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Multiple Terms within A/R

  • 1.  Multiple Terms within A/R

    Posted Aug 02, 2019 05:26 PM
    Our company has multiple clients with different payment terms depending on the items being invoiced. I believe the system only allows for each client to have one set of terms. With only 1 set of terms, the A/R aging report is incorrect. Does anyone know if there is an option to override the standard terms set for the client with different terms?

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    Jennifer Vanselow
    Augeo Affinity Marketing
    St. Paul MN
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  • 2.  RE: Multiple Terms within A/R

    TOP CONTRIBUTOR
    Posted Aug 02, 2019 06:13 PM
    Follow up question: when a client orders several items each with different terms on a single order, what are the payment terms for the whole order?

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    Original Message
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  • 3.  RE: Multiple Terms within A/R

    Posted Aug 02, 2019 07:34 PM
    Great Question.  I should have clarified.  We create a separate invoice if it has different terms.  So each invoice has its own terms however, would like to override the standard terms for the different invoices.

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    Jennifer Vanselow
    Augeo Affinity Marketing
    St. Paul MN
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  • 4.  RE: Multiple Terms within A/R

    SILVER CONTRIBUTOR
    Posted Aug 05, 2019 08:53 AM
    Hi Jennifer

    You can override the terms of payment per SO invoice but it will always default to what you have setup on the customer.

    Thanks,

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    Arush Kuthiala
    Western Computer
    Toronto ON
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  • 5.  RE: Multiple Terms within A/R

    GOLD CONTRIBUTOR
    Posted Aug 06, 2019 01:12 PM
    ​If you look at the sales order tables, SalesTable and SalesLine, the fields relating to payment terms are only found on the sales order header.  That means you have no way to override payment terms at a line level.  The only way you will get separate terms per item is to avoid mixing the different item types on one sales order.

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    Kevin McLean
    Strategic Solutions NW, LLC
    Beaverton OR
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