Learn more
About Accounts Receivable Options
About Specifying Document Order in Receipt Entry
About Document Numbers for Invoices, Debit Notes, and Credit Notes
Selecting General Ledger Integration Options for Accounts Receivable
You can select or change options that determine how your Accounts Receivable system processes transactions and stores information about your customers.
Before you start
- Make sure that you understand the impact the options have on Accounts Receivable processing. For more information, see A/R Options Screen.
- Make sure that no other users are using Accounts Receivable and that no other Accounts Receivable screens are open on your computer.
- On the Sage 300 home page, close the Receivables Aging widget. (If this widget is open, a "You cannot change options until other users have left" error message may appear when you try to save changes on the A/R Options screen.
- After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.
To change Accounts Receivable options:
-
Accounts Receivable > A/R Setup > Options.
- On the A/R Options screen, click the tab that contains the options you want to change.
- Make your changes.
- Click Save.
Note: If any other Accounts Receivable screens are open, most changes on the A/R Options screen cannot be saved.
Restrictions
You can change the settings on the A/R Options screen with the following exceptions and restrictions:
- You can select the Multicurrency option at any time, but you cannot turn it off after you select it and save the change.
- You can change the option to keep statistics at any time. However, if you turn the option off, then turn it on again, statistics from transactions posted while the option was off will not be included in the totals in the account records. You should not change type of year (fiscal or calendar) or the period type partway through a year, because this will cause figures to be distorted in some periods
- You can turn off the Retainage Accounting option only if there are no unposted batches that include retainage and there are no outstanding retainage amounts.
- You cannot change some options while other Accounts Receivable screens are open, or if other users are working with the Accounts Receivable database.
After changing options
- After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.