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.
- Changes made in O4 will also be made in Legacy OASIS unless the setting is O4-specific.
1. Click the icon.
2. Select Configuration from the drop-down list.
3. Click Software.
4. The Software page will appear.
5. Click the Global Settings tab, then click the Invoices/Payments tab.
The General Subtab
Setting | Description | Recommendation |
---|---|---|
Show payment ID instead of Check Numbers | If enabled, 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 enabled, users can edit resell invoice numbers. | Discretionary |
Do not ask to create customer invoice when MFG invoice is applied | If enabled, 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 enabled, 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 enabled, 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 enabled, 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 enabled, OASIS will not warn users when orders are overbilled. | Discretionary |
Don't show shipping details on resell invoices | If enabled, 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 enabled, 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 enabled, OASIS will not apply tax to deposit invoices. |
Discretionary It is strongly recommended to consult your accounting department before altering 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. |
The Exports Subtab
Setting | Description | Recommendation |
---|---|---|
Quick Books: export tax lines. | If enabled, OASIS will include tax lines when exporting an invoice to QuickBooks. | Discretionary |
Quick Books: export manufacturer product type as QB item | If enabled, the "OASIS-Item" is replaced with "OASIS-ProductType" as the QuickBooks item. | Discretionary |
Quick Books: use catalog number as QB item | If enabled, OASIS will use the catalog number to create the QuickBooks item. | Discretionary |
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