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Abdalla Ahmed Maged Fahmy Ahmed

Abdalla Ahmed Maged Fahmy Ahmed

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  • Customer >> Maintenance >> Create Account
  • Key in the compulsory field such as Customer name, Credit limit, credit term, Address and Contact Number
  • Click the optional tab to choose the sale man
  • If got any remark for the customer account can key in at the property Column
  • Click ''Create Customer Now''

Credit term

The terms which indicate when the payment is due for sales made on account (or credit).
  • This is just used for a normal credit term and only used to calculate it calculates the number  of of days for the credit due.

Credit Terms 2 / Credit Terms 3 / Credit Terms 4 / Credit Terms 5 (# 13589)

  • This can be used as a grace period controlling and some terms that count both on day and month and etc.
  • Each Credit Terms
Set Date (yy,mm,dd)
  • This is used to reset the date of the create invoice to a certain date
Add Date (yy,mm,dd)
  • This is used as the number of dates to be added on the reset date

Eg. Sample usage of SET DATE and ADD DATE :

eg1. EOM + 7days
SET DATE: 0-0-1
ADD DATE: 0-1-7

eg2: 30 days
SET DATE: 0-0-0
ADD DATE: 0-0-30

eg3: next month before last 7th day
SET DATE: 0-0-1
ADD DATE: 0-2-(-7)

The algorithm to calculate the new dates for the invoice credit terms consist of 2 simple functions:
a) setDate(YY1,MM1,DD1)
b) addDate(YY2,MM2,DD2)

Scenario 1:
The credit terms date is next month 7th day.
Assuming today
d0 = 2013 Feb 8
d1 = setDate(d0, 0,0,1); this will return the results as 2013 Feb 1 (0 means don't modify the value)
d2 = addDate(0,1,7); this will return the results as 2013 March 7

Scenario 2:
The credit terms date is 15 days from the current invoice date:
d0 = 2013 Feb 8
d1 = setDate(d0,0,0,0), as we don't need to modify the day value, it will return 2013 Feb 8 (same as d0)
d2 = addDate(d1,0,0,15), we just add 15 days from the current date, results will be 2013 Feb 23

Scenario 3:
The credit date is last day of the same month
d0 = 2013 Feb 8
d1 = setDate(d0, 0,0,1); this will return the results as 2013 Feb 1 (0 means don't modify the value)
d2 = addDate(0,1,-1); this will return the results as 2013 Feb 28 or 29 (depends on which year, basically, adding one month to 1st of March, and minus one day to get the day before)

So, basically, the settings for this column would be :
YY1, MM1,DD1,YY2,MM2,DD2

Tax Option

  • There will be two option for tax ie Include Tax and Exclude Tax
  • We will set the EMP Configuration to set whether the Item price is Tax Inclusive or Tax Exclusive
  • Control Panel >> System Admin >> EMP Configurations >> Tax
    Sale Output tax >> Item Price Include tax
  • Tax Inclusive mean that the Retail Price already including the Tax
  • Tax Exclusive mean that the Retail Price not yet Including the Tax

Scenario 1

Item : Tax Exclusive Eg 100
Customer : Tax Exclusive
In Invoice : Item - RM 100
Tax 10% - RM 10
Total RM 100

Scenario 2

Item : Tax Exclusive Eg 100
Customer : Tax Inclusive
In Invoice : Item - RM 110
Total RM 100
Tax Include 10% - RM 10

Scenario 3

Item : Tax Inclusive Eg 100
Customer : Tax Inclusive
In Invoice : Item - RM 100
Total RM 100
Tax Include 10% - RM 9.09

Scenario 4

Item : Tax Inclusive Eg 100
Customer : Tax Exclusive
In Invoice : Item - RM 90.91
Tax 10% -RM 9.09
Total RM 100