This article reviews the basic settings that control the behaviour across the document and sales screens in Financial. The settings cover, among other things, auto save and warnings about unsaved changes, requirements for information when creating customers and debtors/creditors, how discounts are selected, as well as a range of options for handling product instances (serial number items), used VAT and product lookup on sales documents.
In the user interface the labels are shown in English. Below, each setting is described with both the Danish name and the English label, so it is easy to find on screen.
Open the hamburger menu in the top left corner and select Financial. Then go to Setup and Settings. Find the category Financial and select the subcategory Financial.
Note that changing settings normally requires administrator or setup permissions. Contact your administrator if you do not have access.
Specifies whether changes in the screens are saved automatically, without you having to manually press Save. Yes: changes are saved automatically. No: changes are only saved manually. The default is No.
Specifies whether a warning is shown when you leave a screen with unsaved changes. Yes: a warning is shown so you do not unintentionally lose changes. No: no warning is shown. The default is No.
Determines whether selecting a category is required when a debtor or creditor is created. Yes: a category must be selected. No: the category is optional. The default is No.
Specifies whether a phone number is expected to be filled in when creating a new customer. Yes: a phone number is required. No: a phone number is optional. The default is No.
Overrides which contact person role (a text value, not a specific person) is used when a contact person is selected on a document. The field is empty by default, which means the default behaviour is used.
Controls how Sapera chooses between several possible discounts when more than one can be applied at the same time. Best for customer: selects the discount that gives the customer the greatest saving. Best for shop: selects the discount that gives the smallest saving (best for the shop). Ordered: applies the discounts in the order they are specified. The default is Best for customer.
Specifies whether the system supports purchasing product instances (serial number items) with used VAT. Yes: supported. No: not supported. The default is Yes.
Specifies whether buy-backs with used VAT may be created from business customers (organizations) with a CVR number. Yes: allowed. No: not allowed. The default is No.
Determines whether it is possible to return product instances (serial number items). Yes: returns are possible. No: returns are not possible. The default is Yes.
Determines whether a product instance that is not available in the current organizational unit (OU) may be sold. Yes: instances that are not available in the current OU cannot be sold. No: instances can be sold across OUs. The default is No.
Specifies whether the user must specify a stock location on a purchase, i.e. where the item is received. Yes: the user is asked to select a location. No: no prompt is shown. The default is Yes.
Determines whether already sold serial number items (instances) are shown in the product lookup on sales documents. Yes: sold instances are shown. No: sold instances are hidden. The default is Yes.
Determines whether a filter is shown in the product lookup on sales documents, so you can limit it to items that are in stock. Yes: the filter is shown. No: the filter is not shown. The default is No.
Determines whether separate financial addresses (e.g. invoice or delivery addresses) are stored. Yes: financial addresses are stored. No: only default addresses are used. The default is Yes.
Specifies whether dispatches are supported in the financial flow. Yes: dispatches are supported. No: dispatches are not supported. The default is Yes.
Here you specify the product ID for a text product — a non-stocked item used for free-text lines on documents, e.g. for subscription and lease contract invoicing. The field is not set by default.
Product ID used if a product cannot be identified. Typically used in error scenarios or in connection with integrations. The field is not set by default.
Enables support for the YAMAHA integration. Yes: the integration is enabled. No: the integration is turned off. The default is No. Note that this setting can only be changed by Cloud Retail Systems' support.
Want to know more?
Read more in these related articles:
Financial setup
The financial setup determines which financial accounts and posting journals Sapera uses when the system automatically generates entries for sales, purchases, cash register closing, stock adjustment and year-end closing. Here you configure default accounts, journals and integration settings per organizational unit.
User interface settings
User interface settings collect the settings that control Sapera's user interface — including rounding of amounts in the display as well as the subcategories for user and actor preferences.
