4.2.1.2 Global Preference

Global Preferences items are used to configure your User Interface (UI).

To update the Global Preferences, follow these steps:

  1. Navigate to Maintenance and select Preferences.
  2. Select Global Parameters.

    Figure 4-38 Global Preference


    Global Preference

  3. Enter following values as described in table:

    Table 4-27 Global Preference

    Fields Description
    Date Format

    Select one value from the available list.

    dd-MMM-yy

    yyyy/MM/dd

    MM/dd/yyyy

    dd.MM.yyyy

    MM-dd-yyyy

    yyyy.MM.dd

    yyyy/MMM/dd

    dd-MMM-yyyy

    dd/MMM/yyyy

    yyyy.MMM.dd

    dd/MM/yyyy

    MM.dd.yyyy

    dd-MM-yyyy

    yyyy-MM-dd

    dd.MMM.yyyy

    yyyy-MMM-dd

    Pagination Count Pagination Records determine how many rows are displayed on summary and other screens. If you select Pagination Records to be 25 records, then any screen displaying results in a tabular format displays a maximum of 25 records.
    Group Company Legal Hierarchy This displays list of Legal Entity Hierarchies that have been configured in Dimension Management. Select one hierarchy that must be used to identify internal (part of same financial group) customers of the institutions.
    Currency Rate Provider

    This displays list of providers of Currency Exchange Rate. Value “Default” is seeded and selected as default.

    If you load exchange rates from more than one source like Reuters and Bloomberg ,then select one which you want the engine to use during processing.

    Members of Dimension Rate Data Source are displayed in the drop-down list.

    Functional Currency A common functional currency is required which can be set here. This is required to consolidate the accounts' balances or charges at multiple hierarchy levels. This is used in Ledger Reconciliation module.
  4. Is Editable status cannot be turned on since individual users are not expected to modify these parameters.
  5. Click Save to confirm the changes.

Reset to Default option enables the factory settings to default.