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Setting up and Editing Voucher Terms

AGRIS Customer Documentation

Setting up and Editing Voucher Terms

Go to ACP>Setup Information>Voucher Terms You will see this screen.
You can hit the magnifying glass to see what codes are already set up, you cannot duplicate codes. Selecting an already used code will take you into edit.
Add New Voucher Term
If you are entering a new one enter your unique code and hit ok. You will see this screen.
Enter in the description name for your term.

You can set up the due date and discount date by actual calendar date or number of days. (Number of days can be done by due date or voucher date, that is set up in ACP>Setup Information>General Information). If you use Actual Due Date, for example, as last day of next month you will need to come in here each month and change it. It will not move forward automatically.

If there is a discount rate for paying early, enter that percent in Discount Rate %. and enter discount date following the Actual Due Date or Number of Days in previous option

Set the Terms Usages Code: Normal is most used, any invoice may have this code. Inter-Company is only used for transferring stock from one location to another. It gives the ability to apply 100% discount to the voucher, thus eliminating the payment.

Select OK and your terms are added.
To Edit a Voucher Term
Enter in the voucher term code you wish to edit. Hit ok and the same screen comes up, edit your info. You also now have the option to delete this voucher term code.

To delete, hit the delete button and confirm by hitting "Yes" to Delete This Voucher Term?
Hint: You can print a report of your voucher terms and their setup. From the main screen, you hit the print button.

This will open up your parameters screen, you can narrow down the list by voucher terms. You can also have it sort alphabetically by description instead of Type Code.

Highlight detail lines will highlight every other line gray, some people find this easier to read.




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