O/E Optional Fields Settings Screen

  1. Open Order Entry > O/E Setup > Optional Fields.
  2. On the Optional Fields For list, select a transaction type.

  3. Select a detail line, and then click the Settings button.

    Note: This button is not available for miscellaneous charges, orders, order details, or shipments.

Passes information entered in a optional field to invoices in Accounts Receivable.

Available if you selected Invoices or Credit/Debit Notes.

Passes information entered in a optional field to the Damaged Goods account in General Ledger.

Available if you selected Credit/Debit Note Details.

Passes information entered in a optional field to the Miscellaneous Charges account in General Ledger.

Available if you selected Invoice Details or Credit/Debit Note Details.

Passes information entered in a optional field to the Returns account in General Ledger.

Available if you selected Credit/Debit Note Details.

Passes information entered in a optional field to the Sales, Shipment Clearing, and Cost of Goods Sold accounts in General Ledger.

Available if you selected Invoice Details or Credit/Debit Note Details.

Passes information entered in a optional field to the Cost Variance account in General Ledger.

Available if you selected Invoice Details, Shipment Details, or Credit/Debit Note Details.

Passes information entered in a optional field to the Credit/Debit Note and Miscellaneous Charge Clearing accounts in General Ledger.

Available if you selected Invoice Details, Shipment Details, or Credit/Debit Note Details.

Passes information entered in a optional field to the Inventory Control and Miscellaneous Cost accounts in General Ledger.

Available if you selected Credit/Debit Note Details.

Passes information entered in a optional field to the Labor account in General Ledger.

Available if you selected Shipment Details.

Passes information entered in a optional field to the Non-stock Clearing account in General Ledger.

Available if you selected Shipment Details, Invoice Details, or Credit/Debit Note Details.

Passes information entered in a optional field to the Overhead account in General Ledger.

Available if you selected Shipment Details.

Passes information entered in a optional field to the Sales account in General Ledger.

Available if you selected Credit/Debit Note Details.

Passes information entered in a optional field to the Shipment Clearing and Miscellaneous Charge Clearing accounts in General Ledger.

Available if you selected Shipment Details or Invoice Details.

Passes information entered in a optional field to Costs in Project and Job Costing.

Available if you selected Shipment Details.

Overview

Use the O/E Optional Fields Settings screen to select the G/L accounts and other subledgers to which Sage 300 sends the information entered in a optional field.

You can select these settings for the following transaction types and items/charges:

  • Credit notes (and credit note details)
  • Debit notes (and debit note details)
  • Invoices (and invoice details)
  • Shipment details

You cannot specify these settings for the following transaction types and items/charges:

  • Miscellaneous charges
  • Orders (and order details)
  • Shipments