In the "Global Settings" window, use the "Extra" tab to customize miscellaneous settings that affect orders all users. This For more information on navigating to the "Global Settings" window, click here.
| Setting / Field | Purpose / Action | Recommendation |
|---|---|---|
| Show inbox items in OASIS Tree (Attachments) | Shows Inbox messages in the transaction tree on the left side of the attachments panel. This will cause slowness in using attachments, so it is recommended to leave this setting off. | Not Checked |
| Always attach O2O Order Status documents to order (if found) - skip the download folder | Will always skip when order is found, rather than shown in the folder. This is for users who monitor their orders closely and don't need to be notified if there is a problem in the order status download folder. | Not Checked |
| Attempt to apply invoices against EDI orders (WARNING: data may not always be correct) | When enabled, invoices for EDI orders will still auto apply. Beware when using this setting, as you will likely run into scenarios where invoice lines apply to the wrong lines, causing incorrect values. | Not Checked |
| Show Quotes 2 and Projects 2 | (To be removed) | |
| Hide Old Quotes and Old Projects | (To be removed) | |
| Show Payments 2 | DO NOT USE YET | NOT SELECTED ** |
| Show Calendar 2 | (To be removed) | |
| Use new Taxes 2 Application and logic | The original taxes logic in OASIS assigned a tax account to each customer. With Taxes 2, the old logic is still available, but tax accounts may also be set up to override based on the ship to address and/or product information. |
Return to Configuring Global Settings
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