Limitations when setting up options in the Organizations application
Except for system settings and autonumber settings, options apply at either the organization or site level, regardless of the level at which the application stores data. Even if an application stores data at the application level, it can have settings that are applied at the organization level.
For example, the Work Order Tracking application stores data at the application level. However, edit rules for the Work Order Tracking application apply at the organization level. All the sites in an organization use the same edit rules. The Preventive Maintenance application stores data at the application level and its options are also applied at the application level.
If you are able to select or specify a site in an option dialog box, then the settings apply at the site level. When you see a list of sites in a dialog box, the sites all belong to the organization that you selected on the List tab. For settings that apply at the site level, you can specify different settings for different sites. For example, you can apply different inventory cost options for different sites.
If you do not see a list of sites in an options dialog box, then the settings apply at the organization level, specifically to the organization you selected on the List tab. The settings you make apply to all the sites in the selected organization. You can select a different organization on the List tab to specify option settings for that organization.
The following table shows the options and the levels to which they apply.
| Menu action | Menu sub-action | Organization | Site | Options description |
|---|---|---|---|---|
| Work Order Options | Work Type | X | Define work order class and type including a description and the prompts for failure or downtime. | |
| Edit Rules | X | Specify which fields on the work order are editable for each work order status. | ||
| Other Organization Options | X | Set default start for downtime, the actual start date, the prompts that are displayed, when material reservations are cleared, and when duplicate warnings are displayed. | ||
| Site Options | X | Specify default starting number and increment for task numbering. | ||
| Inventory Options | Inventory Defaults | X | Set ABC breakpoint options. | |
| Reorder | X | Specify when external and internal requests are created and also the maximum number of reorder lines on each purchase order or purchase requisition. | ||
| Inventory Costs | X | Set whether issue cost is standard or average and whether non-capitalized rotating is an issue cost or an asset cost. | ||
| Asset Options | X | Specify when the asset history is recorded. | ||
| Drilldown Options | X | Set order for the top-level asset on the Asset tab. | ||
| PM Options | X | Specify how preventive maintenance work orders are issued. | ||
| Safety Plan Options | X | Determine whether the hazards appear in the Select Hazards action for an asset. | ||
| Purchasing Options | PO Options | X | Specify purchasing options such as whether purchase requisitions require approval, when purchase requisitions are closed, whether standard service costs are added to direct issue lines, and whether the generation of special order items is allowed. | |
| Contract Options | X | Add and modify contract types. | ||
| Tax Options | X | Specify the general ledger options for tax, such as the rate and effective date. | ||
| PO Labor Options | X | Determine whether a purchase order is required to approve inside labor. | ||
| Labor Options | X | Specify whether inside and outside labor transactions are automatically approved, whether mismatched craft and labor are permitted when reporting actuals, whether invoices from labor transactions are automatically approved, and the number of hours for future labor transaction tolerance. | ||
| Service Desk Options | Global Ticket Solution Options | X | Specify whether solutions are applied to related global tickets. | |
| SLA Options | X | Specify whether multiple service level agreements are allowed and, if so, how multiple are ranked. | ||
| Ownership Assignment Options | X | Specify whether person availability is checked. | ||
| Workflow Options | X | Determine which workflow processes are initiated automatically. |
The following table shows the levels for the autonumber settings and the system settings.
| Menu action | Menu sub-action | Enterprise | Company Set | Item Set | Organization | Site |
|---|---|---|---|---|---|---|
| Autonumber Settings | System Level | X | ||||
| Set Level | X | X | ||||
| Organization Level | X | |||||
| Site Level | X | |||||
| System Settings | X |