Differences

This shows you the differences between two versions of the page.

--- cats:settings:invoicesettings [2016/02/19 15:50] – jen
+++ cats:settings:invoicesettings [2019/12/09 20:11] (current) – amanda
@@ Line 1: / Line 1: @@
 =====Invoice Setup Options=====
+{{entry>0;Invoice Setup;-}}
 Here is a list of various options and settings you can use to customize the appearance of your invoices and the actions related to invoicing in CATS.
-<note warning>Contact New Data Systems before changing any of the settings in this area. Settings can  affect how your system behaves and fundamental system information.</note>
+<note warning>Contact New Data Systems before changing any of the settings in this area. Settings can  affect how your system behaves and change fundamental system information.</note>
 To access the Invoice Setup area, from the File menu pick **Maintenance > Setup > Invoice Setup**.
-[{{:cats:settings:invoicesetup_access.png|Accessing the Invoice Setup Area}}]
+[{{:cats:settings:invoicesetup_access.png|Accessing the Invoice Setup Area}}]\\
 ====Output Settings====
@@ Line 11: / Line 12: @@
 [{{:cats:settings:invoicesetup_outputsettings.png|Output Settings Tab}}]
 ===Copies===
-**Number of copies** -
+**Number of copies** - Enter the default number of copies you want CATS to print. You can change this every time you print an invoice.\\
+**With detail** - Enter the number of detailed copies (shows broker and provisional invoice information) you want CATS to default to when printing.  You can change this every time you print an invoice.\\
 ===Display Settings===
@@ Line 23: / Line 25: @@
 **Show delivery label in date box** -\\
 **Show due date on deferred payables** -\\
-**Show multiple basis on one invoice** -\\
+**Show multiple basis on one invoice** - For each invoice item, show the weight and price basis if they are different from the invoice overall basis. The alternative is to force the basis on all items to match the overall invoice basis. \\
 **Show grades with invoice detail** -\\
 **Show grades in invoice note** -\\
-**Support multiple currencies** -\\
+**Support multiple currencies** - Allow usage of more than one currency on an invoice. \\
-**Total units and weight on invoice** -\\
+**Total units and weight on invoice** - Show a total line on the invoice with total units and weight for all items. \\
-**Use absolute value for total** -\\
+**Use absolute value for total** - Always display the printed total on the invoice as a **positive** number. \\
-**Display for USD currency** -\\
+**Display for USD currency** - Enter a character string to display next to amounts for USD currency amounts. Example: Entering **''USD''** here will make CATS display **''USD 500''**.\\
@@ Line 43: / Line 45: @@
 These settings affect the look of the invoice.
 [{{:cats:settings:invoicesetup_invoiceactions.png?|Invoice Actions}}]
-====Advanced Tab====
-Advanced options
-[{{:cats:settings:invoicesetup_advanced.png?|Advanced Tab}}]
 ===Automatic Behavior===
@@ Line 61: / Line 59: @@
 **Next Purchase invoice** - \\
 **Default period for listing invoices** -\\
 ===Cost Codes===
-[]
 **Marine insurance cost code** -\\
 **Warehouse insurance cost code** -\\
 **Use cost codes when entering non-contract invoice items** -\\
 **Get invoice item description from the cost code** -\\
+====Advanced Tab====
+Advanced options
+[{{:cats:settings:invoicesetup_advanced.png?|Advanced Tab}}]
+===Permissions===
+**Allow modification of invoice type** -\\
+**Allow change of price of invoice** -\\
+**Allow edits on commissions** -\\
+**Allow modification of GL number and cost code on items** -\\
+**Allow item GL number to be different than the cost code GL number** -\\
+**Allow any account on invoices** -\\
+**Allow modification of date on unposted invoices** -\\
+===Checks===
+**Check traffic screen status when selecting inventory** -\\
+**Check final price against contract** -\\
+**Require booked purchase before booking sale** -\\
+**Prevent invoices from exceeding contract amount by 0%** -\\
+**Amounts on invoice items can vary from calculated price by $500** -\\
+===Weight Liquidation===
+**Liquidation mode** -\\
+**Lock in terms on weight liquidation** -\\
+**Post change on weight liquidation** -\\