Selecting Accounts Receivable Processing Options

You can select or change options that determine how your Accounts Receivable system processes transactions and stores information about your customers.

  • 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.

To set options for Accounts Receivable:

  1. Open Accounts Receivable > A/R Setup >  Options.

  2. Click the tab that contains the options you want to change.
  3. Make your changes.
  4. Click Save.

    Note: If any other Accounts Receivable screens are open, most changes on the A/R Options screen cannot be saved.