QuickBooks Enterprise Options allow you to configure Related Documents, Source Documents, and other QuickBooks-specific settings.
Options available for the QuickBooks Enterprise interface can be accessed by selecting Setup > Source Interfaces > QuickBooks Enterprise, and clicking on Options.
Related Documents
Retrieve related documents
When checked, the Shipping Assistant will show documents (orders, etc.) with the same customer code first, and then the ship-to address, allowing you the possibility of combining related orders.
Options
When importing a document that has an existing non-posted shipment, always
Prompt: Prompt the user for action. The prompt will include the options to Create New, View, or Edit. Note that View is only available for Processed shipments; Draft (Open) shipments will always open in Edit mode.
Create New: StarShip will automatically create a new shipment from the data being imported from the source interface without prompting the user.
Edit Existing: Set the existing document to “Open” status so that it can be edited.
View Existing: Open the existing shipment in View-only mode.
StarShip will search for any draft shipment or shipment processed within the last “#” days
When importing a document (Sales Orders, Invoices, etc.) from QuickBooks Enterprise, StarShip will scan all open (draft) shipments, and only the processed shipments within the number of days you set here, for shipments that may already exist for that document. So, for example, if you add an order to a shipment you’ve already saved or processed in StarShip, you can reprocess the shipment with the new order added without voiding write-back or tracking numbers. Note that you cannot set the number of days if you set the option above it to Create New.
Run in Diagnostic Mode
Check this option to have StarShip run in a special diagnostic mode that shows the raw input from the source interface before any mapping or translations are performed on it. When enabled, a Show Diagnostics button appears on the source interface tab. Clicking the Show Diagnostics button will display the input information from the source interface in raw message format for Technical Support purposes.
Enable logging of QuickBooks Enterprise transactions
StarShip will run in a special mode that provides more information to aid Technical Support. You can also specify Normal or Maximum levels of logging.
Disable Search of Source Documents
This option controls searching for QuickBooks Enterprise documents in the Shipment Editor. When it is checked, StarShip will not display the Search Documents grid and will require that you enter the exact Document Number.
Refresh List of Source Documents After Shipping
When this option is checked, StarShip will update the list of QuickBooks Enterprise documents in the Documents grid after you process a shipment. New documents are retrieved and shipments no longer matching the filters (such as Unshipped) will not be seen. The default setting is checked.
Additional Options
Item Types to be read when data is retrieved from QuickBooks
The QuickBooks interface supports three line item types:
- Inventory Part: Goods that are purchased, tracked as inventory, and resold.
- Inventory Assembly: Assembled goods that are built or purchased, tracked as inventory, and resold.
NoteQuickBooks cannot track the costs associated with the manufacturing process itself. In other words, the cost of a built assembly item depends only on the cost of its components.
- Non-inventory Part: Goods that are purchased but not tracked (such as office supplies), or materials bought for a specific job that is charged back to the customer. When checked, inventory items with these item types will be included in the shipment.
QuickBooks Document Search Range – set by past days, future days, or both
StarShip allows you to specify a date search range to browse for documents to import. In the Search from, use the up/down arrows to set the from/to dates. The Search Dates field will change according to your selections.
