GENRL TOOLS

The following control maintenance records belong to the TOOLS area within the GENRL (General) category.

Field	Description
SKU UD Number	Enter the user-defined field number from the Price Updating ID Maint screen in Product Maintenance, where you store product SKUs. The system matches against this field when importing items. If you leave this field blank, the system does not use SKUs from the import file when trying to identify line item part numbers.
Product Code UD Number	Enter the user-defined field number from the Price Updating ID Maint screen in Product Maintenance, where you store product codes. The system matches against this field when importing items. If you leave this field blank, the system does not use product codes from the import file when trying to identify line item part numbers.
PDW Meta for SKU	Enter the PDW Meta ID to search on for the SKU. If you leave this field blank, the system does not search the PDW.
Default Product	Enter the product to use as a last resort, if the system cannot identify any other product.
Cost Factor Option	For products not identified by SKU, select one of the following options for determining the cost factor: Auto - The system uses the product level cost factor defined on the product level Product Classification field. If that field is empty, the system uses the value entered in the System Default Cost Factor field below. If that field is blank, then the factor defaults to ”r;1,” which will have no effect. Allow Order Ovrd - At order import time the user selects one of the following options: The system determines the cost factor automatically, as described above. The user enters a global cost factor for the current order. Allow Order/Line Ovrd - At order import time the user selects one of the following options: The system determines the cost factor automatically, as described above. The user enters a global cost factor for the current order. The user enters a cost factor for every line.
System Default Cost Factor	For products not identified by SKU, enter a global cost factor default for the system to use when on is not defined at the product level.
Price Factor Option	For products not identified by SKU, select one of the following options for determining the price factor: Auto - The system determines the price factor automatically using the product level Product Classification field. If that field is empty, the system uses the value entered in the System Default Price Factor field below. If that field is blank, then the factor defaults to ”r;1,” which will have no effect. Allow Order Ovrd - At order import time the user selects one of the following options: The system determines the cost factor automatically, as described above. The user enters a global cost factor for the current order. Allow Order/Line Ovrd - At order import time the user selects one of the following options: The system determines the cost factor automatically, as described above. The user enters a global cost factor for the current order. The user enters a cost factor for every line.
System Default Price Factor	For products not identified by SKU, enter a global price factor default for the system to use when on is not defined at the product level.

Allow Cuts Less Than Minimum Remnant Cut Quantity

Indicate if you want to allocate to remnant locations with a quantity that is less than the minimum allowed as set in the Product Maintenance Additional Inventory Parameters. If not set, the system allocates to remnant locations greater or equal the minimum.

Activity Trigger Subroutines Override

Assign a subroutine at the system level that override the standard subroutine that an activity trigger calls.

Settings	In the Trigger Description field, select the activity trigger to which to assign an override subroutine. In the Activity Description field, select the activity associated to the displayed trigger description, such as E-Mail Message. In the Subroutine field, enter the name of the override subroutine. To enter a name longer than the column width, use the Expand hot key. You can also display a selection list of all defined subroutines and select a subroutine.
Outcome of setting this control record	Uses the subroutine that you indicate here instead of the default subroutine for the activity trigger and activity combination.
Default Value(s)	None
Dependencies	Ensure that an override subroutine conforms to the standard entity-trigger programming interface in terms of number of arguments, definition of arguments, and so forth. The system does not check requirements when the override subroutine is called.
Action if set to Null	The system uses the default subroutines for the activity trigger.
Additional Information	Use the See Default hot key as needed to view the default subroutine assigned to the activity indicated by the cursor. You can also assign an override subroutine to an activity trigger in Customer Maintenance, which overrides a subroutine defined in the customer record.

Cash Receipt Application History

Turns tracking for cash receipts as a running log of changes to the cash receipt after the cash receipt has been created.

Change OS Password When Eclipse Password Is Changed

Indicate whether the system changes users' operating system (OS) passwords when they change their Eclipse system passwords.

Options	A - Always - Changes the OS password to be the same as the Eclipse system password. P - Prompt - Displays the following prompt: Do you wish to change your operating system login password? N - Never - Does not change the operating system password or prompt you to change it.
Outcome of setting this control record	Determines if a user's operating system password changes along with their Eclipse password. Changing operating system passwords at the same time as Eclipse passwords is helpful if you have users set up to bypass the user login window in Eclipse using the Bypass Eclipse Logon option in User Maintenance.
Default Value(s)	Never
Action if set to Null	Same as if set to Never.
Additional Information	If the OS password change fails, the system displays the following prompt: Please enter your case sensitive OS username and password. Eclipse system passwords are not case sensitive, but OS passwords are case sensitive.

Check Branch Authorization for Price Branches on Select Screens

Indicate if you want the system to check for price branch authorization for specific screens.

Options	Yes - System checks for price branch authorization for each of the following windows: Invoice Preview Queue Invoice Preview Queue Widget Inventory History Ledger Purchase Order Inquiry Transfer Register Report No - Does not check the price branch authorization on these windows. This is the default.
Outcome of setting this control record	If the user is unauthorized for the price branch, then the price branch's data does not display.
Default Value(s)	Yes
Additional Information	For the Transfer Register Report, the system checks the bill-to/ship-to authorization.

Customer To Use As Eclipse When Sending Trackers Via HTTP

Enter the customer record to use as Eclipse when the system sends trackers via HTTP.

Setting this record enables the User Friendly Organization (UFO) web site to create and maintain trackers on the Eclipse system.

Cut Product Return Branch View Lot

Enter the branch to return products that have been cut. If a customer returns a cut product, the salesperson can see the lots from which the product was sold when the return branch equals the branch where the product was cut.

Default Queue For Incoming Remote Trackers

Enter the user ID set up as a queue for incoming trackers submitted by remote users.

Display Ship-To Customer Name In SOE Even If Job Bid Name Defined

Indicate if you always want the ship-to customer name to display in the Quick Sales Order Entry Widget even if there is a job bid name defined.

Eclipse Launch Page Links

For system administrators to manage the URL links to your web-based applications for the WebStart page: Job Management, Eclipse Mobile, and Web Commerce. You can also add custom URL links for other applications, such as MS Sharepoint that you use on a daily basis.

Options	For each shipping company define the following: Application - The internal application ID. This controls the displayed image and the description on the WebStart page. Title - The application title. This displays as the header for this section of the WebStart page. Description -A description of the application and why it is being used. URL* - The web site location to which the application button should refer. Position - Indicate the order in which the applications should be listed on the WebStart page. * These are case sensitive.
Outcome of setting this control record	The system organized the WebStart page based on your entries.
Default Value(s)	Eclipse Mobile, Job Management, and Web Commerce are pre-populated for your system.
Action if set to Null	None.
Additional Information	About the WebStart Page Installing Solar Eclipse

Eclipse Remote Tracking Log Sender ID

Enter an ID that identifies your system to the Eclipse system for syncing your tracking log.

Setting this record enables the User Friendly Organization (UFO) web site to create and maintain trackers on the Eclipse system.

Enable Hashing on Web Password

The system administrator with superuser access can set the option to hash the stored passwords. The password encryption affects all stored passwords on the Contacts and Entity(Customer) file that are used for login purpose to various Eclipse integration products like Web Order Entry, Web Integration, Eclipse Mobile, Ariba, Showroom, B2B and Eclipse API. It also hashes the passwords stored in Control record “IDMS-XML Site-Level Login and Password”

Freight Estimation Parameters

Define which shipping services for UPS® and FedEx® your company wants to use when estimating freight on orders.

Options	For each shipping company define the following: User ID* - The user ID to transmit to the website to calculate the company shipping costs. Password* - The password to transmit to the website to calculate the company shipping costs. Account Number - The company account number with the shipping company. In the UPS online documentation, this is referred to as a shipper number. License Number - The license number, associated with the company shipping account. URL - The website through which the credentials should be verified, such as //https:www.fedex.com/web-services * These are case sensitive. To check your user name case login to the UPS web site and go to My UPS > Profile. Your ID displays at the top of the page.
Active Shipping Methods	The current shipping methods allowed by your business through the shipping company. For example, you may allow UPS Ground and UPS 3-DAY, but never UPS-Overnight. ID column - Must be entered exactly in the ID column as given by the shipping company. See Additional Information below. Service Typecolumn - Use to name the service, as needed for your company. This is a free-form field. Active check box - Select to enable the shipping method for your company to estimate freight.
Outcome of setting this control record	Only those identified shipping methods are available for freight estimation in Sales Order Entry.
Default Value(s)	None.
Action if set to Null	None.
Additional Information	The Active Shipping Methods are a user-entered list. You must edit this list as shipping methods become obsolete or as new ones are added. View UPS Service IDs and Descriptions View FedEx Service IDs and Descriptions
Additional Information	The system considers the settings set in the Freight Estimation area on the Freight tab in Ship Via Maintenance when estimating freight.
UPS registration*	Your IT administrator must do the following to obtain the information: Go to https://www.ups.com/upsdeveloperkit Register with UPS. Create a new UPS login and password, if needed. Click Manage Access Keys. Click Request New Access Key. Click Add a UPS Account. Copy the Access Key and paste into the License Number field in this control maintenance record. Important: Select the UPS API that uses XML.
Fed Ex registration*	Your IT administrator must do the following ot obtain the information: Go to https://www.fedex.com/us/developer/web-services/process.html?tab=tab4 Register with FedEx. Create a new FedEx login and password, if needed. Click Get Production Key. Follow the registration procedure. Copy the Production Key provided and paste into the License Number field in this control maintenance record. For FedEx purposes the following is true:* User ID = Authentication Key Password = Production Password Account Number = FedEx Account Number License Number = Production Meter Number
Delete Tab New in Release 8.7.9	If you do not use a specific carrier and want to clear that selection from this control maintenance record, use the Delete Tab button to remove that tab.
Add Tab New in Release 8.7.9	Add an additional carrier you want to use, such as FTL or USPS, for freight estimations. Click Add Tab. At the prompt, enter a new carrier name. The system verifies your entry. If the carrier file is not on the server, the system alerts you. You can continue, but need to add the PICK routine in the following format: <carrier>.FREIGHT.ESTIMATION. If you are unsure how to do this, call Eclipse Support.

* Specific field names on the respective websites may differ or have changed since this documentation was posted. Those changes are at UPS® and FedEx® corporation discretion.

IDP vendor settings

Identity Provider (IdP) for Solar Eclipse allows you to use an authentication service when you log on to Solar. IdP for Solar Eclipse serves as a bridge to other authentication mechanisms and providers.

Note: You need to enable SSL for IdP to work and allow a secure location. When you enable IdP, this disables Windows Direct Logon.

Configure and enable IdP in Solar using this control file and OIDC site settings.

Use the Issuer, Client Id, and Callback URL fields to configure communication with your identity provider.

Minutes Inactivity Before Disconnecting A User

Minutes of Inactivity Before Solar Checks Universe Connection

Enter the number of minutes the system waits when Solar Eclipse is idle before pinging UniVerse to keep the connection alive.

OIDC site settings

Note: You need to enable SSL for IdP to work and allow a secure location. When you enable IdP, this disables Windows Direct Logon.

Configure and enable IdP in Solar using this control file and IDP vendor settings.

In the Enable IDP field, select Yes to turn on the IdP service. In IDP Vendor, enter your identity provider.

Quick Order Entry Widget Settings

The control record determines how the search functions for the Quick Sales Order Entry widget and the Quick Purchase Order Entry widget. The control record is divided into two tabs, for Sales Orders and Purchase Orders. Each tab has similar options, but for the type of order.

Sales Orders
Limit QSOE Widget Search Size Before Error
	Indicate if you want to limit the size of the search results list for Quick Sales Order Entry before the system displays an error. The default limit is 500 records.
Limit QSOE Widget Search To Sale Orders
Options	Yes and No.
Outcome of setting this control record	If set to No, the system searches sales orders, purchase orders, transfers, payable records, and work orders for the information you require.
Default Value(s)	No
Additional Information	This is a global function and cannot set at the user level.

Purchase Orders
Limit QPOE Widget Search Size Before Error
	Indicate if you want to limit the size of the search results list for Quick Purchase Order Entry before the system displays an error. The default limit is 500 records.
Limit QPOE Widget Search To Purchase Orders
Options	Yes and No.
Outcome of setting this control record	If set to No, the system searches sales orders, purchase orders, transfers, payable records, and work orders for the information you require.
Default Value(s)	No
Additional Information	This is a global function and cannot set at the user level.

Remote Authorization Keys Not Available For Remote Request

Used in conjunction with the new Remote Authorizations feature, define those authorization keys which you do not want requests for authorization.

Respect User's Branch Authorizations

Select which windows/screens to respect user authorizations when displaying branch records.

Options	For each of the following select Yes to respect the user's authorization for the indicated screen: Automatic Shipping Ticket Printing Branch Maintenance Branch ZIP Code Maintenance Terminal Setup Territory Maintenance Time Clock User Branch Maintenance User Logins Report
Outcome of setting this control record	When set to Yes for a above-listed screens, the system checks the user's settings in the User's Accessible Branches window in User Maintenance to ensure that only those branches for which the user is authorized display in the branch fields. When set to No for the above-listed screens, all branches may display for the user.
Default Value(s)	No
Action if set to Null	Same as No.
Additional Information	This is a global function and cannot set at the user level.

Scheduler Activity Notes

Send Internal Appends When Syncing Remote Trackers

Indicate whether to send internal appends when syncing remote trackers to the Eclipse system. Setting this record enables the User Friendly Organization (UFO) web site to create and maintain trackers on the Eclipse system.

Shutdown Eterm Sessions

Use the Prompt To Shutdown Existing Eterm Sessions to manage extraneous Eterm sessions running on your system to better manage any sessions you may have left running. If you select Yes, the system prompts users if they logon with a user ID that currently has active sessions running on the same Eclipse account and the same IP address. This feature was added in Release 8.7.9.

In addition, use the Allow Shutdown Even On Distinct IP Addresses option to allow Eterm to shutdown open sessions of "itself" on different terminals even if the system is using a unique IP address. This feature was added in Release 9.1.0.

Solar Theme Options

Solar Session Auto Logoff Times

Use to define how you want the system to handle automatic logoffs for Solar sessions.

Options	Minutes of Inactivity Before Prompting for Logoff - Enter the number of minutes, after which, if the user's session sits inactive, a prompt displays: Your Solar session appears to be inactive. If you do not respond within 30 seconds, your session will be automatically logged off. Users can select to stay logged on or let the session expire. Important: Any locked orders are released when the user is logged off.
	Time of Day to Prompt User for Logoff - Select the time of day when you want all users prompted to logoff. For example, if you know that your personnel are all normally clocked out by 7:00PM, you can prompt all users at 7:00PM to ensure that all active sessions are logged out and the system begins fresh sessions for the next shift. This time is based on the computer's time (client PC, desktop PC, laptop, etc.) and not the server time. The user received the following message: System settings require Solar Sessions to be logged off at this time. If you do not respond within 30 seconds, your session will be automatically logged off. Important: Any locked orders are released when the user is logged off.
	Number of Minutes Without Reply from client Before Auto-Logoff - Enter the number of minutes, after which, if the computer has not received communication from the Solar client, then the session should be logged off. New in Release 9.0.1
Outcome of setting this control record	See above.
Default Value(s)	Blank.
Action if set to Null	None.
Additional Information	None.

System Admin Intervals

Define the following system administration intervals in hours, minutes, and seconds:

System Backup Check Time

Enter the time when the system backup program confirms whether or not the backup was successful.

Options	Enter any time of day after which your backup should have completed.
Outcome of setting this control record	Determines at what time during the day the system verifies that the system backup completed and sends a message to the user listed in the System Backup Administratorcontrol maintenance record.
Default Value(s)	7:00am, which allows time for the backup to finish.
Examples	Time can be entered in several ways, including: 9a for 9:00 a.m. or 9p for 9:00 p.m. Military time does not require an a or a p. When including minutes with either normal or military time, type a colon between the hour and the minutes. For example, 04:30.
Dependencies	The System Backup must be set up to run in the Phantom Scheduler and the backup check time must be specified for the system backup to work.
Action if set to Null	Check runs at 7:00am.
Additional Information	This check is done every day of the week and cannot be changed. If you do not run a backup on Saturday and Sunday, a message is sent to the System Backup Administrator that a backup has not been recorded since the previous Friday. A message is sent for each day of the weekend the backup does not run. If this time is not specified or if the backup is not successful, the Administrator receives an error message.

System Backup Variance %

Enter the allowable percent difference in the amount of backed up data between last night's backup and the previous night's backup without generating an error message.

Users use Auth Key for API Access

Users are granted access to view and manipulate APIs through the use of this control record in conjunction with the Authorization Key API.ALLOWED. You can use this feature to enable or disable the system's use of the authorization key. This helps you manage API access for your users in a simple and secure way.

Options	No (N)/Yes (Y)
Outcome of setting this control record	Yes - Only the users with the API.ALLOWED authorization key can view and manipulate APIs.
Outcome of setting this control record	No - If the system is set to No, the API.ALLOWED user authorization key is not required to access APIs. This means that any user can view and manipulate APIs in Eclipse..
Default Value(s)	N (No)
Dependencies	Activate the control record when you want the API.ALLOWED authorization key to determine who can access APIs. Individual user records with the API.ALLOWED key are the only users that can access APIs with the control record on. This allows you to turn on or off the system use of the authorization key. This allows for easy and secure management of API access across your users.
Additional Information	Assign the API ALLOWED key to a user in User Maintenance. Select an appropriate user on User Maintenance. From the Maintenance menu navigate to Authorization Keys, and then assign the API ALLOWED key.

Validate Solar Sessions Every (Minutes)

Enter the minute interval at which you want the phantom program (SOLAR.PH.VAL.SESSION) should activate and run.

Options	Any number of minutes between 0 and 99.
Outcome of setting this control record	Determines how long a potential inactive connection is kept running before Solar Eclipse disconnects.
Default Value(s)	7
Action if set to Null	Solar Eclipse pings UniVerse after 7 minutes of idle time.
Additional Information	Setting this record to 7 minutes or less can help with potential order locking issues if a user leaves an order open and walks away from their computer.

Options	Default Solar Theme - Select a theme you want all users to see when they log in. Users can change the theme at their user level, if needed. Force Selected Solar Theme to All Users - Select if you want all users to use the Default Solar Theme selected. The option on the menu item to change the Solar theme is disabled for all users when this option is selected.
Outcome of setting this control record	See above.
Default Value(s)	Default Solar Theme - Partial Solar Theme. Force Selected Solar Theme to All Users - No.
Action if set to Null	None.
Additional Information	None.

Options	Any number between 0 and 100 percent.
Outcome of setting this control record	If the percent difference between the two backups is greater than the specified number, the user listed System Backup Administrator receives an error message.
Default Value(s)	We recommend that the variance percent be set to 9 to allow for the normal generation of new data.
Dependencies	The System Backup must be set up to run in the Phantom Scheduler and the backup variance percent must be specified for the system backup to work.
Additional Information	None

Options	Any number between 0 and 60.
Outcome of setting this control record	The phantom retrieves a list of all the Solar processes currently logged in to the system and updates the list of logged in sessions on the Eterm side.
Outcome of setting this control record	This setting is required for Eterm to display the "Logged On" message in the Eclipse Message System.
Default Value(s)	Blank.
Dependencies	None.
Additional Information	None.

GENRL TOOLS Control Maintenance Records