Sales & Receivables setup use for defining how sales will be processed. Receivables（銷售和應收款）設置用於定義銷售如何進行處理。
Table of Contents
Follow the steps below for the setup.按照以下步驟進行設置。
1, Use search function to find Sales & Receivable Setup使用搜索功能查找銷售和應收款設置
2, Setup the basic configuration as below:
General Tab
Setup for the fields below it related to Sales Process
- Stock Waring - select this option for warning displayed when you enter quantity in sales document that brings an item inventory level below zero
- Ext. Doc. No. Mandatory - select this option if enter external document no. in sales documents is mandatory
- Default Qty. to Ship -
- select Remainder for allow system default the remaining qty to the field "Qty to Ship",
- select Blank for allow user to enter the field manually before post shipment
- Copy Comments - select the option for copy the comment from previous document to current document according to sales document flow.
- Cal. Inv. Discount - setup if Sales Discount function is in use (e.g. Customer Discount is setup for customer). Select the field for allow system calculate the discount amount in sales document.
- Igore Updated Addresses - specify copy address from sales document to customer master if it changed in sales document. By default, change is copied to the customer card
- Quote Validity Calculation - enter the calculation formula for calculate the Quote Valid To Date in Sales Quote
Dimensions Tab
Enter Customer Group Dimension and Salesperson Dimension if any. The default sales related dimension can use for sales analysis reports.
No Series Tab
Assign the numbering for customer and sales documents.
如下設置基本配置：
一般頁面
設置與銷售流程相關的以下字段
- 庫存警告 - 選擇此選項以警告顯示，當您在銷售文檔中輸入數量時，庫存水平會降至零以下
- 強制輸入外部文檔編號 - 如果在銷售文檔中輸入外部文檔編號是強制的，則選擇此選項
- 默認數量發貨 -
- 默認數量發貨 - 選擇餘數，系統將默認將剩餘數量填充到“數量發貨”字段中
- 留空，以允許用戶在發貨之前手動輸入該字段
- 複製註釋 - 根據銷售文檔流程，選擇複製以前文檔中的註釋到當前文檔
- 計算發票折扣 - 如果使用銷售折扣功能（例如為客戶設置客戶折扣），則進行設置。 選擇允許系統在銷售文檔中計算折扣金額的字段。
- 忽略已更新的地址 - 如果在銷售文檔中更改了地址，指定從銷售文檔複製地址到客戶主檔。 默認情況下，更改會複製到客戶卡片
- 報價有效期計算 - 輸入計算公式以計算銷售報價中的報價有效期到期日
維度頁面
如果有任何客戶組維度和銷售人員維度，請輸入。 默認的銷售相關維度可用於銷售分析報告。
編號系列頁面
為客戶和銷售文檔分配編號。
（參考：編號系列 (Reference: Number Series)
Archiving Tab
存檔頁面
在Business Central中，一旦文檔轉換為下一步的文據（例如將報價轉換為訂單 In Business Central, one the document is converted to document for next step, for example, Convert Quote to Order or Post sales documentthe original document to be deleted by system. Select the Archiving option for archive for the document if needs.或者發布銷售文檔），系統會刪除原始文檔。
如果需要，請選擇存檔選項以將文檔存檔。
