Hi Warren,

Since changing the Terms management actually has to occur in Invoices, Time&Billing and OrderEntry before any changes can be made to Adagio Receivables, and there was little push for additional defined Terms, this improvement has not made the cut for recent upgrades. It also hasn't been mentioned in any Adagio Wish.

Guess it's not that big a deal for people!

Thanks for the update Andrew, I'll let the client know to not expect anything soon then. I'm not sure what the wish submissions process is(I'm still a little green...) but could this be considered as one?

Hi, Warren,

Have entered your suggestion for AR Terms.

Hi Andrew,

Our AR Terms are working great except for 1 issue. We have some customers that take their discount before tax and others that take their discount after tax. Adagio AR only allows us to select one or the other in the Company Profile. We need this option to be in the Terms Code, not the Company Profile.

That's a good suggestion. Thanks.

Susan:

It would be nice to have what you ask for but given that you are not allowed to discount GST or HST in Canada you might want to ask your customers to stop discounting taxes (as effectively they are taking more than they are entitled to which is money out of your pocket).

Douglas is quite right but we all have customers that take their discount after taxes - it's just easier to calculate. But it's not illegal to give a discount on an invoice. Enough said.

I tested the "calculate base for discount with tax included" in the Company Profile and whether it's checked or not doesn't seem to make any difference. Either way, it calculates the discount pre-tax.

Hi Susan,

When I set the Receivables company profile for the 'calculate base for discount with tax included' to a particular setting (either with or without tax), it is correctly determining the discount base when the invoice is created. I used a tax-included distribution on the invoice to see.

Note that changing the company profile option will not recalculate the discount base to include or exclude tax. If you have an unposted invoice and change the company profile option, you can force a recalculation by editing and saving the invoice in the batch. Posted invoices cannot have the discount base recalculated.