Data Entry

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Specify the user's data entry preferences on this form.

Allow posting to Future Periods

For each module, select this option if the user can enter future dated transactions.

Allow posting to Prior Periods

For each module, select this option if the user can enter transactions before the current posting period.

Default Line Items

Select the default line item type for this user when entering AP invoices, AP Credit Notes, AR Invoices, AR Credit Notes, and CM Payments.

Edit external system transactions

Select this option if the user can edit transactions within Greentree that have been imported from an external system, for example, FREE.

Edit eXchange transactions

This option is enabled if Greentree Desktop's eXchange module is in use.

Select the option if the user can edit transactions that have been received using eXchange.

Edit eXchange messages

This option is enabled if Greentree Desktop's eXchange module is in use.

Select the option if the user can edit eXchange message queues and messages resulting in an error.

Save AP Invoices Line by Line

Select this option to save AP transactions line by line.

Accounts Receiveable

• Save AR Invoices Line by Line - Select this to save AR transactions line by line
• Prompt for unavailable inventory at AR Entry - Select this to prompt the user during AR transaction entry if no inventory is currently available for a stock item for an IN line.
• Override stop credit on import - Select this option if you want AR invoices on stop credit, imported by this user, to be assigned with the selected Hold Code (see below). This enables invoices to be imported even though they are on hold. If the option is not selected, invoices for customers on stop credit are prevented from being imported into Greentree Desktop.
• Hold Code - If the Override stop credit on import option is selected, invoices with a hold status are imported with this hold code assigned.
• Invoice - This is the action Greentree takes when the credit limit exceeded. Select the action for this user. This overrides the Module Control default action.

Save Purchases Orders Line By Line

This option is enabled only if the Purchase Order module is in use.

Specify whether or not to save purchase order entry transactions line by line. Purchase order receipts, shipments and additional charges always be saved when the document is completed.

Set default location for transfers to 'location to'

This option is enabled only if the Inventory Multi-Location sub-module is in use.

Select the option if the inventory item's location defaults to the to location when an inventory transfer transaction is being entered in IN Transaction Entry (rather than the transfer from location).

Enable bin suspense on receipting

This option is enabled if the Warehouse Bin Management module is in use.

Enable bin suspense on picking

This option is enabled if the Warehouse Bin Management module is in use.

Company/Branch/Location

Select company, branch, and location to use as defaults on these inventory transaction entry forms:

• IN Transaction Batch Entry
• IN Transaction Entry
• IN Multiple Adjustment Entry

You don't need to assign these defaults. If left blank, the system hierarchies applies in terms of defaulting branch and location.

Default IN Trans type

If you assign a default IN transaction type here, it defaults as the transaction type in IN Transaction Entry. You don't need to assign a default type.

Default location is read only for data entry

If a default location is assigned for inventory transactions, select this option to make that location read-only for the user when they are entering inventory transactions.

• WBM Receiving Suspense
• IN Location Hierarchy

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