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Setup

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SETUP MENU

Select the Setup option from the IM Quality Compliance Menu

SETUP OPTIONS

  1. Location Code: Default location code used for incidents.
  2. Default Quantity: Predefined quantity for incident-related documents.
  3. Incident Nos.: Serial number format for incident records.
  4. Sales Order Nos.: Serial number format for sales orders created from incidents.
  5. Keep Prices and Line Discounts (Sales): Indicates whether the original prices and line discounts from the order, delivery note, or sales invoice should be retained in the incident.
  6. Keep Ship-to Address (Sales): Indicates whether the shipping address from the original sales document should be retained in the incident.
  7. Show Sales Documents: Indicates whether to display the sales documents generated from incidents.
  8. Show Incidents Sales Documents: Indicates whether to display linked incidents when creating new sales documents.
  9. Allow Create Sales Orders: Enables the creation of sales orders directly from the Incident Card.
  10. Allow Create Return Receipts: Enables the creation of return receipts directly from the Incident Card.
  11. Purchase Order Nos.: Serial number format for purchase orders.
  12. Purchase Return Order Nos.: Serial number format for purchase return orders.
  13. Keep Prices and Line Discounts (Purchasing): Retains the original prices and line discounts from the source document.
  14. Keep Ship-to Address (Purchasing): Retains the ship-to address from the original purchasing document.
  15. Show Purchase Documents: Indicates whether to display the purchase documents generated from incidents.
  16. Show Incident Purchase Documents: Allows displaying incident numbers in purchasing documents for improved traceability.
  17. Allow Create Purchase Orders: Enables the creation of purchase orders directly from the Incident Card.
  18. Allow Create Return Shipments: Enables the creation of return shipments directly from the Incident Card.

FREE FIELDS

Free fields can be created to tailor the tool to the specific needs of the company.