Options
Form — Overview
You select options when you create your Order Entry ledger. Once you have set up your ledger, use this form when you need to change your selections.
Use this form to:
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Specify the contact name, telephone number, and fax number for your Order Entry ledger. (Use the Company tab.)
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Look up your choice for the Multicurrency option and select other options that determine how your Order Entry system operates. (Use the Processing tab.)
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Specify the prefixes and next numbers to use when you let Order Entry automatically assign document numbers for orders, invoices, and credit notes.
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For information on the settings for integrating Order Entry with the General Ledger program, see G/L Integration.
You choose the Options form from the O/E Setup folder.
Before using
Before changing any of the settings or other information in the Options form, make sure you understand the impact the options have on processing within Order Entry.
Before saving changes to the Options form, make sure that no other Order Entry forms are open for your database on your computer or on any other computer on a network. You cannot change most of your choices in the Options form if other Order Entry forms are open, or other users are working with the Order Entry data.
Changing settings
After setup, you can change any of the selections and information you entered on the Options form, with the following exception and restrictions:
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You cannot change the choice for the Multicurrency option. You make the selection for this option in the Accounts Receivable Options form, and can change your choice only in Accounts Receivable. (Note that you cannot turn off the Multicurrency option once you have selected it and saved your changes to the Accounts Receivable Options form.)
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You can change the type of year (fiscal or calendar) and period by which you accumulate item statistics (in the Enterprise and Corporate Editions), but you should do so only at fiscal or calendar year end.
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If you change either method part way through a year, the statistics already accumulated will be incorrect or in the wrong period.
Click the links below for help using the corresponding tabs:
Click here for tips on using forms in Order Entry.
See also
Steps for setting up Order Entry