Open Forum

Due Date on AR Invoices

  • 1.  Due Date on AR Invoices

    BRONZE CONTRIBUTOR
    Posted 28 days ago
    Edited by Karla Johnson 28 days ago

    We got a request to update the Due Date on an AR Invoice.

    I know that the Due Date is based off the invoice date and terms of when the invoice is posted.  I went into our test database and found if you change the terms on the customer it does not update posted invoices, only future.

    Is changing this date something anyone has done?

      If so how?

      If not why?

    TIA!

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------


  • 2.  RE: Due Date on AR Invoices

    Posted 27 days ago
    Hi Karla,
    If you bring up each invoice that needs changed in the Document Maintenance (08.250.00) screen, you can modify the due date (and a few other fields, such as terms, discount date, and discount amount).


    Depending on where the invoice originated (above Flexible Billings, below Service Dispatch), you might be able to edit the Document Date as well.



    ------------------------------
    Amy Junkins
    Solomon Cloud Solutions
    Findlay OH
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  • 3.  RE: Due Date on AR Invoices

    BRONZE CONTRIBUTOR
    Posted 27 days ago
    ​Thank you Amy!!

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------



  • 4.  RE: Due Date on AR Invoices

    Posted 27 days ago
    ​Karla,
    You can update the due date by using the Document Maintenance screen in AR.

    ------------------------------
    Cindy Hall
    Velosio
    Louisville KY
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  • 5.  RE: Due Date on AR Invoices

    BRONZE CONTRIBUTOR
    Posted 27 days ago
    ​Thank you Cindy!

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------



  • 6.  RE: Due Date on AR Invoices

    Posted 27 days ago
    ​Someone will need to go into SQL and write a script to update the Due date for the "old" invoices.

    ------------------------------
    Tom Schonthaler
    Sr. Financial Systems Consultant
    Raffa
    Washington DC
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  • 7.  RE: Due Date on AR Invoices

    BRONZE CONTRIBUTOR
    Posted 27 days ago
    Thanks!!
    ​I am hoping it is just open invoices....

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------



  • 8.  RE: Due Date on AR Invoices

    Posted 27 days ago
    The due date can be changed in document maintenance as long as the invoice is still open because it is a non-financial field.  I have changed due to customer negotiations of the pay date to present a more accurate cash flow projection.  I also use the post-it note in the document maintenance to document why the date was changed and add the field into the report.

    ------------------------------
    Jenny Dinh
    Noble Resources Corp
    Tampa FL
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  • 9.  RE: Due Date on AR Invoices

    BRONZE CONTRIBUTOR
    Posted 27 days ago
    ​Thank you Jenny!

    ------------------------------
    Karla Johnson
    System Architect
    Schneider Electric
    Carrollton TX
    ------------------------------