SA Administrator Options - System - General field descriptions

Contact and Activity Manager

Create CAM Activities (Instead of CM Activities)

Use this operation with Corporate Assistant. If you create Customer Marketing activities for Corporate Assistant events, select this option for Corporate Assistant to create activities in Contact and Activity Manager instead of Customer Marketing.

Interface to Customers from CM Prospects

Select this option to link a prospect record to a customer record. Sales Prospect Setup updates the customer address information in Customer Setup when changes are made to the corresponding prospect record. Each prospect record may contain a company number and customer number linking it directly to a customer. If a link is established, any changes to the prospect’s address or other fields automatically update the customer’s record and vice versa.

For example, if a change is made to the Prospect Name on the Sales Prospect Setup record, and no Lookup Name is defined in the associated Customer Setup record, the Lookup Name is updated with the first 15 characters of the Prospect Name.

Lookups

Disable Auto Wildcard Usage for Keyword Lookup Keys Field and Search Fields

Select this option to disable wildcard usage for all free-form filters and the keyword search fields. For example, select this option if you do not want to use automated wildcards in any keyword lookup. Automated wildcards are also called masking lookups. These are wildcard characters that are substituted for actual characters in a lookup on product records. You can also use an asterisk at the end of a lookup word. If you disable automated wildcards, asterisks that you specify in any key lookup fields are not modified.

For example, if this option is selected, when you specify ta ex in a Product field with a lookup, records are returned that begin with ta and ex, such as tap extension or tap brass extension.

Note:  In the Keyword field in a product look up, the order does not matter. You can specify ex ta and tap extension would be a valid value.

If you clear this option, the search is for an exact match.

Disable Auto Wildcard Usage for Keyword Lookup Search Fields With a Lookup Button

Keyword lookup functionality for the primary master data lookups uses wildcards on all search criteria filters. This occurs even when the filter should be an exact match. This is because the value is known value or there are lookup capabilities. Due to the wildcard usage, a query can take several seconds, instead of milliseconds, depending on the size of the database. Use this option to disable the automatic wild card creation for these lookups to improve performance. The option is selected by default.

Maximum Record Count for Keyword Lookups

Specify the number of records to return as a result of a keyword search. The higher the number of records, the longer the search may take.

Commerce Catalog / Storefront

Interface To Commerce Catalog

Select this option if you are integrating Distribution SX.e to Infor Storefront and are using the Commerce Catalog. This option indicates that recordsync records should be created for the data load.

Interface ICSC Records

Select this option to send existing catalog records from Product Catalog Setup to the Storefront Commerce Catalog during the data load.

Note: This option is available only in your first operating company in Distribution SX.e. This setting is applied to the same AO setting for all other companies.

URL

Specify the URL to your Storefront instance.

Dropbox

Interface To Dropbox

Select this option to enable users to send reports that are processed through Report Scheduler to Dropbox, a secure file hosting service that users install on their personal computers.

System