The General tab of Global Settings allow users to customize settings that affect invoices and payments. The Invoices/Payments tab is broken out into 2 tabs: General and Exports. This article will define and provide recommendations for each setting available. Note: 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. Click the Global Settings tab, then the Invoices/Payments tab.
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. | Discretionary |
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. | Discretionary |
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). | Discretionary |
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. | Discretionary |
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. | Discretionary |
Don't ask for shipping details when creating invoices | To be removed | Discretionary |
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. | Discretionary |
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. | Discretionary |
Invoiced as ordered (don't use the MFG invoice to show "Part of" items) | To be removed | Discretionary |
Don't warn if orders are overbilled | Allow orders to be overbilled without warning. | Discretionary |
Don't show shipping details on resell invoices | When printing resell invoices, don't show shipping information. | Discretionary |
Don't check costs against vendor POs | To be removed | Discretionary |
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. | Discretionary |
Don't tax deposit invoices | Deposit invoices will not be taxed | Please consult an accountant before using this during a fiscal year cutoff |
Use old payment deductions | To be removed | Discretionary |
Paycheck: share freight, misc and restock profit | Future enhancement - not functional | Discretionary |
Paycheck: cap earnings (cannot earn more than the margin on order). | Future enhancement - not functional | Discretionary |
The Exports Tab
Setting / Field | Purpose / Action | Recommendation |
---|---|---|
Quick Books: export tax lines. | When an OASIS invoice is exported to QuickBooks, the tax lines are sent as well | Discretionary |
Quick Books: export manufacturer product types | When an OASIS invoice is exported to QuickBooks, the "OASIS-Item" is replaced with "OASIS-ProductType" for the manufacturer of the item. | Discretionary |
Quick Books: use catalog number as QB item | When an OASIS invoice is exported to QuickBooks, the catalog number is used to create the QuickBooks item | Discretionary |
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