Client Server

These settings are located in the Client Server section on the Application Options page.

The options in this section apply to TMT Client Server only. They do not apply to the web-based TMT Fleet Maintenance or TMT Service Center.

These settings apply only to V.2020.1 and earlier versions. As of V.2020.2, they have been removed.

Client Server: Barcoding

These settings are located in the Client Server: Barcoding section on the Application Options page.

Client Server: Barcoding
Extended ASCII Support For Barcodes Printing

Applies to

TMT Client Server

Description

This feature adds a Tab character to the end of all bar codes printed on reports and labels. This allows the user to scan in an order number and have the focus move to the next field automatically.

Options

  • NO (default)
    Extended ASCII support is disabled.

  • YES
    Extended ASCII support is enabled.

Additional notes

Not all scanners support this option.
Client Server: Barcoding
Include Leading/Trailing Asterisk (*)

Applies to

TMT Client Server

Description

This option will force an asterisk to print at the beginning and end of the barcode.

Options

  • NO (default)
    Option is disabled.

  • YES
    Option is enabled.

Additional notes

  1. This setting should only be used if the printer driver you are using for the thermal printer does not automatically do this.

  2. This option can be overridden at the User Preference level.

  3. The system looks for the setting at the User Preference level first, then at the Application Option level.

  4. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Barcode Printer Name

Applies to

TMT Client Server

Description

The name of the default bar code printer.

Options

  • BLANK (default)

Additional notes

  1. The printer can be up to 254 characters.

  2. This is the name of the printer on your PC or network.

  3. This option can be overridden at the User Preference level.

  4. The system looks for the setting at the User Preference level first, then at the Application Option level.

  5. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Barcode Font Name

Applies to

TMT Client Server

Description

The selected font to use for bar code printing.

Options

  • BLANK (default)

Additional notes

  1. For non-web versions of the system you should select the 3 of 9 font.

  2. This option can be overridden at the User Preference level.

  3. The system looks for the setting at the User Preference level first, then at the Application Option level.

  4. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Small Text Font Name

Applies to

TMT Client Server

Description

The selected font name to use for Small Text in bar code printing.

Options

  • Arial (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Small Text Size For Barcode Label

Applies to

TMT Client Server

Description

The size of the small text.

Options

  • 10 (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Medium Text Font Name

Applies to

TMT Client Server

Description

The selected font name to use for Medium Text in bar code printing.

Options

  • Arial (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Medium Text Size For Barcode Label

Applies to

TMT Client Server

Description

The size of the medium text.

Options

  • 11 (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Large Text Font Name

Applies to

TMT Client Server

Description

The selected font name to use for Large Text in bar code printing.

Options

  • Arial (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Barcoding
Large Text Size For Barcode Label

Applies to

TMT Client Server

Description

The size of the small text.

Options

  • 20 (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.

Client Server: Client Server

These settings are located in the Client Server: Client Server section on the Application Options page.

These settings apply only to V.2020.1 and earlier versions. As of V.2020.2, they have been removed.
Client Server: Client Server
Allow User To Create New Field Values On The Fly

Applies to

TMT Client Server

Description

Allow a user to create a value on the fly for the following fields on masters:

  • Cost Center

  • Country

  • Department

  • Division

  • Employee Classification

  • Employee Status

  • Part User Defined Fields 1-4

  • Payment Terms

  • Price Categories (Prices Tab Shop Inventory)

  • Region

  • Shipment Method (Via)

  • Shop Type

  • Skill (Mechanic/Vendor)

  • State

  • Unit Activity

  • Unit Color

  • Unit Model

  • Unit Physical Location

  • Unit Status

  • Unit User Defined Fields 1-8

  • Vendor Services Type

  • Vendor Type

  • Workstation Default Mode

Options

  • NO (default)
    New codes can only be added within Setup > System Setup.

  • YES
    New codes can be created on the fly.

Additional notes

  1. This option can be overridden at the User Options level. The system looks for the setting at the User Options level first, then at the Application Options level.

  2. The system looks for the setting at the User Options level first, then at the Application Options level.

  3. If the User Options is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Options.
Client Server: Client Server
Disable Physical Inventory Adjustments

Applies to

TMT Client Server

Description

The user cannot access the Physical Inventory menu option in Parts Workstation.

Options

  • NO (default)
    The global setting for this option will apply to all users unless the option is changed in Security Administrator for a specific user.

  • YES
    The user cannot access the Physical Inventory menu option in Parts Workstation.

Additional notes

  1. This option can be overridden at the User Options level.

  2. The system looks for the setting at the User Options level first, then at the Application Options level.

  3. If the User Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Options.
Client Server: Client Server
Disable Purchase Orders

Applies to

TMT Client Server

Description

The user will not be able to access the New PO Form or the PO Search from within Parts Workstation.

Options

  • NO (default)
    Purchase orders can be created by the user.

  • YES
    The user will not be able to access the New PO Form or the PO Search from within Parts Workstation.

Additional notes

  1. Since the New PO and PO Search icons are available on the Parts Workstation toolbar without a Parts Department screen with a shop selected, the Application Options should be set to Yes and then individual user set to No to prevent unauthorized access.

  2. This option can be overridden at the User Options level.

  3. The system looks for the setting at the User Options level first, then at the Application Options level.

  4. If the User Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Options.
Client Server: Client Server
Do Not Validate Driver Information On Road Call

Applies to

TMT Client Server

Description

The Driver Number, Driver Last Name, and Driver First Name fields will no longer be validated and will not offer a driver lookup.

Options

  • NO (default)
    Driver information is validated on Road Call.

  • YES
    Driver information is not validated on Road Call.
Client Server: Client Server
Invoice Matches Estimate

Applies to

TMT Client Server

Description

If a RO is created from an estimate and an invoice is created from that RO, the invoice generated will have all sections and lines cloned from the original Estimate.

Options

  • NO (default)
    Estimate Created (Estimate OPEN) > RO Created (Estimate CLOSED)

  • YES
    Estimate Created (Estimate OPEN) > RO Created (Estimate OPEN) > Invoice Created from RO (Estimate CLOSED)

Additional notes

  1. On invoices, the ability to insert Discounts and Coupons is not available for Invoices that are created from an Estimate with this option turned on.

  2. In Shop Planner, a right-click option Re-Open Closed Estimate allows for reopening closed estimates. The estimate can only be reopened if the Invoice is deleted.
Client Server: Client Server
Maximize Windows

Applies to

TMT Client Server

Description

When a sizable window is opened it will automatically maximize. This is useful if the screen resolution is set to 640 X 480.

Options

  • NO (default)
    Windows do not maximize.

  • YES
    Windows maximize.

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preferences level first, then at the Application Options level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Client Server
Move Call History Log To RO Comments

Applies to

TMT Client Server

Description

The call history log will be moved to the RO Comments when the repair order associated with a road call is closed.

Options

  • NO (default)
    Road Call history is not visible in the RO.

  • YES
    The user cannot access the Physical Inventory menu option in Parts Workstation.
Client Server: Client Server
Require Batch Numbers for Data Exports

Applies to

TMT Client Server

Description

The batch management window will appear, allowing a batch number to be assigned to the group of orders entered.

Options

  • NO (default)
    Orders are not associated with a batch number.

  • YES
    A batch number is assigned to a group of orders entered.
Client Server: Client Server
Require Batch Numbers for Indirect Charges

Applies to

TMT Client Server

Description

The batch management window will appear, allowing a batch number to be assigned to the group of orders entered.

Options

  • NO (default)
    Orders are not associated with a batch number.

  • YES
    A batch number is assigned to a group of orders entered.
Client Server: Client Server
Require Batch Numbers for Part Transfers

Applies to

TMT Client Server

Description

The batch management window will appear, allowing a batch number to be assigned to the group of orders entered.

Options

  • NO (default)
    Orders are not associated with a batch number.

  • YES
    A batch number is assigned to a group of orders entered.
Client Server: Client Server
Require Batch Numbers for Purchase Orders

Applies to

TMT Client Server

Description

The batch management window will appear, allowing a batch number to be assigned to the group of orders entered.

Options

  • NO (default)
    Orders are not associated with a batch number.

  • YES
    A batch number is assigned to a group of orders entered.
Client Server: Client Server
Require Batch Numbers for Repair Orders

Applies to

TMT Client Server

Description

The batch management window will appear, allowing a batch number to be assigned to the group of orders entered.

Options

  • NO (default)
    Orders are not associated with a batch number.

  • YES
    A batch number is assigned to a group of orders entered.
Client Server: Client Server
Require Batch Numbers for Trip Tickets

Applies to

TMT Client Server

Description

The batch management window will appear, allowing a batch number to be assigned to the group of orders entered.

Options

  • NO (default)
    Orders are not associated with a batch number.

  • YES
    A batch number is assigned to a group of orders entered.
Client Server: Client Server
Require Driver Number On Road Calls

Applies to

TMT Client Server

Description

A road call cannot be created unless the driver number is entered.

Options

  • NO (default)
    A driver number is optional.

  • YES
    A driver number is required on a Road Call.

Additional notes

Since the New PO and PO Search icons are available on the Parts Workstation toolbar without a Parts Department screen with a shop selected, the global option should be checked and then individual shops be unchecked to prevent unauthorized access.
Client Server: Client Server
Road Call Mapping Type

Applies to

TMT Client Server

Description

Determines the type of mapping the Road Calls program will use to create a map for the vendor location, the unit location, and the route from the unit to the vendor. Valid choices are None, MapPoint, and Internet.

If Internet is selected, the user can choose MapQuest or Verizon SuperPages for the mapping source. To select MapQuest or Verizon SuperPages select the Options button on the Road Calls search screen and then pick from the Map It With pull-down menu.

If MapPoint is selected, Microsoft MapPoint must be installed on the machine with Road Calls. Either MapPoint or Internet will add a new tab to the Road Call called Map It and a section on the Information tab called Map It with the following buttons:

  • Locate Vendor

  • Locate Unit

A Map Route button will also be added if MapPoint is selected. Locate Vendor requires that a vendor id is selected on the Road Call. Locate Unit will display the Map It form where the physical location of the unit can be entered. The Map Route button will create a route from the Vendor to the unit if MapPoint is used for mapping.

Options

  • Internet (default)

  • MapPoint

  • None

Additional notes

  1. This option can be overridden at the User Preferences level.

  2. The system looks for the setting at the User Preferences level first, then at the Application Options level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the User Preferences.
Client Server: Client Server
Use Unit Inquiries Without User Defined Fields

Applies to

TMT Client Server

Description

The Unit Inquiries >Unit Inventory tab will omit all user defined fields for each unit.

Options

  • NO (default)
    The Unit Inquiries >Unit Inventory tab will bring back all user defined fields for each unit.

  • YES
    The Unit Inquiries >Unit Inventory tab will omit all user defined fields for each unit.

Additional notes

Due to the nature of retrieving the Unit User Defined Fields for every unit, the amount of time it takes to render the Unit Inventory grid will be slower when this option is marked no.
Client Server: Client Server
Road Call Color Time - Blue

Applies to

TMT Client Server

Description

Blue is the first color that is user defined. This color has the least precedence and should be set up with the lowest number of hours. The number you select will be the starting point at which the color will be used. For example: If you set Blue to be 2 hours, the Road Call will be White until it has been open for 2 hours. Once it has been opened for 2 hours it will then be highlighted Blue. If no other colors are set up, all Road Calls will remain Blue until they are Complete or Closed.

Options

  • 0 (default)

Additional notes

  1. The highlight on a Road Call can be a user defined setting that will be controlled based on the number of hours the Road Call has been open.

  2. The colors are White, Blue, Yellow, and Red.

  3. White is the default color and will be displayed starting at 0 hours through the next highest (Blue) setting. White is also used for Complete and Closed Road Calls.

  4. To turn off the highlight for any or all colors use 0 for the number.
Client Server: Client Server
Road Call Color Time - Yellow

Applies to

TMT Client Server

Description

Yellow is the second color that is user defined. This color has precedence over blue and should be set up with the second-lowest number of hours. The number you select will be the starting point at which this color will be used and where the previous color (blue) will no longer be used. For example: If you set Blue to be 2 hours and Yellow to 4 hours, the Road Call will be Blue once it has been opened for 2 hours and will remain Blue until the call has been open for 4 hours. The highlight will then change to Yellow and if the color Red is not setup, all Road Calls will remain Yellow until they are Complete or Closed.

Options

  • 0 (default)

Additional notes

  1. The highlight on a Road Call can be a user defined setting that will be controlled based on the number of hours the Road Call has been open.

  2. The colors are White, Blue, Yellow, and Red.

  3. White is the default color and will be displayed starting at 0 hours through the next highest (Blue) setting. White is also used for Complete and Closed Road Calls.

  4. To turn off the highlight for any or all colors use 0 for the number.
Client Server: Client Server
Road Call Color Time - Red

Applies to

TMT Client Server

Description

Red is the third color that is user defined. This color has the highest precedence and should be set up with the highest number of hours. The number you select will be the starting point at which this color will be used and where the previous color (Yellow) will no longer be used. For example: If you set Yellow to be 4 hours and Red to 8 hours, the Road Call will be Yellow once it has been opened for 4 hours and will remain Yellow until the call has been open for 8 hours. The highlight will then change to Red and all Road Calls will remain Red until they are Complete or Closed.

Options

  • 0 (default)

Additional notes

  1. The highlight on a Road Call can be a user defined setting that will be controlled based on the number of hours the Road Call has been open.

  2. The colors are White, Blue, Yellow, and Red.

  3. White is the default color and will be displayed starting at 0 hours through the next highest (Blue) setting. White is also used for Complete and Closed Road Calls.

  4. To turn off the highlight for any or all colors use 0 for the number.

Client Center: Email

These settings are located in the Client Center: Email section on the Application Options page.

These settings apply only to V.2020.1 and earlier versions. As of V.2020.2, they have been removed.
Client Server: Email
Use SMTP For Email? (No Is MAPI)

Applies to

TMT Client Server

Description

Determines method used to access email functions.

Options

  • YES (default)
    MAPI

  • NO
    SMTP

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Email
SMTP Mail Server

Applies to

TMT Client Server

Description

The name of the mail server.

Options

  • BLANK (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Email
SMTP Server Requires Authentication

Applies to

TMT Client Server

Description

Do you need to log in with a User ID and password?

Options

  • NO (default)
    User ID and password is not required.

  • YES
    User ID and password required.

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Email
SMTP Port

Applies to

TMT Client Server

Description

Default port number.

Options

  • 25 (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Email
SMTP Log-in Name

Applies to

TMT Client Server

Description

The username used to log in.

Options

  • BLANK (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Email
SMTP Log-in Password

Applies to

TMT Client Server

Description

The password for the SMTP Login Name.

Options

  • BLANK (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.
Client Server: Email
SMTP Sender’s Email Address

Applies to

TMT Client Server

Description

The email address used by the SMTP Login Name account.

Options

  • BLANK (default)

Additional notes

  1. This option can be overridden at the User Preference level.

  2. The system looks for the setting at the User Preference level first, then at the Application Option level.

  3. If the User Preferences is set differently from the Application Options, it becomes independent of the Application Options settings. Changing the Application Options does not sync the User Preferences setting.

Client Server: MOTOR

These settings are located in the Client Server: MOTOR section on the Application Options page.

These settings apply only to V.2020.1 and earlier versions. As of V.2020.2, they have been removed.
Client Server: MOTOR
MOTOR Executable Path

Applies to

TMT Client Server

Description

Specifies the MOTOR executable path.

Options

  • BLANK (default)

Additional notes

If the MOTOR information is not in the INI file, it will look in the database to find the path using this option.

Client Server: Reports

These settings are located in the Client Server: Reports section on the Application Options page.

These settings apply only to V.2020.1 and earlier versions. As of V.2020.2, they have been removed.
Client Server: Reports
Use Custom Crystal Report For Direct Sale Invoice

Applies to

TMT Client Server

Description

Using Business Objects Crystal Reports, you can create a custom report for the Direct Sale Invoices. Once the Crystal version of the report is created, you can check which system invoices will be replaced by a Crystal Report and enter a path to that Crystal report.

Options

  • NO (default)
    Uses system invoice.

  • YES
    Uses Crystal Reports invoice.

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Client Server: Reports
Use Custom Crystal Report For Estimate

Applies to

TMT Client Server

Description

To print a custom estimate created with Crystal Report:

  • The TMT Crystal Viewer must be installed on the computer(s) or in the Citrix environment that will be printing the custom estimate.

  • The custom estimate report must use the parameter of ORDERID.

  • The database connectivity must use Windows Authentication.

Options

  • N (default)
    System uses standard estimate form.

  • Y
    System uses Crystal Report form.

Additional notes

* This option can be overridden at the Shop Option level.
Client Server: Reports
Crystal Estimate File Path

Applies to

TMT Client Server

Description

Type the path of the Crystal Report Estimate file here.

Options

  • BLANK (default)

Additional notes

  1. This field is only active if Yes is selected for Use Custom Crystal Report For Estimate.

  2. This option can be overridden at the Shop Option level.

  3. The system looks for the setting at the Shop Option level first, then at the Application Option level.

  4. If the Shop Option is set differently from the Application Option it becomes independent of the Application Option settings. Changing the Application Option will not sync the Shop Option.
Client Server: Reports
Crystal Direct Sale Invoice File Path

Applies to

TMT Client Server

Description

Put the path to the Direct Sale Invoice file here. The path to the Crystal Report including the Crystal Report name can be up to 254 characters.

Options

  • BLANK (default)

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Client Server: Reports
Use Custom Crystal Report For Fuel Invoice

Applies to

TMT Client Server

Description

Using Business Objects Crystal Reports, you can create a custom report for the Fuel Invoices. Once the Crystal version of the report is created, you can check which TMW AMS invoices will be replaced by a Crystal Report and enter a path to that Crystal report.

Options

  • NO (default)
    Uses system invoice.

  • YES
    Uses Crystal Reports invoice.

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Client Server: Reports
Crystal Fuel Invoice File Path

Applies to

TMT Client Server

Description

Put the path to the Fuel Invoice file here. The path to the Crystal Report including the Crystal Report name can be up to 254 characters.

Options

  • BLANK (default)

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Client Server: Reports
Use Custom Crystal Report For Invoice

Applies to

TMT Client Server

Description

Using Business Objects Crystal Reports, you can create a custom report for the Repair Invoices. Once the Crystal version of the report is created, you can check which TMW AMS invoices will be replaced by a Crystal Report and enter a path to that Crystal report.

Options

  • NO (default)
    Uses system invoice.

  • YES
    Uses Crystal Reports invoice.

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Client Server: Reports
Crystal Invoice File Path

Applies to

TMT Client Server

Description

Put the path to the Invoice file here. The path to the Crystal Report including the Crystal Report name can be up to 254 characters.

Options

  • BLANK (default)

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Client Server: Reports
Use Custom Crystal Report For PO

Applies to

TMT Client Server

Description

If Yes is selected, when printing a purchase order or purchase order receipt the OrderID will be passed to the report. If a single receipt is being printed the section id will also be passed; otherwise a 0 will be passed to indicate all receipts.

Options

  • NO
    System uses standard PO form.

  • YES (default)
    System will use a Crystal Report when printing a purchase order.

Additional Notes

  1. The Crystal Report file must be defined in the Crystal PO File Path field.

  2. This option can be overridden at the Shop Options level.

  3. The system looks for the setting at the Shop Options level first, then at the Application Options level.

  4. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.
Client Server: Reports
Crystal PO File Path

Applies to

TMT Client Server

Description

Enter the path to the Crystal PO report.

Options

  • NO
    Uses re-order formula as defined by the On-Hand Based Reorder Formula option.

  • YES (default)
    Excludes parts on order assigned to a repair order from the Requisition List.

Additional Notes

  1. The path to the Crystal Report including the Crystal Report name can be up to 254 characters.

  2. The option Use Custom Crystal Report For PO must be enabled.

  3. This option can be overridden at the Shop Options level.

  4. The system looks for the setting at the Shop Options level first, then at the Application Options level.

  5. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.
Repairs: Reports
Use Custom Crystal Report For Repair Order

Applies to

TMT Client Server

Description

If checked, a crystal report file name and path can be entered. When printing a repair order work card, the OrderID will be passed to the report.

Options

  • NO (default)
    Systems uses internal report file.

  • YES
    System uses Crystal report file.

Additional notes

  1. This option can be overridden at the Shop Options level.

  2. The system looks for the setting at the Shop Options level first, then at the Application Options level.

  3. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.
Repairs: Reports
Crystal Repair Order File Path

Applies to

TMT Client Server

Description

Enter the path to the Crystal RO report. The path to the Crystal Report including the Crystal Report name can be up to 254 characters.

Options

  • File path name to Crystal report

Additional notes

  1. This option can be overridden at the Shop Options level.

  2. The system looks for the setting at the Shop Options level first, then at the Application Options level.

  3. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.