Settings for Document Processing

Parent Previous Next

Setup Stock Information

Document Processing may be globally configured on the Setup  →  System parameters  →  Stock Information menu.

Default Inclusive for Docs - By default, the amounts are entered (if manually over-typed) Exclusive of VAT/GST/Sales Tax on the amount column of the Document Lines. To enter amounts Inclusive of VAT/GST/Sales Tax, select (tick) this option.

Cannot Edit Description - By default, the descriptions may be entered or manually over-typed in the Description column of the Document Lines. To disable the editing of descriptions, select (tick) this option.

Cannot Edit Price - By default, the prices may be entered or manually over-typed in the amount column of the Document Lines. To disable the editing of prices, select (tick) the Cannot Edit Price option. When processing documents, cursor will bypass the Price field.

Go to Quantity By default, the cursor will go directly to the description field. To set the cursor on document lines (after selecting the stock item) to go directly to the quantity column, select (tick) this option.

No Backorder Select this option to disable the backorder feature when processing documents.

Cannot Sell out of Stock By default, you are allowed to sell trading stock items that is out of stock. This will indicate negative stock quantities. To block the selling of stock items that is out of stock (insufficient quantities on hand), select this option.

No Print Confirmation - By default, the print confirmation message will be displayed, when you click on the OK button to finish creating or editing a document. If you click on the Yes button, the document will be printed. To turn this feature off, select (tick) this option.

Check Reference Used -

Cannot Create Items - By default, if an invalid stock code, description, etc. is typed, an confirmation screen to create a new stock item will be displayed. If you click on the Yes button, you may first create the item and then return to continue with your document. To turn this feature off, select (tick) the Button Lookup option.

Button Lookup - By default the Stock lookup are the default. To change this to be replaced by the Button lookup, select (tick) this option.  This should support Touchscreen technology.

Groups - Images and Colours

The Button Lookup may be configured by adding images of your product groups and setting colours (background and font) in the Setup → System parameters → Groups menu (Stock Group 1).

Product - Images

The Button Lookup may be configured by adding images of your products on the Images tab of Stock Items in the Edit  →  Stock Items menu.

No Out of Stock Message By default, an Information message for the Trading Stock Items (Default Stock Type) is displayed when the stock item is out of stock (insufficient quantities) or when a quantity is entered in the “Qty Shipped” field of the Document Entry screen. To hide this message, select (tick) this option.  

Use Colors for Out of Stock -  If this option is selected (ticked), the “Qty Shipped” field of the Document Entry screen, will be displayed in a Red background and a White font color.

SQL Only for Stock Lookup -

Merge Invoice to Orders -

Merge Items per Tax on Ledger -

Calc BOM Stock Calculate BOM Stock This setting is for the BOM (Production) stock type.

Warning Backorders Outstanding -

Setup Access Control

The following settings may be globally configured on the Setup  →  System parameters  →  Access Control menu (Documents tab):

Set Tax Lookup On/Off - By default the Tax Accounts lookup will be displayed - when the cursor is in the Tax field of the Document line on the Document Entry screen. To deactivate this, select (tick) the “Tax Read-only” option.

Only when you re-open the Set of Books, and process documents, the Tax Account Lookup will not be displayed.

Document Posting By default only the New, Edit and Print buttons are available on the Document Selection screen. To add the Posting and Delete buttons, select (tick) the “Document Posting” option. It will add the following two (2) buttons underneath the Print button:

Posting - This will allow you to launch the Update Ledger screen to update (post) documents (Invoices, Credit Notes, Purchases and Supplier Returns) to the ledger.

Delete - This will allow you to delete an unposted document.

Only when you re-open the Set of Books, these buttons will be added.

Setup Documents

Auto-post on Document Printing

By default Documents are updated manually in the Input  →  Update Ledger (F3) menu. You may configure it to be updated automatically once a document is printed. To do this select (tick) the “Auto-post on Document Printing” menu. On the Setup  →  System parameters  →  Documents menu.  

Only when the document is printed it will be updated – unprinted documents will not be posted (updated) to the ledger.

Created with the Personal Edition of HelpNDoc: Easy EPub and documentation editor