A user asked me a few weeks ago to change the 'Salesperson' field in an invoice specification from 'C9 default salesperson' to 'E25 invoice salesperson code' - as they sometimes override whatever gets specified for a given customer in Receivables.

They are now asking me to do the same for the 'terms' field. However, I can find that terms field listed in the spec list under 'Invoice Header' as 'E3, terms description'. Shouldn't there be one under 'Customer Info' as well - similar to the way it works for the 'Salesperson' field?

Background:
The user claims that the terms we print on the invoice are the terms set up in Receivables. They said they overrode that setting for a particular order from say 'Net 30' to 'COD'. However, when they printed the invoice, it showed 'Net 30'.

Regards,

Andre

Hi Andre,

Indeed there is no specification field for 'Default terms' under the Customer list of spec codes - it hadn't been requested until now. I can pass this as a suggestion. In the meantime, could this be set up as a Customer optional field in AR?

When changing the Terms code on an order or during invoicing, the new terms code is saved and prints with the E19 - Terms code - spec code. This is working as expected. Perhaps they didn't save changes to the order/invoice as first thought.

If you ever override the terms, either by selecting a new terms code or by deleting it (and thus activating the other terms information for editing), this is what will always print on specifications. Currently it will not look back at the customer, unless we implement the suggestion as above.

Thanks, guys! That makes me wonder if they somehow didn't save the change(s) to the order. i'll check with them tomorrow, get exact order numbers and do some digging. thanks for the explanation, though!

Cheers,

Andre

Hi Andre,

I can't imagine why you'd want to print the terms from the customer. They're not really meaningful on an invoice.

Hi Andrew:

You're correct. We wouldn't want to print the terms from the customer. After you explained what happens when someone overrides the terms, I swapped the 'E3 terms descriptions' field with the 'E19 invoice terms code'. This works, as it now shows the new terms.

However, this brought up anotrher issue. Some of our terms are something like this: "Net 20 Receipt of goods". The code is 'NET30ROG'. We used to print the terms description on the invoice, so that our customers wouldn't have to decipher what 'NET30ROG' means. We can't do that right now because we can only get the terms CODE via the E19 field. Would it be possible to add the terms description field that would go with the E19 field to the spec list?
It seems a bit inconsistent that one can use the terms description using the E3 field, but not the terms code, whereas the E19 field give you the terms code, but not the terms description. Could that be fixed by having all four available in the spec list?

Cheers,

Andre

Andre,

Perhaps I don't understand the suggestion. Whatever terms is on an order or invoice in OE, the E3 code prints the terms description and E19 prints the terms code. If this is changed on the document to be different than what defaults from the customer, the information on the document (not the customer) is printed. This is what has always happened and still does.

If you have the E3 spec code on your specification, this will print the Terms description that you can see on the Header and Totals tabs of your order/invoice. Is this happening for you? If so, then is this a solution to get the desired information? Indeed you wouldn't want customers to have to decipher the terms base on a 6 character terms code.

Also: How do you get 'NET30ROG' as the terms code - this is 8 characters?

Hi Andre,

E3 prints the terms description from the invoice (which is copied from the file when the invoice is created).

Doesn't that work?

OK... we now believe it was a 'user error'. You're correct: E3 prints the terms description for whatever terms are specified in the order/invoice. E19 prints the code for those same terms.
Please forget what I wrote in my previous post. Adagio is doing it correctly.
We think someone must have gone back into the order or invoice and changed the terms from 'Due on delivery' back to the original terms of 'Net 30'. Apparently, someone here has a paper trail of the order actually showing 'Due on delivery'. It now reads 'Net 30'.

You're correct: The terms code is actually 'N30ROG' not the one I had originally posted.

Thanks for your help!

Andre