Setup Sales and Receivables

Setup Sales and Receivables
The below list details the setups required for Sales and Receivables.  Select the link for details. 

 

 

 

 Setup.. 

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 Sales & Receivables Setup 

 

 Sales Setup 

 

 

 

 Payment Terms 

 

 Payment Terms 

 

 

 

 Payment Methods 

 

 Payment Methods 

 

 

 

 Reminder Terms 

 

 Reminder Terms 

 

 

 

 Finance Charge Terms 

 

 Finance Charge Terms 

 

 

 

 Standard Sales Codes 

 

 Standard Sales Codes 

 

 

 

 Invoice Layouts 

 

 Document Layouts 

 

 

 

 Employee Levels 

 

 

 

 

 

 Brand Responsible People 

 

 

 

 

 

 Manual Billing Setup 

 

 Manual Billing Setup 

 

 

 

 Vendor Group - Bill-to Customer Setup 

 

 

 

 

 

 Generic Taxonomy List 

 

 

 

 

 

 Generic Taxonomy Link Setup

Document Layouts
Document Layouts are pre-determined layouts that can be applied to various document types at the time of printing. 

 The list of available Document Layouts forms part of the general setups that are typically performed once during the initial implementation.

Manual Billing Setup
Manual Billing Codes are setup to default G/L accounts on the financial sales document lines.  If G/L accounts are left unspecified (blank) on the Manual Billing Setup , then the G/L accounts can be selected when creating the sales document.  Financial or sundry sales documents require a Manual Billing Code to be selected when creating the invoice or credit memo.  

 The  Manual Billing Setup also controls which financial sales documents appear on the Billing and Income Report , for example it may be necessary to exclude intercompany recoveries from the report, or populate only the sales value, or only the income value.