Microsoft Dynamics AX (Archived)

Sales Order Due Date automatically filled when user choose Payment Terms

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Posted on by benjamin84

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Dear All,

I want to ask about payment terms and due date in sales order.

In the terms of payment Form, i have payment terms for example 50DP,50%After30Days, i also had set the days 30.

i have choosed the payment terms in Sales Order Header, I want to the due date automatically filled November, 22nd 2017.

how to make its automatically filled ?

do in AX 2012, its doable ? or I miss some setting ?

need your advice,

Thank you

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benjamin84 2,065 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

Thank you Fernando.

appreciate.
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Founar 25 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

For that you have to associate your terms of payment with a payment schedule (https://technet.microsoft.com/en-us/library/aa572068.aspx).

if you are using 30 days, the allocation as total should do the trick. Link this payment schedule to your current terms of payment and the sales order will make the payment schedule button active (https://technet.microsoft.com/en-us/library/aa548920.aspx)

there your user will be able to not only check the expected due date, but also recalculate it / modify them as well, prior to the posting stage

Let me know if that helped.

thanks
benjamin84 2,065 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

Mahmoud,

thank you for you nice information.

But my user want to see the due date in the sales order header.
she want to see the due date = invoiced date + 30 days.

i got another reference like this :
technet.microsoft.com/.../dn751509.aspx

but i cant find General ledger > Setup > Set up calculation for invoice issue due date.

Thanks
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Mahmoud Hakim 17,887 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

hi benjamin84

I think you are missing the correct place for search
benjamin84 2,065 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

Yes Mahmoud,

in AR, Setup, Payment, Terms of Payment, its already set 30 for field days

all my sales order already invoiced, I checked in due date sales order is blank.

is there any other setting I miss ?

thank you
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Mahmoud Hakim 17,887 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

due date calculated with action invoice, not order.

so if you need to update it in sales order you can customize it
benjamin84 2,065 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

based on reference from : technet.microsoft.com/.../jj677442.aspx

The due date is calculated based on the invoice date and the terms of payment that are specified for a purchase order or sales order.

so its mean, the due date blank at first when I created SO, later when I create invoice, the due date filled automatically by AX ?

I want to make sure the concept.

Thanks
benjamin84 2,065 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

Hi Mahmoud,

in the form terms of payment I had set the day = 30

but when I create sales order, the due date not automatically filled by system.

my question is how to automatically the due date fill by system ?

really appreaciate your help.

Thanks
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Mahmoud Hakim 17,887 on at

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RE: Sales Order Due Date automatically filled when user choose Payment Terms

Yes, Due date calculated based on a term of payment in sales order header.

also, you can use payment schedule