If specific locations in your company require unique configuration settings, you can specify them at the location level.

Configuration settings at the location level override the same configuration settings at the company level. Any setting left blank automatically defaults to the company level setting; therefore, you only need to specify settings that are different than those specified at the company level.

The following table shows the available configuration settings at the location level and the effects of each.

To open the Config Options for Location window

Navigate to File > Config Options > Location
The Config Options for Location window opens.

In the Location box, enter the location that requires unique configuration settings.

Click Retrieve.
Information on the window appears. Detailed information about each configuration option is listed in the following table.

Location Level Configuration Settings tabs:

Accounts Receivable

Blending

Accounts Payble

Reports

FCL

Location Settings	Config Item	On/Yes	Off/No
Accounts Receivable tab
AR/Invoice	Invoice
AR/Invoice	Apply unapplied credits automatically (L13)	Unapplied credits are automatically applied.	Ignored - always checked by default on new invoices.
AR/Invoice	Apply return credits to invoice first (L14)	Unapplied credits created by the invoice are automatically applied to the invoice itself before other invoices and/or interest items.	Unapplied credits created by the invoice must be manually applied.
AR/Invoice	How to apply remaining credits: (L15)
	Auto apply to oldest items first	Unapplied credits are automatically applied to the oldest outstanding items.	N/A
	Auto apply to most recent items first	Unapplied credits are automatically applied to the most recent outstanding items.	N/A
	Manually apply credits after invoice is saved	When an invoice that has generated credit is saved, the Apply Credits window automatically opens. You must apply credits manually.	N/A
	Leave all credits as unapplied	You must manually apply any unapplied credits.	N/A
	Sales Rep Mandatory	Sales Reps on invoices are required.	Sales Reps on invoices are optional.
AR/LOT	Loadout Ticket
AR Payment	AR Payment
AR Payment	AR Payment Type (L16)	The payment type selected from the list is automatically selected for immediate payments of invoices.	You must manually select the payment type for immediate payments of invoices.
AR Payment	AR Payment Method (L17)
	Lump Sum	On the Accept Payments window, Lump Sum Payment is automatically selected and information is hidden and/or shown.	N/A
	Pay for Selected	On the Accept Payments window, Pay for Selected Items is automatically selected and information is hidden and/or shown.	N/A
AR Payment	AP Payment Type (used for customer refunds and AP Payments to suppliers) (L18)	The payment type selected from the list is automatically selected when you make payments.	You must manually select the payment type when you make payments.
AR/Customer Credit	Customer Credit
AR/Customer Credit	Prevent non-prepaid LOT when customer at or over limit (L10)	When saving a loadout ticket, a message appears indicating that the customer is over the credit limit. You cannot save.	A warning message appears indicating that the customer is over the credit limit. You can still save.
AR/Customer Credit	Force immediate payment on save of Invoice when customer at or over limit (L11)	When saving an invoice, a message appears indicating that the customer is over the credit limit. You cannot save.	A warning message appears indicating that the customer is over the credit limit but an immediate payment is not required. You can still save.
AR/eConfirmation	eConfirmation
AR/eConfirmation	Work Order Loadout Ticket Invoice	When saving, eConfirmation prompt is displayed automatically.	No eConfirmation prompt on save.
Blending tab
Blending	Blending Calculation Method (C27)	The calculation method selected from the list is automatically selected for blends.	You must manually select the calculation method for blends.
Accounts Payable tab
AP	AP Payment Type	Selected AP Payment Type	You must manually select the payment type when making AP Payments.
Reports tab
Reports	Offer to Print on Save (L1-L9)
	Work Order Loadout Ticket Batch Sheet (LOT)* Transportation (TDG) on LOT* AR Invoice Batch Sheet (Invoice)* Transportation (TDG) on Invoice* Payment (Invoice) AR Payment AR Adjustment Location Transfer Prepayment Receipt Purchase Order Purchase Invoice Manufacturing	When saving a transaction for the first time, a message appears asking if you want to preview/print the report. *when saving a loadout ticket or invoice with a blend and/or dangerous good, agrē will also offer to preview the blend batch sheet and/or TDG	A message does not appear.
Reports	Default Print Copies (applies to home forms & customer account)
	Work Order Loadout Ticket Blend Batch Sheet Transportation (LOT) AR Invoice Payment (Invoice) AR Payment Location Transfer	When printing these reports, agrē will print the number of copies specified. Maximum number of copies = 3 Note: Not applicable to digital print formats (eg PDF, XPS).
FCL tab
FCL	CMF Departments select ALL relevant departments for EACH location (except warehouses)	CMF Department Number is required on all Purchase Orders and is selected from this list.