A responsive term rule set can have multiple rules. Rules are evaluated in the order
they are presented in the Rules list. The first rule satisfied determines the terms
to use.
A rule is expressed in the form of:
At least X invoices owing $Y or more Z days after
the due date in the last Q months results in a particular set of
terms to apply to the account.
This task explains how to add a responsive term rule.
Select Credit control under Accounts
Receivable on the Configuration and Tools
page.
The Accounting terms tab is
displayed.
Select the Responsive terms tab.
The Responsive terms tab is displayed.
Click Edit to the right of a rule set entry in the
responsive term list.
The configuration page for the responsive term set is displayed.
Click New rule.
A blank responsive term rule properties page is displayed.
Figure: Responsive term rule properties page
Complete the rule property fields.
Overdue invoice count
(X) The minimum number of overdue invoices
Months
(Q) The number of months into the past overdue invoices are
counted
Overdue by Z days
(Z) The minimum number of days an invoice is overdue
Overdue amount
($Y) The minimum value of the overdue invoice amount
Results in credit control terms
The account terms applied if the account meets the rule.
Select from list. This list is populated with terms specified in
Accounting terms.
Click Save.
The configuration page for the responsive term set is displayed. The new rule is
added to the Rules list.
(Optional) Click New rule to add another rule.
A blank responsive term rule properties page is displayed. Repeat the
above steps to add a new rule.
(Optional) Click Down or Up to
the right of a rule entry to reorder rules.
Rules are evaluated in the order they are presented in the Rules list. The
first rule satisfied determines the terms to use. If no rules apply, then the
default terms will be used.
