Enter the name of your food bank as you would like it to appear throughout the system.

The address the system will use as the "sender" for all email messages

Default value to apply to donated product for accounting purposes

If checked, the CR (Credit Memo) and DB (Debit Memo) indicators will be appended (to the end) to the transaction references. If unchecked, they will prepended (to the beginning) to the transaction reference.

If checked, all newly added products will automatically default as abled to be covered by grants

If checked, a numeric reference number will be appended to the product reference if the user enters 3 or fewer characters (4 characters if the final character is a hyphen ('-'))

All Feeding America (FA) affiliated food banks are assigned an Id number. Enter your food bank's FA number here.

The recipient email address to use when sending Feeding America Blue Receipt reports

If checked, use nutrition value from the product record. If unchecked, use nutrition value entered on the receipt.

Enter the number of days in between required monitoring visits for agencies.

Set the days between statistics

Enter any default text you would like to see populated on an agency memo.

If Checked, this option will prompt the order in process when Agency wants to know the status of order.

If checked, the price entered on the order will persist through the order proces. If unchecked, the price of a product will be recaclulated based on the actual inventory used to fulfill the order.

Group order selection bar code labels by storage, then by order, rather than by order, then by storage

If Checked, this option will will automatically apply any eligible grants to all orders. If you do not want to set this default you will have to apply any eligible grants to each order however, if you use this default a grant allocation applied to an order can manually be removed.

If enabled, this option will display notes from line items on the pick lists.

A static message to display on all printed and emailed agency invoices

This is your email server's fully qualified domain name for sending email via SMTP (e.g. smtp.office365.com, smtp.google.com, etc.)

This is the username used to log in to the email account entered in as the sending email address in Primarius.

This is the password used to log in to the email account entered in as the sending email address in Primarius.

Check this box to use a secure connection when Primarius authenticates with your email server when sending messages. Checking this box also enables connections using TLS.

This setting has been deprecated in Primarius. Please leave this field unchecked in the setup form.

This is the port number Primarius will use to connect to your email server when sending messages (e.g. 25, 465, 587, etc.). The port number will vary based on your email provider, secure vs non-secure connections, etc.

This is the maximum number of seconds your email server will wait while Primarius tries to authenticate

A static message to display on all printed and emailed donor/vendor receipts

Set the maximum quantity that can be received in a receipt

Set the maximum inbound cost per unit of measure purchased by the food bank.

Set the maximum inbound Value per unit of measure

Set the maximum outbound price per unit of measure billed to the agency.

Set the maximum Unit Weight allowed on recieved product.

Set the maximum received weight allowed.

Set the maximum service fee to be enter for products.

Set the maximum quantity of items an agency can pick up.

Set the day of the week that the agency pickups are reviewed.

Set the date the last review was done for agency pickups.

Check if a review is required for all agency pickups. The review process will look at the required settings for the donor that the agency is using for the pickup and generate a reminder to the contact person assigned to the Agency

If checked, the warehouse management system is enabled and inventory/warehouse activities must be performed on a pallet level basis

Requires a pallet scan when picking product to commit to transactions such as orders, food boxes or warehouse transfers

If checked, displays a warning when a product is being transformed into a product in another category (i.e. purchased to donated product)

Max Weight Variance Allowed on Transform

If checked, allows part of the product from a pallet to be transferred to another warehouse. If unchecked, all transfers must consist of full pallets

When the system is printing case labels it will not print more than the default amount of 999 at a time. This prevents accidentally printing excess labels in error. This default can be changed.

If checked, this option will allowed the user to use default amount.

If checked, this option will force proper case of Alphabet letter to Save.

If checked, this option will allowed user to use last default CreditCard Date.

If checked, this option will lock GL Accounts in donation

If checked, this option will lock GL Accounts in donation

Requires the agency to sign for an order using their PIN code

If checked, this option will set the statistics entered through PWW to be the last day of the month. This ensures that all stats from all agencies have the same Effective Date for any given month.

This is designed to limit the number of days ahead of time that an agency can enter their statistics. The food bank determines the number of days.

If checked, this option will allow the agency to submit an online order. (This box is normally checked.) If unchecked then agencies can fill their cart but cannot submit an order.

Disables all agency access to PWW

The maximum time of day an order can be placed and have the current day count in the fulfillment schedule

The # of days after an online order is placed before the order can be picked up or delivered

The maximum # of days after an online order is placed before it must be picked up or delivered

Turns off the ability for agencies to enter and submit online orders

Do not allow new online orders to be entered if an existing order for the agency exists that has not reached the specified status

If checked, An agency can still sign into PWW and if they have an order in the shopping cart started it can still be submitted but no new orders can be placed. (This is not normally checked.)

Allow agencies to select from which warehouse they would like to place an order

The number of hours after entry begins for an online order before the order must be placed; otherwise, it is automatically cancelled.

If checked, this option will required to report its statistics online before placing a new order (monthly or quarterly depending on the Agency Statistics Period

This is the maximum number of days since an agency last entered statistics that they can wait to enter new statistics. If this wait time is exceeded then that agency will not be able to place orders on PWW until they update their statistics.

If checked, this option will prevent an agency from entering statistics.

Disables the printable version of the shopping list

If checked, for Retail Pickup when they use a smart device (iphone of ipad) when the food bank goes to the donor. If this field is checked then the receipt date will show on the input screen so that the user can edit the date if needed.

If checked, this allows agencies to select an order pickup date/time from a list of food bank defined time slots when placing an order in the online catalog

Select the alternate agency pickup warehouse for online ordering.

If checked, this option will used to email a mobile receipt for the online order. (This is normally checked.)

The order is marked as "confirmed" upon submission of the agency's signature/pin

This is the food bank's nine-digit federal employer identification number assigned by Internal Revenue Service

If this is checked then when inventory adjustments are made they will post to the GL using the account number associated with the product category instead of posting to the same account number on the adjustment record.

In the GL the account mask is the GL account structure IE xxx-xx-xxx-xxxx.

Password for Saving Unbalanced Journal Entries

The Password Required for Reopening a Fiscal Year

Password for Closing Journal Entries

Default GL account to use when creating AP invoices and payments

Default GL account for AP Discounts to use when creating AP invoices and payments

Default GL account for bank account when posting an AP invoice payment. Will be overridden by GL account for financial institution account when applicable

This controls the beginning month/day of the organization's fiscal year

Select True for printing AP checks or set to False when a paper check is not needed.

Select True to prevent another user from posting to the GL or performing new transactions before the posting is complete

This would normally be set to False but it can be changed to True.

Select True to allow comments to post for the transactions or False to disable comments from posting.

The earliest date that can be processed for a transaction in the system. Used to avoid misentered/mistyped dates that could affect historical reporting.

The latest date that can be processed for a transaction in the system. Used to avoid misentered/mistyped dates that could cause future reporting issues.

If checked, users will not be able to change autoreferences if the system is set to autogenerate reference numbers. This setting will be overridden by the special user setting that allows changing of reference codes.

The interval (in minutes) at which the system sends any scheduled messages

The interval (in minutes) at which the system executes and sends any scheduled reports

The interval (in minutes) at which the system activates any scheduled physical inventory counts

The maximum number of emails the system will attempt to send per execution interval

Require all approval levels less than or equal to the purchase amount to approve the po before the transaction can continue

Select how the statistics are tracked: Weekly, Monthly or Quarterly. You can only select one option.

The background color of the web window's main navigation

The background color of the web window's page footer

The text color of the web window's main navigation

The text color of the web window's page footer

If checked, this option enables the added security feature of requiring users to type their password into the login form and does not allow pasted or saved passwords

If checked, this option allows Primarius users to request a password reset from the login form

If checked, this option allows web window users to request a password reset from the login form

That is the go-live date; nothing in the system can be dated prior to that for posting to GL.

If populated, this value will be used to adjust the agency statistic totals used in statistic based allocations (ex. 2 = double, .5 = half)

Select a third party application to integrate with for accounting functions

When an order is reviewed, do NOT automatically send an email.

Select a third party system to integrate with for product nutrition ranking

The time (in minutes) between agency order pickups on a particular shipping dock

Select from the drop-down list the time zone in which your food bank operates.

Require all approval levels less than or equal to the GL journal amount to approve the entry before the posting can continue

Select a Gl Transaction Code for the Year End Process

The system will look at the pickup date (or confirmed date) and that will be used as the GL date.

The system will looks at the order pickup date and uses that as the GL date.

Enables job tracking from the volunteer time clock

The background color of the volunteer portal's main navigation

The background color of the volunteer portal's page footer

The text color of the volunteer portal's main navigation

The text color of the volunteer portal's page footer

The maximum time of day an order can be picked up by an agency

If checked, this option requires users logging into Primarius to also enter a separate code generated by a third party provider (i.e. Two Factor Authentication)

If filled in, this will display on the check out page when agencies check out when ordering online

When checked, immediately mark a prereceipt detail as complete after quantity entered when scanned in WMS prereceipt pallet entry. This will ONLY affect bar coding, and not P2 Core.

If enabled, this option will cause any agency with a zero balance for the period to not have a statement generated for them

If checked, defaults agency statement settings to exclude credit balances from the generated statements

If enabled, this option will allow the system to send the agency statement to the 'Order Email' contact for the agency

This message will be displayed on all agency statements

If enabled, this option automatically schedules agency statements to be generated every month

When checked, P2 core will allow ordering past agency's credit limits. PWW not affected.

If checked, all grants available to the specific agency will be displayed on their invoices

If checked, all grants available to the specific agency will be displayed on their agency statements

If enabled, this option automatically schedules donor statements to be generated every month

This message will be displayed on all donor statements

If enabled, this option will allow the system to send the donor statement to the 'Receipt Email' contact for the donor

The interval (in minutes) at which the system runs its maintenance routine

The interval (in minutes) at which the system archives GL summary data

Prevents agencies from changing shipping method when checking out in PWW

Prevents agencies from changing shipping contact when checking out in PWW

Prevents agencies from changing pickup warehouse when checking out in PWW

Prevents agencies from changing shipping address when checking out in PWW

Maximum days to display previously unreconciled deposits (by deposit date) for a bank reconcilation (0=no limit).

If checked, when creating a new agency payment and there is an unposted deposit with the same deposit type as the agency payment, do NOT automatically assign the agency payment to the most recently created deposit. Will need to manually assign agency payments to deposit.

If checked, allows part of the product from a pallet to be combined with another pallet. If unchecked, all combine pallets must consist of full pallets

When voiding AP payments, make the date of the void the same as the date the payment is being voided, rather than the original date.

If checked, this option prevents PWW users from changing their own password on the Edit Profile page

If checked, If voiding an AP invoice, and the GL period of that invoice is currently closed, change the invoice date to today, so as not to have to reopen a closed GL period. PLEASE NOTE: if there are grant allocations used, this will mean that there can be grant allocations used outside of the defined date range if the invoice is voided on a date after the the expiration/extended date.

If Checked, this option will user to include time with Delivery Date when it order.

If checked, expected date on Receipt/PO/PreReceipt/Debit Memo must be within company minimum and maxmimum transaction dates.

If checked, donor invoice date on Receipt/PO/PreReceipt/Debit Memo must be within company minimum and maxmimum transaction dates.

If checked, when picking orders, do not allow picking from a bulk location. If transaction does not have enough available inventory in pick locations, picking for that order is halted until replenished.

When a receipt is converted to an order, stop the order at the status selected.

If checked, this option prevents users who are not the creator of a report to save changes to that report

If checked, this setting will validate inventory transactions to keep an individual pallet from being over the product's defined TI-HI quantity

If checked, agencies in PWW will have a grid to enter inventory counts and will NOT be able use Client Orders

When agency inventory using grid is turned on and for initial data entry only, look at all products on confirmed orders within this many months and also for product categories that require agency inventory reporting to build the grid of products for initial data entry, quantity will default to zero if not found.

If checked, show input for VAP value on receipt detail and product transform

How early can maintenance tasks begin running

How late can maintenance tasks begin running

If checked, automatically schedule an inventory transaction report to be generated for the previous month when the month is over.

Select the order date type either confirmed or pickup.

When posting inventory to GL, if there are confirmed orders or inventory adjustments that use product from unconfirmed receipts, allow the posting of those that have confirmed receipts, rather than preventing any posting. Unconfirmed receipts will still need to be confirmed before COGS or inventory adjustments using those receipts can be posted to GL for COGS or inventory adjustments.

Number of days before an agency is set to next be monitored to generate a reminder to assigned users for that agency (0=do not send a reminder)

If checked, automatically post AR to GL during off hours.

If checked, automatically post IC to GL during off hours.

When generating detail on an allocation batch, if this box checked and the amount needed to reach the allocation maximum percentage for the last agency for a product would need to go over the percentage, do not adjust up.

If checked, automatically generate AP invoices from confirmed receipts during off hours.

If checked, automatically post AP invoices to GL during off hours.

If checked, the alt reference id fields will not be editable in the application forms. This is usually checked if 3rd party software packages are using these fields.

The duration (in minutes) of inactivity before the user is automatically logged out of the core software

The duration (in minutes) of inactivity before the user is automatically logged out of PWW

The duration (in minutes) of inactivity before the user is automatically logged out WMS

The duration (in minutes) of inactivity before the user is automatically logged out of the volunteer portal

The warehouse to be used when receipt-to-order transactions (i.e. FA Meal Connect, etc.) are run by the system

If enabled, this option will display packaging comments on pick lists.

If checked, display the reason that the agency is suspended in PWW

When adding a new product/warehouse, default whether to display on web shopping list to true

When adding a new product/warehouse, default whether to display on print shopping list to true

If checked, this option will display the product MSRP on the invoice

When generating an agency statement, if the sum of all orders older than this number of days on the statement is greater than zero and the agency's total due on the statement is greater than zero, then print the past due message on the agency statement.

When generating an agency statement, if we trigger the conditions for being past due, then print this text on the agency statement.

If checked, this setting will allow picking to be controlled by individual storage types