CARL Source
Profile settings
Settings > Profile settings

The values of these parameters are valid for all users of the same profile. They are set in the Profile [Detail] form, in the relevant feature.

Function

Parameter

Behavior

CARL Source / Global

Display of codes in tooltips

If checked, the tooltips contain the object and attribute corresponding to the hovered control.

CARL Source / Global

Display of translation information in tooltips

This box must be checked for users intended to perform translation.

CARL Source / Global

Individual customization level

If the value is "Appearance only", only properties affecting the appearance of controls are modifiable in customization mode.

CARL Source / Global

Duration (in seconds) of the warning message about upcoming disconnection

Countdown displayed in the pre-disconnection warning message: at the end of this countdown, unless the user acts, they will be disconnected from CARL Source.

CARL Source / Global

Duration (in minutes) of screen inactivity. At least 2 minutes, or 0 if inactivity detection is off

The duration after which the pre-disconnection warning message appears (if CARL Source no longer detects user activity).

CARL Source / Global

Number of items returned for lists in detail screens (e.g., linked documents, reports).

Number of items displayed in the blocks on the right-hand side of detail screens (linked documents, timeline, reports).

CARL Source / Global

Display of reference data in tooltips.

If checked, the tooltips contain the reference data of the relevant attribute during data loading, as well as the language in which the data was created.

Equipment / Treeview

Display of codes in the treeview

If this parameter is set to "Yes", the equipment codes are displayed in the equipment park treeviews. Otherwise, only the labels are displayed.

Equipment sorting order

The sorting order of the equipment can be manual, by structure and code, by structure and label, by code, or by label.

By choosing manual sorting, an icon is automatically added to the treeview toolbar and allows you to move items with four arrow buttons.

Default structure displayed for location treeview

Indicates the tab of the geographic structure type to display in the equipment treeview from the "Search by Treeview" action in the Location IZ.

This parameter overrides the generic parameter in module settings to specifically adjust behavior for a user profile. It can be left empty in profile settings.

Equipment / Mapping

Default icon for a footprint
(GISDEFAULTICON)

The default icon displayed for footprints in maps.

Equipment / Measurement Recording

Authorization for non-chronological recording

(NonChronoMeasure)

A recording is considered non-chronological if its date is earlier than the date of the last recorded measurement for the same measurement point.

Equipment / Measurement Recording

Recording correction closest to the value to be corrected

(CloseCorrectionMeasure)

If enabled, when entering a correction-type measurement, the software will automatically update the measurement date to match the previous recording date. This behavior applies to on-screen input and does not affect possible data imports.

Work / Intervention

Generation of POs by supplier

When an intervention is validated, a purchase order is generated for each distinct supplier.

Maximum amount allowed for intervention validation

CARL Source prevents the user from validating an intervention whose total planned amount exceeds this parameter.

Purchase reception at intervention balance

- Manual: Reception can be performed from the intervention or the purchase request or order.

- Automatic: Reception of POs and orders linked to the intervention will be done automatically when the intervention is balanced, if their state permits.

This reception is subject to PO/Order Reception rights.

- Confirmation: Reception of purchases linked to the intervention will be offered in the form displayed when the intervention is balanced.

This dialog box is displayed only if POs are present and the user has the right to receive POs, and/or orders are present and the user has the right to receive orders.

- Mandatory: The intervention cannot be balanced until the linked POs or orders are fully received.

Type of purchase generated by interventions

If the user's profile allows creating purchases from interventions, then:

- PO: A PO is automatically created when an intervention is validated,

- Order: An order is automatically created when an intervention is validated.

Work / Import Control Reports

Detail error report generated from the memo (INTERFACE_EXECUTION)

Detail error report from the import, accessible from the import summary memos.

Work / Intervention Report

Default mask for intervention reports

The form displayed for an intervention report will be either "extended" or "simplified".

Purchase / Purchase Request

Maximum amount for validating the purchase request

CARL Source prevents the user from validating a purchase request whose amount exceeds this parameter.

Purchase Request Reception

Reception can be done from the Reception feature or the purchase request detail

Purchase / Order

Maximum amount for validating the order

CARL Source prevents the user from validating an order whose amount exceeds this parameter.

Order Reception

Reception can be done from the Reception feature or the order detail

Purchase / Invoice

Maximum allowed discrepancy between billed and billable (in %)

CARL Source prevents the user from closing an invoice if the ratio between billed and billable amounts exceeds this parameter.

Maximum allowed discrepancy between billed and billable (in value)

CARL Source prevents the user from closing an invoice if the difference between billed and billable amounts exceeds this parameter.

Stock / Item

Maximum allowed days for backdating stock movements

The date of entered stock movements cannot be earlier than the number of days specified in this parameter. This parameter also applies to imported stock movements.

Stock / Exit

Maximum allowed PMP for an exit

The user cannot validate a output if the AP of any item is higher than this parameter.

Stock / Replenishment

Creation of POs by supplier

If this setting is "yes", changing the Reorder line to purchase requests creates a PR according to supplier rather than grouping together PRL in the same PR.

Stock / Transfer Request

Allow transfer requests without restrictions on the requesting warehouse

If this setting is "yes," in general reorder mode, the user can perform transfer requests even if the item is not managed in the requesting warehouse, always provided that "Inventory reorder" is checked for the item."

Accounts / Budget

Number of days discrepancy allowed between the movement date and today's date

For operations generating accounting entries, CARL Source prevents entering a date that deviates by more than this parameter's value.