Use this window to define information for the following documents:
Sales and purchasing
Banking and accounting
Goods transfer and production
To determine the settings that apply to a specific document type, click , and in the Document field, choose a document type. SAP Business One displays the relevant fields for the selected document type.
To access the tab, choose
.Select to determine whether to calculate and display tax amount in sales quotation documents. If 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. |
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. |
Lets you create sales quotations with future posting dates. If you have selected it on the Document Settings: General tab, you can select this checkbox. |
Enter the number of days during which you can cancel the sales order. |
Lets you 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 a sales order in SAP Business One. Caution Selection or deselection of this checkbox is irreversible. End of the caution. |
Application automatically checks the available quantities of items included in a sales order before it is added and offers different solutions when the available quantity is less than the quantity in the sales order. |
Lets you enable dragging of sales orders to target documents. |
If you select this checkbox, you can decide whether to reopen a sales or purchasing order when you create a return or goods return document that is based on the sales or purchasing order, or when you create a credit memo based on an invoice. The application prompts you for a decision every time you create a return, goods return, or credit memo. |
If you select this checkbox, you always reopen a sales or purchasing order when you create a return or goods return document that is based on a sales or purchasing order. This field is available only if the checkbox Reopen Doc. by Creating Returns/Goods Returns/Credit Memos Based on It is selected. |
Lets you create sales documents with future posting dates. Checkbox enabled only if you have selected it on the Document Settings: General tab. |
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. |
Select to enable dragging of purchase orders to target documents. |
If you select this checkbox, you can decide whether to reopen a sales or purchasing order when you create a return or goods return document that is based on the sales or purchasing order, or when you create a credit memo based on an invoice. The application prompts you for a decision every time you create a return, goods return, or credit memo. |
If you select this checkbox, you always reopen a sales or purchasing order when you create a return or goods return document that is based on a sales or purchasing order. This field is available only if the checkbox Reopen Doc. by Creating Returns/Goods Returns/Credit Memos Based on It is selected. |
Lets you create purchasing documents with future posting dates. This checkbox is enabled only if you have selected it on the Document Settings: General tab. |
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. |
Enter the value to define how many documents you include in each incoming payment. |
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. |
Select to display all open business partner transactions in the incoming payment. |
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. |
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. |
Specify the maximum number of documents to include in each outgoing payment. |
Displays all open business partner transactions in the outgoing payment. |
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. |
Disallows unbalanced foreign currency entries. |
Select to permit creation of journal entries that involve more than one currency. |
Prevents document amounts from being edited in the system currency. Note Whichever currency you choose for displaying a document – local, system, or, when relevant, foreign – SAP Business One automatically calculates the amount in system currency. If you want to enable system currency editing, do not select this checkbox. SAP Business One will calculate 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. End of the note. |
Prevents a different posting date from being entered for individual entry rows. Note By default, SAP Business One sets the posting date for the entire accounting document. Leaving the checkbox clear enables you to enter a separate posting date for each row in the accounting document. End of the note. |
Prevents you from editing the document date in the header and rows of existing journal entries, after the journal entries are added. |
Defines that VAT is calculated automatically according to the default VAT group defined for each account. |
Choose one of the following:
WIP accounts include both WIP and WIP variance accounts. Note When you switch the two options, the application applies the following rules:
End of the note. |
Appears when you choose a production order document. Choose one of the following:
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Note This checkbox is not relevant to the Brazil localization. End of the note. Copies all open rows from a selected sales order or reserve invoice to a delivery in the pick and pack process. When you create a delivery in the pick and pack process, all the open items from the selected sales order or reserve invoice are displayed in the delivery, even if you have not selected all of them. All the unselected items are drawn to the delivery without a quantity. Example You do the following:
As a result, one of the following situations occurs:
End of the example. |
Appears when you choose an incoming payment document. Choose a stamp code to use as default when creating incoming payments with Bill of Exchange. |
For sales quotation, sales order, delivery, returns, A/R down payment, A/R invoice, A/R credit memo, purchase order, goods receipt, goods returns, A/P down payment, A/P invoice, A/P credit memo: When a duplicated Customer/Vendor Reference No. is assigned to the document, SAP Business One does one of the following, according to your setting here, per documentation. If you select:
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The document Customer/Vendor Reference number can be copied to the target document. |
Appears when you choose a journal entry. Produces postings with zero amount. If you do not want to post accounts that have a zero amount line, do not select this checkbox. SAP Business One removes the line with a zero amount in both the debit and credit side of an auto journal entry. If every line in an auto journal entry has a zero amount in both the debit and credit side, this journal entry is not created. |
One row appears per bill of exchange transaction. |
Lets you post negative exchange rate differences for total incoming payments with a negative sign, rather than to the opposite G/L account side. |
Lets you post positive exchange rate differences for total outgoing payments with a negative sign, rather than to the opposite G/L account side. |
Lets you apply default usage of the Shipped Goods account whenever a delivery document is created.
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