I have a large customer which has many stores. Stores order good but accounts paid by head office. They have just advised that will only pay 60day of invoice date.
How can I get a warning for by store that there is an over due invoice when processing sales order or an invoice. As I which to hold shipment until account for that store is in line with there trading terms.
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314 Points
Posted 5 years ago
Kevin Silberberg, Accredited Partner
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2,170 Points
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314 Points
Sally McIntosh, Accredited Consultant, Accredited Partner
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13,102 Points
Hi Allan,
Yes this is a feature that many have requested in the past. Not a warning on credit limit but a warning when there is outstanding invoices.
Maybe Mirko can get it bumped up the feature request list????
Kind regards,
Sally McIntosh (Sally@samsolutions.com.au)
Mirko, Alum
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34,812 Points
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6,320 Points
It does not look like there is a built-in function for what you need.
If the staff are too busy to check reports, then you may want to get a custom solution created that makes use of the Reckon Accounts SDK (software development kit)
-IM
this is again the issue of workarounds vs automation, that i have been facing since more than 17 years now. Creating automated Stock Alerts, and giving warning on outstanding receivables, that we have already talked about we can assist any business wanting these features.
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314 Points
Thanks Guys for your help. But when multi nationals can't pay small business in a respectable time and we are forced to get additional bank finance to cover there debts, its worth wondering if we should do business with them.
The SME software sounds like a great idea but I don't think we would be able to get value for money in this current conditions, so will just have to find another way around my problem.
Linda Putland, Accredited Partner
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15,972 Points
My best suggestion for a workaround is this...make sure you have the Open Window list showing from the View menu. Then if your screen is big enough - Choose to show Multiple Windows (also from the View menu) and set it to Tile Vertifically (from the Window menu)
Then bring up the Customer Centre - and filter this by Overdue Invoices and go to the multi national store customer... - then your staff can press Ctrl+I or Select Invoice from the New Transaction drop down - you can then process your invoice whilst being able to see the overdue invoices for this client. Certainly not ideal but allows you to see the information you need?
Regards
Linda
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820 Points
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