Effects of Global Policies Transfer

Effect of Global Policies on Transfer to GL

Global Policies are functions that determine how eSite responds for all properties set up within the system. Often, these provide users with defaults that lighten workload and cause business data to be processed in a consistent manner. Defaults are used as place holders—automatically assigned and displayed by the system and remain until other values are specified.

Effect

Global policies control the format of the data file created for the transfer of data to your general ledger system and establish the GL entity interface for bank books and rentable items. The administrator who sets up your system makes a decision on which format to use. The choices are made on the AME Interface Tab while setting up global policies.

Defaults

The defaults on that tab assume the transfer file should be created in an ASCII format suitable for importing into AMSI's DOS general ledger system and that a Single Entity is used to establish a one-to-one correspondence between the bank book and/or rentable item in eSite and the entity being transferred to in the general ledger system.

The default on the View, Print, Wait Tab assumes only a summary entry should print on the Transfer to GL report that displays when the Transfer to GL process is run.

NOTE that an administrator can change policy settings. Caution should be exercised when altering defaults or established settings, as changes can have far-reaching effects on the way the system handles transferring data to the general ledger.