Set AR Options for your Login Branch

When you select Accounts Receivable Options and click Branch settings, you can set these options, which will override those set for your enterprise and manufacturing branch.

  1. Set these options for your login branch:

Field Name

Type / Max Length

Action / Description

Print company name on invoices?

Optional

Select if you want to print your company name and address on printed invoices or leave blank if you do not.

If you select, the name and address of the branch entered in the Branch Maintenance (TBM) program prints if:

  • You print or reprint an invoice with the Invoice Print (RP) program.

AND

  • You did not enter the name of a graphic file in the Header image name field for the invoice document in the Document Output Parameters Maintenance (TDOC) program.

This option has no affect when you output document copies from the Invoice Print Queue (RPPM) program.

Print company name on statements?

Optional

Select if you want to print your company name and address on statements or leave blank if you do not.

If you select, the name and address of the branch entered in the Branch Maintenance (TBM) program prints if:

  • You print or reprint an invoice with the Statement Print (RS) program.

AND

  • You did not enter the name of a graphic file in the Header image name field for the invoice document in the Document Output Parameters Maintenance (TDOC) program.

This option has no affect when you output document copies from the Statement Print Queue (RSPM) program.

Default org for cash receipts

Optional

Select the organization code that you want the Cash Receipts Entry (RCE) program to use for any customer that does not have an organization selected in the Sales org code field in the Customer Maintenance (CM) program.

  1. Choose the appropriate options:

To

Do This

Change an option

Click Modify.

Exit without saving these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Accept these options and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Change an option

Click Modify.

Exit without saving these options

Click Cancel.

Display additional options

Click Other info.

Print these options

Click Print. See Print an Inquiry.

Enter overrides at the manufacturing branch level

Click Mfg branch. See Set Accounts Receivable Options for your Manufacturing Branch.

Enter overrides at your login branch level

Click Branch settings.

Accept these options and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.