When you click on or hit enter on the Company Control option from the Select Option menu, the system will prompt another Select Option menu as follows:
COMPANY CONTROL 1 SCREEN
The following controls are specific to each company you are operating on RollMaster. If you have more than one company, you will need to log into each company to set up these controls. When you enter this level, the screen will appear as follows:
Control Explanations for Company Control 1 Screen:
Branches share—Product Codes- in the RollMaster System, Product Codes are tied to the system General Ledger. Therefore, if you have more than one branch—or will ever have more than one branch—and if you are using separate Chart of Account numbers to track each branch, you need to enter an “N” for no in this field. This field is password protected and requires a RollMaster Trainer to change. This is because of the disruption to the system a change to this field can make, especially if unintended. Please Note: if different branches will share the same catalog, be sure to use the same Product Code descriptions in each branch, changing only the Chart of Account information to reflect each branches account numbers, e.g., if you use “01” for 12’ Carpet in Branch 1, be sure to use “01” for 12’ Carpet in Branch 2 as well, etc.
Branches share—Catalog Items- in the RollMaster System, Catalog Items are tied to the system Product Codes. Therefore, if you have more than one branch—or will ever have more than one branch—and you will be selling the same or some of the same products in each branch, you need to enter a “Y” for yes in this field. If your branches have a completely different product offering, there would be no reason to share a catalog and you would therefore enter an “N” for no in this field. This field is password protected and requires a RollMaster Trainer to change. This is because of the disruption to the system a change to this field can make, especially if unintended.
Over The Counter-Customer ID- this field will allow you to set a default Customer ID when you select the OTC Job (Over the Counter Sale) option in the Order Entry module. If you are not concerned with capturing customer information during cash and carry sales, you can create a Customer ID such as “CASH” to use for all those transactions. You can easily override this default and follow normal system procedures for adding a customer to the database when applicable. If you do type a default ID in this field, you will also need to add that ID to the system through the Customer Maintenance module prior to using the OTC Job option.
Order Default Job Type- this field also refers to the OTC Job option in the Order Entry module. To save a keystroke, you can set a default Job Type code through this field such as “CC” for Cash & Carry—it can be a one or two-digit alphanumeric code. If you type a default Job Type in this field, you will also need to add that Job Type to the system through the Job Type Maintenance module accessible from the Sales Processing menu.
Default Posting Period- in this field, you will enter your current accounting period. Setting a default posting period in this field will allow you to keep a General Ledger period open for several months while posting current information to the current period. In other words, even though the General Ledger may be set to period 1, you can use this field to move the default posting period to period 2, 3, 4, and so on, so that information is always posted to the current period. For instance, when Deposits are entered in the system, or when an Invoice is processed, the system will prompt the Default Posting Period that is entered in this field. At those prompts, you can hit enter to accept the default or you can override the default period to the previous period—provided it has not been closed—or forward to the next period, when applicable. At the beginning of every month, you will need to return to this field and move the default period forward by typing the new period number. Closing out a General Ledger period will not affect this field—it must be updated manually. Important Note: after changing the Default Posting Period, all Users must exit the system and re-enter for this change to take effect.
Print Customer Tax ID on Invoice- when enabled, this feature will print a customer’s Tax Exempt number on the Invoice, provided one was entered in the Customer Maintenance module for that customer. If you would like Tax Exempt numbers to appear on Invoices, type a “Y” for yes in this field. Otherwise, enter an “N” for no.
Invoice Print “Close Job” Default- this field was designed to save you time during the invoicing process. One of the last questions the system will prompt during invoicing, is the following: Close Job (Y,N). This field will allow you to set the default to either “Y” for yes or “N” for no, so that a majority of the time you will only need to hit enter to proceed—you can override this default by typing the opposite letter instead of hitting enter. RollMaster recommends that a job be closed after invoicing so that it is removed from the Open Order status. Closed jobs can easily be opened through the Open Jobs Closed In Error module, accessible from the Management Functions menu.
Use Sq. Ft. Sale Pricing, (N) If By Vendor- this field only applies to roll goods, i.e., carpet and vinyl. If this field is set to “Y” for yes, the system will convert square yard sale pricing to square foot sale pricing on all roll goods from all Vendors. If you will only be using square foot sale pricing on certain roll good suppliers, enter an “N” for no in this field. You will then need to enable the option to use square foot pricing in the Vendor Maintenance module—accessible from the Accounts Payable menu—for each applicable Vendor. If you will not be using square foot pricing at all, leave this field set to “N” for no.
Use Sq. Ft. Purchase Pricing, (N) If By Vendor- this field only applies to roll goods, i.e., carpet and vinyl. If you purchase roll goods by the square foot from all Vendors, set this field to “Y” for yes. If you will only be purchasing by the square foot on certain roll good suppliers, enter an “N” for no in this field. You will then need to enable the option to use square foot pricing in the Vendor Maintenance module—accessible from the Accounts Payable menu—for each applicable Vendor. If you will not be purchasing roll goods by the square foot at all, leave this field set to “N” for no.
Work Order Print/Show Installer Pay- if you would like the installer pay rate to show on the system Work Order, set this field to “Y” for yes; otherwise, leave it set to “N” for no.
Abbey Store Number- this field was originally designed for Abbey Dealers and is tied to the Vendor Invoice Report located in the Special Functions menu. If you are an Abbey Dealer, enter your Abbey Store Number. If you are not an Abbey Dealer, create a number here so that you can utilize the functionality of that report which keeps track of yardage sales by Invoice for reporting to Vendors.
Invoice Print-Show Roll Numbers- if you would like roll numbers to appear on system Invoices, set this field to “Y” for yes; otherwise, leave it set to “N” for no. Inventory data will also print on the Credit Memo, provided it is printed using Server-side Printing (SSP).
Require Install Time- with this control set to “Y” for yes, the system will require an Install Date be entered in Quote and Order Entry. Also, the Time field will default to N/A, and will also become a required field.
Omit Vendor ID & P.O. # from Work Order- if you prefer to omit the Vendor ID and PO Number from the system Work Order, set this field to “Y” for yes.
Default Job Type in Property Management- if your store handles property management and/or track builder jobs, you can set a default Job Type in this field—such as “PM”—that will save you a keystroke when you enter a job in the Property Management/Builder Templates module. If you type a default Job Type in this field, you will need to add that Job Type to the system through the Job Type Maintenance module accessible from the Sales Processing.
Default Labor Code for Reading Quote- if you have enabled the “Enter Cost in Quote Entry” control, located in the System Control 1 level screen (explained above), and if you prefer to combine material and labor costs together on one line to show the customer an installed price, then you will need to set a default labor Product Code in this field. When you turn a quote into a job that contains a material line with a labor cost, the system will create two lines in the Order Entry module. When it creates the labor line, it will look for the default code entered in this field. RollMaster recommends using “TB” as the default code, which stands for “TO BE DETERMINED.” Whichever code you select, make sure you enter that code in the Product Code Maintenance module. If you are not using the Enter Cost in Quote Entry feature, or if you will never combine a labor cost with a material item cost, you can leave this field blank.
Active BOM Processing- this control will only apply to clients utilizing the Build Order Maintenance module and accompanying BOM features. Leave this control set to “N” for no, unless you are using the BOM functionality.
Prompt Memo In P.O. Thru Order- there are four possible options with this feature. If this control is set to “N” for no, the Memo field in the PO screen will remain blank. If set to “Y” for yes, the system will automatically fill in the Memo field with the job number and first address line of the Ship To or Job Location box when a PO is created from within Order Entry. Once created, the information in the Memo field will appear in the Purchase Orders program, as well as print out on the PO, and display on the Open P.O. Report. If you add multiple lines to a PO, this option will work on each line. If you type an “S” at this control, the system will prompt the Job Location Addr1 and Addr2 data in the Memo field on POs created from job lines. This is so that jobs with Lot or Apartment #’s will appear on each line of a PO automatically. Currently this new control option will display up to 20 characters of the Addr1 line and up to 9 characters of the Addr2 line. The final option is to set this control to “C” for Customer Name and Job. This means that in the Memo field, the system will automatically display the Customer Name and the Job Number.
Allow Inventory Holds On Quote- with this feature set to “Y” for yes, the system will allow you to place a hold on inventory in the Quotation Entry module. In the second field, type the number of days you would like all holds to be effective, e.g., “5” for five days.
Remove Customer Signature Line- with this feature set to “Y” for yes, the system will hide the “Customer Signature” line on the Sales Agreement.
# Of Lines To Print After Header- this option adjusts the spacing on the Sales Agreement to allow for verbiage that has been added to custom pre-printed agreements (this does not pertain to NEBS forms). Regardless of the number of lines on the Sales Agreement, this option will pre-set the number of lines that will print on each page of a Sales Agreement, so that the pre-printed information can be displayed clearly at the bottom. If you use this feature, you should also turn off the Customer Signature line (see control above) and also remove any Footer information added in the Sales Agreement/ Receipt Header Maintenance module.
If you do not wish to use this option, leave this prompt blank. To enable this feature, type the highest number of order/comment lines that can appear on your Sales Agreement before the system needs to start printing on the next page. This will be different for every business, so you may need to make adjustments until you get it right. We suggest starting with “8” and then printing a Sales Agreement with multiple order/comment lines to see if you need to adjust this number up or down. Also, when the system prints more than one page, a mini-header will appear at the top of each additional page and display the Job Number, Customer ID, Sales ID, and the page number. The second field of this prompt handles where the second page of type begins to print on the Sales Agreement, Quotation, and Invoice. If you select the Plain paper option during the print process but use your own pre-printed forms, you can set this field to “Y” to have it skip down below the pre-printed header area when a second, third, etc., page is required to print.
Always Show Total Installer To Pay Amount- this option is tied to the “Installation Labor To Pay” line on the system Work Order, and only applies to those Users who have enabled the Company Control 1 screen option “W/O Print – Show Installer Pay $.” Prior to this option, the Work Order would automatically display the total amount of labor to pay based on the amount of labor that was being shipped on the Work Order, which is still how many Users prefer it to work. However, there are also several Users that want to always see the total labor to be paid for the job on all Work Orders, and so this option was added. With this option set to “Y” for yes, the Work Order will reflect the total of all labor to be paid for the job, not just what is being shipped on the Work Order. It will also include any labor to pay that has been previously shipped on a Work Order.
Include Overbill In (A-J) Pricing- this option relates to the Overbill field in the Catalog Maintenance module. If you would like to include Overbill amounts in the A-J Level Pricing that you can program in the system, set this option to “Y” for yes. See the Inventory Control section of the documentation for more information on the Overbill field and the A-J pricing.
Prompt G/L Acct # For Labor/Special- this option has to do with the G/L Account Number field that displays when adding a Labor or Special Charge line in a job or quote. To hide the G/L Account Number field, type an “N” for no at this option.
Only Print Final Total on Inv/Quote- with this option set to “Y” for yes, on the printed Quote, Sales Agreement, and Invoice, only the final total will print—you will not see any of the Subtotal, Sales Tax, Gross Total, and Total Deposits amounts, and only the words “NET TOTAL” with a total amount will display.
Prompt User/Date For (F6) Comments- this option is tied to the (F6) Line Comments feature, the (F1) Notes feature, the PO Notes feature, and the Vendor Notes feature (with the exception of the first line that prints on the check). With this option set to “Y” for yes, the system will automatically prompt a User ID and the current Date at the end of each comment line. To disable this option, change the prompt to “N” for no.
Enable Service Chg.- this option was designed to help flooring dealers recoup the miscellaneous costs associated with flooring installation such as freight, supplies, waste, warehousing, and other miscellaneous expenses and is not Job Type specific, so it can also help with job costing items like RealPage, Vendor Café, Recycling, and various other things. If this control has not previously been enabled, the first message to prompt is a warning to contact RollMaster Support before continuing. This is to ensure that you have a full understanding of what this control does before turning it on. Upon continuing, the system will now prompt a box of additional related items as follows:
You will first enter a Product Code for this Special Charge, which should be set up ahead of time. You will then enter an amount for the Service Charge as a percentage. For the Invoice text, type how you would like this to appear. You can also use the next field to replace the word Sales Tax with something else. The next option allows for including any lines that have been previously invoiced to the Service Charge calculation. The next option determines whether a Service Charge can be calculated on jobs with zero tax rate. To cost a Service Charge amount to the job for job costing and commission purposes, enter that percentage in the next field. The next field determines if Special Charges will apply only to Contract (Use Tax), Invoice (Sales Tax), or Both. And the last option determines whether it will show as a separate Line Item.
Print Labels In Receive Inventory- this is a two-part option that first handles whether you want the default for the Print Labels prompt to be “Y” for yes or “N” for no. If you primarily wish to print an inventory label immediately following the receipt of inventory, set this default to “Y” for yes. The second option handles whether you want the default label type to be Bar-code label, or a Normal label. If your company has bar-coding equipment from RollMaster, you should set this default to “B”; otherwise, leave it set to “N” for normal.
Enforce over-the-counter COD’s- this option forces salespeople to tender the full job amount in the Deposit box on OTC Jobs before it will allow the job to be invoiced, where certain conditions exist in the system. With this prompt set to “Y” for yes, one of the following three conditions must exist for this to work: 1.) The Credit Status on the customer’s account is “C” for Cash or Certified Check; 2.) The Credit Status on the customer’s account is “Y” for COD Customer; or 3.) The customer is over their Credit Limit at the time the job is opened. When this option is enabled and one of the above conditions exists, the system will not allow the salesperson to leave the job if the payment is not taken in full. The salesperson is forced to unassign the material and close the job, or take the payment in full. If you don’t wish to force the “pay in full” option, leave this prompt set to “N” for no.
When you have entered through the last field, the system will prompt the following at the top left of the screen: Company Control Save Changes (Y,N): _. You will need to type a “Y” for yes at this prompt to save any changes that were made in this screen. The system will then place the cursor back at the Select Option menu.
COMPANY CONTROL 2 SCREEN
When you enter the Company Control 2 level, the screen will appear as follows:
Control Explanations for Company Control 2 Screen:
Use Job Line Number In W/O Print- if this option is set to “Y” for yes, the following changes will take place on the system Work Order: 1.) the printed Work Order will number the lines according to the order they appear on the job, rather than in the order they print on the Work Order. 2.) Comment Lines will not be given a line number on the printed Work Order. 3.) When you delete a line from the Work Order, any Comment Lines associated with that line will also be deleted. 4.) Any Comment Lines tied to a line that is not shipping will not print on the Work Order.
Overbill on Labor Catalog Items- if you would like to add an Overbill percentage to all Labor lines for job costing purposes, type a “Y” for yes at this prompt. The system will then prompt the following: Enter Overbill %:. Type in a percentage amount to add to Labor Catalog Item costs (Please Note: you must hit enter to get through this prompt). If you do not want to add an Overbill percentage, leave this prompt set to “N” for no.
Material Overbill by Inventory- if this control is set to "N" for no, then the only Overbill amount that will apply in job costing is the Overbill, if any, entered in the Catalog Maintenance module. Even if you add an Overbill via the Purchase Order module, it will not apply with this control set to "N." When this control is set to "Y" for yes, then if you add an Overbill in Catalog Maintenance, but the Inventory record does not have an Overbill amount, no Overbill amount will apply, because the system is only looking at Inventory Overbill and ignoring anything in Catalog Maintenance. However, if the Overbill is set up in Catalog Maintenance, that amount will prompt on the PO, and then flow through to the Inventory record when received, unless it is changed via the F5 Overbill function on the PO Line. Therefore, the best setting for this control is "Y" for yes, if you will be using Overbill for job costing purposes.
Use Private Labeling by Customer- with this control set to “Y” for yes, any Private Label names that have been set up in the system for a given Customer ID will display on all printed documents tied to that Customer ID.
Credit Control to Disallow W/O:- this option is a two-part control. If you type a “Y” for yes in the first field, it will turn on the Credit Approval Control feature in the system. With the Credit Control feature turned on, all jobs are immediately affected and the system will not allow the processing of a Work Order or Invoice on jobs where the customer is over their credit limit or has past due Invoices. (Please Note: there are two User Control features [explained below] that will allow certain Users to override the Credit Control status on a job-by-job basis.) If you turn on the Credit Control feature in the first field, but don’t want your C.O.D. customers with a zero credit limit to be affected, you must type a “Y” in the second field. The second field in the Credit Control feature will allow processing of Work Orders and Invoices on C.O.D. customer jobs, but only if they do not have past due Invoices on their account.
Mail Float Days, <for Credit>- this option will allow you add some days to the Credit Control cutoff time on unpaid Invoices. For example, if your customer is set to Net 30 in Customer Maintenance, and you want to float the customer another 3 days beyond the Net 30, you will type a “3” in this field.
Irregular return in W/O Print- this option allows you to return irregular sized roll remnants back into stock through the Work Order without affecting job cost. With this option enabled, you can put these remnants back into your stock without a cost, and then resell them at any price you wish, and the system will automatically handle inventory, commissions, and the G/L properly. To enable this control, type a “Y” in the first field of this prompt. If you enable this field, you will need to create a Product Code for your irregular returns such as “IR.” After you enable this prompt and add the new Product Code, the system will prompt the following: Enter Irregular Return %. If you type a percentage here, the system will use that percentage to determine the value of the item being returned based on the original sale price. If you don’t wish to use this part of the feature, hit enter through the prompt and you can price each irregular return item individually. This percentage of the irregular return will calculate against the original cost (not price) of the item and will put this value in the Overbill field of the inventory item itself. This is done so a cost value will be added to the item for job costing and commission purposes only and no value will go the General Ledger upon billing.
Activate Inventory Cut Sheet- this option will allow you to turn on the Cut Sheet feature in Order Entry, allowing you to assign cuts on each job using the F6 Floor Plan Comment Lines. It then sends that data to the Inventory Cut Sheet module in the Installation System menu. The Inventory Cut Sheet module interfaces with any Accu-Cut cutting machine, or you can simply make manual cuts for the system to keep track of on the Work Order and in Inventory Maintenance. With the control set to “N” for no, nothing will change in the system. If this control is set to “Y” for yes, the system will prompt several options to allow you to customize how the Cut Sheet feature can best work in your business. Not all of these may apply so read through them carefully and make sure you understand what each will allow you to do or not do in the system. The first prompt will appear as follows: Do you want to Allow Scheduling of Individual Cuts? If you click “Yes” at this prompt, the system will allow you to have multiple install dates for cut sheet purposes. The next prompt will appear as follows: Do you want to Allow Cut Sheet settings by Job Type? If you click “Yes” at this prompt, two Cut Sheet feature questions will be turned on and will prompt when editing an existing Job Type or upon adding a new Job Type that will make those prompts specific to the Job Type. This will be more applicable for companies that perform Commercial and Property Management jobs and only want to use these features for Property Management jobs. If you choose to use this additional feature, after setting this prompt to “Yes,” you will need to access the Job Type Maintenance module in the Sales Processing menu to update the applicable codes. The two Cut Sheet feature questions (explained below) that display in Job Type Maintenance module appear as follows: “Force Inventory Reserves and Floor Plan comments to match?” and “Allow shipping on the Installer W/O without being first cut on the Cut Sheet?” Additionally, there is a User Control that determines who is allowed to set/change these prompts (see User Control section below).
Once you have entered through the first two prompts, a third prompt will appear as follows: Do you want to force Inventory Reserves and Floor Plan comment lines to match? If you select “Yes” at this prompt, the full Cut Sheet feature options will apply, and the next prompt will appear only where this prompt is set to “Yes.” That prompt will appear as follows: Do not delete Floor Plan comment lines when unassigning. This prompt, if set to “Yes” will prevent any existing Floor Plan Comment Lines from being deleted when material is unassigned on a material line with the Cut Sheet feature enabled. The next prompt will appear following a “No” response to the third prompt and after the above prompt: Do you wish to enter line Qty in Quote Entry by prompting the total of Cut qty’s entered? If you select “Yes,” the system will allow you to enter all of your quantities by room and then it will automatically create the Work Qty amount based on the total of those quantities. This will work for roll goods as well as hard surface items. In the Quote Entry screen, after you select a style and color, the system will prompt the Enter Floor Plan Cut Information box and place the cursor at the Area field. Type in the first area you would like to enter a quantity for and enter to the Qty field. Type in the amount and enter to prompt a new entry. When you have entered all quantities, simply hit the Esc key or enter once more through both fields, leaving them blank, and the system will generate the total in the W-Qty column. If you select “No” at this prompt, then the system will allow you to continue using the Inventory Cut Sheet module, but it will no longer force you to enter each cut in the Quote or Order. Additionally, you will be allowed to assign roll sizes that are smaller than the Work Quantity, meaning that you will be able to use two or more different rolls to fill the reserve on the line. With this option set to “Y” and “Yes”, the system will not display roll sizes smaller than the Work Quantity on the line.
The next option will appear as follows: Allow shipping on the Pick Ticket without being first cut on the Cut Sheet. This will NOT actually ship the material. If this option is set to “Yes,” then material can be shipped out on the Pick Ticket without first being cut via the Inventory Cut Sheet module. Also, the system will show the material as still residing in your warehouse. A similar but slightly different prompt will appear next as follows: Allow shipping on the Installer W/O without being first cut on the Cut Sheet. This is a live report that WILL ship the material. If you select “Yes” at this prompt, the system will consider the material shipped and will display in inventory as no longer physically residing in your warehouse.
Allow private label by branch- with this control set to “Y” for yes, you will be able to create Private Label styles specific to each branch through the Catalog Maintenance module. (See the Inventory Control section of the manual for additional information about this feature.) If you do not wish to use this feature, set this control to “N” for no.
Labor code to remove from Comm- this control will allow you to enter a Labor Product Code for which none of the labor catalog items under it will affect sales commission calculations. In other words, if there are certain jobs where you do not make money on labor and do not want to count that against your salespeople, you can set up a special Labor Product Code with Labor Catalog Items that can be used on those jobs and you will type that Labor Product Code at this prompt. If you use this feature, you need to understand how the commission calculations will look wherever you see Job Cost screens. The labor line total will display and be included in the Job Total, but the commission amount will not include any cost or sale as part of the calculation. For example, if one of these Labor Lines totals $100 on a job, and there is a Material Line totaling $300, the total job will show as $400. If commission is being figured as 10% of the job total, the commission amount would display as $30 and not as $40. If this feature does not apply to your business, simply enter through this prompt and leave it blank.
Warn about Deposit in P.O.- if this option is set to “Y” for yes, the system will pop up a warning in the PO to alert when an item is ordered for a job where the deposit doesn’t match the percentage amount you enter at this prompt. For example, if you require that all orders need a 50% deposit before material can be ordered, you can type “50” for 50%. The system will then prompt a warning in the PO if any material is being ordered for a job where the deposit is less than 50% as follows:
Please Note: This prompt is an alert only and will not prevent orders from being processed. Once you enter through the prompt, it will place you at the next field to order the PO. You should instruct your purchasing department as to what internal procedures to follow when they receive this prompt. Also, if a customer has a Credit Limit set up, this warning will not prompt, regardless of the deposit amount.
Remnant Commission- with this control set to “Y” for yes, the system will allow you to enter a salesperson commission percentage amount to apply to remnants (created through the Remnant feature explained in the Inventory Control section of the manual) that will figure commission even where there is a loss on the sale. For example, if the value of a remnant is $100, but you can only sell it for $50, you may still want to pay the salesperson a commission of 10% of the sale to encourage your salespeople to sell remnants. Also, with this control enabled, the remnant sale, even when showing a loss, will not affect salesperson commissions on the rest of the job. It will be paid in addition to the regular commission earned on the job.
Quote hold of different branch- this control allows you to assign inventory in a Quote from another Branch. With this control set to “Y” for yes, in the Select Inventory box, an option will appear at the bottom as follows: (F3) Select Other Warehouses. When you hit the F3 key, the system will prompt the following: Enter Another Branch ID to Check, or (F1) for All. Type in another Branch ID to check, or hit the F1 key to see available inventory in All Branches.
Assign to PO in a different branch- this control allows you to assign inventory from a PO in another Branch. With this control set to “Y” for yes, you can assign inventory from an “On Order” PO in another Branch.
Region Reporting- this control will allow you to group Branches together into Regions and then allow you to print several reports in the system by Region. You will need the assistance of a RollMaster Trainer or Support Personnel to perform the setup. Once all Branches have been assigned to a Region, you can then print important reports in the system by Region.
Initials Required- this control is tied to the Initials field in the Order Entry screen, located next to the Install Date field. With this control set to “Y” for yes, the system will require that an Initials Record be entered in the Initials field if an Install Date has been entered.
Job Cost for Payment Type Codes- when enabled, this control will allow you to add financing charges to your credit card Payment Type Codes for job costing purposes. It also impacts salesperson commissions and allows you to create Special Financing Product Codes-such as 6 Months Same As Cash- that can be added as line items on a job. For a complete explanation of how this control can be used, see the Payment Type Code Maintenance section of this manual.
Stop printing “Proposal” Text- when enabled, this control will remove the word “Proposal” from the top of the printed Quote. This control was added to accommodate customers using pre-printed headers.
Sliding Scale (Auto. Neg. Comm.)- when enabled, this control will automatically calculate negative commission for Credit Memos or negative margin Invoices based on the positive sliding scale commission rates you have set up. You should remove any manually entered negative commission rates if this is the case. If this option is not enabled, you will need to manually enter negative commission rates in the sliding scale box.
Invoice up to Deposit Balance- if this control is set to “Y” for yes, the system will check each time a line is selected during invoicing to make sure that you are not invoicing more than the Deposit balance. If you do go over the balance, a message box will let you know and automatically unselect the item. You do have the option of Partial Invoicing (see instructions in the Sales Processing section of the manual) and after doing so, the system will check the Invoice Total against the Deposit balance and unselect if the amount is over. You can then try Partial Invoicing again for a lower amount. Also, if the Job Total balance is greater than the Deposit balance, the “F3 to Select All” option will not be available.
Salesperson Commission Draw Paid- when enabled, this control will turn on the Salesperson Draw Maintenance module and accompanying reports in the Sales Processing Menu. Please see the Sales Processing section of the manual for complete instructions on using the Salesperson Draw Maintenance module.
P.C. for Special Charge Job Line- this control will allow you to add a Special Charge line on a Job to add a total percentage amount based on the Job total. For example, if you wish to add a flat 1% increase to a Job total, you will create a Special Charge Product Code first, and then enter a percentage amount in this control—the Product Code must be created prior to entering in this field. Once you enter your new Product Code in this control field, the system will then prompt the following: Enter Percent. Type a percentage amount for use with this control. Once this control is set up, once all lines have been added to a Job, click the Functions menu and select “Special Charge added to Job” option. The system will write a new line to the Job and calculate the amount based on the Job total and percentage amount entered here. To skip this control, simply enter through this field without entering a Product Code.
Sales Tax – Taxable Limits Set- in a couple of States, certain local Sales Taxes are only charged up to a set sale amount, and any amount after that is not taxed. What this control allows you to do is automate that process. For example, if there is a City Sales Tax that is assessed up to a sale amount of $2,500, but any amount over that $2,500 is not taxed, you can use this control to automatically calculate the correct tax amount to be collected. This control does require some set up before it can be used. Before setting this control to “Y” for yes, you must first create a Special Charge Product Code specifically for this control that the system will use to write a credit line to a job when the tax amount needs to be credited to meet the local tax requirements. You can use your Sales Tax G/L Account Number on the Product Code setup, but nothing will be sent to your financials during this process. When the Product Code has been set up, come back to this control and type a “Y” for yes, and then enter the Product Code. When you have saved your changes, you must then go to Sales Tax Code Maintenance in the Accounts Receivable menu and pull up the applicable Tax Code. There will be a new field in this screen that will appear as follows: Taxable Limit. Type in the total sale amount after which no Sales Tax should be calculated for this Tax Code. Please Note: If you create more than one Invoice on a job, this feature will work on an Invoice-by-Invoice basis, meaning that it will calculate on the amount of the Invoice and not the Total Job. For example, if the job meets the tax cutoff requirement, but you create a partial Invoice, whereby the total Invoice amount falls below the cutoff requirement, the full amount of tax will be assessed and the Invoice total will not impact the next Invoice.
Consignment Internal Company”, “…Company/Branch…”, “Consignment Read PO into Order- these series of questions are for companies that sell on consignment to their own companies. If this pertains to your company, please contact the RollMaster Customer Service Department for assistance with this setup and functionality.
W/O- Print PO on Inventory Items- this control was added to allow you to include the system PO Number to the Work Order print out for each material item. There is a similar control option in the Company Control 1 screen that appears as follows: Omit Vend. ID. & P.O. # from W/O. If this control is set to “Y” for yes, to omit those items, you can then set this new control to “Y” for yes to only include the PO Number and still not print the Vendor ID, which is the preference for most customers.
Print Contact Name on Invoice- in the Customer Maintenance module and in Order Entry, there is a Contact field used to add a contact name for a business. With this control set to “Y” for yes, the system will now print whatever is in the Contact field on the system Invoice.
Print Special Instr. – Open PO Rpt- with this control set to “Y” for yes, the system will display the content of the Special Instructions field from Order Entry on the Open P.O. Report. This control does not currently apply to the Open P.O. Report (for Faxing).
Print Service Chg. –Progress Bill- with this control set to “Y” for yes, any Progress Billing Invoice will display Service Charge verbiage, just as the system currently does on regular Invoices.
When you have entered through the last field, the system will prompt the following: Company Control 2 Save Changes (Y,N): _. You will need to type a “Y” for yes at this prompt to save any changes that were made in this screen. The system will then place the cursor back at the Select Option menu.
COMPANY CONTROL 3 SCREEN
When you enter the Company Control 3 level, the screen will appear as follows:
Control Explanations for Company Control 3 Screen:
Inv. Transfer –User in Branch- if this control is set to “Y” for yes, the system will not permit any Users to transfer and receive inventory, unless they are logged into the transferring Branch when sending inventory, and also logged into the receiving Branch when checking in the inventory.
Invoice Header used Prog. Billing- with this control set to “Y” for yes, the system will use the Header information that currently appears in the Invoice Header Maintenance module on any Progress Billing Invoices. It will also remove the “Terms” and “Due Date” information that appears on regular Invoices.
A/R Statements – Zip Under City- with this control set to “Y” for yes, the customer zip code will print directly under the city name on the A/R Statement, which is the way the Canadian Postal Service requires postal codes to appear if not on the same line.
A/R Statements – Print Cust. ID- with this control set to “Y” for yes, the Customer ID will print above the customer name on the A/R Statement.
The next two controls are tied together and only apply to special pre-printed forms that must be ordered. They appear as follows: “# of lines to Print – Quote” and “# of lines to Print – Invoice.” If you wish to receive further information on these special order pre-printed forms and how to use these controls in conjunction with those forms, please contact your RollMaster Trainer or a member of our Customer Support team. Otherwise, leave these controls set to “00”.
Prompt Ship To in Installer Pay- with this control set to “Y” for yes, when posting labor payments in the Job Labor Maint./Installer Payments module, the system will automatically prompt the Job Name, Addr 1, and Addr 2 data located in the Ship To box on the job.
Order-‘Are you Sure?’ on Edit- with this control set to “Y” for yes, in Order Entry, when you make changes to key fields, the system will prompt the following: Are You Sure? This change was added so that mistakes could be caught on fields that are important for job look-up and sales purposes. This change affects the following fields: Job Location box fields, Work Qty column, Sale Qty column, Price column, and this message will also prompt when Unassigning material or when detaching from a PO.
Update Accum. Items Job Costs?- type a “Y” for yes at this prompt if you would like to have job cost records changed for cost changes made to accumulator items (where inventory is automatically merged and cost averaged) in A/P Open Item Maintenance. This is the way the system works currently. However, if you would prefer that no cost changes be made to accumulator items from A/P Open Item Maintenance on job lines that have already been invoiced, meaning no adjustments will be made automatically to salesperson payables, sales analysis, or job cost journal records, then you can prevent that by typing an “N” for no at this prompt. Cost changes will still be allowed for un-invoiced job lines.
Print Subtotal only On Quote- if you would prefer to only see the subtotal on the Quote, along with the statement “Plus applicable Taxes,” you can set this control to “Y” for yes. If you don’t wish to make a change, simply leave this prompt set to “N” for no.
Add line if PO has no ORD lines- if this control is set to “Y” for yes, the system will allow access to an existing PO from the Order Entry module, as long as no lines on the PO have been ordered and the PO is no more than seven days old.
Slsperson Job Listing – exclude- this control will allow you to exclude certain Product Types from the Salesperson Job Listing report. If you don’t wish to utilize this control, simply enter through the prompts. However, if there are some Product Types you would like to exclude, when you enter through this control, the system will prompt the following:
The Product Type field is tied to the Product Code Maintenance module. You will not get a look up box from this screen, so you will need to know the exact Product Type in order to type it in one of these three fields.
Print Graphical Logo on docs- if a graphical logo exists for the Company, but you do not want it to print on any graphical documents, type an “N” for no at this control.
Make QB Export Branch Specific- if you would like to export data to QuickBooks separated by Branch, type a “Y” for yes at this prompt.
Require Deposit to print W/O- if you type a “Y” for yes at this control indicating that a Deposit must be posted on a job prior to printing a Work Order, the system will then prompt an Enter Deposit Percent box. Type in the lowest percentage of deposit amount you would like to be posted on a job before a Work Order can be printed. If you are using the Credit Control functionality in your system, this control will not be applicable on customers that have been issued credit in the system.
Allow Sales Lines not in Box Qty- to allow items sold by the box to be broken up among sales lines, type a “Y” for yes at this control.
Auto Set Budget Quote/Template- with this control set to “Y” for yes, the system will automatically write a budget record of all existing lines on the Quote or Template as soon as it is converted into an Order, without anyone having to use the “Set Budget” option in Order Entry. This means that the “Budget vs. Actual” features within the system will generate more accurate data. If you do not wish to use this feature, leave the control set to “N” for no.
Accumulate Inventory by Bin Loc- this control was added so that inventory value could be accumulated by Bin Location rather than by the entire inventory record. This control will only work if you are adding a bin number or description in the “Bin Loc” field of each inventory record. Set this control to “Y” for yes to utilize this feature.
Print Bill of Lading for W/O- with this control set to “Y” for yes, the system enables a much more comprehensive and detailed Bill of Lading document that requires setup via the Bill Of Lading Maintenance module, explained below in the Document Maintenance section. This switch will turn off the Work Order, and instead prompt the Print BOL option. Prior to activating this control, first make sure this is a document you will even use as it only applies to certain customers shipping material out, much like a wholesaler, and second, please review the separate Bill of Lading documentation prior to utilizing this feature.
Special Pricing for Property Mgr- this control will allow you to program Special Pricing by Property Manager, and should only be enabled for those clients using the Property Management/Builders Template module. With proper setup in the system, special pricing can be created and then pricing changes will instantly take place for all templates tied to a Property Manager. Please consult your RollMaster Trainer for additional help with Special Pricing features.
Allow OTC Jobs to carry balance- this control will likely remain set to “N” for no for most RollMaster clients, but there are a few will. This is because they like the quick functionality of the Over the Counter sale feature (OTC Job), but they also have customers with credit accounts, so they don’t want to be forced to collect payment upon invoicing in the Over the Counter sale feature. Those RollMaster clients, where the above applies, will set this control to “Y” for yes.
Activate Invoice Discounts by PC- this control allows you to add an A/R Early Payment Discount percentage in the system by Product Code. This applies mostly to RollMaster clients functioning as distributors, whereby they can offer a discount on carpet, but not on hard surfaces, though anyone can use this feature if they choose.
Activate CARE for Company- this control turns on a feature that is only applicable for RollMaster customers selling carpet in the state of California. CARE stands for Carpet America Recovery Effort, and basically requires that retailers buying and selling carpet in the state of California collect and remit an assessment on each carpet job sold in the state from customers to suppliers. This feature must be activated in the system for any company that sells carpet in California, whether it pertains to only a small portion of jobs or all jobs. To activate the CARE feature, you must first set this control option to “Y” for yes, and then save your changes prior to exiting. The next step will be to access the Branch Control menu to continue the activation process by entering through a couple of prompts to set up defaults within the system. Additionally, you will need to enable the CARE User Control option for applicable Users. Instructions for these next steps appear below, in the sections referenced. And finally, to complete setup, you will need to access the Product Code Maintenance module for all applicable material Product Codes and click in the Care checkbox. The CARE Reporting module can be found in the Special Functions menu.
Change Freight presentation (Y/N)- this control allows for freight costs to be excluded from job cost routines and commissions, along with the option to not display freight lines on printed documents as standard lines. If this control is set to “Y” for yes, the system will then prompt the following:
If you have not done so already, you will need to create a Special Charge Product Code such as “HC” or “FR” for use with this functionality. That code should be entered in the Enter Product Code For Alternate Freight field, as in the example above. In the Exclude from Commision field, type a “Y” to exclude these freight costs from job cost and commission cacluations throughout the system. On printed customer documents, the selected code will print the word “Freight” in the subtotal section. Also, this charge will be grouped with Fees/Tax, much like the CARE program, explained above.
Display Job Cost Journal Dtl – AP- this control is tied to the A/P Open Item Maintenance module. Type a “Y” for yes to display Job Cost Journal Detail. To prevent the Job Cost Journal pop-ups, you can set this control to “N” for no. This will then allow the system to display a message as follows: Job Cost Journal created – review Sequence range xxxxxx thru xxxxxx. While the system is working, a message window will appear as follows: Analyzing Job Cost – Please Wait.
Print branch # -PO # on PO print- this control will default to “N” for no change. However, if you would like the printed PO to display the Branch ID next to the PO # at the top of the PO, set this control to “Y” for yes. As an example, if set to “Y” you will see the following displayed at the top of the printed PO: P / O # 1 – 110092.
Customer Mtc. Required Fields- this control allows you to set a customer’s Email, Phone 1, City, State, and/or Zip Code as Required fields of entry. If you set this control to “Y” for yes, the system will run through a series of five prompts for you to set each to your preference.
When you have entered through the last field, the system will prompt the following: Company Control 3 Save Changes (Y,N): _. You will need to type a “Y” for yes at this prompt to save any changes that were made in this screen. The system will then place the cursor back at the Select Option menu.
COMPANY CONTROL 4 SCREEN
When you enter the Company Control 4 level, the screen will appear as follows:
Control Explanations for Company Control 4 Screen:
Comm. Not paid on aged invoices- if this control is set to “Y” for yes, the system will activate a new feature in the Salesperson Payables System module, that allows you to select, clear, but not pay commission on any Invoices that are paid XXX days after invoicing. You then decide how many days the feature will use to make this determination by typing that number in the second field of this control, not to exceed 999 days.
Match customer ship to info- this control, if set to “Y” for yes, will force the “0000” Ship To default on a new Customer to match the data entered in the main Ship To fields.
Lead Module – US/Canadian/Both- this control is tied to the Leads Processing module. It was added to allow customers selling in Canada to access a drop-down menu of Canadian Provinces. You can also set the control to “B” for both, where a business is operating in both the states and in Canada.
Use 80 Character Graphical Doc- this control was added in the event any RollMaster clients prefer to revert back to the old 20 character graphical customer documents after the switch to the new documents that includes an 80 character style name display. This switch only applies to the graphical Quote, Sales Agreement, and Invoice.
Sort Inventory By Rank- with this control set to “Y” for yes, the system will allow you to determine how inventory prompts when assigning from Order Entry, by both Age and Max/Min size. When you type a “Y” for yes at this control, the system will prompt an Inventory Rank Maintenance screen as follows:
The items in the display screen above have already been programmed. You can right-click or double-click on those items to Edit or Delete. To add a new Rank, start by making a selection at the Product Type (1) field using the down arrow. You can set up a broad ranking system by leaving the default **All** in the Product Type and Product Code (2) fields, or get specific down to every Product Code. The Rank 1 & 2 (3) fields each have two options: Age & Min/Max. If you pick Age for Rank 1, you must select Min/Max for Rank 2 and vice versa. When you select Min/Max, the system will prompt Min and Max fields as follows:
A Rank column in the Inventory Review screen will display the top-ranking inventory choices based on setup completed in this screen.
Use ChargeItPro CC Processor- this control will need to be activated by a RollMaster Support Team member if/when you add the ChargeItPro functionality and equipment to your system. Otherwise, leave this control set to “N” for no.
Prompt Branch in new Sales- with this control set to “Y” for yes, the system will activate a Branch ID prompt when you create a new Job, Quote, or Property Management Template. This will be used primarily by Multi-Branch operations with central processing locations.
Tax Codes Default from Table- this control, when set to “Y” for yes, allows for selection of Tax Codes by Region, explained under Sales Tax Code Maintenance in the Accounts Receivable manual. Essentially, when adding Customers, Tax Codes will pull the default(s) from the Region (not related to Region Reporting) linked to that State/Province in Region Setup.
Make Inv Adj Comment Required- if set to “Y” for yes, this control makes adding an Inventory Adjustment Comment mandatory.
Default P/M Job Status- at this prompt, if you prefer, you can type a default Job Status in this field that will automatically prompt when converting a Template to a Quote or Job.
Activate A/P Enhanced Cost- can only be enabled by a RollMaster Trainer. Please send an inquiry to firstname.lastname@example.org for more information concerning this feature. Setup will be completed in this screen by your RollMaster Trainer who will discuss with you what costs need to be setup. Once complete, these cost items cannot be changed, only disabled.
Use Alt Inventory Receipt Date- in the Edit Inventory Item screen in Inventory Maintenance, if this control has been set to “Y” for yes, it will allow for certain features and reports to utilize the Company Receipt Date, which is the original date inventory was received into the system. The other date is the Branch Receipt Date, which changes when an inventory record is transferred, cut, adjusted, etc. If the Control is set to “N” for no, the system will automatically use the Branch Receipt Date, which is how the system previously worked. The Company Receipt Date, if enabled, will be used for Barcode Label Printing, Order Entry, Build Order Assign Inventory by Age, Outstanding Costs vs Received Inventory, Inventory Purge, Inventory Listing, Inventory Valuation, and the Inventory Valuation (As Of). You will see both dates in the Edit Inventory Item screen, which can only be updated by RollMaster Support personnel, should there ever be a need. Also, if the Branch Receipt Date is different, you will see a brief notation in green type next to the Company Receipt Date field, for items such as Inventory Transfer, Work Order Return, etc.
A/R Avg Pay Days Months- this control is tied to a new field in the Customer Status Inquiry module titled Average Pay Days. To help determine this value, you can enter a number of months in this field to use for history when averaging this value, such as “9” for nine months of history.
PO Need Date Required- this
control allows for recording a Need Date for the material at the time a PO is
created. The default setting is “N” for no, so it will need
to be set to “Y” for yes to enable.
There is also a User Control 5 option,
Order Maintenance, that also controls
whether a User can edit the PO Need Date field in PO Maintenance.
Allowed Invoice Margin Minimum % and Allowed Invoice Margin Maximum %.- if a
percentage is entered in either of these two fields, the system will prevent
invoicing if the margin percentage on the Invoice
does not meet these parameters. If these fields are activated, there is a User Control 6 option,
Allowed To Invoice Outside Margin Range,
that can be enabled to allow certain Users to bypass these settings.
Where this is the case, a soft warning will prompt in Order Entry for
each User where an Invoice Margin is below the Minimum
%, but it will allow them to proceed.
Company Accum Totals (R, B, C)- this control determines at what level capacity limits are met for each type of installation: Region, Branch, or Company. It is used in conjunction with the Install Dates tab in Order Entry and feeds into the Mobile Installation Schedule App.
Use Private PO Notes- with this control set to “Y” for yes, only PO Notes that begin or are prefaced with an “*” will display on the printed PO. This change does not impact PO Line Notes.
Tax Type Warnings- this control is tied to the two ways Tax can be charged on a Job: Contract (Use Tax) and Invoice (Sales Tax). Typically, Jobs without Labor are assessed Sales Tax that the customer sees and pays, and alternately, Use Tax is assessed on Jobs with Labor that is charged based on the cost of material and not typically seen by the customer. This control has three settings. A “0” is the default and will leave this control disabled. A “1” will prompt a warning in Order Entry to check the Tax setting. And a “2” will activate a hard stop and halt processing of the Job until the Tax Type is changed.
Activate Written Business Report- this control, if set to “Y” for yes, will activate a new report in Order Entry that appears as follows: Written Sales Report. You will see this report option in the main Order Entry screen as follows:
This report was programmed to generate a transactional “Written Business” report, as opposed to the Job Cost Margin report that doesn’t take into account cancelled orders or increases/decreases to existing Jobs. This report writes a new file for Sale, Cost, and Margin each time a User exits a Job and a change was made to impact any of those three figures. As an example, if a Job was entered on the 30th of the previous month for 10K, but then cancelled 20-30 days later, when that cancellation happens, the 10K will hit the Written Business Report on that day. There is also a User Control 6 option to determine who is allowed to override the transaction date or exit date for this report. Please be aware that you can NEVER turn this report off once it has been enabled so please be sure this is a feature you want before doing so.
Activate All Invoices to Date Com- the default setting for this control is “N” for no so that no change will occur unless enabled. If enabled, the way the system calculates commissions will change. Instead of calculating commission on each Invoice generated on a Job, when this control is set to “Y” for yes, the system will calculate based on Invoices on the Job to date. If there are multiple Invoices on a Job, the first Invoice will calculate based on the lines on only that Invoice. On the second Invoice, and subsequent Invoices, the system will take the lines on any previous Invoices into account and if adjustments to the Commission need to be made, those will be made to the most recent Invoice.
Allow Multiple Cat Priv Labels- this applies to single and multi-Branch operations to allow for multiple (up to 10) Catalog Private Label names per Catalog item within a Branch, if this control is set to “Y” for yes.
Prevent Double Booking Installer- if this control is enabled, it will force the use of the Install Dates tab in Order Entry, and no longer allow setting of an Install Date in the Job Detail box. Further, the control works to prevent double-booking of an Installer at any time on a given day. This works in conjunction with the Time Maintenance module. A checkbox has been added to the Add/Edit screen of that module as follows: All Day Time Slot. With completed setup, the system won’t allow an Installer to be assigned an “All Day Time Slot” if he or she is already assigned an AM or PM, etc., time, and vice versa.
Allow Multilingual Translation- the default setting for this control is “N” for no so that no change will occur unless enabled. If enabled, a Translate Notes checkbox will appear on server-side graphical customer facing documents. Please see the Sales Processing manual for more details on the checkbox from print documents. You can also set a default language for the Translate Notes checkbox when you enable this control. A Language Maintenance box will appear as follows:
You can check all the languages that apply to your business; any unchecked will not display in the system. Also, in the Default Language field, you can select a language to default to within the system. Click Save to keep your changes.
Activate Projects Module- this option will activate the Projects Module in Sales Processing to allow for tracking cost, margin, profit and billing for several Jobs, including Quotes, tied to a specific Project. There are also a couple of User Control 7 controls to consider when activating this module.
THE FOLLOWING TWO CONTROLS CAN ONLY BE ACCESSED BY ROLLMASTER SUPPORT:
Activate Cat Br
Override Pricing- Branch override pricing has been added to the system.
This was added for companies who share Catalog, but wish to have unique
pricing between Branches to override
standard Item Costs. This must first
be turned by a RollMaster Support Agent, and is only accessible if the Company
is sharing Catalog. Additionally, at the User Control 7 level screen, a control has been added to allow
override/interactive mode with this feature, provided User can also see Cost.
That control appears as follows: Allowed to
Select Cat Br Override Pricing. Set this control to “Y” for yes to enable. Further, an
import/export option has been added to facilitate updating Branch Override Pricing. The import option and
sample spreadsheet are accessible from the Customer Facing CSV Imports
module in the Special Functions menu. The export option is located in
the Catalog Selection screen as follows:
There is a Branch filter for the export. With the User Control 7 option
enabled, in the Cost tab of the Edit
Existing Catalog screen, you will
see a Br Override Pricing button to the right of the Item Costs fields.
When you click that button, the system will prompt a Catalog Branch Override Pricing
screen as follows:
This screen will display any existing Branch Override Pricing and allow for editing/adding. With regard to Freight and
Overbill, in the Special Catalog
Mtc. (By Product Code) module, if those first two options—Freight and
Overbill—are edited, when you hit the Continue button, a Select
Branch for Override Pricing screen
will prompt for you to select the applicable Branches for the change.
to Comp. Cat Copy- this option was added for a specific customer,
but is available to all, though it may only be applicable to a very few. Where more
than one Company exists, this control can be set up to copy the catalog
from one company to another. There are three settings available for this
control as follows: (Blank) Inactive,
(S) Source Company, and (D) Destination Company. The company where the
catalog to be copied from is considered the source company and should be set with an
“S”. The company where the catalog will
be copied to is the destination company and should be set with a “D”. If another company should not be included
in the copy, you will leave this blank to keep it inactive. Start by
designating the Destination companies. Then, when you designate the Source company
or companies, a box will pop up to allow for selecting the Destination companies
When you have entered through the last
field of options, the system will prompt the following: Save Changes (Y,N): _. You will
need to type a “Y”
for yes at this prompt to save any changes that were made in this screen. The
system will then place the cursor back at the Select
COMPANY CONTROL GL/AP SCREEN
When you enter the Company Control GL/AP level, the screen will appear as follows:
Control Explanations for Company Control GL/AP Screen:
Print Company Name on A/P Checks- this control only applies to the 3-up Laser version check print program. With this control set to “Y” for yes, the system will print your company name on Accounts Payable checks through that program. If you have pre-printed checks that already display your company name, you should leave this field set to “N” for no.
Print Vendor ID & Check # on A/P Checks- this control only applies to the 3-up Laser version check print program. With this control set to “Y” for yes, the system will print a Vendor ID and a check number on Accounts Payable checks through that program. If you have pre-numbered checks for use in that module, you should leave this field set to “N” for no. A second prompt will appear when you enter through this control as follows:
A/P 3up Laser Check Spacing- this control was added so that dealers using 3up Laser pre-printed checks could make adjustments to the print settings to accommodate different pre-printed check forms. There are four numbers currently set as the default: 1,3,4,1. Each represents spacing in a particular area of the check from top to bottom. The first number adjusts spacing between the bottom of the top stub and the beginning of the check header. The second number adjusts spacing between the last line of the payer address and the check amount line. The third number adjusts spacing between the check amount verbiage line and the first payee address line. The fourth number adjusts spacing between the last line of the payee address and the first line of the bottom check stub.
Use Canadian Compliant format- this control applies to Canadian RollMaster customers who would like to switch to a Canadian Check Date format. If this is the case, please set this control to “Y” for yes. Canadian banking regulations specify the placement and spacing of several items on the check. Answering "Y" to the "Display Date Format" question moves the check date to its own line and provides more white space between items to aid in machine optical reading of checks.
Use Graphical Bank Reconciliation- this control will force either the use of the Graphical Bank Reconciliation program by typing a “Y” for yes at this control, or the use of the older Text program by typing an “N” for no at this control.
MICR chks- Font location- this control only applies to customers using an MICR printer for check printing. It is preset and should only be changed upon consulting with a RollMaster Trainer or Support staff.
MICR chks- Print top stub- this control only applies to customers using an MICR printer for check printing. It is preset and should only be changed upon consulting with a RollMaster Trainer or Support staff.