Set-Up Section This section includes the fields and descriptions for the Set-Up section workspaces. Related Topics:System Information Single Dialogs Workspace Use this workspace to maintain the system information and accounting methods common to all Maconomy modules. System Parameters Single Dialogs Workspace Use this workspace to maintain a number of system parameters that are related to certain modules in Maconomy. Company Parameters Single Dialogs Workspace Use this workspace to review company-specific values for system parameters. System Numbers Single Dialogs Workspace Use this workspace to maintain each company's system-assigned transaction numbers. System Number Providers Single Dialogs Workspace Use this workspace to enable the system number providers functionality and monitor or make changes to the number of providers. Number Series Single Dialogs Workspace Use this workspace to maintain each company's consecutive number series for identifying customers, vendors, and other entities. Popup Fields Single Dialogs Workspace Use this workspace to maintain the options in pop-up lists, which are lists of possible values that you can use to populate fields in workspaces. Option Lists Workspace Use this workspace to maintain option lists, which are lists of possible values that you can use to populate fields in workspaces. Countries Single Dialogs Workspace Use this workspace to identify the countries that you use in Maconomy for tax calculation and other purposes. Address Formats Single Dialogs Workspace Use this workspace to specify standard address formats for the countries and regions with which you do business. Postal Districts Single Dialogs Workspace Use this workspace to identify the individual postal districts for the countries and regions with which you do business. Language Texts Single Dialogs Workspace Use this workspace to specify that certain words and phrases that are used in Maconomy should be translated to different languages. Exchange Rate Tables Single Dialogs Workspace Use this workspace to maintain rate tables for currency exchange. Currency Rounding Single Dialogs Workspace Use this workspace to identify the currencies for which rounding is permitted during the exchange process, and how Maconomy should perform rounding for each of these currencies. Selection Criterion Specification Single Dialogs Workspace Use this workspace to set up sets of selection criteria, or queries, that you can use to locate records in the Maconomy database. Selection Criterion Statements Workspace Use this workspace to view the interpreted SQL-statement for a target group. Selection Criterion Statement Lines Workspace Use this workspace to view the selection criterion statement lines that you created. Selection Criterion Specification Types Single Dialogs Workspace Use this workspace to create the options that are to be available in the Type field in the Selection Criterion Specification workspace. Week Calendars Single Dialogs Workspace Use this workspace to set up a calendar of work weeks. Holiday Calendars Single Dialogs Workspace Use this workspace to set up one or more calendars of non-business days (weekends and public holidays). Talent Management Countries Workspace Use up this workspace to enter Talent Management information. Talent Management Integration Setup Workspace Use up to workspace to set up information to enable the Talent Management and Maconomy integration. Actions This section shows the Actions available in the Talent Management Integration Setup workspace. Employees Single Dialogs Workspace Use this workspace to enter and maintain information about employees, including each employee's basic information (name, position, work hours, and so on) and the job cost and billing prices applied to the employee's labor. Employee Categories Single Dialogs Workspace Use this workspace to set up employee categories, which are groups of people who share common features (for example, employees from the same department or in the same position). Employee Commission Agreements Single Dialogs Workspace Use this workspace to assign commission agreements to sales employees and to identify the date range for each commission agreement. Show Employees Single Dialog Workspace This workspace displays employee records according to the access levels setup. Employee Field Access Single Dialog Workspace Use this workspace to set up which employee information are accessible in search windows, employee filters, and HR-related workspaces and prints. Teams Single Dialogs Workspace Use this workspace to set up teams of employees. Team Generators Single Dialogs Workspace Use this workspace to set up team generators. Calculate Working Time Single Dialog Workspace Use this workspace to manage accumulated planning data, which the Resource Planning Portal uses. Linking Rules Single Dialogs Workspace Use this workspace to set up rules for copying field information from "parent" customers, vendors and contact companies to their "children." Rules of Validation Single Dialogs Workspace Use this workspace to set up the rules that Maconomy uses to validate employee Social Security numbers and customer and vendor CNR, company registration, and tax numbers, to ensure that these numbers comply with local legislation in different countries. Modulus Calculation Single Dialogs Workspace Use this workspace to maintain information needed to apply the modulus calculation method to validate tax numbers, civil registration numbers, Giro numbers, payment identification, and so on. Installation Information Single Dialogs Workspace Use this workspace to record where and from whom you bought the Maconomy product and to print the registration letter. Support Documentation Single Dialogs Workspace Use this workspace to retrieve information that can help you to solve routine support cases. Conversation Types Single Dialog Workspace Use this workspace to enable or disable the conversations functionality. Conversations Single Dialog Workspace Use this workspace to create and respond to messages about specific transactions in Maconomy Conversation Employees Single Dialog Workspace Copy to come. Message Employees Single Dialog Workspace Copy to come. My Conversations Single Dialog Workspace The filter list includes all the conversations in which you are a participant. Use any of the columns in the filter list to search for a conversation. You can then select a conversation to view its details and messages in the card and table parts of this single dialog. My Messages Single Dialog Workspace The filter list includes all the messages in all conversations in which you are a participant. Use any of the columns in the filter list to search through your entire message history. You can then select a message to view its details in the card part of this single dialog. My Unread Messages Single Dialog Workspace Copy to come. Parent Topic: Set Up Overview HomeSet Up OverviewSet-Up Section
Set-Up Section This section includes the fields and descriptions for the Set-Up section workspaces. Related Topics:System Information Single Dialogs Workspace Use this workspace to maintain the system information and accounting methods common to all Maconomy modules. System Parameters Single Dialogs Workspace Use this workspace to maintain a number of system parameters that are related to certain modules in Maconomy. Company Parameters Single Dialogs Workspace Use this workspace to review company-specific values for system parameters. System Numbers Single Dialogs Workspace Use this workspace to maintain each company's system-assigned transaction numbers. System Number Providers Single Dialogs Workspace Use this workspace to enable the system number providers functionality and monitor or make changes to the number of providers. Number Series Single Dialogs Workspace Use this workspace to maintain each company's consecutive number series for identifying customers, vendors, and other entities. Popup Fields Single Dialogs Workspace Use this workspace to maintain the options in pop-up lists, which are lists of possible values that you can use to populate fields in workspaces. Option Lists Workspace Use this workspace to maintain option lists, which are lists of possible values that you can use to populate fields in workspaces. Countries Single Dialogs Workspace Use this workspace to identify the countries that you use in Maconomy for tax calculation and other purposes. Address Formats Single Dialogs Workspace Use this workspace to specify standard address formats for the countries and regions with which you do business. Postal Districts Single Dialogs Workspace Use this workspace to identify the individual postal districts for the countries and regions with which you do business. Language Texts Single Dialogs Workspace Use this workspace to specify that certain words and phrases that are used in Maconomy should be translated to different languages. Exchange Rate Tables Single Dialogs Workspace Use this workspace to maintain rate tables for currency exchange. Currency Rounding Single Dialogs Workspace Use this workspace to identify the currencies for which rounding is permitted during the exchange process, and how Maconomy should perform rounding for each of these currencies. Selection Criterion Specification Single Dialogs Workspace Use this workspace to set up sets of selection criteria, or queries, that you can use to locate records in the Maconomy database. Selection Criterion Statements Workspace Use this workspace to view the interpreted SQL-statement for a target group. Selection Criterion Statement Lines Workspace Use this workspace to view the selection criterion statement lines that you created. Selection Criterion Specification Types Single Dialogs Workspace Use this workspace to create the options that are to be available in the Type field in the Selection Criterion Specification workspace. Week Calendars Single Dialogs Workspace Use this workspace to set up a calendar of work weeks. Holiday Calendars Single Dialogs Workspace Use this workspace to set up one or more calendars of non-business days (weekends and public holidays). Talent Management Countries Workspace Use up this workspace to enter Talent Management information. Talent Management Integration Setup Workspace Use up to workspace to set up information to enable the Talent Management and Maconomy integration. Actions This section shows the Actions available in the Talent Management Integration Setup workspace. Employees Single Dialogs Workspace Use this workspace to enter and maintain information about employees, including each employee's basic information (name, position, work hours, and so on) and the job cost and billing prices applied to the employee's labor. Employee Categories Single Dialogs Workspace Use this workspace to set up employee categories, which are groups of people who share common features (for example, employees from the same department or in the same position). Employee Commission Agreements Single Dialogs Workspace Use this workspace to assign commission agreements to sales employees and to identify the date range for each commission agreement. Show Employees Single Dialog Workspace This workspace displays employee records according to the access levels setup. Employee Field Access Single Dialog Workspace Use this workspace to set up which employee information are accessible in search windows, employee filters, and HR-related workspaces and prints. Teams Single Dialogs Workspace Use this workspace to set up teams of employees. Team Generators Single Dialogs Workspace Use this workspace to set up team generators. Calculate Working Time Single Dialog Workspace Use this workspace to manage accumulated planning data, which the Resource Planning Portal uses. Linking Rules Single Dialogs Workspace Use this workspace to set up rules for copying field information from "parent" customers, vendors and contact companies to their "children." Rules of Validation Single Dialogs Workspace Use this workspace to set up the rules that Maconomy uses to validate employee Social Security numbers and customer and vendor CNR, company registration, and tax numbers, to ensure that these numbers comply with local legislation in different countries. Modulus Calculation Single Dialogs Workspace Use this workspace to maintain information needed to apply the modulus calculation method to validate tax numbers, civil registration numbers, Giro numbers, payment identification, and so on. Installation Information Single Dialogs Workspace Use this workspace to record where and from whom you bought the Maconomy product and to print the registration letter. Support Documentation Single Dialogs Workspace Use this workspace to retrieve information that can help you to solve routine support cases. Conversation Types Single Dialog Workspace Use this workspace to enable or disable the conversations functionality. Conversations Single Dialog Workspace Use this workspace to create and respond to messages about specific transactions in Maconomy Conversation Employees Single Dialog Workspace Copy to come. Message Employees Single Dialog Workspace Copy to come. My Conversations Single Dialog Workspace The filter list includes all the conversations in which you are a participant. Use any of the columns in the filter list to search for a conversation. You can then select a conversation to view its details and messages in the card and table parts of this single dialog. My Messages Single Dialog Workspace The filter list includes all the messages in all conversations in which you are a participant. Use any of the columns in the filter list to search through your entire message history. You can then select a message to view its details in the card part of this single dialog. My Unread Messages Single Dialog Workspace Copy to come. Parent Topic: Set Up Overview HomeSet Up OverviewSet-Up Section