Help:DMS-Update Standard Settings
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This option is used to control the automatic file number generation and the ICC Finance Charges.
When a new shipment is added, the three "Key" fields (File Number, Alternate Key and Local Key) can be automatically incremented depending upon your company's needs. There are four (4)different levels for this incrementation. If one of the incrementation options is set in a higher level, it will take precedence over a similar incrementation setting in a lower level.
These are the levels, starting with the highest level:
4 - Specific Company and Specific VanLine
3 - Specific Company and No VanLine
2 - All Companies and Specific VanLine
1 - All Companies and No VanLine
The lowest level (1) is automatically added by the program. It can be changed, but it cannot be deleted. The other levels can be added as needed.
Company ID: The current company will be displayed in this box.
VanLine: Use this drop-box to select the applicable VanLine. Remember, there can be only ONE entry per Company and VanLine. Duplicates will return the Duplicate Key error.
[X] ICC Finance Charge: If you wish to include the ICC Finance Charge calculation on the invoice, then check this box and fill out these three fields. Enter the Minimum Finance Charge amount, the Finance Charge Percentage and the number of days after the Invoice Date that the Finance Charge applies. The actual applicable finance charge, the total billing charges plus this calculated finance charge and the date after which these charges apply can be printed on the invoice. These amounts will not appear among the actual billing charges that will be transferred to the Accounts Receivable. The ICC Finance Charge will only be displayed on the Invoice. If it is paid, it can be taken into revenue when the payment for the invoice is applied.
[X] Auto-Increment File Number: This system allows for automatically numbering the File Number as shipments are added.
[X] Auto-Increment Alternate Key: This system allows for automatically numbering the Alternate Key Number as shipments are added.
[X] Auto-Increment Local Key: This system allows for automatically numbering the Local Key Number as shipments are added.
Each of these numbers has its own corresponding three different parts: the Pre-Script, the Incrementing Number and the Post-Script. The Pre-Script and Post-Script can take either numbers or letters. The Incrementing Number portion can only contain numbers.
To activate each feature, check the respective Box. To bypass each feature, uncheck the respective box.
The following is an example of how numbers would be generated using these entries:
Pre-Script = AA- Incrementing Number = 10000 Post-Script = -99
The resulting field would be: AA-10000-99, AA-10001-99, AA-10002-99, AA-10003-99, ETC.
[Add] Press this button to save the changes made on this screen and add this record to the file.
[Save] Press this button to save the changes made on this screen.
[Delete] Press this button to remove this record from the file.
[Cancel] Press this button to abandon the changes made on this screen.
[Help] Press this button to call the Help Screen.
