Accounts Receivable Setup Options

Modified on Wed, 10 Aug 2016 08:23 by tpaeglis Categorized as Accounts Receivable , Setup Options
===Setup Options & Definitions===

'''ADJAR''' - Adjutant Accounts Receivable module is installed.

'''ARAGINGDBEXP''' - Fields added to cursor in summary mode. Data is dumped to ADJ_DB_EXPORT.xls in Adj Root folder if ARAGINGDBEXP cid option is set.

'''ARCREDITDISC''' - Calculates available discounts on invoices when applying a credit in the Apply Credits screen.

'''ARFULLDISC''' - Shows the full discount offered in the Cash Receipt screen, regardless of what the paid amount is. Discount is calculated on balance if set, not paid amt.

'''ARNODEFPOST''' - Leaves the Post Mark Date blank (does not default to today when tabbed through).

'''ARSTATECR1ST''' - Alter the Customer Statement report to allow the Invoices to be sorted by the grouping with negative balances first and then positive balances. Will flag credits with sorter1 = 'x', this will move them up in the sort order.

'''ARSTATESKIPDEP''' - Will exclude deposit payment records from AR Statement report.

'''BGREQPROJID''' - Requires a Project ID to be entered before any shipped sales orders that are linked to a project can be invoiced. Only one Project may be invoiced at a time.

'''CALCSHIPSHIP''' - Allows the user to enter freight and packing charges during the Sales Order shipping process.

'''CASHREQNOTE''' - CASHREQNOTE

'''CASHSKIPREF''' - Allows you to leave the Reference field blank when apply cash receipts in the Apply Cash Receipts.

'''CHANGEDISCACCT''' - Enables pop-up window on AP Invoice and Cash Receipt screen to allow user to change default discount given/taken GL account.

'''CRALLACCT''' - CRALLACCT

'''DIRITEMDET''' - DIRITEMDET

'''FCBYPROJ''' - Change FC to generate by Custno/ProjID if FCBYPROJ setup option is enabled.

'''FCEXCLPAID''' -  If checkbox checked, then exclude all paid invoices from FC generation.

'''FCITEMINT''' - FCITEMINT

'''GRPSHIPBYCPO''' - Groups Invoices by Bill To + Cust PO.

'''GRPSHIPBYPROJ''' - Groups Invoices by Project ID.

'''GRPSHIPBYSHIPTO''' - Groups Invoices by Bill To + Ship To.

'''HOLDINV''' - Option for the Skip Processing flag to prevent the invoice from being built in order to hold off invoicing until order has completely shipped.

'''ICNEWCOST''' - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled.

'''INCFREIGHT''' - Display Freight as a Line Item on Sales Order and Invoice.

'''INCPACKING''' - Display Packing as a Line Item on Sales Order and Invoice.

'''INVALTTERMS1''' - INVALTTERMS1

'''INVDATEBATCH''' - Allows user to assign invoice date on batch screen instead of on shipment screen. If found, use new invdate field as source of invoice dates. If not found, disable field.

'''INVORDER2''' - If set, then sort by shipto + SO Header Keyno + line number  (puts items into SO order on invoice)

'''INVSHOWTERMINFO''' - Displays the applicable discount amount if payment terms are met.

'''LINKACCTBAL''' - Prints Payments/Credits and current Balance on Adjutant invoice. If set and Attach Link is clicked, all linked coil drop folder files will be attached to email.

'''NEWLOOKUP''' - NEWLOOKUP

'''NEWMSNNUM''' - If set, then map project drop folders to Project Number instead of Project ID.

'''NEWTAX''' - Sales Tax by order.

'''NOLOTORIGIN''' - NOLOTORIGIN

'''PRINTCREDIT''' - Prompts to print invoice form after creating open credit. If setup option is set, then use OPENCR counter to generate _OPENCR- invoice number (so they will be unique).

'''PRINTINVCOILREC''' - Add all fields from coil tag to c_coilr cursor. Used on report just like soc fields. Added logic to PDF maker. Enabled with CID option PRINTINVCOILREC

'''PRINTINVNOZEROS''' - Automatically selects the "Exclude Zero Dollar Lines" option on the Print Invoices screen.

'''PRINTINVSKIPZERO''' - Add new Skip Zero Dollar invoice checkbox.  Skip printing zero dollar invoices if checked, mark as printed only.  Add setup option (PRINTINVSKIPZERO) to default the checkbox as checked.

'''PRINTINVSPECDATE''' - Add a small pageframe with date range and state field to Print Invoice screen.  Screen pops up when a button is pressed.  When active, the date range and state logic is used to selecte the invocies to print.

'''PRINTPAUSE''' - Add delay between printing each invoice to keep them in the correct order in the printing queue.

'''PRINTSTMT''' - If set, change print invoice prompt to print statements.  If yes,  launch PRINTBS1, PRINTBS2 and BILLSUMMARY with current ORG and BILLCYCLE filled in.

'''PRINTSTMTC1''' - Add new printer button that only is visible if PRINTSTMT, PRINTC1STMT or PRINTC2STMT is enabled.

'''PRINTSTMTC2''' - Add new printer button that only is visible if PRINTSTMT, PRINTC1STMT or PRINTC2STMT is enabled.

'''SINGLOTLINE''' - Add field to cursor (lserial), has lot and CofO data for lot controlled items if CombinleLike items is enabled, and SINGLOTLINE CID option is set.

'''SINGSERLINE2''' - Group serial lines back together on invoice.  Serials are in LSerial field in cursor.  Make same change to PDF maker.

'''USECC''' - Use credit card processing screens if installed.

'''USEINVFORM''' - If set then INVFORM from Invoice header is used.

'''USEMULTICURR''' - USEMULTICURR
Meta Keywords:
Meta Description:
Change Comment:
Desktop Adjutant

Navigation¶

Accounts Receivable Setup Options
