| Field | Description |
|---|
| Default Country
|
The
Default Country is the country that
Vision uses when you create new Info Center records. The drop-down list for this field includes all countries that are set up in the Country Code Table. When you log in, this field defaults to the
Country that is selected on the Users form in Security Configuration. You can change the
Default Country at any time.
After you log out and back in,Vision applies the updated country to all new records and updates the
Country field on the Users form in Security Configuration. After you select a default country,Vision filters all States/Provinces drop-down lists based on your entry in this field.
|
| Automatically hide Navigation menu
|
Select this option if you want
Vision to hide the Navigation menu after you select a menu item.
|
| Find words that sound the same when performing searches
|
Select this option if you want
Vision to include words that sound alike in its results when performing searches. For example, if you select this option and search for John Smythe,
Vision can find John Smith. Otherwise,
Vision only includes exact matches.
|
| Use flat dashboard styling
|
Select this option to change the Dashboard format to a flat style, which includes a different style of graphics and color selections for the header bar. You must log out of
Vision and then log back in for your changes to take effect.
|
| Allow field selection for Info Center dashparts
|
Select this option so that the
Select Fields option is available for Info Center dashparts. When this option is cleared, the
Select Fields option will not be available for Info Center dashparts.
When this option is selected, displaying a Dashboard that contains Info Center System dashparts will take time to load. A longer loading time may be experienced for a Dashboard with many Info Center System dashparts. Clearing this option can improve the load time of the Dashboard.
|
| Automatically retrieve records when opening lookups
|
Select this option if you want
Vision to search automatically for all records when lookups are opened. If a lookup limit rule is in place,
Vision applies the limit when the search takes place. You set lookup limit rules on the Lookup tab in
. This option is available only if the
Allow users to automatically retrieve records in lookups option is selected on the same tab.
|
| Automatically retrieve your record in Employee Info Center/Employee Review
|
Select this option if you want your employee record to be loaded automatically when you go to the Employee Info Center or to Employee Review. This option is related to the feature that allows employees to update their own employee record and to view details associated with their payroll payments.
If you use multiple companies and you select this option, the employee record that automatically loads will be for the home company that the current record is associated with. If your record is associated with multiple companies, the home company record will display first.
|
| Delegate Approvals to
|
This setting applies for approving the following types of records in Vision: Billing invoices, Accounts Payable invoices, Purchasing records (purchase requisitions, purchase orders, and request for price quotes), Inventory item requests, and employee absence requests in Time & Expense. Select this check box if you normally approve one or more record types in Vision, and you temporarily want to assign another person to perform approvals on your behalf. For example, you may be going on a vacation or taking a leave of absence.
After you select this check box, click
 in the field to the right of the check box, and select the employee that you want to perform approvals in your absence (referred to as a delegate).
The delegate must have role security that allows him or her access to the Vision menus from which to approve records—Billing Invoice Approvals, AP Invoice Approvals, the Purchasing applications, Inventory Item Requests, and Time & Expense Absence Requests. A delegate's security role may need to provide access to specific records, depending on the type of records he or she will be approving. For example, a delegate who will approve Billing invoices may need access to specific projects and a delegate who will approve absence requests will need access to specific employee records.
After you click
OK to save these settings, the delegate will receive approval notifications and alerts and have the ability to approve and reject records for you. You (the delegator) will continue to receive alerts (along with the delegate) so that you are aware of any invoices processed in your absence.
When you want to resume performing approvals, clear the
Delegate Approvals to check box. The delegate will stop receiving approval alerts, and he or she will no longer receive approval assignments on your behalf.
An alternative to using the delegate system for Billing invoice approvals is to create a different invoice approval process in
to use for projects when employees are unable to perform their invoice approval tasks. You can change the invoice approval process in Billing Terms for a project at any time. You can use the Search and Replace utility to update the invoice approval process for a group of projects.
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| Display Settings
|
Click this button to display the Display Settings dialog box, on which you can change the appearance of the
Vision interface.
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| Change Password
|
Click this button to display the Change Password dialog box. Enter your old password, enter your new password, confirm your new password, and then click
OK.
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