Selecting Options for Accounts Payable

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About Selecting Accounts Payable Options

A/P Options Screen

Selecting General Ledger Integration Options for Accounts Payable

You use the A/P Options screen to select processing, transaction, and document numbering options, and to enter general information about your Accounts Payable ledger.

Note: You use the A/P G/L Integration screen to select options that control how Accounts Payable interacts with General Ledger, including when and how to process General Ledger transactions.

  • Make sure that no other users are using Accounts Payable and that no other Accounts Payable screens are open on your computer.
  • Make sure that you understand the effect your selections have on Accounts Payable processing. For general information, see About Selecting Accounts Payable Options. For help on each option that appears on the screen, see A/P Options Screen.
  • On the Sage 300 home page, close the Payables 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/P 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 set processing options for Accounts Payable:

  1. Open Accounts Payable > A/P Setup > Options.

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

  4. Click Save.

    Note: You cannot save most changes to the A/P Options screen if any other Accounts Payable screens are open.

  • 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.