Overview of aACE Preferences

Part of the customization aACE provides comes through the robust options for specifying system behaviors. The following guides include details about working with these preferences.

Internal > Management Preferences

• Branding — Includes preferences on business settings and report layouts
• Order Entry — Various preferences on order layouts and workflows, shipping details, and order, lead, and project validations
• Billing — Invoice automation and other billing preferences
• Procurement — Purchase order flags and validations
• Production — Flags on jobs and job automation, tasks and task automation, inventory, and time
• Shipping — Preferences on types of shipments, line item code defaults, and shipment automation

Accounting > Accounting Preferences

• Chart of Accounts — Preferences for balance sheets, income statements, offices, and any related accounts
• Accounting Settings — Flags on managing various accounting-related modules, dates, and oversight notifications
• Billing & Payment Terms — Setup for payment terms
• Code Designations —Adding or removing adjustment codes
• Currency Conversion — Managing currency conversions in your system. 
• Period Management — Period and fiscal year management preferences

System Admin > System Preferences

• Database — Add or remove any plugins, an aACE launcher, and the default password 
• Documents — Document-related preferences on document location, attaching documents, and the file server folder 
• aACE Menu — Adding, removing, or programming a custom Main Menu option
• Shipping Setup — Information on carrier and carrier services
• Custom Value Lists — Adding, removing, or editing custom value lists
• Units of Measure — Adding or removing any measurement conversions your system utilizes
• Automation Schedules — Configuring any automation schedules within your system, including timers and setups

Optional Integrations

• Global Payments Integrated (GPI) — Setting up GPI (previously OpenEdge) for your aACE system and any necessary steps.
• AvaTax — If AvaTax is enabled, setup and other related preferences can be found in the Accounting Preferences module.

Mobile Preferences

• General Configuration — Configuring your aACE system for any mobile apps you will deploy 
• CRM App — Configuring this app and any specific app preferences.
• Expenses App — Configuring this app and any specific app preferences.
• Pick App — Configuring this app and any specific app preferences.
• Job Shop App — Configuring this app and any specific app preferences.
• Inventory Counter App — Configuring this app and any specific app preferences.

Saving and Testing Changes to Preferences

Changes to preferences are set immediately (i.e. there is no save / cancel process elsewhere in the software). Changes typically take effect when you close the Preferences module; however, you can force changes to take effect immediately by clicking the Commit Updates button in the lower-left corner. 

Many preferences are stored with a user's session at login. To test updates to these preferences, you must click the Re-Login button. This reloads your current session, implementing any updates made to the system. If updated preferences still do not take effect, you can use the FileMaker Re-login command.