Maintain Terms

From eStream Software
Revision as of 03:20, 18 February 2013 by Csloo (talk | contribs) (→‎Term Types)

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.
Maintain Terms-Types.jpg


  • There are 3 types of terms:
  1. Numbered list item
Maintain Currency-Entry Form-Periodic Currency.jpg
Doc Type Doc Date Exchange Rate
Sales Invoice 02/01/2013 SellingRate = 3.2055
Cash Sales 15/02/2013 SellingRate = 3.1890
Purchase Invoice 15/01/2013 BuyingRate = 3.2112
Cash Purchase 08/02/2013 BuyingRate = 3.1550