Vendor Invoice Center Entry - Entry Defaults field descriptions

Select this option to display a confirmation message when the vendor on the selected PO does not match the value specified in the Vendor # field on the Purchase Order Header-Create window in Vendor Invoice Center Entry. This message is displayed:

Purchase Order Vendor: [Vendor# and Name] is different than the Invoice Vendor: [Vendor# - Name]. Do You Want to Accept this Purchase Order?

You must click Yes or No to proceed. If you click Yes, you can continue entering the purchase order selected.

If you click No, the PO # selected is cleared and you must specify a different purchase order. The specified vendor is unchanged.

Leave the Ask Confirmation When PO Vendor does not Match Invoice Vendor option unchecked, no check is made to determine if the vendor on the selected PO matches the vendor specified in the Vendor # field on the Purchase Order Header-Create window.

Use this option to define the default entry mode for purchase orders and lines.

Select Purchase Order Header to always open the Purchase Order Header-Create window when you click Save from Invoice Detail-Create. You can still access Quick Line Entry from Purchase Order Header-Create.

Select Quick Line Entry to always open the Quick Line Entry window to add PO lines after adding an invoice in Invoice Detail-Create.

Use this option to select what displays in the grid on the Purchase Order view in Vendor Invoice Center Entry. Select Purchase Order Headers to display only the PO header information in the grid.

Select Purchase Order Headers and Lines to display both the PO header and PO lines detail in the grid. You also have access to the Edit Header and Edit Lines cell buttons.

If you selected Purchase Order Headers and Lines in the Purchase Order Results field, you can specify a maximum number of records to display in the Purchase Order Headers and Lines grid on the Vendor Invoice Center-Invoice Detail window. Use this field to limit the number of rows to be returned when you select an invoice to maintain with multiple purchase orders and lines, and possibly avoid a time-out situation.

If the number of qualifying POs and lines for the selected invoice exceeds this value, the message Warning: Record Count Limit Has Been Reached for Purchase Order Headers and Lines. Consider Searching for Purchase Order Headers instead. is displayed.

By default, when you access Vendor Invoice Center Entry to add or maintain an invoice, you remain in add mode after leaving the Invoice Detail window. The Invoice Detail - Create window is displayed where you can immediately enter another invoice.

Use this option to alter this workflow, if you do not want to be placed in add mode again after entering an invoice. To change this setting for the current session, clear the option when you first access Vendor Invoice Center Entry. When Show Invoice Add Screen When Closing Invoice Detail is unchecked, you are returned to the Invoice List view after leaving the Invoice Detail window.

Clearing the option is useful if you are only maintaining a list of existing invoices and want to avoid having to cancel from the Show Invoice Add Screen When Closing Invoice DetailInvoice Detail - Create window to return to the Invoice List.

Select this option to view the PO Entry - Create window when you drill down on an invoice in the Invoice grid that contains no purchase orders.

Clear this option to view the Invoice DetailShow Invoice Add Screen When Closing window. You must click New from this window to add a purchase order.

Select Save to save any changes to the default settings. The settings are saved to the current Save For selection.

Select Load to load default entry settings at the user, profile or company level.

You can select Current or Other to indicate the type of user or profile you want to load. If you select Current, you can load the entry default settings for the current user, which is you, or from a profile. If you select Other, you can specify the user or profile to load or save.

Click this button to save any changes to your defaults. You have three options on the Save Settings window for saving the default settings: User, Profile, or Company.

User: Select User to save the default settings for the signed-in user only. The settings are saved for future sessions until they are changed again.

Profile: Select Profile to save the default settings to the signed-in user’s Profile record. The default settings are applied to all users assigned to this profile. User profiles are set up in SA Table Code Value Setup and assigned to users in SA Operator Setup.

Company: Select Company to save the default settings to all users in the current signed-in company.