Strategic Asset Management > Setup > Strategic asset management setup parameters

This form is used to create a default organisation set up record with basic data to identify the organisation and to be used throughout the system for the generation of system related information.

Note

The set up parameters is the setting up of number sequence, general use information, infrastructure, integration, accounts and journal names, default accounting organisations, maps setup for routing usage.

Tasks that use this form

Create the base default set up information for organisation

Navigation

The following provide descriptions for the controls in this form:

Buttons

Control

Description

Setup

The Set up button is used to check the validation of data and view the validation errors in the error log.

Vertical Tab control

Control name

Description

Number Sequence

Create the number sequence information for the organisation.

Integration

Create default integration information for the organisation.

Information

Create default general use information for the organisation and purchase requisition settings.

Infrastructure

Create default infrastructure sms service information for the organisation.

Accounts

Create the default account set up data for the ledger dimensions for the organisation.

Journal Names

Create the default journal names to be used for the organisation.

Project integration

Create the default project integration data for the organisation.

Default accounting organisation

Create the default accounting data for the organisation to use when projects/sales orders are used.

Default internal organisation

Create the default internal organisation data for the organisation to use when it is not specified.

Maps Setup

Set default parameters to use for maps when using routing on operations.

Fields

Vertical Tabs

Field name

Description

Number Sequence

Default

Define a default number sequence, and this field will be used for the number sequence if no other organisation sequences were defined.

Status History

Define the status history number sequence to be used if no other organisation sequences were defined.

Error Log

Define the error log number sequence to be used if no other organisation sequences were defined.

Contract Journal adjustments

Define the number sequence to be used on contract adjustment journals.

Routing code

Define the number sequence to be used on the routes and routing legs if no other organisation sequences were defined.

Integration

ERP integration

Select the option to indicate if the ERP integration is on or off for Axapta, External or no integration with any other system. Once ERP integration is switch ON to Axapta, you should not edit the field and change it back to ERP integration = None. If the ERP integration is switch off again, it will affect the base data. External is for integration with other systems, for example SAP.

Click on the Synchronise button to ensure the Unit of Measure, Currency data and other integrations are synchronised to 360° Strategic Asset Management  Environment.

Person object code

Select the object code that will identify the person object that will be used during the integration of the data.

Facility duration UOM

This field is required to define the default unit of measure for the duration or time to be used for object type = Facility.

Facility qty UOM

This field is required to define the default quantity UOM to be used for object type = Facility.

Support equipment duration UOM

This field is required to define the default unit of measure for the duration or time to be used for object type = support equipment.

Support equipment qty UOM

This field is required to define the default quantity UOM to be used for object type = support equipment.

Information

Update sub components

Tick this field if any sub-components have to be updated.

Calendar

Select the default calendar ID to be used to calculate the working days.

Pro-rata indicator

If this indicator is disabled and no feedback had been done, the full billing cycle will be done.

Bill as quoted

This field defines the default service item as quoted on the bill.

Enforce purchase requisitions

This field defines that if the indicator is ticked then purchase requisitions will be mandatory for any inventory requirements.

Maintenance execution minimum

This field defines that if an item is above the defined value, then a purchase requisition will be mandatory.

Operations execution minimum

This field defines that if an item is above the defined value, then a purchase requisition will be mandatory.

Infrastructure

SMS service

This field is required to define the domain to be used when an SMS service is used during notifications.

Accounts

Material account number

Define a default material account number to be used if no client or project was defined for billing and the object did not have an account defined for it. This account detail will be defaulted for the material billing.

Support equipment account number

Define a default support equipment account number to be used if no client or project was defined for billing and the object did not have an account defined for it. This account detail will be defaulted for the support equipment billing.

Service account number

Define a default service account number to be used if no client or project was defined for billing and the object did not have an account defined for it. This account detail will be defaulted for the Service billing.

Item account number

Define a default item account number to be used if no client or project was defined for billing and the object did not have an account defined for it. This account detail will be defaulted for the Item billing.

Offset account number

Define a temporary default offset account to be used.

Journal names

Item transfer journal name

This field is defined to be used to identify the journal name when moving items between warehouses.

Item loss profit journal name

This field is defined to be used to identify the journal name when stock is moved to execution. (Work Orders)

Item project journal name

Define the default information to be used to identify project journals.

Item movement journal name

Define the default information to be used to create a movement journal.

General ledger journal name

Define the default information to be used to create general ledger journals.

Project expense journal name

Define the default information to be used to create project expense journals.

Project integration

Project type

This field define the type of project. Select the type from the available list of projects. Different project types have different invoicing set ups.

Project group

This field is defined as a group number that is used for reference. Select from the pre-defined list of project groups.

Project contract ID

This field is an unique identifier for the project contract. Select from the pre-defined list.

Parent project

This field is select if there is a parent project that is linked to this set up.

Hour category

Define the default hour category to be used for the project.

Item category

Define the default item category to be used for the project.

Fee category

Define the default fee category to be used for the project.

Expense category

Define the default expense category to be used for the project.

Project category

Define the default project category to be used when creating project item journals.

Project Format

Define the default format to be used when automatically generating a project.

Default accounting organisation

Default accounting organisation selection

This field is selected to specify if the default accounting organisation must be determined on organisation or specific level. If the accounting organisation is used on the specific level, the default selection = Specific.

Default accounting organisation

This field is used to define the accounting organisation to be used as default if the default organisation has not been specified for the specific or organisation. Select from the available pre-defined list of organisations.

Default accounting org struct

This field defines the structure position of the default accounting organisation. Will be automatically added from the object structure form for organisation.

Default internal organisation

Default internal organisation selection

This field is selected to specify if the default internal organisation when an organisation was not specified.

Default accounting org struct

This field defines the structure position of the default internal organisation. Will be automatically added from the object structure form for organisation.

Maps setup

Enable Bing maps

This field is ticked to define that Bing maps can be used in the setup of operational routes and route legs to display the map and directions for the selected route.

Bing maps API key

This field defines an application-programming interface (API), and it is a set of programming instructions and standards for accessing a Web-based software application or Web tools.

How to receive your Bing Map API key:

  • Go to the Bing Maps Account Center at https://www.bingmapsportal.com
  • If you have a Bing Maps Account, sign in with the Windows Live ID that you used to create the account.
  • If you do not have a Bing Maps Account, click create, and follow the instructions in creating a Bing Maps Account.
  • Select create or view keys under My Account.
  • In the create key box on the My keys page, provide the necessary information regarding the licensing of the Bing Map Key, company information etc.
  • After you have submitted the information, you key will be listed below. Use that key to enable Bing Maps in the Map API Key text field.

Map width

This field defines a default width for the map size to display on the screen. (For example: width/height default size is 600X365)

Map height

This field defines a default height for the map size to display on the screen. (For example: width/height default size is 600X365)