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Initialisation & General Settings

Application address: /admin/general-settings · Product baseline: 0.4.0

Reference status

Screen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.

Open this screen

Use OSERP navigation to find Initialisation & General Settings, or open /admin/general-settings on your OSERP application after signing in. Confirm the active company before reading or changing records.

Menu access: settings:manage or companies:manage

Menu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.

Fields and input controls

Limits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read how field limits work. Labels may differ with language and configuration.

Fiscal Year Start Month

PropertyReference
Reference keyfiscalYearStart
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Current Financial Year

PropertyReference
Reference keyfinancialYear
LocationScreen / contextual panel
Input controlRo
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Chart of Accounts Preset

PropertyReference
Reference keycoaPreset
LocationScreen / contextual panel
Input controlRo
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Base Currency

PropertyReference
Reference keybaseCurrency
LocationScreen / contextual panel
Input controlRo
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Amount Decimal Places

PropertyReference
Reference keyamountDecimals
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: decimal. Choices loaded from records or configuration are not enumerated here.

Enable Multi-Currency

PropertyReference
Reference keyenableMultiCurrency
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationAllow transactions in foreign currencies with exchange rate tracking.
EditingNo disabled/read-only condition declared directly on this control.

Enable Cost Centres

PropertyReference
Reference keyenableCostCentre
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationAllocate income and expenses to departments or divisions.
EditingNo disabled/read-only condition declared directly on this control.

Enable Projects

PropertyReference
Reference keyenableProjects
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationTrack profitability and expenses by project.
EditingNo disabled/read-only condition declared directly on this control.

Enable Budget Control

PropertyReference
Reference keyenableBudget
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationDefine budgets per ledger or cost centre and enforce limits.
EditingNo disabled/read-only condition declared directly on this control.

Round Totals To

PropertyReference
Reference keyroundingNearest
LocationScreen / contextual panel
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Minimum0
Input increment0.01
PlaceholderNo rounding
EditingNo disabled/read-only condition declared directly on this control.

Direction

PropertyReference
Reference keyroundingMode
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Example

PropertyReference
Reference keyroundingNearest
LocationScreen / contextual panel
Input controlRo
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Round Sales Documents

PropertyReference
Reference keyroundingOnSales
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationInvoices and credit notes are rounded to the increment above.
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Round Purchase Documents

PropertyReference
Reference keyroundingOnPurchase
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationSupplier invoices and returns are rounded the same way.
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Selling Prices Include Tax

PropertyReference
Reference keypricesIncludeTax
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Round Cash Payments To

PropertyReference
Reference keycashRoundingNearest
LocationScreen / contextual panel
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Minimum0
Input increment0.01
PlaceholderNo cash rounding
EditingNo disabled/read-only condition declared directly on this control.

Direction

PropertyReference
Reference keycashRoundingMode
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Example

PropertyReference
Reference keycashRoundingNearest
LocationScreen / contextual panel
Input controlRo
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Rounded Off account

PropertyReference
Reference keyrounded-off-account
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: Choose an account…. Choices loaded from records or configuration are not enumerated here.

Enable Approval Workflow

PropertyReference
Reference keyenableApproval
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationRequire manager approval before vouchers are posted.
EditingNo disabled/read-only condition declared directly on this control.

Enable Inventory

PropertyReference
Reference keyenableInventory
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationActivate stock management, stock vouchers, and inventory reports.
EditingNo disabled/read-only condition declared directly on this control.

Stock Valuation Method

PropertyReference
Reference keycostingMethod
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Allow Negative Stock

PropertyReference
Reference keyallowNegativeStock
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationAllow stock levels to go below zero (not recommended for strict inventory control).
EditingNo disabled/read-only condition declared directly on this control.

Multi-Warehouse

PropertyReference
Reference keyenableWarehouse
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationTrack stock across multiple warehouses and locations.
EditingNo disabled/read-only condition declared directly on this control.

Bin / Rack Locations

PropertyReference
Reference keyenableBin
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationTrack items at bin or rack level within warehouses.
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Batch / Lot Tracking

PropertyReference
Reference keyenableBatch
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationAssign batch or lot numbers to items for traceability.
EditingNo disabled/read-only condition declared directly on this control.

Serial Number Tracking

PropertyReference
Reference keyenableSerialNo
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationTrack individual units by serial number.
EditingNo disabled/read-only condition declared directly on this control.

Enable Payroll

PropertyReference
Reference keyenablePayroll
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationActivate salary processing, payslips, and payroll reports.
EditingNo disabled/read-only condition declared directly on this control.

Payroll Cycle

PropertyReference
Reference keypayrollCycle
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Enable Point of Sale

PropertyReference
Reference keyenablePOS
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationActivate POS sessions, cash registers, and POS reports.
EditingNo disabled/read-only condition declared directly on this control.

Lock the screen when idle

PropertyReference
Reference keyidleLockEnabled
LocationScreen / contextual panel
Input controlToggle
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationAfter a period with no keyboard or mouse activity the screen locks. The session and any open work are kept — the user re-enters their password to carry on.
EditingNo disabled/read-only condition declared directly on this control.

Lock after

PropertyReference
Reference keyidleLockMinutes
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Warn before locking

PropertyReference
Reference keyidleWarnSeconds
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Password

PropertyReference
Reference keypassword
LocationScreen / contextual panel
Input controlinput
Required in interfaceyes
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Named actions

These are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.

  • Save Changes
  • Set it up
  • I'm still here
  • Lock now
  • Sign out instead

Help text and messages

The following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.

  • Move the mouse or press any key to stay.

Verification still required

Business purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.

See the operating manual, coverage register, and troubleshooting guide.

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