Payment terms - Implementation
Prerequisites
The TPT activity code is used to specify whether to calculate the payment conditions by detailing the payment schedule as a global percentage of the invoice (its value is then No), or by separately calculating the percentage for taxes and ex-tax amount by taking into account in the calculation each open item (its value then being Yes, and a %VAT column then appears in addition to the % Open item).
Additionally it is necessary to define the Payment methods that will be used in each line of the payment schedule.
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
Functional
SDD : SDD management
SEPP : Credit card integration
TPT : Payment terms with sales tax
Localization
KPO : Portuguese Localization
KSW : Swiss localization
General parameters
The following general parameters may change the way the function is working :
Supervisor
LEGFIL (defined at level User) : Legislation (selection filter)
Authorizations
This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.
Tables used
The following tables are implemented by the function :
Table |
Table description |
---|---|
ATEXTRA [AXX] |
Texts to translate |
TABCUR [TCU] |
|
TABPAM [TAM] |
|
TABPAYTERM [TPT] |
Payment term table |