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Changing Terms on Customers

Posted on by Microsoft Employee

Our AR group has changed terms on customers recently and when running the Period Sensitive Aged AR the customer still show the old terms.  With a little research I have found that any invoice created before the term change this field stays the old terms until the old invoices are paid.  Can anyone confirm this before I tell our users that the customer will have to pay outstanding invoices before they see the change in the report?  I really dont want to change the terms in SQL on these.

  • Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: Changing Terms on Customers

    Aha! you got me :)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Changing Terms on Customers

    Not if it goes in their favor :)

  • Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: Changing Terms on Customers

    Wouldn't that be rude? ;-)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Changing Terms on Customers

    If you wish, you can change the due date and discount date and discount amt in Document Maintenance if you wish.

  • Verified answer
    Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: Changing Terms on Customers

    Yes, those invoices should continue to age on the terms they were issued under.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Changing Terms on Customers

    So the report then will show those old terms until the invoices are paid in full?  

  • Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: Changing Terms on Customers

    Is true. Old invoices are grandfathered to the old terms.

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