FAV_365 » Express365

Dear Leong,

We have walkthrough the changes with customer and noticed there is some expectation need to be aligned. We list down below with the figure:

1. Payment terms to add a text box for user to define the instalment number of months:
• When tick on the instalment plan, may your end make the box appear to select the number of months. Which then it become the default number of instalment when creating sales invoice.
• The number of months start from 3 to 36 months with the increment of 3 months each. (example: 3,6,9,12,15,18,21,24).

2. Sales invoice creation when select the payment terms to auto-populate the instalment number based on the one setup in payment terms (refer above).

3. When creating receive payment, user did not know the amount of the instalment (e.g. – customer pay over the counter and informed that they want to pay 1 month instalment). Hence, please auto populate the amount* box when user tick on the instalment number.
• It must also allow user to overwrite the amount box in case customer want to round up the payment amount and maintain existing auto-calculate.

4. Duplicate debtor checking with notification pop up currently is case sensitive. E.g. already have customer name Ali but user still able to create same customer name ALI. Hence, please help to remove the case sensitive and check based on the spelling only.

The rest of the changes are great, and customer were satisfied overall. Look forward to fine tuning above 4 matters.

Extensions of dateline due to few changes required by customer.

1. Create Payment Terms

2. Create Sales Invoices

- after adjust the payment amount , the rest of the amount are not recalculated.

3. Select Payment Terms

4. Adjust the instalments

- now no of intalment up to 12 months > customer need to do instalment up to 60 months

-->
- customer might want to pay deposit > might need create a box to enter the deposit payment
<--

5. Create Receive Payments

- Need to allow when tick the instalment number to auto-populate the amount box on RP page

6. Check Customer Ageing

7. Test create duplicate debtors

[2:48 pm, 05/09/2023] mccsupport: Hi Susan, our developer has feedback that they already made the changes on the payment terms due days. We may proceed with the walkthrough tomorrow ?
[2:49 pm, 05/09/2023] mccsupport: may i know tomorrow what time u available ?

Hi Leong,

As simulation with customer, we noticed the system is require to key in tax code and batch code while creating the sales invoice.
This will make user confuse as not all operation is using these batch code and tax code.

Can you add the default value for these 2 columns as below:
Batch Code: New
Tax code: None

Besides that, for payment term, user is requesting to add the default value for ‘Due In’ as below:
Due In : 1

Hi Leong,

As simulation with customer, we noticed the system is require to key in tax code and batch code while creating the sales invoice.
This will make user confuse as not all operation is using these batch code and tax code.

Can you add the default value for these 2 columns as below:
Batch Code: New
Tax code: None

Besides that, for payment term, user is requesting to add the default value for ‘Due In’ as below:
Due In : 1