Is it possible to Change the Payment terms After Receipting

sivaguru_ksr · 2007-01-08

Hello,

Can any one give me a solution to change the payment method code and payment terms code after receipting PO.My Client wants to change directly in Receipt and these Changes should not affect the PO.

Regards,
Sivagurunathan

Marije_Brummel · 2007-01-08

If I am correct there are some fields you can change on the vendor and customer ledger entries.

Just press F2 when you are in the entryform.

Mbad · 2007-01-08

Mark Brummel wrote:

If I am correct there are some fields you can change on the vendor and customer ledger entries.

You are. Cant remember if you need to change the original pmt disc possible, to get the discount(?), but that should be quite easy to test.

sivaguru_ksr · 2007-01-08

hello Mark Brummel,
Thanks for your reply.
your point is correct.navision is allowing to edit the payment method code in ledger entries.But it is not validating it .for example,

A PO line corresponds to three ledger entries based on due dates(01/01/2007,01/02/2007,01/03/2007) after Receipting it with default payment terms and method code (as in PO).Suppose If I change the payment method code directly in ledger entries,Due date is not changed
and all other entries also not refreshed based on payment condition.

vanrofi · 2007-01-08

Are we talking about the Shipment headers?
If you make the Payment fields available and editable on these header-forms, change the Payment terms and make an invoice based on this receipt, are the dates recalculated or not? pls. test this scenario and let us know...

regards,

Mbad · 2007-01-08

sivaguru_ksr wrote:

Suppose If I change the payment method code directly in ledger entries,Due date is not changed
and all other entries also not refreshed based on payment condition.

There is no payment methods in the ledgers, so you need to change it on vendor, and due date is editable afaik.
About the validates take a look at CU 113.

sivaguru_ksr · 2007-01-08

Hello Mbad,

After invoicing the receipts,You can edit (press F2) the Vendor ledger entry-Payment method code.Eventhough it is editable ,all the entries will not get refreshed based on Changed payment condition.

Let me try out the suggestion said by Mr.vanrofi (we are dealing with receipt header,not Shipment header) and I will let you know
the feedback .

Thanks,

Regards,
sivagurunathan.G

Mbad · 2007-01-08

Can you tell me exactly no. the field in vend.legd entry you are trying to change?

And ofcourse there is no validate on that table. As i told you it is in CU 113.

And You need to change it line by line, since lines arent connected.

Savatage · 2007-01-08

the ones i see that are editable are:

IF Open THEN BEGIN
  VendLedgEntry."On Hold" := "On Hold";
  VendLedgEntry."Due Date" := "Due Date";
  DtldVendLedgEntry.SETRANGE("Vendor Ledger Entry No.",VendLedgEntry."Entry No.",VendLedgEntry."Entry No.");
  DtldVendLedgEntry.MODIFYALL("Initial Entry Due Date","Due Date");
  VendLedgEntry."Pmt. Discount Date" := "Pmt. Discount Date";
  VendLedgEntry."Applies-to ID" := "Applies-to ID";
  VendLedgEntry.VALIDATE("Original Pmt. Disc. Possible","Original Pmt. Disc. Possible");
  VendLedgEntry.VALIDATE("Remaining Pmt. Disc. Possible","Remaining Pmt. Disc. Possible");
END;

On Hold
Due Date
Pmt. Discount Date
Applies-To ID
Original Pmt. Disc. Possible
Remaing Pmt. Disc Possible

We added 2 more. Just because we cut a check on a certain day - doesn't mean it's mailed that day. So I also created a mailing register that lists just the unchecked "Mailed" checks. When a check is going to be mailed all someone has to do is check the box next to the check number and the date is populated. So whena vendor calls looking for a payment we know exactly when it went out (or not :evil: ) (sorry off topic now)

VendLedgEntry."Check Mailed" := "Check Mailed";  //Boolean
VendLedgEntry."Date Mailed" := "Date Mailed";  //Date

sivaguru_ksr · 2007-01-09

Hello Mbad,

Field No.-->12182
Field name -->Payment Method.
Table Id-->25

Posted purchase invoice-->Click navigate-->Click vendor ledger entry-->Click on Show button--->place the cursor on Payment method column and Press F2.Now,Payment method can be changed

Thanks,

Regards,
Sivagurunathan.G

Mbad · 2007-01-09

That field is not std navision. Must be localization from the looks of it.

If you want this to work you will need to edit CU 113 to change the dates to the date you calculate from the new payment method code.

David_Singleton · 2007-01-09

sivaguru_ksr wrote:

Field No.-->12182
Field name -->Payment Method.
Table Id-->25

Fields in the range 10,000 - 19,000 (maybe even to 49,999) are country specific. So this is a localization made for you country version (I assume India).

Fundamentally what you are trying to achieve is not possible, and you need to rethink the concept and design.

You are asking to change payment term on the Receipt header without affecting the sales order. I can fully understand your reasoning behind this. I would assume that for some business reason, you need that the invoicing of this particular receipt is invoiced with different payment terms than the rest of the order.

The problem is that in Dynamics NAV, there is no direct link between receiving and invoicing. so even if you we able to sort out the coding issues (as you are asking here) you still wont resolve the business issues. Your only option would be to create a new field that links the receipt to the specific invoice, and then create the code. But better would be to train the users to adjust the payment terms via a function that you create based on the Purchase Invoice document, NOT the Receipt Document.

The code here is simple, your real problem is to understand and define the business logic in terms that will work in Dynamics NAV.

navisi0ne · 2007-01-09

sivaguru_ksr wrote:

Hello Mbad,

Field No.-->12182
Field name -->Payment Method.
Table Id-->25

Posted purchase invoice-->Click navigate-->Click vendor ledger entry-->Click on Show button--->place the cursor on Payment method column and Press F2.Now,Payment method can be changed

Thanks,

Regards,
Sivagurunathan.G

This is Italian version.

you could modify Payment Lines (Italian table) attache to Invoice before posting the invoice.
After posting you can only change due date in every entry but are not able to change the number of entries related to the same invoice.

navisi0ne · 2007-01-09

sivaguru_ksr wrote:

Hello Mbad,

Field No.-->12182
Field name -->Payment Method.
Table Id-->25

Posted purchase invoice-->Click navigate-->Click vendor ledger entry-->Click on Show button--->place the cursor on Payment method column and Press F2.Now,Payment method can be changed

Thanks,

Regards,
Sivagurunathan.G

This is Italian version.

you could modify Payment Lines (Italian table) attache to Invoice before posting the invoice.
After posting you can only change due date in every entry but are not able to change the number of entries related to the same invoice.

Also: payment method is not the one used to calculate due dates.

Could you please explain better what you wish to do?

sivaguru_ksr · 2007-01-10

Hello navisi0ne,

I think Payment method code and Payment terms code decides the DueDate and the Amount to be paid to the vendor.My client wants to change this two fields while invoicing the receipts and then they need to create a cumulative purchase invoice by selecting more than one Receipts.In some rare cases,they like to change these after posting the invoices also....

Thanks,

Regards,
Sivagurunathan.G

navisi0ne · 2007-01-10

sivaguru_ksr wrote:

Hello navisi0ne,

I think Payment method code and Payment terms code decides the DueDate and the Amount to be paid to the vendor.My client wants to change this two fields while invoicing the receipts

do you mean Posting Receipts?

sivaguru_ksr wrote:

and then they need to create a cumulative purchase invoice by selecting more than one Receipts.

they want to control that all the receipst selected have the same terms and method?

Here some clarification on payments:
Payment Method is used to know how you will pay the invoice - and in Italian version - you can attach a Bill Code to Payment Method in order to manage automatic payment through bank (Bonifici)

Payment Terms with Document Date are used to calculate Due Dates - in Italian version you can have several due dates for the same invoice

When you post a receipt, Method and Terms are copied from Order to Posted Rcpt. Header.

When you create an Invoice (unless you post it from order), Payment Method and Terms come from Vendor Card. Therefore the user can/must modify terms and method manually on the invoice. Moreover in Italian version you can modify the payment lines calculate according to Payment Terms - to do this click Functions -> Payments button on the invoice.

Vendor Ledger Entries (table 25) created by purchase invoice posting come from the Payment Lines attached to invoice (not to Receipts).

Hope this helps.

navisi0ne · 2007-01-10

If you have access to partnersource, you can download the training extension for italian version:

https://mbs.microsoft.com/partnersource ... nItaly.htm

ssingla · 2007-01-10

navisi0ne wrote

Vendor Ledger Entries (table 25) created by purchase invoice posting come from the Payment Lines attached to invoice (not to Receipts).

As explained by Navisi0ne the Vendor entries are created at the time of invoicing and in no case on receipt of invoice. So even if the various shipment have different payment terms the vendor payment due date will be ascertained by the Invoice.
I think this will help.

sivaguru_ksr · 2007-01-11

Thanks to all for giving me the valuable information.

I have started working on cumulative purchase invoice .I will come back to this forum if i need further assistance.

Thanks again,

Regards,
Sivagurunathan.G

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