Selecting Transaction Processing Options in Order Entry

On the O/E Options screen, you can select options that specify how transactions are processed in Order Entry. You can also change any of the selections and information you entered on the O/E Options screen at any time, with a few exceptions and restrictions.

  • You cannot change the Multicurrency option. You make the selection for this option on the A/R Options screen, and can change your selection only in Accounts Receivable.

  • You can change the type of year (fiscal or calendar) and period by which you accumulate item statistics, but you should do so only at fiscal or calendar year end.

    If you change either method partway through a year, the statistics already accumulated will be incorrect or in the wrong period. If you need to change the type of year or period by which Order Entry reports sales history or statistics, you will find it easier to do so after year end. However, if you do change the reporting period during the year, you can edit the statistics for the earlier periods in the year to correct them.

You change costing options in Inventory Control. More...

  • To specify whether inventory is costed when posting Order Entry transactions or during Day End Processing, use the I/C Options screen.
  • If you cost items and create subledger transactions during posting, it will take longer to post transactions in Inventory Control, Order Entry, and Purchase Orders.
  • If you change from updating costs during Day End Processing to updating costs during posting, you must first run Day End Processing to cost all outstanding posted O/E, I/C, and P/O transactions.
  • Make sure no one else is using the Order Entry data and that no other Order Entry screens are open for the company before you save changes. You cannot change settings on the O/E Options screen if other Order Entry screens are open, or other users are working with the Order Entry database.
  • Make sure you understand the impact the options have on processing within Order Entry.
  • Print the O/E Options report so you have a record of your processing options before you start.
  • If you are changing from updating costs during Day End Processing to updating costs during posting, you must run Day End Processing first to cost all outstanding posted transactions.

To change O/E processing options:

  1. Open Order Entry > O/E Setup > Options.
  2. Click the Processing tab and change options as necessary.

  3. Click Save.

  • Print the O/E Options report to check that the settings were changed correctly, and to create a record of options you selected.