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System maintenance

This section outlines the changes to the System maintenance manual arising from changes made to Synergetic (version 58.09-v59.14).

Change

More information

See

New and updated topics.

New topics have been added to provide more information on the Lookup Table Maintenance window, particularly for loading values for external systems, such as MCEETYA.

Lookup table Maintenance window

Loading lookup tables for external systems

Enhanced search capabilities in Configuration File Maintenance.

The search can filter the configuration data based on the key word entered. The search looks at all keys, and optionally the value field, for the key word entered.

Configuration File Maintenance window

Allow commenting of records in Configuration File Maintenance.

A configuration record now allows two comments. One is a Synergetic Management Systems comment and one for your own comment.

If a comment has been added, it is displayed on the side panel.

Configuration File Maintenance window

New configuration setting for exporting using the SES tab.

Additional methods are available for identifying the parents or guardians of a student.

SES parent extraction settings

Finance Configuration Maintenance - changes to Business Units and Sales tabs to allow you to configure the way your organisation handles sales.

A new flag Include Consignment Stock on Search is available on the Consignment sub-tab which allows you to determine whether to include consignment stock in the item stocktake process or not.

Finance Configuration Maintenance - Business Units - Consignment sub-tab

Sales Entry - Allow scans of the same item to be summarised into one line.

The Adjust Quantity for Same Sale Item field has been added to the Page 1 tab of Finance Configuration Maintenance - Business Units - Sales sub-tab.

Synergetic Financial Configuration - Business Units - Sales - Page 1 (highlighted adjust qty)

This reflects the new capability that if the customer purchases more than one of the same item, they either appear as:

  • separate line items

    Sales entry - sale summary region (separate line items)

  • one line item with the quantity reflecting the number being purchased.

    Sales entry - sale summary region (summarised to one line item)

This can be set independently for each business unit at your organisation.

Finance Configuration Maintenance - Business Units - Sales sub-tab

Using the Sales Entry window in the Sales manual

Sales Entry - New No Sale Password field to accompany the new No sale button button.

The No Sale Password field has been added to the Page 2 tab of Finance Configuration Maintenance - Business Units - Sales sub-tab.

A description of the field has been included along with information about the new No sale button button on the Sales Entry window.

Finance Configuration Maintenance - Business Units - Sales sub-tab

Using the Sales Entry window in the Sales manual

Attendance Maintenance - ability to default to students either being non-attended or attended.

A new configuration setting has been developed to determine the initial condition of the Attended field on the Attendance window.

Attendance window (cut down)

This is a requirement for New Zealand schools, however Australian schools may prefer to select marking students present, rather marking absent students.

DefaultAttendedMode configuration setting

Attendance Maintenance user flags.

Up to five additional user-defined fields (columns) can be included in the grid area.

attendance window - example of user-defined fields

For example, you can set the flags to mark whether homework has been submitted, merit points have been awarded or demerit points have been given to a student during class.

UserFlag configuration settings

Change to the way Peer Year is determined.

The UseEntryDate configuration setting has been documented. The setting is used to determine which fields are used to set a past student's peer year, when transferring them from current students to past students. You can now use the student's entry date.

A new topic has been created for past students-related setup data.

UseEntryDate configuration setting

Maintaining past students setup data

 

Existing postings are not affected by changing the detailed control setting in Finance Configuration Maintenance.

A new flag has been added to the posting control record, so that if the Create Detailed Control Journals for G/L Postings field is set to detailed (multiple dates within the posting) on the General tab of Finance Configuration Maintenance existing postings is not affected.

Synergetic Financial Configuration - General tab (cut down)

Finance Configuration Maintenance - General tab

Fields have changed on the Report Selector window.

The following fields have changed on the Report Selector window:

  • View is no longer available
  • SQL Object is now used
  • Screen Definition has been added
  • Web Enabled has been added.

Report Selector window (cut down, v59 new fields)

Report Selector window

See Also

What's new in Synergetic version 59

Introduction

Community

Human resources

Objects

Current students

Past students

Medical details

Curriculum

Attendance/Absence Events

Assessments and reports

Sales

General Ledger

© 2017 Synergetic Management Systems. Published 20 July 2017.

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