Difference between revisions of "Customer Agreements and Terms Tests"
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'''Action''' | '''Action''' | ||
| − | Select term type of "Net days" and enter 30. Click [ | + | Select term type of "Net days" and enter 30. Click [Create Agreement Term] |
==Create Agreement for a Group of Customer== | ==Create Agreement for a Group of Customer== | ||
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Same as creating an agreement for a customer, except | Same as creating an agreement for a customer, except | ||
# Click on "Party Classification" and select the party classification "Privileged Customers" | # Click on "Party Classification" and select the party classification "Privileged Customers" | ||
| − | # Add a term of "Due on day of month" and enter "18". | + | # Add a term of "Due on day of month" and enter "18" for value and "15" for min quantity, which is the cutoff day of the month. |
'''Result''' | '''Result''' | ||
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An invoice to DemoCustomer due at 11:59 PM in 30 days should be created. | An invoice to DemoCustomer due at 11:59 PM in 30 days should be created. | ||
| − | An invoice to DemoPrivilegedCust due on the next 18th at 11:59 PM should be created. | + | An invoice to DemoPrivilegedCust due on the next 18th at 11:59 PM if today is before the 15th and on the 18th two months in the future if today is after the 15th should be created. For example, if today is Sep 5th, then an invoice due on Oct 18th should be created. If today is Sep 25, then an invoice due on Nov 18th should be created. |
The term of the agreement should show up in the invoice's Terms section. | The term of the agreement should show up in the invoice's Terms section. | ||
Latest revision as of 19:48, 6 September 2007
These tests help to verify how customer agreements and terms work.
Contents
Create Agreement for a Customer
Action
Login to Financials as "demofinadmin"/"opentaps" Go to Financials > Receivables >> Create Customer Agreement. On the next screen, enter the partyId of "DemoCustomer" and click on [Create] Enter any descriptive or text of agreement.
Result
You should see an Agreement created for your customer with status "Created" You should be able to use Financials > Receivables >> Find Customer Agreement to find your agreement either by partyId or by status.
Action
Select term type of "Net days" and enter 30. Click [Create Agreement Term]
Create Agreement for a Group of Customer
Action
Same as creating an agreement for a customer, except
- Click on "Party Classification" and select the party classification "Privileged Customers"
- Add a term of "Due on day of month" and enter "18" for value and "15" for min quantity, which is the cutoff day of the month.
Result
Now you should have an agreement for the classification "Privileged Customers" You should be able to find it using the classification group or status.
Activate and Using an Agreement
Action
Find the agreement that you have created and click on [Edit] Change the status to Active and click on [Update] Now create an invoice for DemoCustomer and one for DemoPrivilegedCust in Financials > Receivables >> Create Sales Invoice
Result
An invoice to DemoCustomer due at 11:59 PM in 30 days should be created. An invoice to DemoPrivilegedCust due on the next 18th at 11:59 PM if today is before the 15th and on the 18th two months in the future if today is after the 15th should be created. For example, if today is Sep 5th, then an invoice due on Oct 18th should be created. If today is Sep 25, then an invoice due on Nov 18th should be created. The term of the agreement should show up in the invoice's Terms section.
Deactivate an Agreement
Action
Find both agreements, click on [Edit], and change the status of one to Cancelled and one to Completed. Create the invoices again as above.
Result
No due dates should be set any more and no terms should be created for these invoices.
