In the "Global Settings" window, use the "Web" tab to customize settings that affect the OASIS web service only and for all users. For more information on navigating to the "Global Settings" window, click here. Note: once settings are changed, the OASIS web service must be restarted for these changes to take effect.
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Customer order visibility: X days | Set how many days after the Entry Date of the order when the order can no longer show in searches on the Web Portal. | 365 (1 year) |
| Show Line Card | Show the "Line Card" section of the Web Portal. | Varies (likely checked) |
| Show customer pricing on Web | Show the "Pricing" section on the Web Portal. | Varies (likely checked) |
| Show Last Update | Show the "Last Updated" section on the Web Portal. | Varies (likely checked) |
| Show Bid Board on Web | Show the "Bid Board" section on the Web Portal. | Varies (likely checked) |
| Show the user's previous comments | (No longer applies) | |
| Allow contractors access (ignore distributor 'customer' settings) | Allow contractors to log into the web portal and view their orders | Varies |
| Allow web users to edit their information | Currently not in use | |
| Show Open Orders button on Order Status section | Show a "Open Orders" button which allows customers to filter the Order Status section by orders with invoiceable amounts | Varies |
| Show Estimated On Site Dates (calculated with transit times) | Show estimated on site dates for orders on the web portal | Varies |
| Hide money on BOM screens in Sales View | Hide dollar amounts on the bill of material in O4 Sales Views | Varies |
| Shipping Updates | Controls how information is grouped and sorted for the order status section of the customer web portal | Varies |
| Web Workgroup | The workgroup from which logos are used in the customer portal | Required for customer portal |
| Base external URL | The Base URL is essential for several features, such as generating QR codes for Samples and utilizing the Legacy O4 Web Menu. | Required for O4 |
| Notification Account | Several features in O4 notify users via email. For example, the Bid Board Tile can send daily bid board emails and Conversations will email alerts. | Required for O4 |
Return to Configuring Global Settings
Comments
0 comments
Please sign in to leave a comment.