O/E Options Screen

This field displays the type of Order Entry document for which you are specifying the length, prefix, and next number to use when assigning document numbers.

Specify the number of characters to use when assigning document numbers to the selected document type. Maximum length is 22 characters.

If you do not want to use the default starting number for the selected document type, enter a starting number to use.

When you create a new document, if you do not specify a document number, Order Entry automatically assigns the next available number. You can change this number if necessary.

Enter a prefix of up to 6 characters to use in document numbers for the selected document type. The maximum length for document numbers is 22 characters (including the prefix).

If you track sales commissions, specify whether to calculate commissions by sales amount or margin amount.

For more information, see About Sales Commissions .

Select this option if you want to track sales commissions.

Order Entry can calculate commissions earned by salespersons using the data from invoices and credit notes. You can print this information on the O/E Salesperson Commissions report.

For more information, see About Sales Commissions .

Select this option if you want to include unposted transactions from other third-party programs supported by Sage 300 when checking a customer's credit.

Select this option if you want to include unposted Accounts Receivable transactions when checking a customer's credit.

Select this option if you want to include unposted Order Entry transactions when checking a customer's credit.

If you select this option, you can post orders for customers for which there is no record in Accounts Receivable.

If you do not select the option, Order Entry prevents you from entering an order, shipment, or invoice for a customer for which no record exists in Accounts Receivable.

Regardless of your choice, you cannot post an invoice in Accounts Receivable until you add the customer to your Accounts Receivable system.

Specify how Order Entry responds when you post a credit note for a previously credited invoice.

• Warning. Display a warning message (allows the person posting the credit note to cancel or proceed).
• Error. Display an error message (prevents the person posting the credit note from proceeding).
• Ignore. Ignore previously posted credit notes and continue with posting.

Select this option if you want Order Entry to calculate and display the quantity backordered when you add items to an order.

If you do not select this option, the Quantity Backordered field displays zeros, whether or not the quantity ordered is larger than the quantity shipped.

Whether or not you calculate backorder quantities, you can edit the number in the Quantity Backordered field.

Select this option if you want the Calculate Tax option to be selected by default for new Order Entry transactions.

Sage 300 calculates the amount in the tax reporting currency by applying the exchange rate between the source (customer) currency and the tax reporting currency.

Note: The Calculate Tax check box appears only if a tax authority for the transaction has a tax reporting currency that is different from the source or functional currency.

If you want to specify a number of days after which expired quotes will be deleted, select this option, and then enter the number of days after which expired quotes will be deleted.

Order Entry deletes expired quotes when you run Day End Processing in Inventory Control.

If you do not select this option, expired quotes are not deleted.

Select Yes if you want the Create Invoice option to be selected by default when you create new documents using the O/E Order Entry and O/E Shipment Entry screens.

When the Create Invoice option is selected on these screens, Order Entry creates an invoice for all items shipped when you post the document.

Tip: Generally, you would select this option if you always invoice shipments, even for partially shipped orders. If you only invoice completed orders, you might choose not to select this option.

Specify whether to use the stocking unit or the pricing unit as the default order unit of measure on Order Entry screens.

For more information, see About Order Unit of Measure.

Specify whether to use the item weight unit or the pricing weight unit as the default weight unit of measure for items that are priced by weight on Order Entry screens.

You use the I/C Items screen to specify item weight, and you use the I/C Item Pricing screen to specify pricing weight.

Select the default date that will appear in the Posting Date field for new shipments, invoices, credit notes, and debit notes.

• Document Date. Select if you usually want the posting date and fiscal period to match the document date.

Note: If you select this setting, when you change the document date on a transaction entry screen, Order Entry automatically changes the posting date to match.

• Session Date. Select if you usually want the posting date and fiscal period to match the current session date.

• Note: If you select this setting, when you change the document date on a transaction entry screen, Order Entry keeps the session date as the default posting date.

If you use multicurrency accounting, currency revaluation uses posting dates to select open documents for revaluation purposes so that adjustments are posted to General Ledger in the correct fiscal year and period.

If you select this option, Order Entry automatically copies the number you enter in the Quantity Ordered field into the Quantity Committed field on transaction entry screens.

Selecting this option ensures that quantities you enter in orders are automatically committed if available in inventory, which ensures that items are available when you ship them (unless you allow negative inventory quantities).

If a quantity is already committed to an order, you can ship another order for the same items only if there is a sufficient quantity in inventory in addition to the committed quantity.

Enter the default number of days after which quotes expire. Transaction entry screens display a default expiration date based on the number of days you specify here.

Select a default template for new documents.

For more information, see O/E Templates Screen.

Tip: If you use Project and Job Costing and expect to create orders or shipments for "non-existent" customers, select a template that includes a tax group. (If you use project invoicing for a customer who has no record in Accounts Receivable, you cannot edit the tax group. If the Tax Group field is blank, you cannot add order details.)

Select this option if you want to keep transaction history so that you can:

• Print completed order, invoice, and credit note information on the O/E Transaction List report.
• Drill down from transactions in General Ledger, Accounts Receivable, and Inventory Control to the originating entry in Order Entry.

If you do not select this option, Day End Processing removes information for fully shipped and invoiced orders, and removes information for printed invoices and credit notes, so they will no longer appear on transaction lists.

Note: Your selection for this option does not affect posting journals.

Specify when to post Accounts Receivable batches generated from Order Entry transactions. You can post these batches either when you create subledger transactions (during posting or Day End Processing, depending on your I/C Costing options) or using the O/E Create Batch screen in Order Entry.

If you select On Request Using Create Batch Icon for this option, you can also use the A/R Post Batch screen in Accounts Receivable to post the batches.

For more information, see Order Entry Options for Posting Accounts Receivable Batches.

Specify whether to accumulate sales history by calendar year or fiscal year.

• Calendar Year. Sets the start date for sales history to January 1.
• Fiscal Year. Sets the start date for sales history to the first day of your company's fiscal year, as specified in the fiscal calendar in Common Services.

Select this option to keep sales history to support inquiry, reporting, and analysis.

If you select this option, you must also specify how sales history data is accumulated.

Select the length of the periods by which you will accumulate sales history.

Note: Weekly periods run from Sunday to Saturday. If you use weekly periods and your year does not start at the beginning of the week, the first and last periods in a year will be short ones.

Specify whether to accumulate sales statistics by calendar year or fiscal year.

• Calendar Year. Sets the start date for sales statistics to January 1.
• Fiscal Year. Sets the start date for sales statistics to the first day of your company's fiscal year, as specified in the fiscal calendar in Common Services.

Select this option if you want to allow editing of year-to-date or previous-year totals for orders, invoices, or credit notes.

Select this option to keep sales statistics to support inquiry, reporting, and analysis.

If you select this option, you must also specify how sales statistics are accumulated, and whether or not to allow editing of sales statistics.

Select the length of the periods by which you will accumulate sales statistics.

Note: Weekly periods run from Sunday to Saturday. If you use weekly periods and your year does not start at the beginning of the week, the first and last periods in a year will be short ones.