Options Form — Processing Tab

Use the Processing tab of the Options form to choose whether your Order Entry system:

• Calculates backorder quantities automatically.

• Displays the pricing unit or the stocking unit as the default order unit of measure in Order Entry forms.

• Saves transaction and sales information for reporting.

• Accumulates sales statistics.

• Allows editing of statistics.

• Uses a default template for entering orders, invoices, and credit notes. (You cannot specify the default code until you have added templates in the Templates form).

• Tracks commissions on sales or margins.

• Allows you to enter a default number of days for the expiration of quotes.

• Allows you the option to clear expired quotes after a delay you specify

• Allows you the option to choose to post to non-existent customers.

For an overview of the Options form, see Options form.

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Click the links below for help on using the corresponding tabs:

Changing option selections

After setup, you can change your choices for all Processing options, with the following exceptions and restrictions:

• You cannot change your choice about using the Multicurrency option in Order Entry. This choice is made for Order Entry in the Accounts Receivable Options form, and you can change it 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.)

• 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.

If you change either method part way through a year, the statistics already accumulated will be incorrect or in the wrong period.

See also

G/L Integration

Miscellaneous Charges

Ship-Via Codes

Steps for setting up Order Entry

Templates