Transactions and Customers System Options
Receivables lets you define several options for your invoices and use of the AutoInvoice program. You can choose whether to allow updates to printed invoices and whether you can apply payments to an unrelated customer's transactions. Receivables lets you define the segments to use for Accounting Flex Tuning, System Items Tuning, and Territory Tuning during AutoInvoice.
You can also specify whether to purge the interface tables that you use for AutoInvoice, the maximum number of bytes to use, whether SQL Trace is active for this program, and the grouping rule to use for the revenue and credit transactions you create through AutoInvoice. You can also specify whether to allow reciprocal relationships between customers.
To define your Receivables transaction and customers system options:
1. Open the Transactions and Customers alternative region.
2. To allow changes to be made to transactions that have already been printed, check the Allow Change to Printed Transactions check box. This option also determines whether you can update a customer's address when printed, posted, or applied transactions are assigned to that address. See: Entering Customer Addresses.
3. To allow receipt applications to debit items of unrelated customers, check the Allow Payment of Unrelated Invoices check box. If you check this check box, Receivables lets you select debit items for unrelated customers and apply your receipts to them in the Applications window. See: Applying Receipts.
4. Enter the Accounting, System Items, and Territory Flexfield segments that are most often selected by AutoInvoice. Receivables uses this information to increase AutoInvoice performance.
5. To activate SQL trace for AutoInvoice, check the SQL Trace check box.
6. Enter the Maximum Memory (in bytes) to allocate to AutoInvoice for validation. For best results, enter a number that is an even number multiplied by 1024 (for example, 2*1024, 500*1024, or 1024*1024). The default is 65535 bytes.
7. To purge the AutoInvoice Interface tables, check the Purge Interface Tables check box. If you check this check box, Receivables only deletes the records that have successfully transferred into permanent Receivables tables. If you check this check box, you will not have to run the AutoInvoice Purge program after running AutoInvoice. See: Importing Transactions Using AutoInvoice.
8. Enter a Log File Message Level. This number (from 0 to 3) indicates the amount of detail you want AutoInvoice to display in the AutoInvoice log file. The higher the number, the greater the detail.
9. To automatically assign unique numbers to your customers when you define new customers, check the Automatic Customer Numbering check box. Do not check this check box if you want to manually assign customer numbers.
Suggestion: If you do not check the Automatic Site Numbering check box, you can provide descriptive location names for your business purposes. For example, your customer has several addresses, but they want all invoices to be sent to their office in Chicago. For the Bill-To business purpose, enter a location name of 'Chicago-Bill To Site Only.' This will help you identify the correct address to enter when creating invoices.
11. To automatically create a reciprocal relationship between two customers when you are defining customer relationships, check the Create Reciprocal Customer check box. A reciprocal relationship is one in which related customers can apply payments to each others invoices. See: Creating Customer Relationships.
12. Enter the default Grouping Rule Name you want AutoInvoice to use. AutoInvoice uses grouping rules to group revenue and credit transactions into invoices, debit memos, and credit memos.
See Also
Accounting System Options
Tax System Options
Miscellaneous System Options
Entering Customers
Defining Customer Profile Classes
