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Evo-ERP and DBA Classic >> Suggestions for Updates >> Terms Table
http://www.istechforum.com/YaBB.pl?num=1126814141

Message started by kevind on 09/15/05 at 11:55:41

Title: Terms Table
Post by kevind on 09/15/05 at 11:55:41

I would like to see the existing terms table be used
for A/R Terms and a new Terms Table definition set up
for A/P Terms.

As it is now, I have more than 20 combined A/R and A/P terms.
We only have about 5 different possible terms for A/R,
but there are about 20 different ones for our vendors.

This would also allow you to specify 18 or 19 days for
A/R discount terms (to allow for mail) so that the discount
is automaticaly calculated.

Title: Re: Terms Table
Post by cathyh on 09/15/05 at 12:04:54

I very hugely second that!! :D

Title: Re: Terms Table
Post by Karen Mason on 09/15/05 at 12:42:02

It would sure add some needed flexibility

Title: Re: Terms Table
Post by David Waldmann on 09/20/05 at 04:13:26

Ditto on separate terms tables.

It would also be nice to be able to set up terms as X days after end of month.

Title: Re: Terms Table
Post by Lenette on 11/14/05 at 09:50:22

In addition to the 2 tables.... It would be very helpful in AP-B if there was a field for "due date" (like scheduled pay date).

This would be helpful for times when we want to schedule a due date in a specific month (tradeshow registrations, property tax payments, etc.)

Title: Re: Terms Table
Post by Cyndee Pappas on 11/14/05 at 11:31:50

I don't know when they added it, but I have a field called schedule date in AP-B. Banner date is 6/12/05.

Title: Re: Terms Table
Post by Lenette on 11/14/05 at 12:02:14

I have that as well... but agings are based on your terms code. The scheduled date just helps with picking invoices to pay. (or, atleast that's my understanding of it...)

Title: Re: Terms Table
Post by Cyndee Pappas on 11/14/05 at 13:14:41

Oops, I thought that scheduling was what you were looking for. My understanding is that agings are based on invoice date and past due report is based on invoice terms. AP-E (pick by due date) is the only one that looks at the scheduled date. If one is entered, it overrides the invoice terms.

Title: Re: Terms Table
Post by Lynn Pantic on 11/14/05 at 13:30:55

Cyndee, you are correct. And David, we DO have X Days after the end of the month. Set up the term as a D Type and for Max Days Till Due, enter the day of the following month it will be considered due.

Title: Re: Terms Table
Post by David Waldmann on 11/15/05 at 03:48:24

Lynn Pantic wrote:

And David, we DO have X Days after the end of the month.

Hmmm, never saw that in the help file....
::)

Title: Re: Terms Table
Post by Lynn Pantic on 11/15/05 at 05:27:11

Right on that count and I could have sworn I added it when we added the feature.... :-/