An introduction to changing system settings for the Application or an Individual FBO Location; or a combination of both. Here's how...
Warning: Changing application settings can change the appearance and/or behaviour of the FBO One application. It is highly recommended to make changes in your test environment (https://[yourfboname].test.fbo.one/) and observe the outcome is as expected before making a change to the live system.
Introduction:
There are two places where application settings can be updated or added.
-
The 'Application Settings' page
-
The 'FBO Locations' Page
Edit Application Settings:
-
Navigate to the 'Application Settings' page as shown above. Tip: You can just start typing in the menu search to help find it.
-
In this example, we want to change the Invoice remarks when there is no VAT.
-
A quick search in the Help Centre reveals the setting we need to set is the "NoVATRemarks" setting.
-
Selecting the article will give a description, possible setting values, and confirm if it can be set per FBO in FBO Locations.
-
Type all or part of the application setting name in the search box.
-
Select 'edit' next to the setting you wish to change.
-
Type in the value you wish to set
-
Select saveo apply the setting.
-
Run some scenarios to make sure you are happy with the result and the change is applied correctly.
About FBO Location settings
-
These would be settings specific to an FBO location within the same company. e.g Contact details, Email addresses and templates, VAT, and settings related to ways of working.
-
FBO Location settings will override that parameter value in the Application settings.
-
Not all Application Settings can be set specific to an FBO Location. Refer to the setting article in the 'Application Settings Glossary' section to understand more.
Edit FBO Location settings
-
Continuing with our example, we want to display a message in French for the Invoice remarks at our PARIS LE BOURGET operation.
-
Navigate to the 'FBO Locations' page using the menu or menu search.
-
If there is a long list of locations, type in the name in part or full for the FBO Location in the search box and 'search'.
-
Once found 'select' the FBO line to show the FBO Location settings.
-
Search for the "NoVATRemarks" setting.
-
Its not been set at this location, so we select 'add new'
-
Choose the setting from the drop down list by selecting it and start typing the setting name to narrow the position in the long list.
-
Type in the value you want to apply and select 'save'.
-
The setting will now appear in the list and override the application settings value.
-
Test your changes.
Comments
0 comments
Please sign in to leave a comment.