This option allows you to create a range of trading terms on both the Sales and Purchase Ledgers.
The Terms of business option enables invoices to become due for payment after a specified period of days or months. It is also possible to specify terms of business on a particular day in a following month.
To access this option:
1. From the Autoline master menu select the Nominal Ledger option and the company you require.
2. Select the Miscellaneous options option.
3. Select the Terms of Business option.
The Terms of Business grid is displayed.
The grid will default to the column view. There is another way of viewing the grid, entitled Grid view.
The Exit, Help, Ad-hoc, Grid, Sort and start and finish buttons/fields are identical to the grid view [as discussed below], but there is the ability to create and delete, and view the Next or the Previous record.
Create:
When this button is clicked, the user can create a term type. They have the following fields that can have data entered in:
FIELDS
When a record is being created or amended, the following fields will require editing, using the buttons and functions discussed above:
Code: A two character identifier code entered by the user.
Description: A description to explain what the code identifier relates to
Type:The type of term- is it Monthly, Daily, Following and Period.
Period length: If Period type was M then enter the number of months on which terms are due. If Period type was D then enter the number of days on which terms are due. If Period type was F then enter the day of month on which terms are due.
Offset:If the Period type was F, the Offset field is used to count the number of following months, e.g. 1 = following month, 2 = following month + 1, etc.>
Once entered, the user can click the Save button, or Cancel if necessary.
BUTTONS
Exit:Returns the user to the Miscellaneous menu.
Help:Displays online help in the default browser.
Sort:Sorts the records in the grid either forwards, or in Reverse [by clicking the reverse check box]This option can be used in conjunction with the Start and Finish fields, to narrow down the search criteria.
Refresh:Returns the view to the status when it was first accessed from the menu, for example after a search had been run.
Fields:Allows the user to select a particular field [or fields] from the grid.
Ad-hoc:Enables the user to run an enquiry on the accrual/journal type file.
Column:This enables the user to display the records in the column format, which enables creation and deletion of records.
[The user can select another view by clicking the Column button.]The grid view is used for amending and viewing any existing codes that have been set up. To amend, simply click the mouse into the relevant record line [this will then be highlighted ], amend the record and hit the return button to save.
The buttons available are the same as Column view, with the exception of Create and Delete.
