Creditor Maintenance: Difference between revisions
no edit summary
No edit summary |
No edit summary |
||
| (11 intermediate revisions by one other user not shown) | |||
Line 6:
Creditor listing will be displayed.
[[File:C.Main1.png]]
Line 78 ⟶ 77:
[[File:C.Main3.png]]
'''Credit Limit:''' key in a credit limit for control purpose.
'''Credit Term's Overdue Limit:''' key in the maximum amount of overdue (according to credit term) is allowed.
'''Credit Control:''' to choose either to apply the same control on All Documents or different control on different documents (Purchase Order, Goods Received Note, Purchase Invoice, Cash Purchase)
'''All Disabled:''' means there will be no credit control.
'''Controlled by Credit Term:''' to set control if this creditor exceeds credit limit or/and overdue limit:
[[File:C.Main4.png]]
'''No Block:''' message will be prompted, but allows to proceed/save (allowed to exceed limit)
'''Block:''' message will be prompted, do not allow transaction to be saved.
'''Need Password:''' message will be prompted, password of authorized user is needed.
'''Suspend:''' to suspense this creditor, any further issuance of transaction documents will be suspended. You may key in the reason of suspension.
[[File:C.Main5(1).png]]
(Note: A faster way to set credit control for several/all creditors is using ''<span style=color:red>Find Creditor</span>'' (at ''Creditor Maintenance'' listing screen), search and mark the creditors, then click on Credit Control button.)
'''<span style=color:red><u>Contact tab</u></span>'''
[[File:C.Main6(1).png]]
Click on '+' button to add new contact.
'''Include in contact info:''' to include these info into Contact Info, so that it can be attached onto report.
'''Generate Contact Info:''' to generate from Contact Info.
'''<span style=color:red><u>Branches tab</u></span>'''
[[File:C.Main7(1).png]]
Click on '+' button to add new branch.
Key in the address, and other into...
You may choose the branch during transaction that involves branch details.
'''<span style=color:red><u>Others tab</u></span>'''
[[File:C.Main8(1).png]]
'''Sales Tax Exemption No.:''' if this creditor is exempted from Sales Tax, key in the Exemption Number.
'''Expired Date:''' the sales tax exemption expiry date
'''Rounding Method:''' to select the rounding method for the creditor
'''Discount Percent (Footer):''' key in the discount % for this creditor, this to be used with [[Footer Maintenance]].
'''Calculate discount on unit price:''' to calculate discount based on unit price of the item
'''Detail Discount:''' to apply discount on each detail item for the creditor
'''GST:''' assign the tax type of this creditor. Tax type is maintained at ''<span style=color:red>General Maintenance > Tax Type Maintenance</span>'' (only when GST is enabled at ''Tools > Options > General > Goods and Service Tax'')
'''Tax Registration No:''' Key in the creditor tax registration number.
'''Price Category:''' assign the price category for this creditor. Price category is maintained at ''<span style=color:red>General Maintenance > Price Category Maintenance</span>''
'''GST Status Verified Date:''' key in the date of this creditor being GST register.
'''Account Group:''' assign the account group for this debtor. Account group is maintained at ''<span style=color:red>General Maintenance > Posting Account Group Maintenance</span>''
'''Inclusive?:''' checked this if the creditor is be calculate as inclusive price.
'''Receipt Witholding Tax Code:''' to set the default withholding tax code for receipt voucher
'''Payment Witholding Tax Code:''' to set the default withholding tax code for payment voucher
'''Self-Billed Approval No:'''This is to key the Creditor Self Billed Approval Number for GST Purpose
'''External Link:''' click on '+' button to tag an external document related to this creditor.
Related topic: [[Non Module: Calculate Discount On Unit Price|Calculate Discount On Unit Price]]
'''<span style=color:red><u>Note tab</u></span>'''
[[File:C.Main9.png]]
Note keyed in here can be copied to transaction document that involves this creditor.
(refer to ''<span style=color:red>Tools > Option > Invoicing > Document Transfer > Copy Creditor Note to Purchase Document Note</span>'')
[[File:C.Main10.png]]
'''<span style=color:red>Add New Creditor During Transaction</span>'''
During transaction (that has Creditor look up screen), you may click on ''<span style=color:red>New</span>'' to add new creditor.
[[File:C.Main11.png]]
'''<span style=color:red>Print Creditor Listing</span>'''
[[File:C.Main12.png]]
[[File:C.Main13.png]]
[[File:C.Main14.png]]
[[Category:Users]]
{{NavigateForUser}}
| |||