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Module 16: Manager Control & System Settings

The Manager Control module (/manager) bridges standard company administration and advanced operations, empowering managers to configure document auto-sequences, GL default account mappings, workflow rules, and production milestones.

🎯 Core Components

1. Document Auto-Sequences (SequenceService)

  • Gapless Sequence Generation: Numbering generators ensuring audit-compliant, consecutive numbering for all core transactional documents.
  • Configurable Parameters:
  • Document Type: Sales Order (SO), Invoice (INV), Purchase Order (PO), Vendor Bill (BILL), Cash Sale (CSALE), POS Receipt (POS), Journal Entry (JE), Payslip (PAYSLIP).
  • Prefix: Custom string prefix (e.g. INV-2026-, SO-DXB-).
  • Padding Length: Number of digit places (e.g. padding 5 generates 00001).
  • Next Number: Next auto-increment sequence override.

2. System-Wide Fallback GL Mappings

  • Configure fallback General Ledger accounts used during automatic background posting:
  • Accounts Receivable Account: Default debtor GL (e.g., 120000 - Accounts Receivable).
  • Accounts Payable Account: Default creditor GL (e.g., 220000 - Accounts Payable).
  • Stock Input Clearing (GRNI): Goods received not invoiced GL (e.g., 211000).
  • Stock Asset Account: Primary inventory valuation GL (e.g., 140000).
  • Sales Income Account: Default revenue GL (e.g., 410000).
  • Cost of Goods Sold (COGS): Primary expense GL (e.g., 510000).

3. Go-Live Date & System Milestone Lock

  • Testing State: Setting a future Go-Live date unlocks sample data seeding and test data reset utilities in Import Data.
  • Production Live Mode: When current system date reaches or exceeds Go-Live date, the system permanently enters Live Mode, locking functional base currencies and test reset tools to protect production audit integrity.

💡 Step-by-Step Instructions

Customizing Sales Invoice Numbering

  1. Open Manager Control (/manager).
  2. Select Document Sequences tab.
  3. Locate Sales Invoice row. Update Prefix to INV-2026- and set Next Number to 1001.
  4. Click Save Sequence. All new invoices will generate as INV-2026-01001, INV-2026-01002, etc.