The Commercial page in system settings contains fields and lists used to configure commercial and transactional data across the system, such as agreements, pricing, costs, payments, projects, and integrations.
General settings
Freight VAT rate (%)
VAT rate applied to freight charges on sales invoices.
Miscellaneous invoice partner id
Default customer account used for miscellaneous invoices.
Warn on late invoice payment (days)
Number of days after due date before the system issues a late payment warning.
Allow all users to upgrade to the new portal
Allows all users to access and use the new customer portal.
Allow misc purchase invoice
Allows posting of purchase invoices without a purchase order.
Include sales orders in credit limit
Includes open sales orders when calculating customer credit limit usage.
Must enter cost centers
Requires a cost center to be entered on transactions.
Order tracking enabled
Enables tracking of sales order status and progress.
Tax code must be same as account’s
Enforces the use of the customer’s default tax code on transactions.
Units of measure
Unit for length
Default unit of measure for length (e.g. meters).
Unit for weight
Default unit of measure for weight (e.g. kilograms).
Unit for volume
Default unit of measure for volume.
Payment schedules
Full prepayment
Default payment schedule requiring full payment in advance.
Default payment schedule item id
Default payment schedule item applied to transactions.
Sales order payment schedule
Enables use of payment schedules on sales orders.
Sales order payment schedule as percent
Defines sales order payment schedules as percentage-based.
Sales orders
Hide line values from sales order acknowledgement
Hides prices and amounts on sales order acknowledgements.
Sales Order line dates as week numbers
Displays sales order line dates as week numbers instead of calendar dates.
Route’s last step as delivered from location in Sales Order line
Uses the final route step to determine delivery location on sales order lines.
Delivered from location check in Sales Order activation
Validates that a delivery location is specified before activating a sales order.
Purchase orders
Default PO pricing
Determines how prices are defaulted on purchase orders (e.g. last purchase price).
Combine requirements for same item / Receive directly to work orders
Combines demand for the same item and allows direct receipt to work orders.
Sales invoices
Shipping cost default item
Item used by default when adding shipping costs to sales invoices.
List values
Activity types
In PRM section, for classifying activities.
Agreement types
User defined list of agreement types
Bank accounts
User defined list of company bank accounts. These accounts can be selected and linked to payments, invoices and other financial transactions in the system.
Bookkeeping accounts
User defined list of bookkeeping (general ledger) accounts used for financial postings. These accounts are linked to transactions such as sales, purchases, costs and payments for accounting and reporting purposes.
Budgets
The user defined list of cost budgets available in the system. It is recommended to always create at least one cost budget.
Commission rates
User defined list of different commission rates. A person in the Partners section can have an associated commission rate.
Configuration classes
User defined list of configuration classes for the sales configurator
Connected systems data
Allows the editing of data specific to certain external, linked systems.
Cost centers
User defined list of cost centers.
Cost codes
User defined list of codes used in production to identify use of work time.
Countries
All countries are listed, but only those marked as "In use" will be shown in the dropdown lists in the system.
Currencies and rates
List of currencies in use. Set which currencies are used and also their symbols. The currency rate is set in real time when entering orders or invoices.
Delivery methods
User defined list of delivery methods can be seen here.
Delivery terms
User defined list of delivery terms. Inco terms are prefilled to this list.
Internet access control
Specifies the available list of IP addresses used when limiting user access by internet address.
Offer classes
User defined list of offer classes used to categorize sales offers. Offer classes can be used for reporting, statistics and internal classification of different types of quotations.
Partner families
User defined list of Partners families.
Payment terms
User defined list of payment terms. At least one must be created. The same payment terms are listed for purchase orders and invoicing.
Price lists
User defined list of prices lists. At least one must be created if the system is to enter prices automatically to sales orders.
Project status codes
User defined list of project status. Used for reporting purposes.
System numbers
Specifies the next sequential number for different documents in the system. Used particularly when merging document numbers with a legacy system when going live.
Tax codes
User defined list of tax codes used for sales and purchase transactions. Each tax code defines the applicable tax rate and accounting rules, and is used when calculating VAT or other taxes on orders and invoices.
Text fields
User defined list of text blocks (sometimes called "boilerplate text") that is used in various parts of the system. See subsequent text for more details.
