Re: Payment term with Specific Due Date

[Patrick [MSFT]]

Gaelle,

When setting up payment terms you can specify the term to be a certain day
vs a number of days. However there isn't a good way say Jan 31
specifically. I think you specify the day and the Due Date would default to
this month or next month depending on the day of entry. You can, of course,
when you enter in the transaction set the "Due Date" to whatever date you
want but the user would have to remember to do this.

Otherwise you would have to have some sort of customization to do this. It
seems to me that I've done something like this before, I'd have to look if
you were interested.

my email address is mbst...@microsoft.com

patrick
mbs dev support

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"Gaelle" <Gae...@discussions.microsoft.com> wrote in message
news:E2A2DBA0-1929-4938...@microsoft.com...
> We are doing 'dating program' where stores can pay at a certain date for
our
> promotions.
>
> Example: Pay now and pay by Jan 31.
>
> How can we do that?
> Thanks a lot
> Gaelle

[Matt Landis]

Patrick,

I also have someone asking about this. Could you let me know if you have it?

Matt

"Patrick [MSFT]" <pr...@online.microsft.com> wrote in message
news:OBCg5F1E...@TK2MSFTNGP02.phx.gbl...

[Gaelle]

Thanks for that Patrick, but when trying to set up a payment term with a
specific date, we click on 'date' in the payment terms set up window, we can
only type 2 digits.

We have some promotions where our stores can order now and only pay by a
given date. Our user know this because of the promotion codes we have. (we
are a small outfit)

Hope you have an answer for me. Gaelle

[Patrick [MSFT]]

That's because in the payment terms window you can't set a "date" you only
can set a "day". So you can make your due date on the "12th" for instance
and which month the 12th falls under depends on the date of the invoice and
I think the due date grace period of the customer.

What you are looking for sounds exactly like part of a customization that I
did for another customer in a project a year or two ago.

patrick
mbs dev support

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"Gaelle" <Gae...@discussions.microsoft.com> wrote in message

news:CA7B0DA1-5EEB-496D...@microsoft.com...

[Gaelle]

Hello Patrick,
How much does a customization like that cost?
Thanks
Gaelle

[Patrick [MSFT]]

Gaelle,

Send me an email at mbst...@microsoft.com and we can work something out.
The project wouldn't be so complicated.

patrick
mbs dev support

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"Gaelle" <Gae...@discussions.microsoft.com> wrote in message

news:49D29460-0094-4AD3...@microsoft.com...

[Patrick [MSFT]]

Matt,

Yup, I found the project. Send me an email at mbst...@microsoft.com.

patrick
mbs dev support

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"Matt Landis" <matt(remove)@landiscomputer.com> wrote in message
news:OqWJAp7E...@TK2MSFTNGP06.phx.gbl...

[Elaine]

Hi Patrick,
Do you know of any customization (or 3rd party product) that would handle
payment terms tiers? For example: 3% 10, 2% 20, Net 30?

[Patrick [MSFT]]

No nothing specific, I don't really _use_ the software (or sell) and so
don't know of all the ISV solutions. Only those that I talk to as the
developers create them if they have issues! But for this project, it would
be a bit tricky however. I've talked about it once or twice for customers
but I've never actually done it.

The problem is that in Dynamics there is only 1 field for the discount
amount and that's set at entry and doesn't change. My thought was to make a
tierd discount payment term in a custom form/table. Then every day (perhaps
when the first per logs in) run a query that sets the discount dollar amount
in the RM20101 records to the new eligible amount given the new breakdown
period. Then Dynamics would just handle discounts normally because it
doesn't know anything happened.

The 2nd idea is to leave the amounts in the DB as they are. But then when
you apply the record in the apply window, trick GP into only taking the
newly calculated discount amount. That might be easier. But I think a good
SQL query would be just as good run every day or 2x every day or whatever.

So yes I've seen this before but haven't heard of any other solutions (or if
my theory as presented above is good or nonsense). Anybody else have any
leads for Elaine? Or see flaws in my plan?

patrick
mbs dev support

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"Elaine" <Ela...@discussions.microsoft.com> wrote in message
news:C4BC74F0-5F56-430F...@microsoft.com...

[Victoria [MVP]]

I haven't heard of any other 3rd party products that do this either...

For customizing this, my personal preference would be to have the correct
discount calculated at the time needed, not have it constantly recalculate.
That would mean that the discounts available are not set to track in the GL.
Most companies that I have worked with don't use that setup option anyway.

--
Victoria Yudin
Dynamics GP MVP
Flexible Solutions, Inc.

"Patrick [MSFT]" <pr...@online.microsft.com> wrote in message

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