Whenever Orders or Credit Notes are being posted, the Options function on the Header window makes a series of transaction Options available.

Some of the options are only available when an order is processed immediately, so when the batch order option is selected they are greyed out or removed from the screen.

Allows you to choose between batching orders or processing them immediately.

Is only displayed when Batch Order is selected. You will probably want most orders to update the quantity of Stock on Order as they are entered into the batch, in which case tick this box.

Provides the option to automatically batch the Purchase Ledger invoice that would be created when an order is processed. The invoice can then be processed separately in Invoice Orders. If this option is selected, the following options will not be available:

Will overwrite the Stock Cost Price held on file with the Net Price on the Order Detail line. When using the option Enter Gross Amounts for Home Orders, the Net will be calculated from the Gross Price by subtracting the VAT element. The Gross price will have been taken from the Stock record, so these options should not be used together as only the Net price is written back. The update occurs when the order is posted as delivered. See also: Update Cost Price

Will treat the price called from the Stock or Price Record as inclusive of VAT and the system will use the VAT rate from the line to calculate Net and VAT from the stock value.

If a Currency other than the Home Currency is selected on the header window, you will be prompted to enter the price in the selected currency from which the Home value will be calculated.

Transactions can be held within the system for as long as you wish, but this takes space on your hard disk, and can slow down some reports. To avoid this, it is possible to Purge Transactions that are no longer wanted. In Purchasing, transactions can be purged at any time. If for any reason you want to retain Transactions forever, they can be flagged as ‘Archive’. Transactions flagged as ‘Archive’ cannot be Purged.

Provides the option to stop the cursor moving to the selected fields. You are still able to use the mouse to move into the field when required.

Saves keying in the most used Sub Analysis Code providing the one you require has been flagged as the default for inbound movements. If this option is selected, the Allow Sub Analysis field to be left empty option will not be available.

Allows the Sub Analysis Code to be added later if the Sub Analysis is not known when the order is entered. If this option is used the order will be batched as incomplete until the Sub Analysis has been entered. This can affect the update of the Purchase Price. Sub Analysis codes should be added by editing the order from the batch window if the Sub Analysis codes have a different Analysis Code to the code on the main stock record. This will ensure that the Analysis code is updated and give you the option to reprint the Order Confirmation. If this option is selected, the Always Select First Sub Analysis option will not be available.

Allows the Serial Number to be added later. If this option is used the order will be batched as incomplete until the Serial number has been entered.

Only available if Update Stock to Nominal is enabled. Selecting this option will allow POP transactions to be created without the selection of a Stock Analysis code. The transactions will be batched as incomplete and will not be processed from the batch until the Stock Analysis is entered.

As for orders, this option enables you to choose between batching credit notes or processing them immediately.

Stops the Credit Note returning Stock, otherwise a Stock Movement will be created and Physical stock will be adjusted in the Stock Module. This option can be used in conjunction with the option Allow Serial No. field to be left empty to enable the production of a Credit Note for a Serial Numbered stock item for which the Serial Number is not available. A Stock Movement can then be created to move the serial number out of stock when it is known. You will not be able to change this option on a batched Credit Note.

Prints a Goods Returned Note when the Credit Note is processed. This option is not available if the Credit Note is batched.

This option processes transactions in a different way to the Batch Credit Note option. Batch Credit will update the physical Stock and appears in the Credit Note batch as partially processed. If Batch Credit Note only is chosen, the transaction appears in the Unallocated Stock enquiry on the Stock record, but is not included in the Unallocated Stock figure. So it does Update Stock but not in the most obvious way, hence the option Do not Update Stock.

This option will not be available if Batch Credit is selected. After saving the credit note and printing the relevant documents, the system displays the Allocation window and automatically allocates the transaction.

Will treat the price called from the Stock or Price Record as inclusive of VAT and the system will use the VAT rate from the line to calculate Net and VAT from the stock value.

If a Currency other than the Home Currency is selected on the header window, you will be prompted to enter the price in the selected currency from which the Home value will be calculated.

The system can save transactions for ever, or will remove completed orders from the data file as part of the purge routine. Orders flagged for archive will be retained within the system for ever, while others can be removed.

Provides the option to stop the cursor moving to the selected fields. You can still mouse-click into the field, if required.

Saves keying in the most used Sub Analysis Code providing the one you require has been flagged as the default for outbound movements. If this option is selected, the Allow Sub Analysis field to be left empty option will not be available.

Allows the Sub Analysis Code to be added later if the Sub Analysis is not known when the credit note is entered. If this option is used the credit note will be batched as incomplete until the Sub Analysis has been entered. This can affect the update of the Purchase Price. If this option is selected, the Always Select Sub Analysis option will not be available.

Allows the Serial Number to be added later. If this option is used the credit note will be batched as incomplete until the Serial number has been entered.

Selecting this option will allow POP transactions to be created without the selection of a Stock Analysis code. The transactions will be batched as incomplete and will not be processed from the batch until the Stock Analysis is entered.