Configuring MS Company Parameters

MS Company Parameters sets company-level Material Sales controls before any MS processing. Options decide which MS forms you use, how they behave, and how MS posts to other modules. Restrict the form to the system administrator. After go-live, changes are rare and can affect processing or stored data — contact Viewpoint Support if the impact on existing data is unclear.

There is no separate “Configuring MS Company Parameters” procedure in Trimble help. Related reading: Company Setup Options for Ticket Entry (Tickets / Materials / Haul → Tickets).

Before you start

• HQ Company Setup exists. HQ Material Categories and HQ Materials are used throughout MS.
• Inventory is required. MS and IN must share the same company number (stock in IN Co#1 sells only from MS Co#1). Set the shared company in IN Company Parameters first. All sold materials (stocked or not) come from IN Locations. IN also supplies default unit prices, tax codes, and GL accounts for haul accrual/income (overridable in MS).
• AP Vendors include material vendors and outside haulers.

Steps

1. Open MS Company Parameters.
2. Set company identity and journals (Info).
3. Configure quotes, batch-report attach, default surcharge group, tax option, audit, ticket warnings, and field removals.
4. On Ticket Updates, set IN / Auto Production / JC / EM / GL interface levels.
5. On Invoices, set invoice numbering, AR interface, intercompany, formats, and cash-sale apply.
6. On Email Settings, set From, Subject, and Body for emailed invoices.
7. Save.

Company identity (Info)

Field	Rule
MS Company	Must match the IN company
GL Co#	Must equal that IN company’s GL company
Journal	Valid journal for that GL company (tickets, time sheets, invoices)
AP Co#	Validates material/haul vendors; receives haul payables (overridable on MS Haul Payment Worksheet)

Invalid “interface to” companies/journals warn but still save during setup (those companies often do not exist yet).

Quotes, attach, surcharges, tax

• Auto-Generate Quote #'s — only if quote numbers are always numeric. N/New/+ takes the next sequence from Last Used Quote # (blank/0 → 1; up to 10 chars) and writes it back. Manual if alphanumeric. PM updates can use this numbering too. Auto numbers are numeric only.
• Attach batch reports to HQ Batch Control — export before post via DM Attachment Options. Any export error aborts posting. Attachments only from HQ Batch Control (also VA Report Security); no DM Attachment Search index.
• Default Surcharge Group — used at ticket entry if a quote has Apply Surcharges checked but no group, or if no quote exists. If a quote exists and Apply Surcharges is unchecked, no surcharges even if a group is set here or on the quote. Blank = surcharges only at quote level.
• Tax Option (default only; changeable on the ticket; does not itself cause tax calculation — taxable flags on material/haul charge do): 0 No Tax; 1 Sales Location (IN Locations); 2 Sale Type/Purchaser; 3 purchaser then location; 4 Delivery (own equipment or haul vendor → purchaser; non-delivered → location). Used by MS Ticket Entry and MS Haul Ticket Add-Ons.

Audit options

Writes to HQMA; view via HQ Audit Detail. Company Parameters is always audited and cannot be turned off. Optional: Pay Codes (+ standard rates), Haul Codes (+ standard rates), Price/Discount Templates, Quotes (not Sold Units), Material Tickets (not system updates such as Invoice# or Pay Verify), Hauler Time Sheets (not Invoice#/Pay Verify), Invoice Detail (add/remove of tickets after MS Invoice Print), Surcharges. HQMA does not track Sold Units or system updates such as Invoice# and Pay Verify.

Remove from Ticket Entry / Hauler Time Sheet Entry

Hide fields from entry (still on reports). Ticket Entry: skip-but-show via Options → Ticket Entry Options (not field-by-field F3). Hauler Time Sheet: skip via F3 only.

Common removals: Material Vendor; Weights; PR Co#/Employee; Driver; Start/Stop Times; Loads; Miles/Kilometres*; Hours; Haul Zone; EM Revenue Info; Vendor Pay Info; Tax Info (incl. Haul Pay Tax*); Discount Info; Reason Code (ticket only).

*Miles/Kilometres and Haul Pay Tax Type/Code/Amt appear when HQ Company Setup Default Country is AU or CA.

Removing tax or discount fields does not stop calculation — values still calculate, store, and process. Removing fields does not remove them from reports.

Ticket warnings and deletes

• Ticket Warning: 0 none; 1 duplicate within MS company; 2 duplicate within company + sales location. Warnings only; entry still allowed. Deleted tickets (MSTX) are excluded.
• Check Customer Credit Limit During Ticket Entry: warning only (Customer and Customer/Job). Field defs place this on MS Company Parameters; Ticket Entry setup topic points F1 help at AR Customers — verify which control you use.
• Save Deleted Tickets: unposted batch deletes and existing transactions removed during ticket batch update go to MSTX (date, time, user) until MS Purge. With Material Tickets audit, also captures uploaded entries deleted before Ticket Detail.

Ticket Updates

Interface	Levels
IN Sales and Purchases (stocked)	0 none; 1 Summary by location/material/type/GL/sales U/M (no purchaser; unit price averaged); 2 Detail incl. purchaser and MS Trans#
IN Auto Production (materials flagged in IN Location Materials)	0 none; 1 Summary; 2 Detail incl. MS Trans#. Production GL level comes from IN Company Parameters
Job Cost	0 none; 1 Summary by job/phase/CT/location/material/… (JC Actual Date = posting date); 2 one JC line per ticket. Help “0” text may say “No update to IN” under the JC heading — treat as no JC update. With Create Intercompany Invoices, IN purchase and JC expense from IC sales post when IC AP invoices post, not from the ticket/hauler batch
Equipment Revenue (own vehicles)	0 none; 1 Summary; 2 one EM line per ticket. IC equipment use uses IC journals, not IC invoicing
General Ledger	0 none; 1 Summary by GL account (unless account is Interface Detail); 2 one GL line per ticket. Detail description items available at Summary too. Summary GL Description (60) only when level is 1

Invoices

• Use Invoice #'s From = MS (Last Used MS Invoice #) or AR (Last Invoice Number in AR Company Parameters). Form topic wording that always uses “Last Used MS Invoice #” is loose — field defs distinguish AR’s Last Invoice Number. Blank/0 → 1; 10 characters. Updated from MS Invoice Edit and MS Invoice Initialize.
• Initialize Invoices in Customer\Transaction # Order — checked = customer then ticket #; unchecked = transaction # only.
• Create Intercompany Invoices — checked = treat IC sales as customer sales (invoices, AR, and AP job/inventory in purchasing company); unchecked = no invoice, JC/IN on ticket post, IC AR/AP journals only.
• Invoice Format (Crystal; overridable at print); Sort by Sales Date / Sort by Location (if invoices split per location, leave Sort by Location unchecked).
• AR Co# + AR Interface Level: 0 none; 1 Summary; 2 Material; 3 Unit Price (+ ECM).
• Auto Apply Payments on Cash Sales — CM account from AR Company Parameters (location overrides); deposit key YYMMDD-seq. Unchecked = apply later in AR.
• Invoice GL Interface Level: 0 none; 1 Summary; 2 one txn per invoice+GL. Separate Summary GL Description when level is 1.

Email Settings

From Address (reply), Subject (60), Body (formatting toolbar).

Hard rules

• MS Co# must match IN Co#; Inventory is required.
• Company Parameters audit cannot be turned off.
• Attach-to-batch failure blocks the post.
• Credit-limit and duplicate-ticket checks are warnings only.
• Tax Option is only a default tax code source; taxable flags drive calculation.

Notes

• Related: IN Company Parameters / Locations / Location Materials, HQ Company Setup / Materials / Categories, AR Customers / Company Parameters, AP Vendors, MS Quote Entry, MS Ticket Entry (+ Options), MS Hauler Time Sheet Entry, MS Haul Ticket Add-Ons, MS Haul Payment Worksheet, MS Pay Codes / Haul Codes / Price Templates / Payment Discount Templates, MS Invoice Print/Edit/Initialize, MS Purge, HQ Batch Control, DM Attachment Options, VA Report Security, HQ Audit Detail, GL Chart of Accounts. Also: Company Setup Options for Ticket Entry; Remove from Ticket Entry topics.