Installation Options - Main

Select Admin > General > Installation Options and use the Main page 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.

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.

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.

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.