General

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User-Defined Fields

User-Defined Fields are optional fields that you can use to store information from your ERP system that does not already have a corresponding Workbench column. These are useful when you wish to view, sort or filter by alternate data that is stored in your ERP, such as alternate part numbers, product dimensions, or different product categorizations.

During the modeling phase with the Implementation Team, key information on purchased, manufactured, and distributed parts is discussed to determine what information will help manage supplies when this information is displayed in Planner, Order Management, and Execution Reports.

In the above image, the Display Name for UserDefined1 is set to "Resource" and for UserDefined2 it is set to "Sequence".

To set the display name of a User-Defined Field, click on the desired field’s Display Name. This will open up a text box where the desired display name can be entered. In the image below, clicking on UserDefined3 has opened a textbox in which the UDF3 has been renamed AlternatePartNumber. To finalize this change, click the blue checkbox.

The modified display name assigned to each User-Defined Field will be visible in other areas of R+ such as the Workbench. In the image of the Workbench below, you can see that the UserDefined1 and UserDefined2 fields are now renamed "Resource" and "Sequence". Filters for these columns will also populate at the bottom of the left side filters.

Instance Settings

The Instance Settings are the base time zone and decimal settings in R+.

Date/Time Settings

Set the local time zone of your business here.

Part History Settings

The History Capture Time field designates the specific time of day at which part history is captured. The time format for this setting is a 24 hour clock (also called "military time" in some countries). The recommended default value is 11:30pm or slightly before midnight of the Local Time Zone.

The History Capture Includes Non-Buffered Parts field allows you to choose whether the part history capture includes non-buffered parts or not. The on/off switch functionality allows users to toggle between the two options.

Decimal Precision Settings

The Global Decimal Precision field will define decimal precision at an instance level. The available options are 0, 1, 2, 3, 4, and 5. The default value is 2.

Security Settings

In the Security Settings, you can set the base Password and Log In settings for all users who have been granted access to your instance. Most of these settings only apply to local R+ access and do not apply to Azure Active Directory Single Sign On Access. The exceptions are the Inactivity setting and Force Log Out settings, which apply to all sessions in R+. If you wish to set Active Directory Access Settings, you will need to go to the Import & Export tab in the Site Administration Settings.