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.

Select this option to allow authorized users to make changes in existing sales orders.

The application automatically checks available quantities for items included in a sales order before they are added, and offers different solutions when the available quantity is less than the quantity in the sales order.

Enables copying sales orders to a higher level sales document. When selected, the checkbox Approved in the Logistics tab in Sales Order window is selected by default, and the status of a newly added sales order is set by default to Open.

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.

If you select this checkbox, when you enter a quantity for an item during the creation of a delivery document or an A/R invoice, SAP Business One automatically calculates the number of packages according to the packaging definition entered on the Sales Data tab of the Items Master Data window. The application fills in the recommended number of packages automatically and updates it accordingly when you update the quantity. Correspondingly, packaging information is filled in on packing slips.

Enables creating sales documents with future posting dates. Checkbox enabled only if you have selected it on the Document Settings: General tab.

When selected, an E-mail is automatically sent to the creator of the purchase request once it is drawn into purchase order or goods receipt PO. You can change the status of this checkbox at any time. This checkbox appears in the purchase request document as well, and its default status is derived from your selection.

When selected, an alert is sent to the creator if of the purchase request once it is drawn into purchase order or goods receipt PO. You can change the status of this checkbox at any time.

When selected, the Create Online Quotation checkbox is selected by default in  Purchasing — A/P Purchase Quotation Logistics tab . Once the user adds the purchase quotation, an e-mail notification is sent to the contact person of the vendor, inviting the vendor to send respective proposal to the company. To enable this process make sure that the e-mail address at the contact person of the vendor is defined ( Business Partners Business Partner Master Data Contact Person tab ) and the e-mail address of the current SAP Business One user is defined in  Administration Setup General Users . In addition, the Request for Quotation scenario has to be activated and configured. For more information see the Administrator's Guide for the Integration Component.

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.

When you acquire a fixed asset using an A/P invoice, a capitalization document is automatically generated upon the creation of the invoice. If you pay the invoice with cash discounts, you can select this checkbox to let the system automatically generate a capitalization credit memo document for the discounted part of the asset.

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.

Prevents a different posting date from being entered for individual entry rows.

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.

If the counted quantity varies from the in-warehouse quantity recorded in the system, and the variance percentage exceeds the defined acceptable limit, the system highlights the corresponding row in red. For more information, see the description about the Variance % field in Inventory Counting Window.

For multiple counters, you can define two limits. The system highlights the corresponding row in red in either of the following scenarios:

For more information, see the descriptions about the Max. Variance % field and the Counters' Diff. % field in Inventory Counting Window.

If you need to change the counting type of an open inventory counting document from Single Counter to Multiple Counters (for example, because of unplanned changes after creating the document), be sure to check this setting before you change the counting type. Depending on your setting, the existing counter becomes an individual counter or a team counter; the latter type of counter's counting results are considered part of the entire team's effort.

For more information, see Inventory Counting.

With this checkbox selected, if you create an inventory posting document based on inventory counting documents, then after you add the inventory posting document, the system closes each row that meets the following requirements:

If you also select the Without User Confirmation checkbox, SAP Business One performs this task without requesting your confirmation during the process.

Typically, in order to record the inventory value variance in the journal, you must define a positive price for an item whose counted quantity varies from the in-warehouse quantity recorded in the system.

If you select this checkbox, you can enter 0 for prices in inventory posting documents when the counted quantity is larger than the in-warehouse quantity recorded in the system. In such cases, inventory value variances are not reflected in the journal, although inventory quantity variances are still recorded in the system.

If the counted quantity varies from the in-warehouse quantity recorded in the system, and the variance percentage exceeds the defined acceptable limit, the system highlights the corresponding row in red. For more information, see the description about the Variance % field in Inventory Posting Window.

You are not obligated to assign or create serial or batch numbers for an item managed by serial numbers or batches if the following requirements are met:

This setting determines the basis on which the system calculates each item's in-warehouse quantity on the count date. For more information, see Calculation of In-Warehouse Quantities on Count Date.

Choose one of the following:

WIP accounts include both WIP and WIP variance accounts.

If the variance in a row exceeds the percentage you defined here, SAP Business One highlights the row in red.

Appears when you choose a production order document.

Choose one of the following:

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.

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:

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.