Sales Quotation

Include Tax in Quotation

Select to determine whether to calculate tax in sales quotation documents.

If you select the checkbox, the SAP Business One does not calculate or display the tax in quotations. However, if the you create an order that refers to a quotation, SAP Business One calculates the tax according to the rules defined for the customer and the item.

Allow Copying Closed Quotations to Target Doc.

Define whether sales quotations remain open or closed after you copy them to target documents.

Select to make the sales quotation available for creating repeated target documents. The sales quotation then appears in the list of possible reference documents when you create a target document. You can repeatedly select the sales quotation and copy it to target documents.

Once you have copied the sales quotation to a higher-level document, it is considered closed. It is then no longer displayed for selection when you create a sales document with reference. Deselect the checkbox to activate this option.

Allow Future Posting Date

Select to be able to create sales quotations with future posting dates. If you have selected it in the Document Settings: General tab, you can select this checkbox.

Sales Order

Default Days for Order Cancellation

Enter the number of days during which you can cancel the sales order.

Allow Changes to Existing Orders

Select to define whether changes to existing sales orders are allowed.

If you do not select the checkbox, you will not be able to change a sales order once you create it. You are not able to change the checkbox status once you enter sales order in SAP Business One.

Activate Automatic Availability Check

Select to check the available quantities of items included in a sales order before it is added and to offer different solutions in case the available quantity is less than the quantity in the sales order.

Sales Order Approved

Select to determine whether to enable dragging of sales orders to target documents.

Sales Order, Delivery, Returns, A/R Down Payment, A/R Invoice, A/R Credit Memo

Allow Future Posting Date

Select to be able to create sales documents with future posting dates. You are enabled to select the checkbox, if you have selected it on the Document Settings: General tab.

Document Type

Field

Description/Activity

Purchase Order

Split PO

Select to determine whether to split a purchase order that relates to more than one warehouse.

If you select the checkbox, SAP Business One prompts you to create child purchase orders. Confirm the message to create separate child purchase orders for each warehouse.

Purchase Order Approved

Select to determine whether to enable dragging of purchase orders to target documents.

Purchase Order, Goods Receipt, Goods Returns, A/P Down Payment, A/P Invoice, A/P Credit Memo, Landed Costs

Allow Future Posting Date

Select to be able to create purchasing documents with future posting dates.

You can select the checkbox if you have selected it in the Document Settings: General tab.

Incoming Payment

Split BP/Account in Journal Entry

Select to have one row to appear for each payment method.

According to the default setting, only one row appears for the customer or vendor account in the accounting document for an incoming payment, even when different payment methods are specified for the payment. Several rows appear for the posting on the offsetting side: one for each payment method.

Maximum No. of Documents in Payment

Enter the value to define how many documents you include in each incoming payment.

Split Credit Voucher

Select to split the credit voucher in the accounting document by date on the customer or vendor side when a credit card payment is received.

Display All Transactions by Default

Select to display all open business partner transactions in the incoming payment.

Under/Overpayment Amt Allowed

Enter the maximum amount for which the over or underpayment is allowed.

Deposit

Split BP/Account in Journal Entry:

Select to indicate the type of deposit for which the accounting document will be split. You can define this setting for cash checks, postdated checks, or credit voucher documents resulting from credit card payments.

Outgoing Payment

Split BP/Account in Journal Entry

Select to have one row to appear for each payment method.

According to the default setting, only one row appears in the accounting document for outgoing payment, even when different payment methods are specified for the payment. Several rows appear for the posting on the offsetting side: one for each payment method.

Maximum No. of Documents in Payment

Enter the value to define how many documents you include in each outgoing payment.

Display All Transactions by Default

Select to display all open business partner transactions in the outgoing payment.

Under/Overpayment Amt Allowed

Enter the maximum amount for which the over or underpayment is allowed.

Postdated Deposit

Split BP/Account in Journal Entry

Select to indicate the type of deposit for which the accounting document will be split. You can define this setting for postdated checks or postdated credit vouchers resulting from credit card payments.

Journal Entry

Block Unbalanced FC Journal Entry

Select when you do not want to allow unbalanced entries in a foreign currency.

Block Multi Currency Journal Entry

Select when you do not want to permit the entry of accounting documents with multiple currencies.

Block Editing of Totals in System Currency

When you enter a document, you can display it in the local currency, the system currency or – when relevant – in the foreign currency. In the process, SAP Business One automatically calculates the amount in the system currency, based on the information in the local or foreign currency.

If you want to allow amounts to be edited in the system currency, do not select this checkbox. In this case, SAP Business One calculates the amounts in the local currency and – when relevant – in the foreign currency, and you can access the system currency fields and change their values if required.

If you do not want to allow the entry of amounts in the system currency, select the checkbox.

Block Posting Date Editing Per Row

By default, SAP Business One sets the posting date for the entire accounting document. Select if you want to prevent a different posting date from being entered for individual entry rows. If you do not select the checkbox, a separate posting date can be entered for each row in the accounting document.

Block Document Date Editing Per Row

By default, SAP Business One sets the document date for the entire accounting document. Select if you want to prevent a different document date from being entered for individual entry rows. If you do not select the checkbox, a separate document date can be entered for each row in the accounting document.

Use Automatic VAT

Select to determine automatic VAT calculation according to the default VAT group defined for each account.

Field

Description/Activity

Record component’s journal entries in:

Choose one of the following:

·         Component WIP Accounts

Select to use the component’s WIP accounts, as defined in the Item Master Data, as the WIP accounts for the journal entries of the component’s transaction between inventory and production..

·         Parent WIP Accounts

Select to use the parent’s WIP accounts, as defined in the Item Master Data, as the WIP accounts for the journal entries of the component’s transaction between the Inventory and the Production. The parent item is defined in the bill of materials that was selected in the production order.

WIP accounts include both WIP and WIP variance accounts.

Field

Description/Activity

Default Stamp Tax Code

Appears when choosing the incoming payment document.

Choose a default stamp code to be used when creating incoming payments with Bill of Exchange. By default, this field is empty.

Field

Description/Activity

Deposit: Split BP/Account in Journal Entry in Bill of Exchange Deposit

Select to have one row to appear per Bill of Exchange transaction.