Use these settings when optimizing an invoice definition. Note that the settings that appear can vary depending on where you access the dialog.
Note: The name of this dialog is hidden if the dialog is docked (as it is by default).
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General |
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Supplier |
Displays the supplier. (See How the supplier, supplier number, and description values are used.) |
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Description |
Displays the description. |
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Status |
Displays the invoice definition status. |
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Identification - see instructions |
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| (Selection box) | Specifies an identifier to use when identifying the invoice. |
| AND / OR | Specifies a logical relationship between the selection boxes. This setting is only used if the invoice definition uses more than one identifier. (More info.) |
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Currency |
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User currency |
Determines whether currency settings are used. |
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Default currency |
Determines which currency is assumed when interpreting amount fields. This setting also sets the default currency to use if INVOICES cannot identify the invoice currency or find a value for the Currency field. If the currency you want to use does not appear in the Default currency box, you can specify additional currencies. Note: You cannot adjust the currency unless Use currency is already selected in the invoice profile. |
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Invoice |
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| Automatically approve invoices with Complete status |
When this setting is selected, invoices that are Complete in Interpret are automatically approved and sent to Transfer. Use this setting only if the invoice definition has a long history of correct interpretation. Note: A buyer must be defined and the supplier must also be identified in order for the invoice to be approved automatically. |