Configuring NEOSYS Generally

Configuring letterhead

Configuring Letterhead

Changing the Signatory

In Maintenance mode, press F5 and the following command:

ED DEFINITIONS AGENCY.PARAMS

Be careful not to insert lines except at the end. Moving other lines down will totally screw NEOSYS!

Than go to the bottom of the page (Ctrl+Page down). Once you reach at the bottom, ENTER enough times to add additional lines if required, than search for line 61 (Ctrl+G) and edit the document / add this code:

<br><br><br>Name of General Manager<br>General Manager<br>

Clearing files in database (done when you want to clean an old database)

Clear data F5 CLEAROP (only clears transactions not reference files)

Clear suppliers F5 CLEARFILE SUPPLIERS

Clear Vehicles F5 CLEARFILE VEHICLES

Flush Index F5 FLUSH.INDEX

Clear all F5 CLEARALL (rather nasty command because clears all reference files as well)

Configuring email backup alerts

F5

ED DEFINITIONS BACKUP

You can change the email addresses and the Drive to backup.

Configuring automated emails in NEOSYS

Login to NEOSYS Maintenance

Press F5

ED DOS SMTP.CFG

and press enter (F9/Esc to save and exit)

Lines are fixed (only first two lines are required)

1. sender email (must be acceptable to the smtp host name following)
2. smtp host name (domain name or ip number)
3. smtp port number (blank for 25)
4. smtp timeout in seconds (blank for 60?)
5. smto use ssl (1=yes, blank for no) ssl is secure connection
6. smtp authorization type ()
7. smtp user
8. smtp pass

Copying a single record from one database to another

You need to know the file name and record key of the record to be copied.

In this case the file is DEFINITIONS and the key is AGENCY.PARAMS

You can invent any old style 8.3 filename instead of C:\AGP.DAT in the following example

On the source computer

F5
COPY DEFINITIONS AGENCY.PARAMS TO: (DOS C:\AGP.DAT)

On the target computer

F5
COPY DOS C:\AGP.DAT (ON) TO: (DEFINITIONS AGENCY.PARAMS)

The (O) option is required to force overwrite of the existing

The (N) option means only copy if the target already exists. It is advisable to use it when you know that the target already exists to avoid misspellings in the command. It must be omitted if the target doesnt exist.

NEOSYS Authorisation File

Assigning passwords

The task AUTHORISATION INVENT OWN PASSWORDS should always have the lock NEOSYS to prevent users from creating their own passwords. Most users create unsafe passwords given the choice.

People nearly always ask to give their own passwords but you should tell them that NEOSYS always assigns random passwords for security reasons. It is not worth arguing and discussing the point with most people since they don't usually grasp the importance and soon learn their NEOSYS password anyway.

NEOSYS support staff who login as NEOSYS are still authorised to create their own passwords but it is better not to leak this information to clients immediately since people will grasp on to it and be disappointed or even offended that you are not granting this privilege to them.

Unfortunately there is no general way for people to change their own passwords at the moment. Only the few people who have access to the Support Menu and Authorisation File can do it. Changing your own passwords should be on the NEOSYS Help menu so everybody can do it.

Configuring payment instruction text

NEOSYS picks up the first available payment instructions from the following locations and ignores any instructions in the later files.

1. Client file
2. Currency file
3. Company file
4. AGENCY.PARAMS field 38

If, following the normal rules, the payment instructions are "NONE" then the instructions are blank.

There is a manually edited flag in the company file on one NEOSYS client (cannot remember which) which makes the company file payment instructions take precedence over any currency file payment instructions. This may be added to the Client File u/i as "For all currencies"

The usual way of configuring payment instructions is to put it in the Company file under Finance. However this does not allow for different payment instructions per currency. If you put the payment instructions in the currency file however, then these instructions apply to all companies unless you edit the manual flag in the company record to say that the company file instructions take precedence over. There is no way at the moment in NEOSYS to have different instructions per company AND per currency.

Tip: Since the rules of getting payment instructions are not simple, if you are *changing* payment instructions, locate where the old instructions are and simply change them without worrying about the rules.

Changing invoice number pattern

This can only be configured for the whole system so that it can only be done only once all of the old invoices for previous years are done. You can also do it in the middle of the year if you are happy for the rest of the invoices for the current year to be in the new format and probably using a different invoice number sequence.

When you are ready for the next invoice (regardless of year!) to come out in the new format you can do the following:

ED AGENCY.PARAMS

line 49 for media invoice pattern line 50 for production invoice pattern

Examples:

<COMPANY><YEAR>/<NUMBER> would give invoices something like XX2006/1

<NUMBER>/<YEAR2> would give invoices starting like 1/06

<NUMBER> this is the default and provides continuous invoice numbers even across years

Possible codes are:

<NUMBER> provides the usual sequence number

<COMPANY> provides the company code or company prefix from the company file

<YEAR> provides the year in four digit form e.g. 2006

<YEAR2> provides the year in two digit form e.g. 06

IMPORTANT NOTES: (1) DOING THIS WOULD RE-CREATE THE INVOICE NUMBERS TO START FROM 1
(2) THE <YEAR>/<YEAR2> WOULD CHANGE TO THE NEXT YEAR ONLY WHEN YOU HAVE THE NEW INVOICES IN THE
NEW YEAR DATE AND THE NUMBER WOULD RESET ITSELF TO START FROM 1