Creating prox terms
You can create prox terms in either Payables or Receivables setup.
-
Select Financials > Payables > Payables Setup > Terms Codes > Payment Terms.
Or select Financials > Receivables > Setup > Payment Terms > Payment Terms.
- Click Create.
- Specify the Payment Terms code and Description.
- In the Terms Type field, select Prox.
-
On the Prox tab, specify this information:
- Invoice Cutoff Day
- Specify the cutoff day. This is used to determine the month in which an invoice comes due. Invoice dates that are less than or equal to this day have a net due date that is equal to the prox day in the following month. Any invoice date that falls after the cutoff day has a net due date of two months later than the prox day.
- Prox Day
- Specify the day of the month to calculate the discount date and due date. If you specify a Net Due Date or Net Due Days, then this field is used to calculate the discount date.
- Discount Percent
- Specify the discount percent for this prox terms code. If you specify the Net Due Date or Net Due Days fields, then this field is required.
-
In the Net Due section, specify this information:
- Date
- Specify a net due date. This field overrides the Prox Day for due date calculations. If this field is defined, then you must also specify a Discount Percent.
- End Of Month
- Select this check box for a due date that is the end of the month.
- Months Forward
- For the due date to fall in a different month than the invoice date, specify the number of months in the future.
- Days
- This is Net Due Days. If you define Percent, then specify up to three days after the invoice date that a discount can be taken on a payment.
- From
- Select if this field is for Last Discount Date Calculated or for Invoice Date.
- In the Discount Due section, specify an Additional Days or Additional Months to add to the calculated discount date.
- Click Save.
- Optionally, you can test a term code using a sample invoice date and amount on the Preview tab.