ISTech Support Forum - Acknowledgement

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Acknowledgement - Terms default (Read 564 times)

Laura D. Oliver Active Member Posts: 985 Gender:	Acknowledgement - Terms default 03/16/10 at 07:30:42 Long ago I created TBD (to be determined) in SM-D Create Terms Table. I would like TBD to be my defualt terms for acknowledgements. How do I change this? Thanks, Laura
Back to top	Laura D. Oliver classic DBA since 1997 EVO on Amazon server as of 5-2022 DIXIE PRECISION INC. Birmingham, Alabama (205)- 841-8400 www.dixieprecision.com IP Logged

Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Acknowledgement - Terms default Reply #1 - 03/16/10 at 08:27:49 The only way to make it the default for acknowledgements would be to edit the RTM and delete the variable for Terms and replace wit with hard-coded Text that says "Terms TBD"
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Laura D. Oliver

Active Member

Posts: 985
Gender: female

Re: Acknowledgement - Terms default
Reply #2 - 03/18/10 at 09:30:55

If edit the RTM and delete the variable for Terms and replace with with hard-coded Text that says "Terms TBD" , then If I go thru AR-A and change the terms on the sales order (and all future sales orders) will always say TBD.

In other words if I edit this in the RTM then I can never change it except thru additional editing of the RTM?

The problem we are having is that our guys are sending out acknowledgements with net 30 days and they should have been COD

thanks
Laura

Laura D. Oliver
classic DBA since 1997
EVO on Amazon server as of 5-2022
DIXIE PRECISION INC.
Birmingham, Alabama
(205)- 841-8400

www.dixieprecision.com

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dameng Senior Member DBA / EVO Software Consultant Posts: 275 Gender:	Re: Acknowledgement - Terms default Reply #3 - 03/22/10 at 12:40:17 did you change SD-P Customer/AR defaults to the term number for the TBD? that way when a new customer is created, the default terms are the TBD, and for your Acnowledgements are going to get its'Terms from the customer file with the Terms that is assigned to the Customer.
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Laura D. Oliver Active Member Posts: 985 Gender:	Re: Acknowledgement - Terms default Reply #4 - 03/24/10 at 15:42:59 Dave, Thanks!!! I should have thought of that on day 1. Laura
Back to top	Laura D. Oliver classic DBA since 1997 EVO on Amazon server as of 5-2022 DIXIE PRECISION INC. Birmingham, Alabama (205)- 841-8400 www.dixieprecision.com IP Logged

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ISTech Support Forum › Evo-ERP and DBA Classic › Sales

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