Reload Global Settings

Use this screen to synchronize the settings control screens and two system functions in Costpoint client/server with the same screens/functions in Costpoint web.

Under normal circumstances, most companies only grant rights to this screen to their system administrators.

When should I use this screen?

Run this process in Costpoint web for the appropriate settings screen(s) each time you save a settings change in the related Costpoint client/server settings screen(s).

The system automatically performs an initial synchronization of the database settings when the web applications are initialized.

Field Descriptions

Identification Block

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.

Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

Select Process

Use the radio buttons in this block to choose whether to update all screens/functions at one time or to update individually selected screens.

Select this radio button to update all screens/functions at the same time.

This radio button is selected by default.

If you select this radio button, the individual checkboxes in the Individual Settings and System Settings blocks are disabled.

Select this radio button to perform the update process on individually selected screens/functions.

This radio button is not selected by default.

The referenced individual screens are detailed in the table below:

Checkbox	Related Client/Server Path\Application
Accounts Payable	Accounting\Accounts Payable\Controls\A/P Settings
Accounts Receivable	Accounting\Accounts Receivable\Controls\A/R Settings
Autocreate (Fixed Assets)	Accounting\Fixed Assets\Autocreation of Asset Records\Autocreation Settings for PO/Rcvng Data
Billing	Projects\Billing\Controls\Billing Settings
Billing - EDI	Projects\Billing\Controls\Maintain Billing EDI Settings
Ceridian Tax	Others\Product Interfaces\Ceridian Tax Services\CTS Settings
Compensation	People\Compensation\Compensation Controls\Compensation Settings
Currency	Accounting\Multicurrency\Currencies\Maintain Currencies
Engineering Change Notices	Materials\Engineering Change Notices\ECN Controls\ EC Settings
Employee Self Service	Others\Product Interfaces\Employee Self Service\ESS Global Settings and ESS Company Settings
Fiscal Years	Accounting\General Ledger\Controls\Fiscal Years
Fixed Assets	Accounting\Fixed Assets\Controls\Fixed Assets Settings
GL Configuration	Accounting\General Ledger\Controls\G/L Settings
GL Structure	Accounting\General Ledger\Controls\G/L Settings\Corporate Settings subtask
HR - Affirmative Action	People\Affirmative Action\Affirmative Action Controls\Affirmative Action Settings
HR Benefits	People\Benefits\Benefit Controls\Benefit Settings
HR COBRA	People\COBRA Administration\COBRA Controls\COBRA Settings
HR EEO	People\COBRA Administration\Affirmative Action\EEO Setup
HR Personnel Admin	People\Personnel\Personnel Controls\Personnel Settings
Inventory	Materials\Inventory\Inventory Controls\Inventory Settings
Item	Materials\Production Definition\Product Definition Controls\Product Definition Settings
Labor	People\Labor\Labor Controls\Labor Settings
Materials Estimating	Materials\Materials Estimating\Materials Estimating Controls\Materials Estimating Settings
Material Requirements Planning	Materials\Material Requirements Planning\MRP Controls\MRP Settings
Multicurrency	Accounting\Multicurrency\Controls\Multicurrency Settings
Multi-User Control	Other\System Administration\System Utilities\Enable/Disable Costpoint Usage
Order Entry	Materials\Sales Order Entry\Sales Order Entry Controls\Sales Order Settings
Overtime	People\Labor\Overtime Controls\Overtime Settings
Payroll	People\Payroll\Payroll Controls\Payroll Settings
Production Control	Materials\Production Control\Production Controls\Production Control Settings
Project	Projects\Project Setup\Controls\Project Settings
Purchase Order	Materials\Purchasing\Purchasing Controls\PO Settings
Receiving	Materials\Receiving\Receiving Controls\Receiving Settings
Requisition	Materials\Procurement Planning\Requisition Controls\Requisition Settings
RFQs	Materials\Procurement Planning\Requisition Controls\RFQ Settings
Routings	Materials\Routings\Routing Controls\Routings Settings
System	Others\System Administration\System Settings
Travel	Accounting\Travel\Controls\Travel Settings
Vendor	Accounting\Accounts Payable\Controls\Vendor Settings
Voucher	Accounting\Accounts Payable\Controls\A/P Voucher Settings and PO Voucher Settings

Individual Settings

Use the checkboxes in this block to individually select one or more settings screens for which to perform the synchronization.

Select this checkbox to synchronize settings in Costpoint web for changes made in Costpoint client/server in the A/P Settings screen [Accounting\Accounts Payable\Controls].