Automatically [Print/E-mail/Fax/Save to Disk] Purchases When They are Recorded (Purchases, Orders and Quotes) |
Mark this selection if you wish to print, email or fax a purchases transaction immediately after you record it. If you mark this selection, the dialog box for your computer that corresponds with your print/email/fax choice will appear immediately after you create a purchases transaction (item, service or professional) and click the Record button in the Purchases window. If you don't mark this selection
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Warn if Supplier Owes Me Money Before Making a Supplier Payment |
Mark this selection if you want an alert message to appear if you have outstanding supplier debits with a supplier and you attempt to apply a payment to that supplier. If you mark this selection, an alert message will appear when you enter a supplier name in the Supplier field of the Pay Bills window, and you have supplier debits with that supplier. This message is informational only; you can continue to enter the payment, if you wish. |
Apply Supplier Payments Automatically to Oldest Purchase First |
Mark this selection if you want to automatically apply payments to suppliers to the oldest outstanding purchase you have with those suppliers. If you mark this selection, the amount you enter in the Amount field of the Pay Bills window will automatically be entered in the Amount Applied field of the oldest purchase you have with the supplier whose name you entered in the Supplier field. If you don't mark this selection, you must manually distribute the amount you entered in the Amount field to the purchase(s) you want to apply your supplier payment to. |
Show Supplier Invoice Number in Pay Suppliers |
This selection allows you to choose which document numbers you prefer to see in the Pay Bills window and Settle Returns & Debits window when you're applying the payments that you make on your outstanding purchases balances. If you mark this selection, the suppliers' invoice numbers will appear in the Pay Bills and Settle Returns & Debits windows. If you leave this selection unmarked, the purchase order numbers you assigned to your purchases will appear in the Pay Bills and Settle Returns & Debits windows. |
Make a Contact Log Entry for Every Purchase [System-wide] |
Mark this selection if you want to record a contact in the View Contact Log window each time you record a purchase. If you mark this selection, a contact will be entered in the Contact Log for each supplier who exists in the Card File and for whom you record a purchase. This is a systemwide preference; the choice you make here will affect everyone who uses this company file. |
Warn for Duplicate PO Numbers on Recorded Purchases [System-wide] |
Mark this selection if you want an alert message to appear each time you attempt to record a purchase whose number is already recorded. If you mark this selection, an alert message will appear when you attempt to record a purchase assigned a number that's already been used. If you don't mark this selection, you can use the same purchase number multiple times. Marking this selection will require that Accounting Plus scan all the purchases you've recorded; as a result, it will take more time to record your purchases. Therefore, be sure you want to use this feature before you mark this selection. This is a systemwide preference; the choice you make here will affect everyone who uses this company file. |
Retain Original PO Number on Backorders [System-wide] |
Mark this field to assign the same number to an order and purchase created in the same transaction. This is a systemwide preference; the choice you make here will affect everyone who uses this company file. |
Retain Original PO Number When Quotes Change to Orders or Purchases [System-wide] |
Mark this field to retain the purchase order number originally assigned to a quote when the quote changes to an order or purchase. This is a systemwide preference; the choice you make here will affect everyone who uses this company file. |
Delete Quotes upon Changing to and Recording as an Order or Purchase [System-wide] |
Mark this field to delete the quote when the quote changes to an order or purchase. This is a systemwide preference; the choice you make here will affect everyone who uses this company file. |
Terms button |
Click this button to open the Credit Terms window, where you can create a set of default credit terms for all suppliers in the Accounting Plus system. When you create a set of default terms using the Credit Terms window here, the terms you select will be automatically applied to every new supplier record you add to the Card File. (The terms of existing suppliers will remain the same.) If you wish, you can change the terms assigned to an individual supplier in the Buying Details view of the Card Information window. You can also change the terms for a specific purchases transaction. |
OK button |
Click this button to accept the entries you've made in this window. |