O/E Options Report Screen

Overview

Print the Options report to review the information you entered and the options you selected when you set up your Order Entry system, or when you last used the Options screen to change this information.

Information Printed on This Report

The Options report lists the following information:

• Company Information
  • Your company address.
  • Contact information for the Order Entry contact person.
• Processing Information
  • In multicurrency ledgers, the functional (home) currency and default exchange rate type.
  • Processing options:
    • Whether you calculate backorder quantities.
    • Whether you keep transaction history.
    • Whether you allow non-existent customers.
    • Whether you default the quantity ordered as the quantity committed.
    • Whether you calculate tax reporting amounts automatically.
    • The default unit of measure used for orders.
    • The default weight unit of measure used for orders.
    • The default template used for entering new orders.
    • The default number of days before quotes expire.
    • Whether you create invoices for shipped goods by default.
    • Whether you warn before applying credit notes to previously credited invoices.
  • Whether and how you accumulate sales history.
  • Whether and how you accumulate sales statistics.
  • Whether and how you track and calculate sales commissions.
  • What transactions you review for credit checks.
• Document Numbering Information
  • Document number length, prefix, and next number for quotes, orders, invoices, shipments, and credit and debit notes.
• Aging Information
  • The number of days in order aging periods.
• The next day end number.