Today's tutorial we will learn how to configure sales & receivable setup.
Step 1:
Go on the following menu:
Main Menu --> Department --> Financial Management --> Receivables --> Setup --> Sales & Receivables Setup.
Step 2:
Fill the information:
General
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| Discount Posting | Choose the type of discount posting |
| Credit Warnings | If you want to give a warning about credit |
| Stockout Warning | Give warning message when stock out |
| Shipment on Invoice | Allow shipment on invoice |
| Return Receipt on Credit Memos | If you want to return receipt on credit memo |
| Invoice Rounding | If you want to round invoice amount |
| Default Item Quantity | If you want to default Item quantity on an invoice |
| Create Item from Item No | If you want to create item from item no |
| Create Item from Description | If you want to create item from description |
| Ext. Doc. No. Mandatory | If you want to make external document number mandatory |
| Appln. between Currencies. | If you want to do application between currencies |
| Logo Position on Documents | State the position of logo on document such as invoice |
| Freight G/L Acc. No | Enter the freight G/L Account |
| Default Posting Date | State how you wish to set the posting date |
| Default Quantity to ship | If you want to default the ship to quantity |
| Copy Comments Blanket to Order | If you wish to copy comment from blanket order to sales order |
| Copy Comments Order to Invoice | If you wish to copy comment from sale order to sale invoice |
| Copy Comments Order to Shpt. | If you wish to copy comments from sale order to sale shipment |
| Copy Cmts. Ret. Ord. to Cr. Memo | If you wish to copy Comment from return order to credit memo |
| Copy Cmts. Ret. Ord. to Ret. Rcpt | If you wish to copy comment from return order to receipt |
| Allow VAT Difference | Allow vat difference on invoices |
| Calc. Inv. Discount | Allow calculation on invoice discount |
| VAT Bus. Posting Gr. (Price) | Set a default vat business posting group for pricing |
| Exact cost reversing mandatory | If you wish want exact cost when doing reversal |
| Check Prepmt. when Posting | Check if there is prepayment before posting the payment. |
| Prepmt. Auto Update Frequency | Frequency to update prepayment |
| Allow Document Deletion Before | Set a date to allow deletion of document |
| Ignore Updated Addresses | If you wish addresses is ignored in document |
| Skip Manual Reservation | prevent manual reservation. |
| Quote Validity Calculation | Enter the calculation for quote validity |
Dimensions
| |
| Customer Group Dimension Code | Enter the customer group dimension code |
| Salesperson Dimension Code | Enter the salesperson dimension code |
Number Series
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| Customer No | Enter no series for customer |
| Quote Nos. | Enter no series for quote |
| Blanket Order Nos | Enter no series blanket order |
| Order Nos | Enter no series for order |
| Return Order Nos. | Enter no series for return order |
| Invoice Nos. | Enter no series for invoice |
| Posted Invoice Nos | Enter no series for posted invoice |
| Credit Memos Nos | Enter no series for credit memo |
| Posted Credit Memos Nos. | Enter no series for posted credit memo |
| Posted Shipment Nos. | Enter no series for posted shipment |
| Posted Return Receipt Nos | Enter no series for return receipt |
| Reminder Nos | Enter no series for reminder |
| Issued Reminder Nos | Enter no series for issued reminder |
| Fin. Chrg. Memos Nos | Enter no series for finance charge memos |
| Issued Fin. Chrg Memos Nos | Enter no series for issued finance charge memo |
| Posted Prepmt Inv. Nos | Enter no series for posted prepayment invoice |
| Posted Prepmt Cr. Memo Nos | Enter no series for posted prepayment credit memo |
| Direct Debit | Enter no series for direct debit. |
Background Posting
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| Post with Job Queue | If you want to post transaction when job queue is run |
| Post & Print with Job Queue | If you want to post and print transaction when job queue is run |
| Job Queue Category Code | Select a job queue category code |
| Notify On Success | Notify when transaction has been execute successfully |
Archiving
| |
| Archive Quotes | If you want to archive quote |
| Batch Archiving Quote | If you want to activate batch archiving quote |
| Archive Blanket Orders | If you want to archive blanket order |
| Archive Orders | If you want to archive order |
| Archive Return Orders | if you want to archive return order |
Dynamics 365 for sales
| |
| Write-in product type | Select a write in product type |
| Write-in product no | Select a write in product number |
Click OK to close.
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