[Richard Bloomfield]

Good day,

We are currently using DAX 2012 and doing some testings to further understand the hierarchy of the “Terms of payment” table and its funtionality. The first test done is the deletion of a payment term from the table (eg. NET30). When we regenerate a PO that was already posted the deleted term showed on the PO, however when we regenerate the posted invoice for that same PO no term came up on the invoice. We went further by amending an existing payment term in the table and regenerate an already posted PO and invoice, both came up with the revised/amended term description. Does anyone knows the hierachy of the “Terms of payment” table, or its functionality?

Regards,
Richard Bloomfield
Viscor Inc.
Ontario, Canada

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Richard Bloomfield
Assistant Controller
Visioneering Corp.
Toronto
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[Tony Zeigler]

The other issue you may be running into here is efforts to retain historical reporting accuracy.
A payment term living in the master table will be defaulted onto orders.
When a document is posted the payment term on the order is then moved to the document.
When a report is printed, it moves the document data (not the order or master data!) into temp tables that supply the report with data.
This way, if a reprint is needed, the user doesn’t have to worry about master or order data changing the output of the report.

This is true for almost all reports that are related to a “posting” action.

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Tony Zeigler
Strategic Solutions NW, LLC
Beaverton OR
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[Muthusamy Vaithilingam]

Hi Richard,

Terms of Payment is the master table and it will be used in transaction tables like PO, SO, etc. Also it will be used to map in Master table like vendor, customer, etc.

Currently validation is not available and system will allow us to delete from master even though it’s used in transactions.

Thanks,

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Muthusamy Vaithilingam
CEM Business Solutions Inc
Woodcliff Lake NJ
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