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How to Use OneSource

171 Where is the Special Manager Override Security implemented in OneSource?

This is a listing of all places in OneSource where the MinOverrideSecurityLevel option is implemented. Quotations Changing Line Item Costs. Changing Line Item Descriptions. * Selling Below or Above a Certain Profit Margin. * Changing Line Item Costs on Bill…

172 Where is user security managed in OneSource?

All user security is managed in one of two places in OneSource: The User Security form: This form manages all user login information and various types of user access rights. The System Report Maintenance form: This form contains a drop down list called Minimum…

173 Which Company Setup & Preferences are unique to Quotations? (tab 1)

The following Company Setup & Preferences are common to the functionality of the Quotes , Sales Orders , & Invoices forms and are found in the Sales/Invoicing (1) tab : Default Bill To Search By : The default searching method used to find the right…

174 Which Company Setup & Preferences are unique to Quotations? (tab 2)

The following Company Setup & Preferences , located on the Sales/Invoicing (2) tab, are unique to the Quotations form. Default Quote/Estimate Title : This option allows you to decide what the default title will be when you create a new Quotations, such…

175 Which Company Setup & Preferences are unique to Sales Orders? (tab 2)

The following Company Setup & Preferences , located on the Sales/Invoicing (2) tab, are unique to the Sales Orders form. Enable Back Ordering: This allows Back Orders to be created from a Sales Order when there are no items currently in inventory. Warn…

176 Which Preferences are common to all Quotes,Sales Orders,& Invoices?

The following Company Setup & Preferences are common to the functionality of the Quotes , Sales Orders , & Invoices forms and are found in the Sales/Invoicing (1) tab : Default Bill To Search By : The default searching method used to find the right…

177 Which Preferences are unique to Quotations,Sales Orders & Invoices? (A 1040)

The following Company Setup & Preferences are common to the functionality of the Quotes , Sales Orders , & Invoices forms and are found in the Sales/Invoicing (1) tab : Default Bill To Search By : The default searching method used to find the right…

178 Which tables are used by each OneSource Screen ( Form )

The following is a listing of various types of data stored in OneSource along with the forms (screens), and table names: Bank Accounts / Checking Account Data Type of Data Name of Form(Screen) That Displays The Data Location on Form (Screen) Name of Table…