Use this window to define default settings for document types in SAP Business One. On the General
tab, you define settings for sales and purchasing documents.
To access the tab, choose
.Select the |
Appears only when the Select from the list menu the origin for the base price to be used by SAP Business One for calculating gross profit in sales documents of item type:
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This field appears only when the Enter the gross profit percentage rate to be used by default for calculating gross profit in sales documents of service type. |
This field appears only when the Define whether to calculate the gross profit percentage as the base price or the sales price. Example You have an item with a base price of $30 and a sales price of $40.
End of the example. |
Select whether the remarks on the marketing documents include the base document number, or the customer or vendor reference number. When you enter a sales document with a reference to a base document, the number of the base document appears. The displayed number can either be an internal number assigned to the document by SAP Business One, or the customer/vendor reference number from the base document. When you choose to display the customer/vendor reference number and no such number is entered in the base document, the relevant field remains blank in the document that is created with reference to the base document. |
Select the If a sales bill of materials is defined for a product, this BOM appears in the sales document. The sales document displays both the sold product and the components that contribute to this product. When you select this radio button, you determine whether the sales price of the item should be displayed at the level of the sold product or at the level of the components in the sales document. |
Define the system response when the inventory level of an item falls below the minimum quantity as the result of a sales document/goods issue, or exceeds the maximum quantity as the results of a goods receipt. Note The minimum and maximum inventory levels are defined in the End of the note. Select one of the following options:
The selected response is triggered when one of the following occurs:
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Select to block documents that would cause the level of inventory to fall below zero. Deselect the checkbox to allow negative inventory. If you deselect the checkbox, the following message appears:
When you select the
When you deselect the |
Select whether the amounts and prices that appear in marketing documents should be rounded by currency or by document. |
Chooses the date on which the system calculates the exchange rate:
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Select how you want to split journal entry postings by their origin document lines.
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Select to determine whether a remark will be displayed in the |
Select if you want the |
Select to add a |
Enables blocking the posting process of documents that automatically create accounting journal entries (for example, invoice, credit memo, deposit, payment and inventory posting documents). Note When this checkbox is selected, the corresponding checkbox on the End of the note. |
Select this checkbox to enable posting documents to a date that is later than the current system date. If you enable this function but also block the same documents with earlier posting dates (controlled by the |
Select this checkbox to report cancelled and cancellation marketing documents. However, some reports are not affected by the setting of this checkbox. For more information, see Reporting for Canceled and Cancellation Documents. |
Specify the time range within which you are allowed to cancel a marketing document with a cancellation document. If your company allows future posting, you may be able to cancel a document on a date that is earlier than the posting date. Note This field is irrelevant to cancellation of orders, quotations, or purchase requests. For more information, see Canceling Sales and Purchasing Documents. End of the note. Example The posting date of a delivery is August 1, 2012. The following table displays when you can cancel this delivery, depending on the value you enter in the
End of the example. |
Select to enable the advanced ATP function. For more information, see Enabling Advanced ATP. Note To use this function, you must complete the following:
For more information about installing the application and initializing company databases on an SAP HANA database server, see the End of the note. |
Choose the button to open the Note To use this function, you must complete the following:
For more information about installing the application and initializing company databases on an SAP HANA database server, see the End of the note. Note The button is only available when you select the End of the note. |
Select this checkbox to enable payment of negative totals in the payment wizard when a negative payment method is assigned. The negative payment method is used only when the payment amount is negative. For more information, see Paying Negative Totals Using the Payment Wizard. |