By setting the policy, Automatically
update line item dates to the Default Accounting Date when PO/Invoice
dates are changed the system allows you to specify whether or not
the system will automatically updates line item dates to the Default Accounting
Date when invoice or purchase order dates are changed, or alternatively
if the user will be prompted to allow the updates. Options are Prompt
(default), Yes, and No.
Based on your settings for this policy and the policy
PO/AP Default Accounting Date
(options: Login Date or Transaction Date), the system performs in the
following manner for Invoice Entry or PO Entry.
When PO/AP Default Accounting
Date is set to Login Date
and Automatically update line item dates
to the Default Accounting Date when PO/Invoice dates are changed
is set to Prompt:
When there are at least two lines and the user
updates the Transaction Date, the system automatically updates line items
to the Login Date only if the user clicks OK on the prompt. If Cancel
is clicked, no changes occur on line items.
When PO/AP Default Accounting
Date is set to Transaction Date
and Automatically update line item dates
to the Default Accounting Date when PO/Invoice dates are changed
is set to Prompt:
When there are at least 2 lines and the user updates
the Transaction Date, the system automatically updates line items to the
Transaction Date only if the user clicks OK on the prompt. If Cancel is
clicked, no changes occur on line items.
When the user edits an invoice or purchase order,
and invokes a new line item, the date on the new line item matches the
date of the last line item.
When the user edits an invoice or a purchase order,
changes the Transaction Date, and then clicks Ok at the prompt, all line
items are changed to the new Transaction Date. Then, when a new line is
invoked, the new line uses the same date.
When the user adds an invoice or purchase order,
and keeps a single line item with a zero dollar amount, when you update
the Transaction Date, the system updates line items to the Transaction
Date automatically, with no prompt.
When the user adds an invoice or a purchase order,
and modifies a single line item amount and then updates the Transaction
Date and clicks OK at the prompt, the system automatically updates line
items to the Transaction Date. If
the user clicks Cancel, no changes occur on line items.
When PO/AP Default Accounting
Date is set to Login Date
or Transaction Date and Automatically update line item dates to the
Default Accounting Date when PO/Invoice dates are changed is set
to Yes:
When the user updates the Transaction Date, the
system automatically updates line items to the Login Date or Transaction
Date, as applicable.
When PO/AP Default Accounting
Date is set to Login Date
or Transaction Date and Automatically update line item dates to the
Default Accounting Date when PO/Invoice dates are changed is set
to No:
When the user updates the Transaction Date, the
system will not automatically update line items when the user tabs off
the Invoice Date field.
When you want to store Documents in a folder instead of in the database,
you must turn on the global policy, Store
saved documents in folders and then specify a path to a folder
in the Root Document Path field. When the policy is turned on, instead
of saving to the database, files are saved to the specified path.
Refer to Storing Documents
in Folders for more information.
Note
This feature is available only for Non-ASP clients.
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