You can readily change most of your choices on the P/O Options screen. These changes include:
- Company name and address.
- Multicurrency option.
- History and statistics.
Make sure you understand the impact the options have on processing within Purchase Orders before changing any of the settings or other information in the P/O Options screen.
Important! Before attempting to save changes to the P/O Options screen, make sure that no other users are using the data for the Purchase Orders company and that no other Purchase Orders screens are open for the company on your computer. You cannot save most changes if other Purchase Orders screen are open.
Company Name and Address
Use the Options screen in the P/O Setup folder to change the contact name, telephone number and fax number for the Purchase Orders administration.
Use the Company screen in Common Services to change the company name and address, or to change the contact name, telephone number, and fax number at the company level.
Multicurrency Option
You select the Multicurrency option in the Accounts Payable Options screen, turning it on or not for Purchase Orders as well. Once you select the option in Accounts Payable, you cannot turn it off.
If you will be using the Multicurrency option in Purchase Orders, you also specify a default rate type to use when converting multicurrency Purchase Orders transactions to the functional currency.
History and Statistics
You should change the type of year and period by which you keep statistics only at year end. If you change partway through a year, figures will be distorted in some periods and you will have to make corrections in all records for which you keep statistics.
Note: The Sage 300 Standard accumulates statistics by fiscal year and fiscal period.