HansaWorld - Integrated ERP and CRM

HansaManuals Home >> Standard ERP >> System >> Settings

Previous Next Entire Chapter in Printable Form Search

This text refers to program version 8.0

Company Date and Numeric Format

The Company Date and Numeric Format setting is where you can ensure your Standard ERP installation displays, prints and exports dates and numbers using your preferred formats.

Internally, all dates are stored with four-digit years (e.g. "2015"). If you tick the Century check box, the century digits will be displayed in every date. However, you do not have to type the extra two century digits: they will be added automatically. If you enter "100415" in a date field, it will be changed to "10-04-2015" when you leave the field, assuming "-" is the Date Separator.

If you need the Thousands Separator to be displayed on screen, select the Display Thousand Separator option in the Optional Features setting in the System module. The Thousands Separator will always be displayed in reports and in forms.

In a single-user system, whenever you make a change in this setting, its effect will be immediate and universal.

In a multi-user system, you can change the Company Date and Numeric Format setting from a client machine, but the changes will not take effect until you restart the client. You can also have different date and numeric formats on a particular client machine, and a particular user can have their own formats as well. To choose date and numeric formats for a client machine, use the Client Date and Numeric Format setting in the User Settings module, working on that machine. These formats will be used on that machine irrespective of the Person logging in (unless the Person has their own formats). Be sure to tick the Use Client Settings box before saving, to activate the setting.

Again, you will need to quit Standard ERP on that client machine and restart for the changes to take effect.

To choose date and numeric formats for a particular user, use the 'Formats' card of their Person record. The user will see dates and numbers displayed in these formats irrespective of the client machine they are using, even if the machine has its own Client Date and Numeric Format. Be sure to tick the Use Person's Settings box before saving, to activate the setting, and to quit Standard ERP and restart for the change to take effect.

If a particular client machine or user has their own date and number formats, they will be used on screen and in reports. However, numbers and dates will be printed in forms using the formats chosen in the Company Date and Numeric Formats setting, to retain corporate identity.
Dates and Export Files
Be careful when opening a Standard ERP Export file in Microsoft Excel with the intention of editing it before importing it to a new database. Under certain circumstances, Excel will, when opening a text file, convert some variables that it interprets as dates into its own internal date format. Where you are expecting a date to appear in the spreadsheet you may see a number such as "35475". When you save the spreadsheet again as a text file these variables will not be converted back to date format. So, if you import this text file into your Standard ERP database, the dates will be wrong. To avoid this problem, make sure you use the third step of Excel's Import Wizard to set all imported columns to 'text' format (highlight all the columns in the Data Preview area using the Shift key and select 'Text' as the Column Data Format).

You cannot open files created using the and 'Client Text Backup' functions in Excel as they are not text files.

---

Settings in the System module:

Go back to:

Home page for System Module manual
Home page for Standard ERP manual

Previous Next Top Entire Chapter in Printable Form