In the "Global Settings" window, use the "Projects/ Quotes" tab to customize settings that affect projects and quotes only and for all users. For more information on navigating to the "Global Settings" window, click here.
The General Tab
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Show payment ID instead of Check Numbers | Show the internal payment ID instead of the check number on Commissions For Account. | |
| Default review for new disputes: X | Identify whether the quoter or the CSR on the order should be the initial reviewer if an invoice is disputed. | |
| Resell Invoice Numbers are editable (Great when reconciling using an external accounting package) | Allow resell invoice numbers to be edited (for matching OASIS to an external invoicing system). | |
| Do not ask to create customer invoice when MFG invoice is applied | When vendor only invoices are created, a popup is shown to create the customer side. This setting will disable the popup. | |
| Do not allow change orders on lines that have been invoiced | Have OASIS not allow lines on orders with invoices to be changed - regardless of security rights. | |
| Don't ask for shipping details when creating invoices | (To be removed) | |
| PO entry date is the invoice date when creating POs "on the fly" | When creating commissioned orders from invoices, the PO entry date will be set to the invoice date. | |
| Invoice all remaining profit early (otherwise, prorate and invoice profit) | PROFIT lines on the order will be billed in full on the first invoice - unless the user adjusts the invoice. | |
| Invoiced as ordered (don't use the MFG invoice to show "Part of" items) | (To be removed.) | |
| Don't warn if orders are overbilled | Allow orders to be overbilled without warning. | |
| Don't show shipping details on resell invoices | When printing resell invoices, don't show shipping information. | |
| Don't check costs against vendor POs | (To be removed.) | |
| Show PO internal notes when invoice is created or shown | Show the internal notes on the PO in a popup when the invoice is created or opened. | |
| Don't tax deposit invoices | Please consult an accountant before using this during a fiscal year cutoff. | |
| Use old payment deductions | (To be removed.) | |
| Paycheck: share freight, misc and restock profit | (Future enhancement - cannot be used.) | |
| Paycheck: cap earnings (cannot earn more than the margin on order). | (Future enhancement - cannot be used.) | |
| Calculate taxes at 3 decimal digits | Calculate taxes to 3 decimal digits (.001) rather than 2 |
The Exports Tab
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Quick Books: export tax lines. | When an OASIS invoice is exported to Quick Books, the tax lines are sent as well | |
| Quick Books: export manufacturer product types | When an OASIS invoice is exported to Quick Books, the "OASIS-Item" is replaced with "OASIS-ProductType" for the manufacturer of the item. |
Return to Configuring Global Settings
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