 | Every time you want to do something in SunSystems you need to use a form. There can be many forms attached to one function.
For example Ledger Entry function has 12 forms that you can choose to enter a journal. If you check the "Don't ask me again" check box, the next time you use the shortcut the Find Form List is bypassed and the form previously selected for that function is opened by default. If you need to change this default setting you must use the Set Default Form function. Click here to see the screenshot
Setting Default Forms Set Default Form (DFM) displays all the SunSystems user specified default forms. For details on how to set default forms, see Opening a Form. Click here to see the screenshot.
Amending the Default Forms
Note: You need to have least one default form already listed before you can make amendments. - Select the required default form from the list.
- Click the Amend command button. The Function Form Code column is highlighted.
- Click on the query button to open the selected default form and make your changes as required.
- Click OK to confirm your amendment.
|
Deleting a Default Form - Select the required default form from the list.
- Click the Delete command button.
- Click OK to confirm your deletion.
- Click Exit when you have finished.
|
|
| A control desk is a generic SunSystems facility that allows you to extract selected data from the system. You can then view this data or pass it to another system function for further processing. - extract and display selected transactions to provide inquiries, for example Account Inquiry. Click here to see the screenshot.
- extract selected transactions and pass them to a printing function, for example to produce account statements, picking lists, sales invoice, or despatch notes.
- select journals for import from the Ledger Import tables.
|
Other features of Control Desks include the ability to: - Present the results of the inquiry in a summarized format, depending on the summary details defined on the filter. These can then be expanded through a set number of levels down to the most detailed level.
- Carry out further visual selection before launching an associated function.
- Drill to further data associated to the current data on display using drills defined in Drill Association Designer.
- Print the extracted transaction.
|
|
| What Data Can Be Analyzed? |
| The global analysis facility is common to all SunSystems modules in Financials and Order Fulfilment. It allows you to analyze many of the static data and transaction types. These are the analyzable entities. Analysis codes can be attached to the following entities within the Financials module: - addresses
- customers
- suppliers
- ledger accounts
- ledger transactions
- assets.
|
Analysis codes can also be applied to the following Order Fulfilment entities: - employees
- items
- warehouses
- quotations
- purchase orders
- purchase invoices
- sales orders
- sales invoices
- inventory movements
- inventory issues
- inventory receipts.
|
You can analyze each of the data entities in up to ten different ways by assigning up to ten different analysis dimensions to each. Analysis dimensions are assigned to an analyzable entity using Analysis Structure Setup ( NS). |
| File Permissions and Ownership |
| This section applies to Windows NT and Windows 2000 deployments.
The user must have 'read' and 'execute' permissions on the SunSystems 5 program folder, and full permissions on the following directories: | Folders | Usage | _work
_print
CheckOut
ClientFileDirectory
Output
Parameter | Temporary working directory
Print directory. Minimum permission is ‘write’
Form Designer check out directory
Downloaded files from server to client machine
Used by Reporting
Used by Reporting |
|
| In SunSystems, a business unit represents an operating entity. You may need just one business unit if you are accounting for a single operating company. Alternatively, in a multi-national organization, you may need several business units, one for each separate legal company or operating unit.
If, for example, you have four branch offices in different locations, it can be difficult to decide whether each office should operate separately in different business units. You should consider the following, which may help you decide: - do they file separate statutory accounts?
- does each maintain its own debtors/receivables and creditors/payables accounts?
- do they require the same base currency and second base or reporting currency (if required)?
|
A number of major processing choices are set for a business unit. These may also help you to decide whether an operating entity requires a separate business unit. |
FAQ 
How to Set Default Form?
