{"id":7861,"date":"2014-06-21T11:05:24","date_gmt":"2014-06-21T11:05:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=7861"},"modified":"2014-06-21T11:05:24","modified_gmt":"2014-06-21T11:05:24","slug":"how-to-set-fixed-discount-date-in-invoices","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/06\/21\/how-to-set-fixed-discount-date-in-invoices\/","title":{"rendered":"How to set fixed Discount Date in Invoices"},"content":{"rendered":"

In our last blog, we had discussed Due date table <\/a>feature for Terms in Sage 300 ERP where we have discussed how to define the fix due date for transactions in Account receivable.<\/p>\n

Moving further on this topic for Terms code setup, we will now discuss about another feature in the Terms setup in Account Receivable module. We will see how to define the fixed discount date for transactions in Account receivable.<\/p>\n

The New Stuff :<\/span><\/strong>\u00a0Sage 300 ERP Pending Payment Follow-ups through SageCRM<\/a><\/p>\n

There are scenarios where a user needs to set up the discount date to a fixed date of the month based on the specific range of date in which the invoice is generated in Sage 300 for a particular Term Code.<\/p>\n

Let\u2019s take an example:<\/p>\n

1.\u00a0 If the invoice is created within 1st to 10th day of the month then standard discount dates should be the\u00a014th of the month
\n2. If invoice is created within the 11th to 20th then standard discount dates should be 21st of the month<\/p>\n

Sage 300 has provided option in Discount Type \u201cDiscount Date Table\u201d which is used when user needs to set the fixed Discount date for invoices based on specific date range. Refer the below screenshot:<\/p>\n

1. While setting the Term code; Discount Type\u201d As \u201cDiscount Date Table\u201d.<\/p>\n

\"1\"<\/a>
\n2. \u201cDue Date Type\u201d can be set to any type.<\/p>\n

\"3\"<\/a><\/p>\n

3. In above screen you can specify the below fields :
\na. Range:<\/strong> – You can specify the number of tier for the month according to the starting and Ending Days.
\nb. Starting and \u201cEnding\u201d day.
\nc. Day of Month: –<\/strong> Day on which you need to set the due date of the invoice.
\nd. Add Months:<\/strong> With Add months you can add the number of months in the due date which can be set to number of days plus the number\u00a0 of months from the range of invoice date.
\n4. For e.g. With above setting when user generates an invoice on the date \u201c1st June 2014<\/strong>\u201d, and selects the terms code as \u201cDUETBL<\/strong>\u201d, then the Discount date will be set as \u201c14th June 2014\u2019<\/strong>.\u00a0 For any date within the range of 1st to 10th of the month the discount date of the invoice will be fixed as to \u201c14th<\/strong>\u201d of the next month. Refer the below screenshot:<\/p>\n

\"2\"<\/a><\/p>\n

Hence with discount date table in Terms code, one can set Discount date to a fixed date when invoice is generated in Sage 300 ERP.<\/p>\n

Also Read:<\/strong>
\n1. Invoice Action Report<\/a>
\n2. Create Invoice Directly From Shipment<\/a>
\n3. Sales Invoice Reversal In Sage 300 ERP<\/a>
\n4. Bulk Invoicing Feature In Sage 300 ERP<\/a>
\n5. Create Single Invoice Entry from Multiple Shipment Entry in Sage 300 ERP<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our last blog, we had discussed Due date table feature for Terms in Sage 300 ERP where we have discussed how to define the fix due date for transactions in Account receivable. Moving further on this topic for Terms code setup, we will now discuss about another feature in the Terms setup in Account\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[60,246,787,788,998,2357,2850],"class_list":["post-7861","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-account-receivable","tag-ar-invoice-entry","tag-discount-date","tag-discount-date-table","tag-fixed-discount-dates","tag-sage-300-erp","tag-terms-code"],"yoast_head":"\nHow to set fixed Discount Date in Invoices - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/06\/21\/how-to-set-fixed-discount-date-in-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to set fixed Discount Date in Invoices - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our last blog, we had discussed Due date table feature for Terms in Sage 300 ERP where we have discussed how to define the fix due date for transactions in Account receivable. 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