Debtors Defaults Tab

System Config > Defaults > Debtors

COD Popup on Debtor Invoices

If a customer is marked as COD, it will give you a pop up to say its a COD client when creating a sales document.

Quote, sales order, invoice and credit note

 

 This will work with any customer that is marked as account terms equal to COD

 

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Debtor On Hold Popup on Time Logs

Activate this feature to enable a pop up on time sheets if the customer is on hold.

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Cancel Expired Quotes Schedule: Linked Sales Leads

When the system runs the scheduled task to cancel expired quotes.

If the quote is expired it will automatically cancel the sales lead when enabled

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Set Selected Debtor Status Codes

Use this function to limit the status drop down on sales documents like invoices.

Click on the view selection button to select the status's you want shown 

 

Invoice document limit status selection

 

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Sales Order

When authorizing a sales order to an invoice, set the default date on the invoice to be either the current date or the sales order date.

When migrating the sales order to an invoice.

Its either going to take the sales order date or its going to take the current date.

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Statement Defaults

Set up statement and age analysis defaults.

Statements 

Sets the Type to Normal or Open item to Statements.

 

Debtors Age analysis

Sets the view type to either standard, invoice date or due date

Sets the print type to summary, basic or detail

  

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Document Import

When importing documents and the item code used is not recognized, it will use this as the default.

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Log item brand against customer on Sales Order

When tick is on, on creating a sales order and authorise it, then the items on the sales order goes and checks all the brands and automatically populates the brands at the debtors setup. 

In customer setup, it will automatically select those brands that have been used in orders.

This helps maintain the different types of brands a customer is buying.

  

 The purchase brands will be listed on the first page of the debtors set up

 

 

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Sales Margin Check

This is used on debtors documents to check or enforce margins.

Setting is activated per customer

When a new customer is created, it will take these settings

Low Margin Warning	If this is enable it will check low margin on adding an item to a sales document. It will check when invoice is processed, giving a warning to proceed or not
Enforce Margin	Will not allow an invoice to process if the user is not a margin supervisor
Minimum Margin	Enter value for checking margin percentage
Update all Customers	Update all customers with these settings

Margin check is on each customer

See more information on Margin checks -