Change Purchase Orders Processing Options
You cannot change settings on the Processing tab of the P/O Options form if other Purchase Orders forms are open, or other users are working with the Purchase Orders database.
Make sure that no one else is using the Purchase Orders data and that no other Purchase Orders forms are open for the company before you save changes.
Changing
settings
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.
Before
you start
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Make sure that you know the effects of all changes and understand the impact the options have on processing within Order Entry.
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Print the O/E Options report from the Setup Reports folder so you have a record of your processing options before you start.
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If you are changing from updating costs during day end processing to updating costs during posting, you must first run day end to cost all outstanding posted transactions.
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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.
To change P/O processing options:
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Open Purchase Orders > P/O Setup > Options.
Click here for help on all Options fields.
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Click the Processing tab.
These are the options you can select or change on the Processing tab in the P/O Options form.
Allow Fractional Quantities (standalone Purchase Orders)
Default Copy Costs to Purchase Order
Default Weight Unit of Measure (standalone Purchase Orders)
Functional Currency (display only)
Multicurrency option (display only)
Post A/P Batches During Posting or Day End Processing / On Request Using Create Batch Icon (if using Inventory Control)
Update Most Recent Cost and Last Cost at Receipt Costing or Invoice Costing
Note:
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Use the I/C Options form in Inventory Control to change whether inventory is costed when posting Purchase Orders transactions or during day end processing.
Costing items and creating subledger transactions and audit information during posting will increase the time it takes to post transactions in Inventory Control, Order Entry, and Purchase Orders.
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If you change from updating costs during day end processing to updating costs during posting, you must first run day end to cost all outstanding posted P/O, I/C, and O/E transactions.
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Click the Save button to save any changes to processing options.
After
changing P/O Options
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Print the P/O Options report from the Setup Reports folder to check that the settings were changed correctly.