Document Numbers

Next Computer Supplied Invoice Number

Set the start of the invoice numbering sequence to be assigned to the invoice and then be incremented. When an invoice is first printed or posted, it is allocated the next number in the sequence (if it does not already have a number). Defaults to blank, and must be set.

Next Computer Supplied Credit Invoice Number

When you start using Accredo, select the start of the Credit numbering sequence to be assigned to the invoice and the be incremented. When a credit is first printed or posted, it will be allocated the next number in this sequence (if it does not have a number). Defaults to blank, and must be set.

Next Packing Slip Number

If you print packing slips from entered invoices (or from orders with OE installed), this sets the first packing slip number that will be assigned to the invoice and be incremented after each is printed. Defaults to blank, and must be set.

Next Quotation Number

Assigned when a quote is saved (if it does not have a number) and incremented ready for the next. When a quote is accepted, the Quote number is transferred to the Quote reference of the invoice. Defaults to blank, and must be set.

Allow Manual Invoice Numbers

Selected, you can type the Invoice number manually on an invoice, and the Quote number on quotes.

Clear, the next available number is allocated.

Always Number On Save

Selected, the next computer generated Invoice number will be assigned immediately on Save. Do this if you require an Invoice number before the invoice is printed (to record it elsewhere).

Allow Manual Packing Slip Numbers

Selected, you can manually type the packing slip number on an invoice.

Clear, the invoice is given the next available number when a packing slip is printed.

Unique Invoice Numbers Required

Selected, you cannot save an invoice if the Invoice number is already in use. Usually invoice numbers are unique as they are allocated sequentially. This is useful if using manually generated invoice numbers to ensure they are not duplicated.

Order No Check

• All, (default) status hint "Order number xxx already used" will appear if an Order number is repeated.
• Required, warnings only appear for repeated order numbers for customers with Order Number Req'd selected in AR Customer.
• None, hint will not appear on repetition of an Order number.

Invoice Lines

Default Line Type

Select the default line type for IN Invoice Lines, from:

• Product
• Narrative

Default Invoice Line Quantity

The quantity that will appear on an Invoice line when a product is selected. Usually set to 1 for invoicing products, or may be set to zero.

Default If Insufficient Stock

Determines the default action when entering an invoice if insufficient stock is available.

Note: You can override the default supply behaviour using MaxBasic code to change the InInvoiceData InsufficientSupply property.

Prompt If Insufficient Stock

Selected, you will be prompted for the action to take when entering an invoice if insufficient stock is available. The default action selected above will be preselected.

Clear, you will not be prompted if insufficient stock is available, the default action specified above will apply and you will be notified that there was insufficient stock.

Supply Whole Manual Kitsets

Selected, (default), usage quantities for Manual Kitsets cannot be edited once calculated. Generate Invoice from Order does not invoice usages from a Manual Kitset while usages are on back order.

Clear, usage quantities can be edited on Invoice lines. This setting affects OE. You cannot back order Manual Kitsets unless you work with whole kitsets, as the supply can't be determined from the kitset.

Default Write Off on Credit

Selected, Write Off will be selected by default on IN Credit Lines.

Clear, (default) Write Off will be clear by default on IN Credit Lines.

Discount Mode

Determines how discounted prices are treated on orders and invoices:

Explicit, the discount appears on the invoice, the price shown is the Selling Price from IC or Special Pricing.

Implicit, the discount does not appear on the invoice, the Selling Price will be less the discount in Discount Schedule or Special Pricing.

Buttons

Edit (F11)

Enter edit mode.

Save (F9)

Save changes.

Cancel (Esc)

Discard changes and close the form.