System Maintenance

API Profiles

The API Profiles form contains API fields, credential information, and settings for the various APIs available with Deacom including, FedEx, UPS, EasyPost and others. The form allows the addition of API multiple API Profiles. Note that in order to use FedEx, UPS, and EasyPost APIs, the Freight APIs license is required.

Note: Connections to APIs happen when the API Profile is saved.

System Navigation

System > Maintenance > API Profiles

API Profiles form

Displays active, inactive, or all API profiles, depending on the filter chosen via the "Display" button.

Edit API Profile form

Displayed when using the "New" or "Modify" button on the form.

Field	Description
Sync All	If clicked, all API Types for the Custom API category will be synced.
Name	Required. Enter the name of the API Profile.
API Category	Required. Defines the API Category type. Selection options are: Accounting API Custom API eCommerce API: EvolutionX Freight API Tax API: AvaTax, TaxJar
API Type	Defines the specific API that will be defined on this form. The options depend on the selection made in the API Type field above. Note: API Types (Providers) will define the functionality around the External System syncing and monitoring. QuickBooks Online 'User Defined' - If the Custom API option is selected in the API Catergory field above then users will be able to add a custom API type and caption in this field. EvolutionX EasyPost, FedEx, FedEx Legacy (version 17.00 thru 17.02), UPS, and USPS AvaTax, TaxJar Fed Ex Legacy Notes: FedEx Legacy - A dxpop entry is run when updating to version 17.03 that creates both a Fedex and FedEx legacy set of credentials in the dxapiprrofiles table. If legacy credentials exist in the df_fedXXlegacy fields the system will use these as the Fedex legacy credentials. Next, the system will use the primary FedEx credential fields to create the FedEx api profile record which should exist. If legacy credentials exist, the system will use them with the Ship API SOAP call. All other calls should will use the new REST API's, and the main Fedex credentials. If these credentials are not valid the system will prompt the user '<fedex error message>. Please ensure you are using FedEx REST credentials.' This would happen if using rest credentials with dangerous goods in the ship api. The FedEx Legacy credentials will be required to continue shipping Dangerous Goods. Also note however, that FedEx legacy fields need to be populated, when using FedEx as a Service Provider via Purchasing > Maintenance > Ship Via Methods, even if customers are not shipping dangerous goods
Key /Authorization Code	Required, except when using a type of "USPS". Displays as Authorization Code when choosing QuickBooks Online or Evolution X. This value is supplied by the vendor. This field is encrypted.
Username	Account username. Only available when using a type of Evolution X, FedEx, UPS, and USPS.
Password	Account password. Only available when using a type of Evolution X, FedEx, UPS, and USPS. This field is encrypted.
Tax Company Code	Option to define the company specific tax code. Only enabled when using a provider of “AvaTax”.
Tax Line Name	Defines the name/string that appears on the order lines when adding TaxJar or AvaTax taxes instead of standard taxes. Required if companies will use TaxJar or AvaTax. The value in the field defaults to “Sales Tax” but may be modified. This field is also used description of the tax line that will be added to sales/purchase orders when using VAT Tax functionality.
Ship Number	Defines the shipping account number provided by the carrier, i.e. - UPS, FedEx. Only available when using a type of FedEx, UPS, and USPS.
Meter Number	Only available when using a type of "FedEx".
Facility	Only one record combination of "Type" and "Facility" may be set.
URL
Test / Sandbox Mode	If checked, the API integration will operate in test mode. Transactions will not be processed, but users can see records/entries for orders. This field is disabled when using a Type of EasyPost.
Active	Check to make the API Profile active.
Include Tax-Exempt Orders in Tax APIs	Defaults to false, enabled only when Type = 'Follow Sales Options'. The transaction performed will be executed as tax exempt. This field must be checked if using the "Tax Exemption Code" field on the Order Defaults tab via Sales > Customers.

API Types form

Displays when clicking the "New" of "Modify" button and using an API Category of "Custom APIs"

Notes:

Saving the "Edit API Profile" form is necessary in order to have API Types monitored (if this option is checked) and creation of triggers used to the API.
For each table and operation that is defined on the External System Monitoring tab there should be a corresponding External Sync trigger as defined below in the attached. This is requires since SQL triggers are now added and removed from the Company/Docs/System databases based on the External Monitor records when the "Edit External System Monitoring" or "Edit API Type" forms are saved.
- When the API Profile is made Active, the system will check to see what, if any, monitoring requirements there are and then look to see if SQL triggers already exist for those tables. If not, the system add them.
- When the API Profile is made inactive or deleted, the system will check to see if there are any monitoring requirements and then look to see if SQL triggers exist for those tables. The system will also make sure there are no other active profiles that also require these same tables before attempting to delete the triggers.

General Tab

Field	Description
Name	Required. Defines the name of the API Type
API Category	Read only. Will display "Custom API".
Sync External	Option to select an existing Deacom External Program that will be incorporated and synced with this API Type.
Active	Check to make the custom API Type active.
Monitoring	If checked, database tables associated with the API Type will be monitored when using the API.
System	Indicate this is a system created API Type and cannot be modified.

External System Monitoring tab

External System Monitoring is used to build the triggers for monitoring Deacom transactions that will be synced to the external system. This tab can only be modified when using an API Category of "Custom APIs". Also, it is not possible to edit External Sync Monitoring entries until the linked API Type saved for the first time.

Field	Description
API Type	Read only. Copy of the value in the "Name" field on the General tab.
Sync Table	Define the Deacom system table to be synced. Defaults to"None".
Sync Filter	Option to define a user-defined statement that will be evaluated when filter information for the API Type.
Sync Schedule	Option to set the schedule time for this API Type. Only editable if the "Action" field below is checked. Beginning in version 17.03.006.0002, tThis field can be used even if the "System" field on the General tab is checked. This will enable customers to modify their own schedule times, rather than relying on Pop calls / Queries.
Sync Action	Defines the action / action statement that will be evaluated when filtering information for the API Type. Only enabled if the "Action" field below is checked.
Action	If clicked, opens the "Sync Action" field for entry. The system will evaluate the "Sync Action" field when syncing.
Create	If clicked, will create a new entry, based on the "Sync Filter", in the monitored, synced table.
Update	If clicked, will update the monitored, synced table based on the "Sync Filter.
Delete	If clicked, will delete the monitored, synced table based on the "Sync Filter.
Active	Check to make the External System Monitoring profile active.

Approved Devices

This security feature requires a device to be registered prior to an active Deacom user logging into the system. Users are required to enter a device description when initially logging into Deacom, which prompts the system to create an encrypted ID. A system administrator, with security access to "Approved Devices -- maintain", "System -- maintenance", and "System menu", can then modify the submitted device descriptions and mark pending requests as approved or denied.

System Navigation

System > Maintenance > Approved Devices

Approved Devices pre-filter

Field	Description
Report Type	Pick list used to choose the desired kind of report that will generate. The only current option is "Standard".
Deny	Marks the device request as denied and populates the "Denied" date. The User will not be able to access the system.
User	The User who requested to be approved.
Description	The description entered by the User requesting to be approved.
Requested	The date the request was submitted.

Device Approval report

Opened via the "View" button on the Device Approval pre-filter.

Field	Description
Last Name	The last name of the User.
First Name	The first name of the User.
Description	The description entered by the User requesting to be approved.
Requested	The date the request was submitted.
Approved	The date the request was marked as approved.
Denied	The date the request was marked as denied.
Last Login	The date this User last logged in to the system.

Edit Device Approval form

Opened via the "Modify" button on the Device Approval report.

Field/Button	Description
Approve	Marks the device request as approved and populates the "Approved" date. The record must be saved, then the User will be able to access the system.
Deny	Marks the device request as denied and populates the "Denied" date. The User will not be able to access the system.
User	The User who requested to be approved.
Description	The description entered by the User requesting to be approved.
Requested	The date the request was submitted.
Approved	The date the request was marked as approved.
Denied	The date the request was marked as denied.
Last Login	The date this User last logged in to the system.

Captions

Used in conjunction with Languages, Deacom allows users with the appropriate security settings to define custom Captions, both in the main application and in the WMS application. Languages must be defined first before custom captions can be assigned. When opened, the horizontal rows of the Captions form consist of the system captions and their language specific equivalents; the vertical columns consist of the languages and their custom caption, if one exists. A custom caption may be defined for each Language. If no custom caption is defined, the system will use the default caption. Note: In order to see custom captions in the system, uses must have the Language associated with the captions assigned in the "Language" field on their user profile via System > Maintenance > Users.

New default captions may be added, but not modified. The Deacom web console or service must be closed and restarted in order for caption modification to take effect.

System Navigation

System > Maintenance > Captions

Captions form

The Captions form lists all the system captions and their language equivalents, if one exists.

Field	Description
Default Caption	Displays the system-generated caption. Cannot be modified.
User	Indicates if a caption is user-specific or for all users.
Additional Languages	Displays the caption for the language listed. One column will be displayed for each additional Language that is added to the system.

Edit Default Caption form

Opened via the "Add" or "Modify" button on the Captions form, the Edit Default Caption form allows users to define a custom caption for the languages listed on the form.

Field	Description
Caption	Display only. Indicates the system default caption.
Additional Languages	Displays the caption for the language listed. One column will be displayed for each additional Language that is added to the system.
Active	If checked, the Caption is active. Only active captions may be used in the system.

Chart Group Security

Chart Group Security is used to control users' ability to view and select accounts in search boxes when working with transactions in Deacom. After creating User Groups and Chart of Account Groups, navigate to Chart Group Security to specify which User Groups have access to which Chart of Account Groups.

Access to modify Chart Group Security is governed by the security permission "System -- maintenance". This grid must be updated whenever a new Chart of Account Group or User Group is created to ensure the new group has appropriate access.

System Navigation

System > Maintenance > Chart Group Security

Chart Group Security form

The Chart Group Security grid displays one row for each Chart of Account Group and User Groups are displayed in the columns. In the fields where the Chart of Account Groups and User Groups intersect, security will display as Yes or No. Setting a field to "Yes" means Users in that User Group are able to view and assign accounts in that Chart of Account Group to transactions. Below is a sample Chart Group Security grid.

Name	Accounting	Purchasing	Sales	Supervisor	Warehouse
Assets	Yes	No	No	No	No
Liabilities	Yes	No	No	No	No
Revenues	Yes	No	Yes	Yes	No
Expenses	Yes	Yes	No	Yes	No
Inventory	Yes	No	No	Yes	No

Country Codes

The Country Codes maintenance table allows phone number masks for different countries to be specified. If there are no existing Country Codes, one is created automatically for North America. Once created, active Country Codes are available for selection in the "Country Code" search box via Bill-to Companies, Ship-to Companies, Brokers, Contacts, Contact People, Facilities, Sales Reps, Ship Via Methods, Ship-to Locations, Workers, Vendors, and System Options. Deacom will not allow duplicate country codes. Changing the Country Code re-formats all of the phone numbers if the new Country Code has a mask.

System Navigation

System > Maintenance > Country Codes

Edit Country Code form

Opened via the "New" or "Modify" buttons on the Country Codes form.

Field/Flag	Description
Country Code	Displays the area code or prefix for the country code.
Name	Displays the name/description for the selected record.
Phone Mask	Displays the appropriate mask using the number 9 and dashes. Example "999-999-9999".
Active	If checked, the record is active. Only active records may be used in the system.
Default	If checked, this country code will be defaulted in the "Country Code" field throughout the system, even if a country code is identified on the General tab of System Options.

Financial Statement Group Security

Financial Statement Group Security is where Deacom User Groups are assigned to Financial Statement Groups. Access to modify Financial Statement Group Security is governed by the security permission "System -- maintenance". This grid must be updated whenever a new Financial Statement Group or User Group is created to ensure users have the appropriate access.

System Navigation

System > Maintenance > Financial Statement Group Security

Financial Statement Group Security form

The Financial Statement Group Security grid displays one row for each Financial Statement Group and User Groups are displayed in the columns. In the fields where the Financial Statement Groups and User Groups intersect, security will display as Yes or No. Setting a field to "Yes" means Users in that User Group are able to run and view Financial Statements.

Grid Layout Security

Grid Layout Security gives companies the option to control which User Groups can view user and system versions of Grid Layouts/reports in the system. Access to modify Grid Layout Security is governed by the security permission "System -- grid layout security".

System versions of Grid Layouts are included automatically in the Grid Layout Security grid. When a new user version of a Grid Layout is created, the "Require Grid Security" flag on the Grid Layout form determines if that Grid Layout will be added to the Grid Layout Security grid. This grid must be updated whenever a new Grid Layout requiring grid security is created or when a new User Group is created to ensure users have the appropriate access. Note that individual user access to Grid Layouts is controlled by the "Edit Grid Access" button on the individual User record via System > Maintenance > Users. Users inherit the permissions of the User Group to which they are assigned. Exceptions to the group can be managed at the User level.

System Navigation

System > Maintenance > Grid Layout Security

Grid Layout Security form

The Grid Layout Security grid displays one row for each user and system version of a Grid Layout, and one column for each User Group. In the field where the Grid Layout and User Group intersect, security will display as Yes or No. If a field is set to "Yes" this means Users in that User Group are able to run and view the Grid Layout in the system.

Notes:

Setting the security on this form also sets the same security on the Edit Group Grid Access form (accessed via the "Edit Grid Access" button) in System > Maintenance > User Groups.
The title of the Grid Layout, which represents the name that appears to the user in the system, can be added to the Grid Layout Security form by adding the c2_caption field to the Grid Layout Security Grid Layout.
If a user does not have access to a Grid Layout associated with a report, they will not be able to see that report in the "Report Type" field on the appropriate pre-filter in the system.

Grid Layouts

In Deacom, the reports or lists that are generated via pre-filters are referred to as grids. Grid Layouts refer to the interface that controls the characteristics of the fields contained in the grid as well as which fields will be displayed and in what order. Deacom system Grid Layouts cannot be modified. Instead, users can create and/or modify user versions of the system Grid Layouts. When a user version of a system grid is created, the word "User" will be displayed in parentheses on the Grid Layout button located on the "Deacom Toolbar" for that grid.

User versions of Grid Layouts should be created or modified via the "Grid Layout" button (or "Grid Layout (User) button as indicated above) on the grid toolbar as detailed in Deacom Basics > Deacom 101 > Basic Objects and User Interface. The list of Grid Layouts on this form should only be accessed and/or modified by system administrators or power users for the following reasons:

To remove a field/column from a grid that is causing an error, such as when trying to launch a report.
When implementing Deacom for the first time and creating a user version of a Grid layout, for example when using Deacom Mobile applications.
When adding new user reports to selected reporting areas in the system.

The checkprintap and checkprintar Grid Layouts are used to control the information/fields that print on the "Check" system report. The "Check" system report represents the actual check document that is printed from the Deacom system.

System Navigation

System > Maintenance > Grid Layouts

Grid Layouts form

Button/Field	Description
New	If clicked, opens the Edit Grid Layout form to create a new user version of the selected grid. This button is used when creating a user version of a grid to add, remove, or modify fields.
Modify	If clicked, opens the Edit Grid Layout form to modify the selected user grid. System grids may not be modified.
Delete	If clicked, deletes the selected user grid.
Copy Grid Layout	If clicked, opens the Edit Grid Layout form to create a new user version of the selected grid. This button is used when creating a new user report by copying the grid from the system version or another user version of the report.
Name	Displays the name of the grid.
Title	Displays the title with which the grid/form loads, which may be modified when adding or modifying user versions of system grids.
Grid For	Displays the User or User Group for which the grid was configured, or displays as "System" if it is a system grid.
Mobile	Displays the status of if the grid is used in Mobile applications, as configured using the "Mobile" flag on the Edit Grid Layout form.

Edit Grid Layout form

Edit Grid Layout

Button/Field/Flag	Description
Add	If clicked, opens the Edit Grid Column form to add a new field to the grid.
Modify	If clicked, opens the Edit Grid Column form to modify the selected field.
Delete	If clicked, deletes the selected field from the grid.
Sort	If clicked, allows the user to sort the order in which the fields listed will appear.
Name	Displays the name of the grid.
Grid Code	Displays the name of the grid as referred to in the code.
Title	Displays the title with which the grid/form loads.
Grid For	Pick list used to determine if this grid will be used for all users, a specific User, or a specific User Group. Note that an All Users version of a system Grid Layout must exist before creating a Grid Layout for specific Users or User Groups. Security settings will determine which options are selectable for each user.
User/User Group	Search field used to select a specific User or User Group to assign this grid. Displays as "User" or "User Group" when "Grid For" is set to "Specific User" or "User Group", respectively. Only available when "Grid For" is set to "Specific User" or "User Group".
Advanced Filter	Searchbox that allows a user to apply a previously made active filter into the selected grid, implementing fields such as Logic, Operator, Value, and Type. Advanced Filters can not be applied to BI Pages or Favorites. To delete an Advanced Filter, navigate to the Filter/Sort button on the toolbar of the selected grid, highlight it, and hit Remove.
User Auto-Refresh	Pick list used to dictate how the user grid will refresh. Options are: No - Do not refresh. System - Follow the settings for the system grid. Yes - Automatically refresh.
User Parent Refresh	Pick list used to dictate how the user grid will refresh when its' parent form is refreshed or modified. Options are: No - Do not refresh. System - Follow the settings for the system grid. Yes - Automatically refresh.
Device	Pick list used to indicate the application where the grid will be applied. Options are: Mobile Desktop (main application) All (both Mobile and Desktop) Notes: 1. Users can create separate grids, one for Mobile and one for Desktop from the same system grid. 2. If changing this setting to All and grids exist for either Mobile or Desktop, the system will delete those grids.
Pinned Columns	Defines the number of columns, beginning on the left, that will be pinned or frozen on the grid. Example: If your report has 30 columns, entering a value of 2 will result in the two leftmost columns being frozen as the user scrolls from left to right. The system will display a vertical line to indicate which columns are pinned. Users may drag the vertical line to the right or left to change the number of pinned columns. Note that this change only effects the current session. Once the user exits the grid, the system will revert back to the value entered in this field. Double clicking the "Resize Columns to Fit" button, located at the top left of the grid, causes the grid to revert back to the value in this field. The number of pinned columns does not impact the printing of the report or the export to Excel feature.
Mobile	If checked, indicates that the mobile specific grid for this system grid will be made available to mobile application. The mobile specific grid is a simplified version of the default system grid containing the core information for the report.
System Auto-Refresh	If checked, the system will automatically refresh the contents of the grid.
System Parent Refresh	If checked, the system will automatically refresh the contents of the grid once its' parent form is refreshed or modified.
Require Grid Security	If checked, this Grid Layout will be added to the Grid Layout Security form. Grid Layout Security is controlled both at the User Group and individual User level.

Export Format

The Export Format section offers the ability to export to text files from the grid and is useful in situations where customers need to send report information to banks, for example, which generally only accept text files.

The Export Format form is opened via the "Add" or "Modify" button in the Export Format section.

Field/Flag	Description
Name	Enter the name of the Export Format.
Type	Select "Print Out" or "Text."
Report	Select an available report. This field is enabled and required when selecting "Print Out" Type.
Text	This field is enabled and required when selecting "Text" Type. All fields available to the grid layout should be available to the Text field and it should be treated like the Message field on triggers where fields within carets <<>> should be evaluated as variables and returned. There should be one line per record on the grid exported into a .txt file when exported.
Default	If checked, indicates this is the default Export Format for the selected grid.

Edit Grid Column form

Opened via the "Add" or "Modify" buttons on the Edit Grid Layout form.

Field/Flag	Description
Field Name	Displays the name of the field.
User Expression	Memo field used to store an expression.
Title	Search field used to select the Caption for the Field selected.
Width	Displays how wide the column will appear on the grid.
Format	Option to enter pre-defined FoxPro format options such as left, center, or right justify. Rarely used; generally left blank.
Input Mask	Controls how number values will be displayed and is used for formatting purposes only. (i.e. 999-999-9999 for phone number.) Use "9" for digit placeholders. Other characters print as written. (i.e. Comma, Decimal, and Percentage sign and these signs , . % may be used in the mask)
Mobile Font Style	Pick list used to determine if the Title should appear in Bold, Italic, or Standard font.
Sort Descending	If checked, the first double-click on a column header sorts in descending order.
Sum	If checked, indicates column will be summed and results will be displayed underneath the toolbar on the report the next time it is displayed. Only numeric fields can be summed.
Include In Preview	If checked, indicates this field will be displayed in the print preview. Applicable for user-defined columns that have this flag set to true.
Time Field	If checked, requires field to be entered in the following time format: MM:HH PM/AM.
Show Mobile Caption	If checked, this field will display in Mobile versions of this form.

Languages

Languages are only available in the Web version of Deacom and when using WMS.

Used in conjunction with Captions, Languages offer the option to display fields and forms in different languages for specific Users. In addition to traditional natural languages such as English, Spanish, Chinese or French, languages may be used to encompass different industry-specific terms. For example, a company involved in servicing HVAC units, may refer to a Sales Order as a service order and configure many of the fields on the Sales Order Entry form to support the concept of servicing a heating or air conditioning unit as opposed to selling products.

Once languages are created, they are assigned to individual users via > System > Maintenance > Users. Users will need to log out and back into the application to have the language assignment take effect.

The Customer and Vendor master records contain a "Language" field, which allows specific languages to be set for these records. When documents are printed for orders/transactions whose Customers/Vendors contains these languages, this language will be used in place of others set up in the system and for the appropriate users. This is useful in situations where captions on documents for Vendors or Customers will be different than the language assigned to specific users.

System Navigation

System > Maintenance > Languages

Edit Language form

Opened via the "New" or "Modify" buttons on the Languages form.

Field/Flag	Description
Language	Defines the name of the language.
Culture	Defines the culture used with the specified language. The culture selected will enable the system to use the date/time/number formatting generally defined for that culture when printing a sales report or part form. When printing, the date/time/number formatting will follow that of the Culture set for the Language on the Bill-To or Ship-To, depending on which is assigned to the Language field for the report/part form. The list of Cultures is provided by an API call.
Label Width	Defines the length of the field labels for this language.
Field Width	Defines the length of the actual fields when using this language.
Active	If checked, this record is active. Only active records may be used in the system.
Default	If checked, this Language is considered the default. There may only be one default language in the system.

Revision Facility Security

Revision Facility Security is used to control which User Groups have access to view or modify specific Facility BOM revisions. This feature was added to allow certain users to add or modify Items and Formulas specific to their User Restriction (Formulator, Item Planner, Facility) while also allowing them to view only Items and Formulas anywhere else.

System Navigation

System > Maintenance > Revision Facility Security

Revision Facility Security form

The Revision Facility Security grid displays all active User Groups horizontally and all active Facilities vertically. In addition, there will be a "None" option included in the Facilities list to allow security to be set for BOMs that do not have a Facility defined. By default, all entries in the grid are set to "No". Users can double click the word "No" to change the value to "Yes" for the desired group. This indicates that this User Group can view and modify BOM revisions linked to the associated Facility.

Searchboxes

Throughout Deacom there are various searchbox fields which allow users to select from a pre-defined list of objects. Searchboxes are identified by the "S," or magnifying glass button/sy,bol displayed next to the field. Once clicked, a form is displayed with the list of available selections for that searchbox, based on active records and user restrictions.

Note: The Searchboxes in the list may vary depending on the licensed features which are enabled in the system.

Deacom utilizes over 200 default searchboxes available to users throughout the system. As with many areas of Deacom, searchbox grid layouts can be modified to suit users' needs. This is done by selecting the "Modify Layout" button and adding any fields necessary.

Additional notes regarding searchboxes include the following:

While searchboxes may be modified in any way the user sees fit, the default system searchboxes may neither be modified nor deleted. Instead, any modifications done to the searchbox are added as a user version. If there is a user version available for a particular searchbox, this automatically overrides the default system searchbox.
Since system searchboxes may not be deleted, users are restricted from completing this action by a system prompt which states "You cannot delete a system searchbox." However, user versions of searchboxes may be deleted at will and can be recreated when necessary.
A Part's "Lead Time" (pr_orddays) and "Make to Order" (pr_makeord) fields, as defined on the Item Master MRP and Properties tabs, respectively, are available to all Part Number searchboxes. This information is useful for customer service teams and aids in quickly determining when they can promise shipment to a customer during Sales Order entry.

System Navigation

System > Maintenance > Searchboxes

Edit Searchbox form

Opened via the "New" or "Modify" button on the Edit Searchbox form. Note, when clicking the "Layout" button in a search box field, the Edit Searchbox form will also be displayed.

Button/Field	Description
Layout	If clicked, opens the Form Layout for the current grid.
Name	Displays the name of the field that prompts the selected searchbox. Use the drop down arrow to see the list of available fields.
Caption	Memo field used to store the user-configured name of the searchbox.
Data Type	Indicates the type of data displayed in the field, either Character, Date, or Numeric.
Width	Indicates the width of the column in the form.
Format	Option to enter pre-defined FoxPro format options such as left, center, or right justify. Rarely used; generally left blank. This field can be used create a variety of formats for output generated from Field controls by creating a format string expression. See the Basic Objects and User Interface help page for additional information.
Input Mask	Displays the mask used to input the character, date, or number for the field.
Mobile Field Type	Option to select if the selected field will be a primary or secondary field when using the Deacom Mobile application. Primary fields will be displayed in a larger font and generally on top of secondary fields.
Sort Descending	If checked, the first double-click on a column header sorts in descending order.

Security Questions

Security Questions are one of three different authentication methods available in Deacom. If the “Security Question Authentication” flag is checked on the user, then they will be required to select from the list of questions on this page in order to access the system. The number of questions that must be answered is determined by the “Security Questions” setting in System > Options.

System Navigation

System > Maintenance > Security Questions

Edit Security Question form

Opened via the "New" or "Modify" buttons on the Security Questions form.

Button/Field	Description
Question	Text box used to enter the user security question
Active	Check to make the question active

User Group Master Security

In Deacom, security permissions for individual Users are assigned at the User Group level in User Group Master Security. The User Group Master Security form is used to edit the security permissions of multiple User Groups at one time. The form displays the permissions of each group compared to the others. User-level security restrictions override restrictions set at the group level. When a new security permission is introduced in Deacom, it is set to No for all users (including admins and top tier users) by default. Following the alteration of any security settings, the User must log out and log back in to Deacom for the changes to take effect.

System Navigation

System > Maintenance > User Group Master Security

User Group Master Security form

The User Group Master Security grid displays one row for each security setting and User Groups are displayed in the columns. In the fields where the security settings and User Groups intersect, security will display as Yes or No. Setting a field to "Yes" means Users in that User Group are able to access, view, click, or perform the forms, tabs, fields, buttons, etc. detailed in the security setting.

User Groups

In Deacom, it is possible to assign security permissions at the group level according to the roles and responsibilities of the individuals within the groups. When an individual User is assigned to a User Group, all security permissions assigned to that group apply to the individual as well. If necessary, individual Users may have different security permissions from those of the Group.

Users must log out and log back into Deacom after their security permissions are edited for the changes to take effect.

System Navigation

System > Maintenance > User Groups

Edit User Group form

Opened via the "New" or "Modify" button on the User Groups form.

Button/Field/Flag	Description
Edit Access	Opens the Edit User Access form, which is used to set security permissions for the forms, fields, and buttons throughout the system. Individual Users inherit the permissions of the User Group to which they are assigned, with permissions set on the individual User level overriding those set on the User Group level.
Edit Doc Access	Opens the Edit Doc Access form, which is used to set permissions for Document Categories in the system.
Edit Grid Access	Opens the Edit Group Grid Access form, which is used to set permissions for Grid Layouts/reports in the system. Setting the security on this form also sets the same security for the User Group in System > Maintenance > Grid Layout Security. The title of the Grid Layout, which represents the name that appears to the user in the system, can be added to the Edit Group Grid Access form by adding the c2_caption field to the Edit Group Grid Access Grid Layout.
Published Data	Allows the user to assign Published Data elements, such as Graphs to the selected User Group.
Copy Favorites	Allows the user to copy Favorites from a User and assign them to this group.
Name	Defines the name of the User Group, such as Accounting, Production, Quality Control, etc.
Pre-fill Job Type	Pick list used for WMS only to determine if all, Maintenance only, or Production only Jobs will be auto filled when selecting Jobs using the WMS > Issue Job transaction.
Issue Type	Option to set the Issue Type (via the "Type" field) for this User Group level when issuing and staging inventory in the main and WMS application. Options are Default, Job, and Staging-Job. Added to remove the need for users to select the issue type on scanners. A typical example would be users in a warehouse group typically staging inventory while production workers would typically issue directly to jobs. The hierarchy to set the issue type field in the WMS Issue Job transaction is: The "Issue Type" field on the User Group Then the "Issue Type" field on Job Categories The "Issue Type" field in Production > Options. If "Default" is selected in this field on the User Group form, the system will fall back to the previous hierarchy of Job Category, then Production > Options to set the issue type field. Added in version 17.04.006.
Active	If checked, this record is active. Only active records may be used in the system.
Require WMS Settings on Login (requires WMS license)	If checked, the settings menu will display each time a login on a WMS device occurs. Defaults to False.

User Restrictions

User Restrictions limit Users' access to records and functions within Deacom. Restricted users will have restrictions indicated in the appropriate fields on all pre-filter forms in the system, but will be unable to access these fields. In addition to the pre-filter forms, user restrictions also limit the data that may be viewed or accessed in various search boxes throughout the system, including those on the pre-filter forms. User restrictions also affect the orders or items that will be available in transactions throughout the system. An examples is Purchasing > Drop Shipments transactions.

Note that Users must log out and log back in to Deacom for the changes to take effect. Additionally, Deacom administrators cannot remove their own restrictions; they must have other Deacom administrators change or remove restrictions for them.

The most common example of a User Restriction is the Facility restriction. If a user has a Facility restriction, they may only view records and perform functions for one Facility, usually the Facility in which they work. Specifically, when a user is restricted to one Facility, the Facility selection box will be grayed out in all pre-filters throughout the system, ensuring that a user may not select other Facilities. In addition, when using the order search boxes throughout the system to view Jobs, Purchase, or Sales Orders, a Facility-restricted user will only see orders belonging to their assigned Facility.

Example: A user is restricted to the "Philadelphia" Facility. When the user navigates to Sales > Order Reporting, the "Facility" field on the pre-filter will indicate "Philadelphia" and the field will be grayed out, preventing the user from modifying the field. In addition, if a user clicks the search box in the "Sales Order" field, on the pre-filter they will only be able to select orders that were created in the "Philadelphia" Facility.

The Facility restriction of "Philadelphia" will also apply when the user accesses Vendor or Customers records.In these cases, the "Facility" field on the pre-filter will indicate "Philadelphia" and the user will be unable to modify the field. If a Facility-restricted user clicks the search boxes on the pre-filter, they will only be able to select Vendor or Customer records that are assigned to the "Philadelphia" Facility. When restrictions are applied, records and report results will be included in the User's view if they do not have a restriction of that nature assigned. So, if a User has a Facility restriction and is attempting to view a list of Vendors or Customers, records that do not have any Facility specified will also be included in results.

System Navigation

System > Maintenance > User Restrictions > click "Modify"

System > Maintenance > Users >; click "New" or "Modify" > click "Restrictions"

Edit User Restrictions form

Field/Flag	Descriptions
User	Displays the name of the User being modified.
Facility	Limits the user to create and view records with the Facility specified. When a user that has a Facility restriction is creating a BOM, they may leave the "Facility" field blank or select the Facility to which they are restricted. This option was added to support companies that do not use Facility-specific BOMs but still wish to utilize Facility restrictions elsewhere in the system. Revision Facility Security is also available and is used to control which User Groups have access to view or edit Facility-specific BOM revisions.
Facility Group	Limits the user to create and view records with Facilities in the Facility Group specified.
Sales Rep	Limits the user to only view and create transactions tied to the Sales Rep specified. If a user has a sales rep restriction, that restriction will be used to filter sales order work flows so that only orders with a sales rep assignment that matches the user restriction will be displayed. If the user has no sales rep restrictions, the user will be able to view all sales order work flows.
Sales Group	Limits the user to only view and create transactions tied to Sales Reps in the Sales Group specified.
Territory	Limits the user to only view and create transactions tied to the Territory specified.
Territory Group	Limits the user to only view and create transactions tied to the Territory in the Territory Group specified.
Broker	Limits the user to only view and create orders tied to the Broker specified. Sales Order and Customer search boxes filter records to the restricted Broker when a user is Broker restricted.
Formulator	Limits the user to only view records and transactions tied to the Formulator specified.
Item Planner	Limits the user to only view records and transactions for the Item Planner specified. This restriction also applies when issuing materials to Master Lots, both in the main and WMS applications.
Labor Group	Limits the user to only view transactions tied to the Labor Group specified.
Contact	Limits the user to only view and create records (via CRM, Ticket Reporting, etc.) for the Contact specified. This restriction also applies to notes from users with the same Contact or notes from users without a Contact restriction.
Bill-to Company	Limits the user to only view and create records and orders for the Bill-to Company specified. In addition, users will only be able to view or modify the selected company via Sales > Customers. Separate security exists to control Customer modify access.
Ship-to Company	Limits the user to only view and create records and orders for the Ship-to Company specified. In addition, users will only be able to view or modify the selected company via Sales > Customers. Separate security exists to control Customer modify access.
Vendor	Limits the user to only view and create records and orders for the Vendor specified. In addition, users will only be able to view or modify the selected Vendor via Purchasing > Vendors. Separate security exists to control Vendor modify access.
Zone	Limits the user to only issue, pick, and ship (without assigning Lots) from within the Zone specified. This essentially breaks down to inventory that is in Locations that are in the user's Zone.
Interface	Pick list used to determine if the user is allowed to access legacy only, web only, or both versions of Deacom.
Restrict SO Reports To Entered By This User	If checked, the user may only view reports for Sales Orders they entered themselves. Example: A user with a Facility restriction and this flag checked will only be allowed to view orders they entered in this Facility.
Restrict PO Reports To Entered By This User	If checked, the user may only view reports for Purchase Orders they entered themselves.
Restrict Parts By Facility	If checked, and the user has a Facility or Facility Group restriction, all part number search boxes in the system will only display parts with an active item facility (dmprod3) record matching their Facility or Facility Group restriction can be seen.
Company	Displays a list of companies a user may login to Deacom for.
Access	Indicates if the user is permitted to login to the Company specified. Double click the desired cell to toggle between "Yes" and "No".

Users

The Users section of Deacom contains a list of all users, both active and inactive. Each user record contains the user's login credentials, timeout minutes, general access information, and User Group assignment, as well as an "Edit Access" button to set a user's individual permissions. Users inherit the permissions of the User Group to which they are assigned. User-level access control can be used in situations where the specific user needs additional permissions besides those available for the User Group, or in situations where the specific user will be denied access to a few specific transactions or functions that are permitted at the User Group level. Security permissions set at the User level always override permissions set at the User Group level. When a new security permission is introduced in Deacom, it is automatically set to No for all Users (including admins and top tier users) by default.

To edit the security permissions for a single group, navigate to System > Maintenance > User Groups. To edit the security permissions of multiple groups at one time, navigate to System > Maintenance > User Group Master Security. Instructions on how to add or modify a User record and assign security permissions is available via Managing Users and User SecurityManaging Users and User Security.htm.

Upon loading the initial Users form, a list of all active Users will be displayed and include information such as First and Last Name, Login Name, User Group, date of Last Login, and if the user is active and/or locked out. The "Display" button on this form may be used to display inactive or all Users.

System Navigation

System > Maintenance > Users

Edit User form

Opened via the "New" or "Modify" buttons on the Users form, the Edit User form is used to manage login credentials, User Group, Language, and application access.

Button/Field/Flag	Description
Edit Access	Opens the Edit User Access form, which is used to set security permissions for the forms, fields, and buttons throughout the system. Individual Users inherit the permissions of the User Group to which they are assigned, with permissions set on the individual User level overriding those set on the User Group level.
Edit Doc Access	Opens the Edit Doc Access form, which is used to set individual user access to Document Categories. Access to Document Categories can also be set at the User Group level via Document Category Security.
Edit Grid Access	Opens the Edit Grid Access form, which is used to set permissions for Grid Layouts/reports in the system. The form displays a list of all Grid Layouts together with columns indicating the user's User Group access and the individual user's access to the respective Grid Layouts. Users inherit the permissions of the User Group to which they are assigned. User-level access control can be used in situations where the specific user needs access to additional Grid Layouts besides those available for the User Group, or in situations where the specific user will be denied access to a few specific Grid Layouts that are permitted at the User Group level. The title of the Grid Layout, which represents the name that appears to the user in the system, can be added to the Edit Grid Access form by adding the c2_caption field to the Edit Grid Access Grid Layout.
Restrictions	Opens the Edit User Restrictions form, which is used to limit Users' access to records and functions within Deacom.
Published Data	Opens a mover form listing all BI and Graphs configured as Published Data that allows the user to assign reports to the selected User. Records moved to the Destination section will appear in the BI section of the main application.
Copy Favorites	Allows the user to copy the Favorites, which appear in the left-hand navigation pane of the main application, configured for a different User.
First Name	Defines the user's first name.
Last Name	Defines the user's last name.
Login Name	Defines the username that will be used to log in to the system, e.g. "asmith". Deacom will not ask for credentials to be entered, and will launch automatically, if the Deacom Login Name matches the Windows user name. Note: this only works for Classic and not the .Net version Deacom always uses the login name even with LDAP. If using a LDAP login name, the user must enter it in the Deacom login name (us_login) In version 17.02.007 this field was expanded to 60 characters.
LDAP User	Defines the user's network username. Used in connection with the "LDAP Domain" field in System > Options to allow users to login into Deacom applications (WMS, Cash Register etc.) using their Deacom username and password. If the LDAP Domain is set up in System > Options and the user has an LDAP user in their user record, Deacom authenticates using the Deacom username (us_login) with the user’s LDAP password. The LDAP User is only present to connect the Deacom record to the LDAP record, NOT to authenticate with that LDAP username. If the user wants to use their LDAP user name in Deacom, they currently have to make sure that us_login = us_ldapuser. This field is unavailable if the "Access Deacom Restart" field is checked.
Password	Defines the user's password. A best practice when setting up a new user is to enter a temporary password and check the "User Must Change Password At Next Login" flag.
Confirm	Confirms the password.
PIN Code	Defines the user's pin code used to login to the POS application.
User Group	Search field used to assign the User to a User Group.
Language	Search field used to assign the User a Language, if different than the default.
Scaling Size	Dropdown menu where users can have the system scale the size of fonts in the Deacom application based on the current monitors screen: Width Height Maximum The default setting is "Width" in which case the system scales the fonts size based on the users screen width resolution setting. The option to change the scaling is helpful when users need to better adjust the screen in order to improve font size/rendering for Deacom top menu options and pre-filters more clearly, including monitors with 4x3 aspect ration. Example - If your current browser dimension/screen resolution is 1920 x 1280, and this field is set to "Height", the application will use this (1280, or 12.8) in order to perform the scaling calculations. If you choose to set this field to "Maximum", the system will perform both height and width calculations using the highest values returned.
Email	Defines the email address for the user.
Email User	Defines the username for the selected user.
Email Password	Defines the encrypted password for the user. This field is not required (as of version 17.01.041) when using OAuth2 authentication.
Email Signature	Option to specify an email signature on outgoing emails.
Outlook Contacts	Links the User profile to the user's Outlook Contacts. Example input: C:\Users\<<user>>\AppData\Local\Microsoft\Outlook\<<emailaddress>>.ost
Outlook Calendar	Links the User profile to the user's Outlook Calendar. Example input: C:\Users\<<user>>\AppData\Local\Microsoft\Outlook\<<emailaddress>>.ost
WMS Printer (requires WMS license)	Pick list used to specify the default printer for this user when logged into the WMS application. The "None" option may be used to allow users to move to different locations in a warehouse or plant and select different printers on the scanner without being restricted to the printer set on their user record in the system.
WMS Record Button (requires WMS license)	Defines the keycode on the scanner that will be used to initiate voice input/recognition for this specific user. Options are: Custom Keycode, KEYCODE_BUTTON_L1, KEYCODE_BUTTON_L2, KEYCODE_BUTTON_R1, KEYCODE_BUTTON_R2, KEYCODE_PROG_YELLOW, and None. When selecting the "Customer Keycode" option, use the WMS Record Key field below to define the keycode. This same field exists in Inventory Options. The WMS application will evaluate the user setting first, then the settings in Inventory Options if the user setting is blank to determine the default value on the scanner. Note that if the setting for this field on the scanner is changed, it will save back to this field on the User record. Supports the use of voice commands for menu navigation and button selection on scanners.
WMS Record Key (requires WMS license)	Defines the user defined keycode to initiate voice input/recognition on the scanner. Only available when selecting the "Custom Keycode" option in the WMS Record Button field above. This same field exists in Inventory Options. The WMS application will evaluate the user setting first, then the settings in Inventory Options if the user setting is blank to determine the default value on the scanner. Note that if the setting for this field on the scanner is changed, it will save back to this field on the User record. Supports the use of voice commands for menu navigation and button selection on scanners.
WMS Show Record (requires WMS license)	Option to set an on screen recording button in the WMS application. Options are Hide, None, and Show. The recording button initially displays in the top right corner but may be moved. Supports the ability to select buttons and navigate on the scanner when speaking a menu name or number. This same field exists in Inventory Options. The WMS application will evaluate the user setting first, then the settings in Inventory Options if the user setting is blank to determine the default value on the scanner. Note that if the setting for this field on the scanner is changed, it will save back to this field on the User record. Supports the use of voice commands for menu navigation, button selection, and button commands on scanners. Voice input is available for the following button commands in Android WMS: 'Undo', 'Save', 'Exit', 'Continue', 'Next', 'Previous', 'Ok', 'Yes', 'No', 'Refresh', 'Print', 'Lines', 'Stage', 'Apply', 'Lots', 'Find', 'Details', 'Issue', 'All, 'Finish', 'Reserve', 'View', 'Quarantine', 'End Job', 'Back'
Password Date	Displays the date the last time the user changed their password.
Timeout Minutes	Defines the number of minutes the user can be inactive on a form in the system, including the WMS system, before they are logged out and forced to log back in. When a user is timed out, they will receive a prompt indicating this and will be taken back to the login form.
Last Login	Displays the date of the user's last successful login attempt.
Active	If checked, this record is active. Only active records may be used in the system.
Access Main Application	If checked, the user may access the main Deacom application.
Access WMS (requires WMS license)	If checked, the user may access the Warehouse Management System (WMS).
Access Tracker	If checked, the user may access the Tracker, used to enter support tickets and monitor issues.
User Must Change Password At Next Login	If checked, the user must change their password the next time they login to Deacom.
Locked Out Due To Invalid Login Attempts Or Inactivity	If checked, indicates the user is currently inactive. The system has a hardcoded number of 5 attempts allowed before this flag is set on the user record.
Monitor Email Correspondence	If checked, emails between this user and Contact People with the "Monitor Email" set to an option other than "None" will be tracked and stored as Contact Notes on the Contact record. Users with this functionality should archive old e-mails to lessen the load on the server. If this field is checked, values must be entered in the "Email User" and "Email Password" fields via the "Email Settings" option available when clicking the 'Person' icon on the main menu.
Limit Access To Single Application	If checked, the User will only be permitted to access one Deacom application (Cash Register, WMS, Mobile, DSD, Tracker, AutoFinisher, and Main App) at a time. If a user attempts to log in to an app while they are already logged into a different platform, they will be prompted with "You are already logged into <<Application Name>> and are only allowed to be logged into one application at a time. Do you want to continue with this login and terminate the other session?"
Retain Printer Selection After Logout	If checked, and a new printer is selected via File > Settings, the system saves the user's printer selection in a cookie and reloads it on their next login as long as they are using the same browser. Useful so that users will not have to continually reset their printer assignments each time they log in/out of Deacom. Specifically, when a user logs in, the system will first wait for Deacom Local and Deacom Cloud Local printers to sync. After they sync, the system checks the cookie to see if it is filled in and matches a printer currently in the printer list. If so, the system changes the selected printer for the session. If no match is found, the system will stick with the default printer.
Device Approval Required	If checked, the user will require device approval authentication prior to logging into Deacom. The default for this field is provided by the "Device Approval Required" field on the Security tab in System > Options.
Email Authentication	If checked, the user will require email authentication prior to logging into Deacom. The default for this field is provided by the "Email Authentication" field on the Security tab in System > Options.
Security Question Authentication	If checked, the user will require security question authentication prior to logging into Deacom. The default for this field is provided by the "Security Question Authentication" field on the Security tab in System > Options.
Use Outlook Desktop For Email	If checked, when Deacom Local is running (Windows only) emails are opened using the Outlook desktop application rather than within Deacom. If Deacom Local is not running, the email will open within Deacom, regardless of whether this flag is checked. The default for this field is located in System > Options > Email tab.
Use LDAP Password For Email	If checked, the system will use the LDAP Password on this form when emailing from Deacom.
Access Deacom Restart	If checked, this user will have access to restart the Deacom Web Services. This option is mutually exclusive with both SSO Only login and LDAP users. If a Single-Sign On Methods is used in System > Options, or if an LDAP username is entered, the Access Deacom Restart checkbox is grayed out and vice versa. This checkbox works in connection with the RestartDeacom endpoint. Added in version 17.03.004.0000 To restart the web service: In the browser, at the end of the URL, add /restartdeacom. This will redirect to /MainApp/RestartDeacom. A new login box (with the warning that it will restart Deacom) will appear. At this point the user will enter their Deacom credentials. A loading screen will appear, followed by File Explorer popup of results from a Performance Diagnostic Utility dump, followed by a popup of a command window. Now the browser page will display a countdown from 60 to 0. Once the command window disappears, the user will be returned to the main Deacom page. (You do not need to wait for the countdown to finish.) The service should now be running again. Notes: The restart option automatically runs a Performance Diagnostic Utility. The contents of Performance Diagnostic Utility dump (on screen) should look like those of a normal run of the utility when Export All is selected (correct number and similar size of files)

Edit Doc Access form

Opened via the "Edit Doc Access" button on the Edit User form, the Edit Doc Access form is laid out the same and contains the same buttons as the Edit User Access form, but instead of listing security permissions, it lists Document Categories. Access to Document Categories can also be set at the User Group level via Document Category Security.