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Overview
Have you ever needed to provide a customer
with extended Terms of Payment on a large order? Do you have
a major customer who requires Prox dating or multiple
payments for stocking orders? When rolling out a new
product, do you want to allow your customer to pay for new
stock over 3 or 4 months? With Kore's FlexTerms
enhancement for DataFlo, you can do all this and more.
Features
Kore's FlexTerms enhancement for DataFlo
provides you with a
new
AR Terms Code Entry screen that lets you define an unlimited number of Payment
Term types to fit the way you want to run your business. For
example, you will be able to setup
AR Terms for:
PROX Dating
- Due Date and Discount Date on a selected day of the month.
- Specify
a "Cut-Off" day of the month for rolling due dates to the next month.
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See
PROX example here.
Multiple Payments
- Define the number of payments for each Terms Code.
- Define the
percentage of the total for each payment separately.
- Define the Due Days and Discount Days for each payment.
- Print the
detail of payments (with Due Dates, Discount Dates and Amounts) on each
Invoice in your own defined format.
- Print a single Invoice showing all payments due, or print an Invoice for
each due payment - selectable for each AR Terms Code.
- Supports
baseline Deposit logic for the first payment of multiple payments.
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See Multiple Payment example here.
Flexible Printing of Payment Terms
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Sales Order -
Invoice Examples
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- Define the text to appear in the "TERMS" box of baseline documents.
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Define an extended, free-form text description of the Payment Terms
which can print in the Comments section of each document.
- Print the
actual Payment Amount(s), Due Date(s), Discount Date(s), Discount
Amount(s) and/or Discounted Amount(s) Due in the Comments section of AR
Invoice documents using substitution tags (e.g., @AMT, @DUE.DATE, etc.).
- Select which type of Terms description should appear on Sales
Orders, Invoices, and other documents (Shippers, etc.).
- The standard
DataFlo AR Aging Report works without modification with the new payment
terms types.
Click here to see an example.
If you would like to create electronic PDF versions
of your DataFlo Forms or Reports, take a look at
Kourier Forms Manager
and Kourier Publisher.
Availability
This report
is available for DataFlo systems that meet the
following minimum requirements:
More
Information
If you would like more
information on this enhancement for DataFlo,
call us today
at
866-763-5673, or e-mail us
info@koretech.com.
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