Options Form — Overview

You select options when you create your Purchase Orders ledger. Once you have set up your ledger, use this Form when you need to change your selections.

This form lets you:

• Change the contact name, telephone number, and fax number for your ledger. (Choose the Company tab.)

• Check the choice for the Multicurrency option (set in Accounts Payable) and, if you use multicurrency accounting, specify a default rate type for the Purchase Orders ledger. (Choose the Processing tab.)

• Select options to determine whether your Purchase Orders ledger allows non-inventory items, keeps transaction and purchasing history, and accumulates statistics, and specify a default template code and a default cost type. (Choose the Processing tab.)

• Specify the number of days in each of three aging periods. (Choose the Documents tab.)

• Enter the length, prefix, and next number to assign as document numbers to purchase orders, requisitions, receipts, and returns. (Choose the Documents tab.)

• If you do not use Inventory Control, choose when to cost items maintained by the Purchase Orders module.

Note: You cannot save most changes to the Options form if any other Purchase Orders forms are open for the company on your computer or on other workstations on a network.

For information about another tab on the Options form, choose the corresponding link:

Company

Processing

Documents

Costing

See also

Additional Costs

Choosing Purchase Orders options

G/L Integration

Optional Fields

Options report

Ship Via codes

Steps for setting up Purchase Orders

Templates

Vendor Contract Costs

Weight Units of Measure

Changing settings