Use this window to define information for the following documents:
Sales and purchasing
Banking and accounting
Inventory
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, from the SAP Business One Main Menu
, 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 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 |
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. Caution After a sales order is added, this option becomes disabled, and the status of the checkbox cannot be changed. End of the caution. |
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. Note This field is not available when you select the End of the note. |
Enables copying sales orders to a higher level sales document. When selected, the checkbox |
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 |
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 Note If a document has a base document with an existing packing slip, SAP Business One does not recommend packaging again. End of the note. |
Enables creating sales documents with future posting dates. Checkbox enabled only if you have selected it on the |
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 |
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 |
Lets you create purchasing documents with future posting dates. This checkbox is enabled only if you have selected it on the |
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. |
Note The field is available only if you have enabled fixed assets. End of the note. 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. 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. |
Note The checkbox affects companies that have enabled the bin location function only. End of the note. Select the checkbox to let you create pick lists without including any bin location information. The checkbox takes effect on the company level. When the checkbox is selected, the bin location field is empty in the generated pick lists, even though you have specified bin location-related selection criteria when generating the pick lists. If the item is managed by serial numbers or batches, neither the bin location nor the serial numbers or batches information is included in the pick lists you generated. Note The same checkbox exists on the The checkboxes take effect according to the following rules:
End of the note. |
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 |
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 |
If you need to change the counting type of an open inventory counting document from 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 Note After posting your counting results, you must ensure that each relevant inventory counting document is closed. Otherwise, you cannot record new transactions for items that are on open rows. End of the note. |
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 |
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. Note You cannot change this setting while there is any open inventory counting document. In addition, the settings for inventory counting documents and inventory posting documents must be the same. End of the note. |
Some items are inactive on the count date or posting date. If you still want to include these inactive items in the document, you need to select this checkbox. For example, you stock up some products for future sales; these products are temporarily set as inactive in the system but are actually in storage. In this case, you may not want to exclude them from inventory counting. If you deselect this checkbox, you can only add items whose activity periods cover the count dates (for inventory counting documents) or the posting dates (for inventory posting documents and inventory opening balance documents). Example Item I001 is active from 2014.05.01 to 2014.05.31, and inactive from 2014.06.01. Create an inventory counting document and set the count date to 2014.05.25. Add item I001 to the document and then add the document. Then do the following:
End of the example. Selection and deselection of the checkbox is synchronized for inventory counting documents and inventory posting documents. In other words, when you select or deselect the checkbox for inventory counting documents, the checkbox for inventory posting documents is selected or deselected accordingly (and vice versa). This synchronization is irrelevant for inventory opening balance documents. |
Choose one of the following options:
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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:
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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. |