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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Changing Terms on Cust...
Microsoft Dynamics SL (Archived)

Changing Terms on Customers

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Posted on by Community Member

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.

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  • Butch Adams Profile Picture
    Butch Adams 4,763 on at

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

  • Community Member Profile Picture
    Community Member on at

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

  • Verified answer
    Butch Adams Profile Picture
    Butch Adams 4,763 on at

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

  • Community Member Profile Picture
    Community Member on at

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

  • Butch Adams Profile Picture
    Butch Adams 4,763 on at

    Wouldn't that be rude? ;-)

  • Community Member Profile Picture
    Community Member on at

    Not if it goes in their favor :)

  • Butch Adams Profile Picture
    Butch Adams 4,763 on at

    Aha! you got me :)

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