Global Defaults
Overview
Global Defaults – Business Overview
Global Defaults is a foundational setup document in Dafater that defines the company-wide standards used across all daily business activities. It ensures that key settings such as currency, country, and general operating preferences are applied consistently throughout the system, reducing confusion and manual adjustments.
What Global Defaults Is Used For
Global Defaults acts as the baseline configuration for your organization in Dafater. It tells the system how your business normally operates so that documents, transactions, and reports automatically follow the same rules unless specifically overridden.
In simple terms, it answers questions like: - What is our main currency? - Which country do we operate in? - What basic settings should apply to all users and transactions by default?
By defining these once, Dafater can automatically apply them everywhere.
Prerequisites and Setup Requirements
Before using Global Defaults, the business should have: - A clear understanding of its primary country of operation - A defined base currency - Agreement on standard operating preferences that should apply company-wide
Global Defaults is typically configured once during initial system setup, but it can be reviewed and updated if the business expands or changes its operating model.
Typical Workflow and Business Fit
Initial Setup
During the early stages of implementing Dafater, an authorized user completes the Global Defaults document.System-Wide Application
Once saved, these defaults automatically influence how new records and transactions behave across all departments.Ongoing Reference
Most users never interact directly with Global Defaults, but they benefit from it every day through consistent data entry, reporting, and workflows.Periodic Review
If the business enters a new market or changes its primary currency, Global Defaults may be updated to reflect the new reality.
Key Business Scenarios Where Global Defaults Is Essential
Multi-department operations
Ensures finance, HR, operations, and administration all work with the same basic assumptions.Transaction consistency
Prevents errors caused by mismatched currencies or country-specific rules.Faster onboarding
New users can start working immediately without needing to manually select common settings.Reliable reporting
Management reports remain consistent and comparable because they are based on shared defaults.
Important Considerations for Users
- High impact document: Changes to Global Defaults affect the entire organization, so updates should be made carefully.
- Limited access: Only authorized decision-makers should modify it.
- Not for frequent changes: It is designed for stable, long-term settings, not day-to-day adjustments.
- Review after major business changes: Mergers, expansions, or regulatory changes may require updates.
In summary, Global Defaults is the backbone of consistency in Dafater. While it works quietly in the background, it plays a critical role in ensuring smooth operations, accurate reporting, and a unified way of working across the business.
Basic Information
- Module: Setup
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| default_company | Default Company | Link | Company | Primary company automatically selected across Dafater transactions | |
| country | Country | Link | Country | Default country used for localization and compliance in Dafater | |
| defaultdistanceunit | Default Distance Unit | Link | UOM | Standard distance unit for travel, logistics, and reports | |
| default_currency | Default Currency | Link | ✓ | Currency | Base currency for accounting and financial reporting in Dafater |
| hidecurrencysymbol | Hide Currency Symbol | Select | , No, Yes | Hide currency symbols in amounts displayed across Dafater | |
| disableroundedtotal | Disable Rounded Total | Check | - | Disable automatic rounding of totals on transactions | |
| disableinwords | Disable In Words | Check | - | Disable amount in words on print and documents | |
| demo_company | Demo Company | Link | Company | Sample company for demonstrations, testing, and training |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Company | Links to | Setup |
| Country | Links to | Geo |
| Currency | Links to | Geo |
| UOM | Links to | Setup |