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User settings

Updated

The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):

AP Automation
Procurement

 

Personal settings can be managed via the user icon at the top right of the screen. A dropdown menu will appear; then choose User Settings.

All settings can be managed via tabs:

  • General settings
  • AP Automation Settings
  • Procurement settings (these settings are only visible when Procurement is active)

 

Tab General

image-2024-7-18_8-48-52.png

Username Username. This is not modifiable.
Password Here the user can change his or her password.
First name First name of the user.
Last name Last name of the user.
E-mail This e-mail address is used by AP-Automation to, among other things, send notifications.
ERP ID Can only be set by the Application Owner.
Language The language setting for this user in AP-Automation.
Active If checked, this user is active. Can only be set by the Application Owner.
Homepage

When starting AP Automation, or clicking on Logo ISPnext FC (zonder v) - RGB.png, you can choose to navigate to the dashboard, the My activities overview, or the All open invoices overview.
Themes By default a gray background is shown, another option is to show an image as a background.
The image can only be changed by the Application Owner.
PDF document on 2nd monitor When working with an additional monitor, it is possible to display the PDF of the invoice there.

Daily notifications

In this section, a choice can be made about receiving notification e-mails.

  • Yes, daily notifications:
    Receive a notification e-mail daily when there are one or more invoices assigned to the user, or for which the user is part of the group of possible handlers.
  • Yes, daily notifications but only for new invoices: Only one-time notification e-mail when there are one or more invoices assigned to the user in the past 24 hours, or for which the user is part of the group of possible handlers since the past 24 hours.
  • No daily notifications. 

Depending on the application-level settings, whether emails are also sent on weekends. See Notifications.
For example, if as a user you have selected Yes, daily notifications but only for new invoices, and at application level, Also notifications on weekends is unchecked, then (assuming a new invoice has arrived on a Saturday or a Sunday) a notification about that new invoice will not arrive in your mailbox until Monday, whereas otherwise it would have arrived on Saturday or Sunday. 

Notifications for ‘Waiting’ and ‘Due Date’ are always sent when turned on by the Application Owner.

 

Tab AP Automation

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Screen layout codinglines

The display of coding lines can be set so that all fields in the panel are immediately visible (automatic overflow), or so that all coding lines contain only 1 line, with a scroll bar to view all fields.

Layout

 There are three options for distributing the panels across the screen

Calculations in logistic lines with alt.qty:

 Only configurable by the Application owner. *Only applicable when standard and alternative quantities are used. Here a choice can be made in how the calculation method of standard and alternative quantities should take place.
Columns For the columns in the invoice overview the order can be adjusted to your own preference by dragging the columns up or down. On the right are the other columns to be displayed. It is not possible to add extra columns yourself. By dragging columns to the right, the columns will no longer be shown after saving.
Under the invoice columns you can select reset, so that the column display is returned to the standard.
After making changes, click Save.

 

Tab Procurement

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image-2024-11-25_21-13-24.png

Default company

 Select a default company here.

Default currency

 Select a default currency here.

Default delivery location

 Select a default delivery location here.
Default dimensions Here a user can specify user-specific values ​​per dimension for a standard company code.
Purchase Request Columns On the left are the selected columns, the order of which can be adjusted to your own preference. On the right are the other columns to be displayed. It is not possible to add extra columns yourself. By dragging columns to the right, the columns will no longer be shown after saving.
Under the Purchase Request columns you can select reset, so that the column display is returned to the standard.
Purchase Order Columns On the left are the selected columns, the order of which can be adjusted to your own preference. On the right are the other columns to be displayed. It is not possible to add extra columns yourself. By dragging columns to the right, the columns will no longer be shown after saving.
Under the Purchase Order columns you can select reset, so that the column display is returned to the standard.
Goods Receipt Columns On the left are the selected columns, the order of which can be adjusted to your own preference. On the right are the other columns to be displayed. It is not possible to add extra columns yourself. By dragging columns to the right, the columns will no longer be shown after saving.
Under the Goods Receipt columns you can select reset, so that the column display is returned to the standard.
After making changes, click Save.

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