Changing Settings

You can readily change most of your choices in the Options form.

Before changing settings — 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 Purchase Orders.

Before attempting to save changes to the Options form, make sure that no other users are using the data for the Purchase Orders company and that no other Purchase Orders forms are open for the company on your computer. You cannot save most changes if other Purchase Orders forms are open.

Company name and address

To change the contact name, telephone number and fax number for the Purchase Orders administration, use the Options form in the Setup folder.

Use the Company form in Common Services to change the company name and address, or to change the contact name, telephone number, and fax number at the company level.

Multicurrency option

You make your choice about the Multicurrency option in the Accounts Payable Options form, turning it on or not for Purchase Orders as well. Once you select the option in Accounts Payable, you cannot turn it off.

If you will be using the Multicurrency option in Purchase Orders, you also specify a default rate type to use when converting multicurrency Purchase Orders transactions to the functional currency.

History and statistics

You should change the type of year and period by which you keep statistics only at year end. If you change partway through a year, figures will be distorted in some periods and you will have to make corrections in all records for which you keep statistics.

Note: The Small Business Edition accumulates statistics by fiscal year and fiscal period.

Go back to Options Form — overview