To the Proforma Bill flow were applied the following changes and tweaks:
Payment Due
- added to the first Datagrid on the PO -> Payments
- Payment Due = PO Total * Deposit Percent
Payment amount
- if payment hasn’t been applied to Bill Proforma yet then the Payment label with zeros won’t be displayed
PO Term
- if in Company settings “Required PO terms” checkbox is checked and PO terms are not set up on PO, after clicking on “Save & Process” or “Save & Receipt” button, the “PO term” pop-up will be opened. Term drop-down contains list from the dictionary
Company Settings
- checkbox “Required PO terms” added to the Company settings. If checkbox is checked it means that before processing PO user has not set up PO term on Payment tab
Term dictionary
- PO Term dictionary is added to the Top menu
- Term List Form. After double clicking on the row, the eTerm dit form will be opened
- Term Edit Form. Each term contains:
- Deposit. If radiobutton is selected it means that such term is a deposit and term percent will be influence on payment distribution between Proforma Bills
- Term. Should be unique on the form
- Percent. Payment should be equal to entered percent
Save button
- after clicking on the button the new Term will be added to the list