop is recorded (as opposed to shortly before the start/stop date). You might want to turn this switch off if it's possible for the state of the service point (or its meter / item) to change between the time service is requested and the actual service date. Why? Because the state of the service point and the state of its meter / item affects the type of field activity that is created. For example, if a customer wants to start service and there is no meter at the metered service point, an "install meter" field activity is created. However, if by the time the install date comes around, a meter has been installed by some other means; this field activity is inappropriate. This is why you might want to setup the system to wait until shortly before the service date to create the field activity (i.e., it reduces the likelihood that an inappropriate field activity is created). Refer to
Starting Service and Field Activities for more information.
Note:
Appointments require field activities. If you don't create field activities when service is started / stopped, you cannot use the appointment scheduling functions. Refer to
The Big Picture of Appointments for more information.
If you use orders to create new customers, define the
Campaign that should be defaulted on orders created when the order transaction is opened for a new customer. Refer to
Real time Marketing of Services to a New Customer for more information.
Use the
Premise Geo Type to indicate whether at least one geographic identifier (e.g., GPS coordinate) is Required or Optional on a premise. 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 premise'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 customer or a premise.
Note:
Spouses. If your organization doesn't use multiple character sets, you might want to consider using this functionality for spousal relationships. For example, rather than setup a person for each party in a spousal relationship, you could simply define one party using the person's main name and the spouse using the alternate name. While this is a bit of a "hack", it might be sufficient for your implementation as it will be much easier for an end user to use.
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 premise alerts. For example, if you have a customer who's supported by a specific account representative, you could enter the account rep's name as the person's alternate name. If you do this, the account rep's name would appear in parenthesis following the customer's name. In addition, you can search for the customers supported by the account rep on Control Central by entering the account rep's name. This is a bit of a "hack", but it might prove useful for a variety of functions.
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 premise 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 premise 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 premise's address,
• A new tab is available on the
Premise page that allows a user to define an alternate address for a premise.
• If you use the base package address formatting algorithm, a premise's address will be shown throughout most of the system in the format AAA (BBB), where AAA is the premise's primary address and BBB is the premise's alternate address.
• Most of the system's premise-oriented searches will allow users to use both a premise's primary and alternate addresses to search for information.
If the CTI Integration flag has been enabled, set the CTI Integration flag to Yes if your organization integrates with an external computer telephony integration (CTI) system that supports a "get next caller in the queue" function.
The
Control By CIS Division flag affects system behavior in many areas. This flag should be set if your business operates in different jurisdictions and CIS Division is used to delineate accounts and premises that users can access. When this flag is set, all users must be associated with at least one CIS division. See
Users and CIS Division for more information.
The following system behaviors are affected by this flag:
• On Person, CIS Division is presented and is required when adding an account. Customer class is defaulted after CIS Division is set.
• On Order, CIS Division is presented when a new account is being added and is required. Customer class is defaulted after CIS Division is set..
• On Person, Order, Account and Premise, the list of CIS Divisions that can be chosen is restricted to the CIS Divisions associated with the user. The user’s primary CIS Division is defaulted.
• On Account, CIS Division is presented before customer class. Customer class is defaulted after CIS Division is set.
The Premise/SP Search flag is used to provide access security to premises and service points that are not linked to an account.
• When the flag is set to Not Restricted, access to premises and service points that are not linked to an account is not secured.
• When the flag is set to Restricted by CIS Division, access to premises and service points that are not linked to an account is secured by the user’s CIS Divisions. If the premise has a CIS Division, then only users that have access to that CIS division can access that premise or its service points. See Users and CIS Division for more information. Premise and service points belonging to premises without a CIS Division are not secured. A Premise Type setting can control whether premises of that type require a CIS Division.
Note:
Premises and service points that are linked to an account are secured by the account access group
Warning:
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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