Maintain Terms: Difference between revisions

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''Menu: Tools | Maintain Terms...''
''Menu: Tools | Maintain Terms...''


=='''Introduction'''==
==Introduction==
* Credit Terms use to calculate the due date for the documents like sales invoice, cash sales, sales debit note, purchase invoice, cash purchase, and purchase debit note.
: Credit Terms use to calculate the due date for the documents like sales invoice, cash sales, sales debit note, purchase invoice, cash purchase, and purchase debit note.
[[File:Maintain Terms-Browse.jpg |500px]]
::[[File:Maintain Terms-Browse.jpg |500px]]
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<br />


=='''Create New Terms'''==
==Create New Terms==
* Screenshot below is the Terms entry form.
: Screenshot below is the Terms entry form.
::[[File:Maintain Terms-EntryForm.jpg |500px]]
::[[File:Maintain Terms-EntryForm.jpg |500px]]


{| class="wikitable"
::{| class="wikitable"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
Line 26: Line 26:
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<br />


=='''Term Types'''==
==Term Types==
* You have to select an appropriate term type. It has an impact on the due date calculated.  
: You have to select an appropriate term type. It has an impact on the due date calculated.  
: There are 3 types of terms:
:# Due in number of days
:# Due on specific day of the month
:# Due in the month end
::[[File:Maintain Terms-Types.jpg |500px]]
::[[File:Maintain Terms-Types.jpg |500px]]
<br />
<br />


* There are 3 types of terms:
== Due in number of days ==
'''1. Due in number of days '''
::[[File:Maintain Terms-Types1.jpg |500px]]
::[[File:Maintain Terms-Types1.jpg |500px]]
 
::{| class="wikitable"
{| class="wikitable"
|-
|-
! Terms !! Doc Date !! Due Date
! Terms !! Doc Date !! Due Date
Line 43: Line 45:
| 90 || 15/02/2013 || 16/05/2013
| 90 || 15/02/2013 || 16/05/2013
|}
|}
<br />


==Due on specific day of the month==
::[[File:Maintain Terms-Types2.jpg |500px]]


'''2. Due on specific day of the month '''
::{| class="wikitable"
::[[File:Maintain Terms-Types1.jpg |500px]]
 
{| class="wikitable"
|-
|-
! Terms !! Doc Date !! Due Date
! Terms !! Doc Date !! Due Date
Line 55: Line 57:
|-
|-
| 90 || 15/02/2013 || 30/04/2013
| 90 || 15/02/2013 || 30/04/2013
|}
<br />
==Due in the month end==
::[[File:Maintain Terms-Types3.jpg |500px]]
::{| class="wikitable"
|-
! Terms !! Doc Date !! Due Date
|-
| 90 || 02/01/2013 || 30/04/2013
|-
| 90 || 15/02/2013 || 31/05/2013
|}
|}
<br />
<br />

Latest revision as of 07:32, 19 January 2016

Menu: Tools | Maintain Terms...

Introduction

Credit Terms use to calculate the due date for the documents like sales invoice, cash sales, sales debit note, purchase invoice, cash purchase, and purchase debit note.
Maintain Terms-Browse.jpg


Create New Terms

Screenshot below is the Terms entry form.
Maintain Terms-EntryForm.jpg
Field Name Explanation & Properties
Code
  • Input the new terms code
  • Field type : Alphanumerical
  • Length : 10
Description
  • Input the Terms description
  • Field type : Alphanumerical
  • Length : 80


Term Types

You have to select an appropriate term type. It has an impact on the due date calculated.
There are 3 types of terms:
  1. Due in number of days
  2. Due on specific day of the month
  3. Due in the month end
Maintain Terms-Types.jpg


Due in number of days

Maintain Terms-Types1.jpg
Terms Doc Date Due Date
90 02/01/2013 02/04/2013
90 15/02/2013 16/05/2013


Due on specific day of the month

Maintain Terms-Types2.jpg
Terms Doc Date Due Date
90 02/01/2013 30/03/2013
90 15/02/2013 30/04/2013


Due in the month end

Maintain Terms-Types3.jpg
Terms Doc Date Due Date
90 02/01/2013 30/04/2013
90 15/02/2013 31/05/2013