Road Map: User Options Maintenance

Use the User Options Maintenance (UOPT) program to set options that determine how a program runs for all users of the program, for all users at a branch, or for specific users.

Before you run this program each time

You should run these programs:

Lookups to save options.
(Optional) Closed Period Adjustments (GIC) to set program options.
(Optional) General Journal Entry (GIP) to set program options.
(Optional) Branch Transfer Confirmation (ITS) to set confirmation options.

(Optional) Picking Confirmation (MPK) to set confirmation options.
(Optional) Order Release Preparation (MPR) to set program options.
(Optional) Material Usage Maintenance (MUA) to set program options.
(Optional) AP Invoice Entry (NE) to set program options.
(Optional) AP Invoice Maintenance (NM) to set program options.
(Optional) Sales Shipment Confirmation (OC) to set confirmation options.
(Optional) Sales Order Entry (OE) to set program options.
(Optional) Pricing by Product Class & Customer Type (PRC) to set program options.
(Optional) AR Adjustments Entry (RB) to set program options.
(Optional) Cash Entry Receipts (RCE) to set program options.
(Optional) One-Step Invoice Entry (RE) to set program options.
(Optional) Secured Transfer Confirmation (SITS) to set confirmation options.

(Optional) Secured Picking (SMPK) to set confirmation options.

(Optional) Secured Confirmation (SOC) to set confirmation options.
(Optional) Vendor Price Maintenance (VMM) to set program options.
(Optional) PO Maintenance (VOE) to set program options.

Before you run this program the first time

You should run these programs:

Branch Maintenance (TBM) to set up branches.
User Maintenance (UIM) to set up user records.
Output Device Maintenance (XDM) to set up the output devices that you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

Closed Period Adjustments (GIC) program to enter a general journal adjustment or correction to a closed period and print the Journal Adjustments Register.
General Journal Entry (GIP) to enter a general journal transaction.
Branch Transfer Confirmation (ITS) to create and confirm a transfer shipment.

Secured Transfer Confirmation (SITS) to create and confirm a transfer shipment.

Picking Confirmation (MPK) to confirm picking.

Secured Picking (SMPK) to confirm picking.

Order Release Preparation (MPR) to mark planned orders and requisitions for release and print the Order Release Selection Report for planners' review..
Material Usage Maintenance (MUA) to add components to a released manufacturing order for a standard item.
AP Invoice Entry (NE) to enter a batch of invoices (vendor vouchers) and print the AP Invoice Register for a batch of invoices, fixed expenses, and sales commission payments.
AP Invoice Maintenance (NM) to change the due and discount date, discount amount, 1099 report amount, reference, and hold status of invoices that have not been paid in full.
Sales Shipment Confirmation (OC) to create and confirm a shipment.

Secured Confirmation (SOC) to create and confirm a shipment.

Sales Order Entry (OE) to enter a sales order.
Pricing by Product Class & Customer Type (PRC) to enter a price quotation for a new item, for an existing item and new customer, and for an existing item and customer.
AR Adjustments Entry (RB) to apply an AR adjustment or write-off to an invoice.
Cash Entry Receipts (RCE) to enter customer payments.
One-Step Invoice Entry (RE) to enter a new order, obligate the items ordered, create a shipment, and confirm the shipment in one-step.

Sales Statistics History Rebuild (SZB) to rebuild the Sales Analysis (S0Z) file based on the criteria you selected in the Sales History Key Definition (SZKM) program.
Vendor Price Maintenance (VMM) to enter a vendor's pricing and surcharges for an item and request a quote.
PO Maintenance (VOE) to enter a new purchase order.