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--- options:accountsreceivableoptions [2017/08/29 13:54] – emoreno
+++ options:accountsreceivableoptions [2022/08/16 16:48] (current) – removed emoreno
@@ Line 1: / Line 1: @@
-======Accounts Receivable Options - DA2020======
-<div #message></div>
-//**District Administration > Options > Accounts Receivable Options**//
-<WRAP round intro>This page is used to set up options for the Accounts Receivable application. These options include the number of invoices to print, labels for each invoice copy, payment terms, overdue comments, and whether to review invoices.
-The following options cannot be changed:
-  * Class - Only class 5XXX accounts can be used for Accounts Receivable functions.
-  * Remittance Address - There are not separate fields to indicate which remittance address should be printed on the invoices. Instead, when the system prints the invoices, it takes information from the Tables > District Information > District Name/Address page and adds an "ATT: Accounts Receivable" line. The invoice also shows the district's phone and fax numbers.
-++++Finance accounts receivable options | {{page>general:accounts_receivable_functions&inline}} ++++  /*Inline folded include*/
-</WRAP>
-====Set up accounts receivable options:====
-^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Number of Invoices to Print|Type the number of copies of each invoice to be printed. By default, the field is set to 1 to print one copy, but you can print up to five copies.|
-Under **Options**:
-^Auto Assign Customer?|Select to automatically assign the customer number when a customer record is created. If left blank, you must enter a customer number on the Customer Information page.|
-^Collate Print Copies by Invoice?|Select to group all copies by invoice. If left blank, invoices are grouped by each copy.|
-Under **Workflow**:
-^Allow for Approval Process?|Select to allow the invoice to go through an approval path of approvers prior to being finalized. The workflow approval path must be set up in the District Administration application.|
-^Reset Approval Path?|Select to reset the approval path of an invoice when a new invoice transaction is added, or when the amount or the account number of an existing invoice transaction is changed by an approver. When the reset process occurs, an email message is sent to the originator indicating that the invoice changed; the originator can resubmit the revised invoice.|
-Under **Labels**:
-^Label on First Copy|Type the label to be printed at the bottom of the first page of the invoice (e.g., ORIGINAL) when the invoice is printed. If blank, no label is printed on the bottom of the invoice.|
-^Label on Second Copy - Label on Fifth Copy|Type the labels to be printed at the bottom of each of the second through fifth pages of the invoice (e.g., REMITTANCE, CUSTOMER, FILE). If blank, no labels are printed on the bottom of the invoice copies.|
-^Include Account Numbers?|Select to include account numbers on any or all of the five invoices. If blank, the account numbers are not included on the invoice.|
-^Print Approval Path?|Select to include the approval path on any or all of the five invoices. If blank, the approval path is not included on the invoice.|
-Under **Additional Invoice Text**:
-^ Overdue Comment|Type the text to print on customer statements that have overdue invoices listed. The field may be left blank.|
-^Number of Days Overdue for Comment|Click {{:images:dropdown.gif|}} to select the number of days an invoice is overdue, which allows the **Overdue Comment** field to be printed on the customer statement. If //No Comment// is selected, the **Overdue Comment** field is not printed.|
-^Terms|Type the text that identifies the payment terms for the invoice (e.g., Payable on Receipt, Past Due After 10 Days, Net 30 Days).|
-Click **Save**.
-====Other functions and features:====
-^Retrieve|++Retrieve data.|{{page>general:retrieve_data}}++|
-^Print|++Print the report.|{{page>general:accounts_receivable_options}}++|
-{{indexmenu_n>10}}

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