Having two separate Remit addresses on Invoices and or statement s

  • Having two separate Remit addresses on Invoices and or statement s

    Posted by DSC Communities on October 18, 2017 at 6:05 pm
    • Mara Taylor

      Member

      October 18, 2017 at 6:05 PM

      We have customers in both the US and Canada and our Remit address is our lock-box. The problem we are having is that our Canadian customers are sending postdated checks to the lock-box. Is there any way to have two separate remit address one for Canadian customers and one for everyone else?Ā  Ā I am willing to set something different in the customer setup to show the difference between which customers are which but not sure what to do and if this will even work..Ā 

      Any help is most appreciated.

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      Mara Taylor
      Credit Manager
      Kent Sporting Goods Company, Inc.
      Snoqualmie WA
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    • Zvika Rimalt

      Member

      October 21, 2017 at 12:41 AM

      I actually have a suggestion for a workaround that does not require a customisation.

      1. Go to form notes, and define notes for “Sales Order – Invoice” for language en-us
      In the note put the remittance address/instructions for US customers.

      2. In the same form, define another note for “Sales OrderĀ  – Invoice” for language en-ca
      In the note put the remittance address/instructions for Canada customers.

      3. On the customer record, set up all your Canadian customers to have a default language of en-ca. This language will default into any newly created sales order.

      4. Now when you print sales order for Canadian customers, because they are in en-ca language, the form notes with the right remittance address will be printed.

      I tested it on AX2012 R3 and it seems to work.
      ?

      ——————————
      Zvika Rimalt
      Functional Consultant
      Vancouver BC Canada
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    • Mara Taylor

      Member

      October 23, 2017 at 4:06 PM

      That is exactly what i was wondering.. as we already have that set up for our Canadian Customers to show the GST/PST tax stuff… I will try this in the test data base… thank you so much for this idea….

      Ok…. that doesn’t work… we already have something in the form form note for US-CA which is the PST/GST tax thingy and you cant do more then one in a form.. but maybe if i do a different language??Ā 

      ——————————
      Mara Taylor
      Credit Manager
      Kent Sporting Goods Company, Inc.
      Snoqualmie WA
      ——————————
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    • Zvika Rimalt

      Member

      October 23, 2017 at 5:10 PM

      the notes can span multiple lines. Maybe you can fit both the GST message and the remit address on a single note?

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      Zvika Rimalt
      Functional Consultant
      Vancouver BC Canada
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    • Mara Taylor

      Member

      October 19, 2017 at 5:30 PM

      Thank you all so much, i will forward this onto my IT department, we may have more questions….

      ——————————
      Mara Taylor
      Credit Manager
      Kent Sporting Goods Company, Inc.
      Snoqualmie WA
      ——————————
      ——————————————-

    • Mara Taylor

      Member

      October 20, 2017 at 4:18 PM

      I am not sure if it because i am just a user and not in the IT department OR if it is because of the version i am running which is AX 2012 R2 but i don’t have
      A/R-Set up Collections-“Collection Site” on my page….. Ahhhh i just reread the message and it did say customized…..thanks again

      ——————————
      Mara Taylor
      Credit Manager
      Kent Sporting Goods Company, Inc.
      Snoqualmie WA
      ——————————
      ——————————————-

    • Andrew Jinks

      Member

      October 19, 2017 at 10:22 AM

      ?We created a small customization to do just that as we were not presented with any out-of-the-box options.Ā  We have a button on the customer record that links to a created Lockbox table, which is then tied to Bank Accounts in Cash & Bank Management.Ā  We set it up so that a single customer could have several lockboxes actually, but only one per Bank Account Currency.Ā  This way a customer buyingĀ atĀ our US and CAD companies, or any other worldwide company in fact, can have different addresses to send each different currency payment.

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      Andrew Jinks
      Leggett & Platt, Inc.
      Carthage MO
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    • Ron McIntyre

      Member

      October 19, 2017 at 11:29 AM

      Mara,
      We also followed Andrew’s route to a degree as we have multiple remit-to addresses.Ā  We created a small customization creating a new table for Collection Sites and then adding this under Accounts Receivable -> Setup -> Collections -> Collection Sites
      We then have a custom section on our Customer card where we added this to apply it by customer.
      We then pick this up on the SSRS reports for our outputs.
      Ron

      ——————————
      Ron McIntyre
      Chief Technology Officer
      Delmar International Inc.
      Montreal QC
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    DSC Communities replied 8 years, 5 months ago 1 Member · 0 Replies
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