Box
Description
Show Cost + Margin
An option that determines whether the cost price and margin of a product appear when entering transaction lines. If you select this option, the cost price, actual margin and the margin percentage for the line is calculated and displayed. It is possible to change both the selling price, which will affect the margin and margin percentage, and the margin percentage, which will affect the selling price.
Landed Costs
If Landed Costs have been set up for a stock item, the cost price and the landed cost are added together to show a total cost price. The margin and profit are then calculated based on both costs combined.
For more information about landed costs, see the Stock Control and Landed Costs Help topic.
Price/Qty. on Lookups
An option that determines whether the balance of stock on hand and the standard price appears on all stock look-up tables. The stock balance only appears if the Stock module is in use.
Extra Date + Reference
An option that determines whether entry boxes for an additional date and reference are provided for each transaction line. These can be printed on the documentation.
An option that determines whether multiple orders for the same customer are consolidated to be included on the same delivery note, assuming they are ready for delivery. In this case, each order is shown on the delivery note separately and identified by both its internal number and customer order number. If you do not select this option, separate delivery notes are created for each order awaiting delivery.
An option that determines whether multiple deliveries for the same customer are consolidated to be included on the same invoice, assuming they are ready for invoicing. In this case, each delivery is shown on the invoice separately and identified by both its internal number and delivery note number. If you do not select this option, separate invoices are created for each delivery. This option also allows for the consolidation of orders direct to invoices.
Immediate Print
An option that determines whether the Publisher form is displayed when you create a new record using the commands on the Action menu associated with the Processing form. Once you have selected the destination for the output, this remains in force until you have finished processing records of the same type. If this option is cleared, the Publisher form is only displayed for those records where printing is mandatory at the time of creation.
Header Input First
An option that determines whether you complete the boxes for a transaction 'header' before completing the detail lines. If you do not select this option, you enter the detail lines first.
Show Stock Memo
An option that determines whether the memo attached to a stock item is displayed when the item is processed.
Auto Edit Transaction Memo
An option that determines whether you can edit the extended description of a product or stock item when you enter document details. If no extended description exists for an item, the application opens the Memo tab for editing after you have selected the item for the detail line.
User Input of Order Numbers
An option that determines whether you can enter a sales order number manually when creating a sales order. If you leave the order number blank, the application generates a number automatically.
User Input of Delivery Numbers
An option that determines whether you can enter a delivery note number manually when creating a delivery note. If you leave the delivery number blank, the application generates a number automatically.
User Input of Invoice Numbers
An option that determines whether you can enter an invoice number manually when creating an invoice. If you leave the invoice number blank, the application generates a number automatically.
Use System Date on Contract Invoices
An option that determines whether the application generates a list of suggested invoices for all documents that have been created as repeating (contract) documents when you use the Repeat Invoices command. You can enter a date range for the suggested list. This means you can use the Repeat Invoices command at the end of a month to generate all repeat invoices that became due during the month. If you select this option, invoices dates are derived from the system date. If you do not select this option, invoice dates are calculated from the contract details.
Exclusive Batch Processing
An option that determines whether batch processing is an exclusive process; that is, when you use the Batch Processing command, no other processing can be carried out by any other users.
Always Edit Line W/H
An option that determines whether you expect to amend the warehouse code on every line of an order, invoice, and so on. This only applies if you have multi-warehouses feature activated and have the Stock module and the Use Warehouses option is selected on the Options tab of the Company Profiles form in the System module. In this case, the cursor is placed in the Warehouse box after you have made an entry in the Reference box. If you do not select the option, you can still change the warehouse for the detail line, but only if you click in the Warehouse box or back tab from another box.
Select Traceable Numbers On Quantity
An option that determines whether you serial or batch numbers are picked for stock items issued on documents after you have entered the line quantity. If the option is cleared, the picking of serial and batch numbers is done after you have completed the line details for the document. Traceable stock only applies if you have the traceability feature activated. If you need to process stock records that are traceable by serial or batch numbers, refer to the Traceability section within the Stock module documentation for information.
Use Latest Rate At Time Of Supply
An option that determines whether the sales exchange rate from the system exchange rate table is used for the calculation of sterling values shown on sales invoices, rather than the one stored on the document header.
Allow Outstanding Order Lines On Deliveries
An option that determines whether outstanding sales order lines are printed on delivery notes if:
The Use Delivery Process is selected on the Advanced Options form.
The delivery is created in the Delivery command in either the Processing or Batch Processing forms.
An option that determines whether you can manually override exceptions for transactions in Batch Processing or Repeat Invoicing. Exceptions normally stop you from posting a transaction.
If this option is selected, the Override Credit/Stop Status command on the Action menu in Batch Processing is enabled so you can manually override the exception for customer's over their credit limits or 'on stop'.
An option that determines whether uninvoiced deliveries are checked when calculating whether transactions will push a customer's balance over their credit limit. This affects the Processing and Batch Processing commands.
In the Processing command, the value of any single delivery note or invoice being posted is added to any uninvoiced deliveries for the customer + the customer's current balance. The result is then compared to the credit limit and a warning is displayed if the credit limit is exceeded.
In the Batch Processing command, when progressing any documents to delivery notes or invoices, the value of the undelivered documents is added to the values of any uninvoiced deliveries for the customer + the customer's current balance. The result is then compared to the credit limit and any documents that push customers over their credit limit are not automatically selected in the Suggested Deliveries list or the Suggested Invoices list.
An option that stops you from posting new sales orders or editing orders in the Processing command if a customer account is on stop.
If this option is selected the message 'Customer Account On Stop' is displayed when you try to either post a new order or edit an order. If this option is cleared the message 'Customer Account in on STOP. Do you want to continue' is displayed. This will therefore give you the opportunity to respond 'Yes' to post or edit an order.
This option does not affect documents, quotations, proforma invoices, invoices and credit notes. You can always post a credit note without warning but delivery notes and invoices can never be posted if a customer is on stop. You can post documents, quotations and proforma invoices but the message 'Customer Account in on STOP. Do you want to continue' will always be displayed to warn you that the customer is on stop.
A series of 'next' numbers. The application automatically assigns this number to the next document you create of the type listed, using the Processing command, and then increments it ready for the next one.
Cash Account Prefix
The prefix that identifies cash accounts within the Sales module. If you create an account record that has the prefix you enter here, the application recognises that account as a cash account. When you post an invoice for a cash account, the application simultaneously posts both the invoice and an allocated cash receipt. For foreign currency accounts, you can only post cash invoices if the transaction is in the home currency.
Display Documents for Last xxx Months
The number of months up to which documents are listed in the Processing command. This is based on your computer’s system date, so if you enter ‘3’ for this option, the grid will display only the last three months of documents for the customer. If you enter ‘6’, the last six months are displayed, and so on. You can override this on the Processing form by clicking the Show All button. The button is then renamed to Show Defined.
An option that determines at what stage the application updates the stock records with movement transactions. This only applies if you have the Stock module. You can choose Delivery or Invoice from a list.
Warnings For
An option that determines what warnings the application displays when you are processing transactions. You can choose one of the following from a list: 'All Warnings', 'No Warnings', 'Free Stock < Document Quantity' (that is, warn only when the transaction quantity you have entered on the document detail line is greater than the free stock) or 'Free Stock < Minimum Quantity' (that is, warn only when free stock is less than the minimum stock).
An option that determines whether you want to produce picking lists. If you select this option, you can produce suggested picking and confirmation picking lists while recording any stock shortages or changes to the sales order. If you do not require this facility, you can use printed copies of sales order processing documents, such as delivery notes as picking documents. In this case, any shortages or changes you want to make must be made by editing the delivery note or sales order.
If you intend to use the Batch Processing command, before you can progress a sales order to a delivery note or invoice record, you must allocate stock to the sales order. If you have chosen to use the picking process, you must also produce the picking list before you can batch process the order. You can also select the Picking from Allocation option, described below, to combine the two processes, so that the process of allocation produces the picking list automatically.
An option that determines whether you want the application to generate a picking list automatically each time you allocate stock. You can only select this option if you have already selected the Use Picking Process option. If you choose not to select this option, picking lists contain information from all confirmed allocation processes since the last picking process was undertaken. If the allocation process is automatic, selecting the Picking from Allocation option will result in the picking list being produced from the automatic allocations and you will have no means of overriding the allocation selections.
An option that determines whether you want to produce delivery notes as separate documents from invoices. By selecting this option, you can produce suggested deliveries lists, which you can edit. If you select this option and also select the Consolidate Deliveries option on the Set Options form, multiple orders for the same customer are consolidated to be included on the same delivery note, assuming they are ready for delivery.
Restrict Allocations
An option that determines whether unfilled or part-fulfilled orders can be edited at the allocation stage, up to the level currently in stock. If no restriction is set, you can edit all allocations up to the amount ordered. If there is no free stock to fulfill the order, a negative free stock is shown but the order will not be invoiced in batch processing until there is sufficient stock for the requirements.
An option that determines whether all order lines are allocated regardless of stock availability. If there is not sufficient stock to satisfy the requirements, negative allocation and free stock quantities will result.
Allocate 0 Priority Forward Trans
An option that determines whether forward transactions are to have stock allocated to them, provided they have been assigned a priority of zero. If this option is cleared, forward transactions can only have stock allocated to them once they become current transactions.
Suggest Allocated or Picked Quantities (SOP Processing only)
An option that determines that the quantity suggested to deliver, or quantity suggested to invoice if you do not use deliveries, is either the quantity that has been allocated from stock for the customer, or the quantity that has been picked for the customer from the allocated stock.
If this option is not ticked, the quantity that is suggested to deliver or invoice is either:
The free stock quantity in the selected warehouse for the stock item
The allocated quantity if the Forced Allocations option is used
The quantity received from a supplier if the sales order is linked to a purchase order.
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This only applies when posting deliveries or invoices from the SOP - Processing form. The box is disabled if you use Invoicing rather than SOP, or if you use the product file rather than the Stock Control application.
Allow Purchase Orders
An option that determines whether you can generate purchase orders for back to back purchase order requirements.
You can select this if the Allow Back to Back Ordering option is selected and the Allow Purchase Order Documents option is not selected.
Allow Purchase Order Documents
An option that determines whether you generate uncommitted purchase order documents for back to back purchase order requirements rather than purchase orders. The P.Orders - Documents Help topic provides more information on uncommitted purchase order documents.
You can select this option only if the Allow Back to Back Ordering option is selected and the Allow Purchase Orders option is not selected.