General Controls

The fields on the General tab govern aspects of reporting, year-end activities, procurement, and Vendor Self Service.

The following table describes the controls in alphabetical order.

Option/Control	Description
Always Populate Internal COA	When it is desired to populate the Internal Fund, Sub Fund, and Department fields for all internal accounting events instead of just when using clearing accounts, set this field to true. Then whether clearing accounts, cash accounts, or no offset accounts are used for an internal event type, the Internal COA will be populated. This setting will ensure all internal activity is listed in the Internal Journal as well as facilitate reporting by always recording the ‘other party’ for internal entries.
Calculate Legal Name	When true, the system will set the Legal Name of a Vendor/Customer record.
Commodity Code Registration Level	This selection determines at what level of detail vendors may register themselves for commodities, and is the default level of detail for any commodity searches. Valid values are Class, Item, Group and Detail.
Default Procurement Type	The default procurement type when a user does supply one.
Delivery Order Default	The default Delivery Order transaction code when creating a transaction on the Shopper page.
DO Default Procurement Type	The default Procurement Type Name inferred from the Procurement Type (PRCUTYP) table based on the value entered in the DO Procurement Type ID field.
DO Procurement Type ID	The Procurement Type ID of the Delivery Order (DO) transaction. This field provides a picklist to the Procurement Type (PRCUTYP) table. The value entered in this field should be valid on the PRCUTYP table. If an invalid value is entered, an error will be issued.
Enable Vendor Types	This flag controls the enforcement of vendor type validation: If Enable Vendor Types is set to Yes, the system will enable the logic for selecting the vendors as service and/or commodity and restrict transactions to use commodity vendors, service vendors, or both. If Enable Vendor Types is set to No, the system will disable the logic for selecting the vendors as service and/or commodity and restrict transactions to use commodity vendors, service vendors, or both.
Matching Level	The system-wide level of matching. Valid options are: Transaction, Commodity, and Transaction-Commodity.
Matching Precedence	The matching precedence at a system-wide level. Valid options are: Transaction and Commodity.
NACUBO	When true, it indicates that NACUBO financial statement reports are to be generated.
Number of Accounting Lines	The maximum number of accounting lines per generated transaction read by many system processes that create transactions when there is not a direct parameter for a line limit. Ultimately the maximum number of lines that can exist for a given transaction tab is defined on the Transaction Component Requirements (DCREQ) page, so this system option for number of lines should not exceed that DCREQ limit.
Payment Request Default	The default value for Payment Type on the Shopper page, and the Transaction Code created when the Universal Requestor transaction has been submitted and the Create Payment indication is true for a Commodity Group that references a Master Agreement.
Print Tracked PO Changes Only	When true and the Track Changes indication is true on the Header tab of a Purchase Order transaction type, then when the transaction is printed only the changes will be printed instead of the entire transaction.
Procurement Type ID	The default type of procurement.
Renewal Days	The number of days in advance to alert a buyer that a contract is about to expire when the Master Agreement does not specify a number of days.
Reporting Requirements	Whether reporting requirements are GASB or FASB. An entry of FASB controls edit on the Revenue Source reference page for the FASB Class field.
Update Vendor Pending Change Table	When true, the Vendor Pending Change Table is updated whenever an update is made to the Vendor/Customer (VCUST) page. Such tracking is essential to Financial applications that also use Vendor Self Service (VSS) because the Financial to VSS synchronization job reads the table and updates VSS.
VSS Default 1099 Report	When true, the default 1099 Reportable value at a system wide level in VSS.
Department on VCUST Required	This flag defines whether the Department field on a vendor record is required. When this flag is selected, the Department field on the Vendor/Customer (VCUST) page and on the Vendor Customer Creation (VCC) and Vendor Customer Modification (VCM) transactions is required.
VSS Unit Required	When true, a Unit is required for VSS vendors/customers at a system wide level.