Organization Preferences - Processing Tab

Access this tab with Administrative user rights using Organization>Organization Preferences.

Use this tab to select the transaction Processing Mode you want to use for the current organization. You can also activate the Documentation ID control, summarize transaction entries, and transfer assets to Sage Fixed Assets.

You can also specify whether you want to set up Account Code Combinations. Account Code Combinations affect transaction entry in the system; they create additional safeguards against transaction entry error. When you set up account code combinations, the system makes sure the proper combinations are enforced during transaction entry. Users cannot enter invalid combinations.

If you select the Valid Account Combinations option, you cannot enter transactions until you have specified which combinations are valid. Use Maintain>Account Code Combinations to set up valid account code combinations.

 

Processing Mode Batch, On-Line, Combined: Select a processing mode, which will determine the posting status available for transaction entry sessions in the MIP Accounting system. You can change the processing mode at any time, as long as transaction entry is not in progress.

Enable Document ID Control: Select this check box to allow multiple users in different sessions to auto increment document IDs.

Summarize Transaction Entries: Select this check box to combine the detail transaction lines in the Transactions>Transaction Entry forms. The lines are summarized after clicking Use Offsets or when using the Use Distribution Code process. The system automatically summarizes all system generated, fixed assets, and allocation transactions, regardless if this box is selected.

Account Code Combinations Options: Account code combinations allow you to specify which codes are valid or invalid with other codes during transaction entry.

• Leave the default selected—No Account Combinations—if you do not want to set up account code combinations in the MIP Accounting system.
• If you want to use account code combinations, specify whether they are valid or invalid combinations. You then need to set up the combinations in the MIP Accounting system (Maintain>Account Code Combinations), in order for the Transaction Entry forms to function properly.

Account Code Combinations Segments: Select the segments to be used in the valid or invalid account code combinations. If used, your account combinations must include at least two segments and you can have as many as nine.

Remember, the more segments you include in the account combinations, the more time is required to set up the account combinations. Therefore, plan carefully before deciding which segments to include in your account combinations.

Verify Account Code Combinations during Setup, Transaction Entry, and Processing: Select this check box to activate account code combinations in the MIP Accounting system. The system then checks for proper account code combinations during setup, transaction entry, and processing. Consequently, this affects system generated checks. It also affects entries created during the Allocation Management (JVA), A/R Billing (ARB), and Fixed Assets (JVD) processes. Please note that this feature does not apply to any Budget transactions. Note that if you use account code combinations, this box is rarely, if ever, cleared.

Transfer to Sage Fixed Assets: Use this group box to set up the features for transferring your assets to Sage Fixed Assets. The Sage Fixed Assets product must be installed in order to select the database and unit. These fields are only available if the organization's functional currency is USD (US Dollar).

• Enable Sage Fixed Assets Quick Entry: Clear this check box if you do not want to enable the Sage Fixed Assets Quick Entry feature. If it is selected, the system activates the following forms:
  • Transactions>Enter Cash Disbursement>Sage Fixed Assets Quick Entry
  • Transactions>Accounts Payable>Enter A/P Invoices>Sage Fixed Assets Quick Entry
  • Activities>Check Writing>Write Checks>Sage Fixed Assets Quick Entry
  • Activities>Accounts Payable>Transfer to Sage Fixed Assets
• Database, Organization Unit: Select an existing Sage Fixed Assets database or accept <default>. Select a unit name to serve as the default when you transfer assets (Activities>Accounts Payable>Transfer to Sage Fixed Assets). You can select a different unit when you transfer.