SMS Settings
How to use SMS Settings in Platform Settings: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review platform defaults and dependencies within the administrator’s authority. Record the reason and tested impact of changes. Authentication, session settings and security-sensitive configuration need a controlled change process.
This page is a settings page in System Admin → Platform Settings. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: SMS Gateway URL, Message Parameter, Receiver Parameter.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open SMS Settings from System Admin → Platform Settings, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
SMS Gateway URLsms_gateway_url | Small Text Required | Eg. smsgateway.com/api/send_sms.cgi |
Message Parametermessage_parameter | Data Required | Enter url parameter for message |
Receiver Parameterreceiver_parameter | Data Required | Enter url parameter for receiver nos |
Static Parametersparameters | Table Optional | Enter static url parameters here (Eg. sender=NexCom ERP, username=NexCom ERP, password=1234 etc.) Linked record: SMS Parameter |
Use POSTuse_post | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allowed Rolesallowed_roles | Table Optional | Only users with one of these roles can send SMS. Leave empty to allow only System Manager. Linked record: Has Role |
Child tables
Static Parameters — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Parameterparameter | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Valuevalue | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Headerheader | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allowed Roles — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Rolerole | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.