The ‘Type’ column has been renamed to ‘Base’. This is now a drop down with the following options:
- From Month End
- From Invoice Date
- From Week End
A new ‘Type’ column has also been added with a drop down box to select one of the following options:
- Cash Before Delivery
- Cash On Delivery
- Payment On Account
These changes will affect the system in the following areas-
- Invoice Printouts that show the Customer account balance at the bottom will only show for Customers with Debtor Terms that have a Type of ‘Payment On Account’
- ACR will upload the Invoice Total to Track & Deliver as the ‘Amount To Collect’ for Invoices with Debtor Terms Type of ‘Cash on Delivery’
- Drivers Run Sheets will total all Invoices with a Debtor Terms Type of ‘Cash on Delivery’ in the ‘Total Value’ field at the bottom
- Manual Driver Run Sheets will print COD next to all Invoices with Debtor Terms Type ‘Cash on Delivery’
- The Invoice Configuration ‘Allow Terms Change’ will make use of Debtor Terms ‘Types’ when checking which Terms that can be used.
IMPORTANT NOTE:
On installation the new ‘Type’ field on all existing Debtor Terms will be pre set following the below logic-
- Debtor Terms of 0 Days/Weeks/Months will be set to Type ‘Cash Before Delivery’
- Debtor Terms of 1 Day will be set to Type ‘Cash On Delivery’
- All other Debtor Terms will be set to ‘Payment On Account’.