The Invoices/Payments tab of Global Settings allows users to customize settings that affect invoices and payments. This tab is organized into two subtabs: General and Exports. This article will define and provide recommendations for each setting.
Requirements:
- User must have Admin access to Software.
Note:
- Please contact OASIS Support if setting a field to a value other than what is recommended unless the value is discretionary.
The General Subtab
| Setting | Description | Recommendation |
|---|---|---|
| Show payment ID instead of Check Numbers | If checked, OASIS will show the internal payment ID instead of the check number on the Commissions For Account report. | Discretionary |
| Default reviewer for new disputes: X | OASIS will use this setting to determine whether the quoter or CSR on the order should be the initial reviewer of any disputes. | Discretionary |
| Resell Invoice Numbers are editable (Great when reconciling using an external accounting package) | If checked, users can edit resell invoice numbers. | Discretionary |
| Do not ask to create customer invoice when MFG invoice is applied | If checked, OASIS will not ask users if they want to create a matching customer invoice when creating a vendor invoice for a resell order. | Discretionary |
| Do not allow change orders on lines that have been invoiced | If checked, OASIS will not allow invoiced order lines to be changed regardless of the user's security access. | Discretionary |
| Don't ask for shipping details when creating invoices | This setting will be removed in a future release. | |
| PO entry date is the invoice date when creating POs "on the fly" | If checked, OASIS will use the invoice date as the order entry date when creating orders from a commissioned invoice. | Discretionary |
| Invoice all remaining profit early (otherwise, prorate and invoice profit) | If checked, any PROFIT lines on the order will be billed in full on the first invoice. | Discretionary |
| Invoiced as ordered (don't use the MFG invoice to show "Part of" items) | This setting will be removed in a future release. | |
| Don't warn if orders are over billed | If checked, OASIS will not warn users when orders are overbilled. | Discretionary |
| Don't show shipping details on resell invoices | If checked, OASIS will hide shipping information on resell invoice prints. | Discretionary |
| Don't check costs against vendor POs | This setting will be removed in a future release. | |
| Show PO internal notes when invoice is created or shown | If checked, OASIS will display any internal notes entered on the order in a popup window when the invoice is created or opened. | Discretionary |
| Don't tax deposit invoices | If checked, OASIS will not apply tax to deposit invoices. |
Discretionary It is strongly recommended to consult your accounting department before changing this setting. |
| Use old payment deductions | This setting will be removed in a future release. | |
| Paycheck: share freight, misc and restock profit | This setting is in place for future enhancements to O4 Paychecks. It is currently not functional. | |
| Paycheck: cap earnings (cannot earn more than the margin on order). | This setting is in place for future enhancements to O4 Paychecks. It is currently not functional. | |
| Calculate taxes at 3 decimal digits | If checked, OASIS will calculate taxes using three decimal places. | Discretionary |
| Don't tax MISC lines on invoices | If checked, OASIS will not apply tax to MISC lines. | Discretionary |
The Exports Subtab
| Setting | Description | Recommendation |
|---|---|---|
| Quick Books: export tax lines. | If checked, OASIS will include tax lines when exporting an invoice to QuickBooks. | Discretionary |
| Quick Books: Export manufacturer product type as QB Item | If checked, the "OASIS-Item" is replaced with "OASIS-ProductType" as the QuickBooks item. | Discretionary |
| Quick Books: Use catalog number as QB Item | If checked, OASIS will use the catalog number to create the QuickBooks item. | Discretionary |
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