ACR Parameters (tfacr0100s000)

Use this session to maintain the parameters that are used to control the data in Accounts Receivable.

Tabs
  • Invoice Control is used to maintain invoices for items which have no inventory.
  • Credit Control is used to create and to process reminders for overdue sales invoices.

 

Invoice Control
Effective Date

The effective date for which you want to view or maintain the Accounts Receivable parameters.

Description

The description or name of the code.

Sales Invoice Details
Level of Tax Calculation

Indicates whether tax on manually created sales invoices in Accounts Receivable is calculated on header level or on line level.

As a rule, tax must be calculated for the individual transaction lines.

Factoring - Transaction Types
Send With Recourse

The transaction type used when you create and settle the invoices for invoices that are factored with recourse. The transaction type must be of the Journal Vouchers category.

If you select the Factor Invoices check box in the Company Parameters (tfgld0503m000) session, this field is available.

Related topics

Send Without Recourse

The transaction type used when you create the sales invoices that replace the original invoices if these are factored without recourse. The transaction type must be of the Sales Invoices category.

If you select the Factor Invoices check box in the Company Parameters (tfgld0503m000) session, this field is available.

Related topics

Miscellaneous
Transaction Type for Payment Differences

Select the transaction type used to post the payment differences, which are written off to the general ledger in the Write Off Payment Differences (tfacr2240m000) session.

Allowed values

The transaction type must belong to the category Sales Corrections.

Transaction Type for Currency Differences

You must select the transaction type used to post the currency differences, written off to the general ledger in the Write Off Currency Differences (tfacr2250m000) session.

Allowed values

This transaction type must belong to the transaction category Sales Corrections.

Write Off Currency Profits

If this check box is selected, currency profits are posted. For this purpose, open entries are created.

If this check box is cleared, currency profits are not posted. Despite the exchange rate's fluctuation, the invoice remains stored against the old rate.

Note

Currency losses are always posted.

Write Off Currency Differences for Anticipated Receipts

If this check box is selected, currency differences must be processed for invoices linked to anticipated receipts.

The currency differences are processed for the total open invoice amount. If anticipated receipts exist, the currency difference is calculated over the total invoice amount minus the actual receipts.

Example

Invoice amount: USD 800.00

Partial receipt: USD 100.00

Anticipated receipt: USD 200.00

The currency difference is calculated on USD 700.00.

If this check box is cleared, currency differences are not processed for invoices with anticipated receipts.

Related topics

Transaction Type for Assign Credit Note

Select the transaction type used to post credit notes with payment schedules when using the Credit and Rebill command.

Default Aging Analysis

The default aging analysis code used to print the open items list in the Print Invoice-to Business Partner Aging Analysis (tfacr2420m000) session. The data is classified according to the code that is specified here.

Availability Type

The availability type for pay-by business partners' calendars. You can use the availability type to indicate bank holidays and other periods on which the business partner is not available for making payments.

Related topics

Monthly Billing Invoices
Generate MBI at Group Company

If this check box is selected, you can generate the monthly billing invoices centrally for all the companies of the financial company group.

If this check box is cleared, you can generate the monthly billing invoices individually in each company.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Unused concepts in Invoicing.

Number Group

The default number group that is used to generate document numbers for the monthly billing invoices.

In the session, you can select a series and first free number for each invoice-to business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Unused concepts in Invoicing.

Default Series

The default series that is used to generate document numbers for the monthly billing invoices.

In the session, you can select a specific series and first free number for each invoice-to business partner.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Unused concepts in Invoicing.

Cancellations
Transaction Type

The transaction type for canceled documents. The transaction category must be Sales Credit Notes.

Note

This functionality is specific for Bulgaria.

Credit Control
Credit Control Parameters
Reminder Diary Margin

The number of days by which the due date of an invoice is extended to receive the default action date.

Action date = reminder diary margin + due date

Related topics

Same Letter for All Statements

If this check box is selected, all reminders have the same letter number. You must enter this number in the following field.

If this check box is cleared, the reminders for all the open invoices consist of a letter number that corresponds with the reminder status.

Related topics

Letter Number

If the Same Letter for All Statements check box is selected, you must enter the fixed letter number for all reminders in this field.

The letter number indicates the number of reminders that have been sent.

Related topics

Restrict Highest Letter No.

If this check box is selected, reminders are sent up to a maximum letter number. You must define the maximum letter number in the Letter Number field. Invoices selected that require a higher letter number still have the maximum number.

If this check box is cleared, reminders are sent for each invoice using the letter number that corresponds with the invoice's reminder status.

Example

You have defined four different letter numbers for reminders. If your business partners do not pay, you only want them to receive the reminders with letter number one through three in the reminding procedure. To achieve this, you select three in the Letter Number field. Now your business partners can never receive printed reminders using letter number four.

Related topics

Letter Number

If you have indicated, in the Restrict Highest Letter No. field that you want to restrict the highest letter number to be used for reminders, you must now enter the highest letter number.

Related topics

Group All Lett. Under Highest

If this check box is selected, all reminders for a business partner receive the same letter number: the highest number. The highest number is the one that is used for the reminder of the invoice with the earliest due date.

Example

A business partner has several outstanding invoice amounts. You already sent a reminder for some of them. When a new set of reminders is sent, these invoices require a higher letter number than those for which you sent a first reminder. This means that you must send different reminders to one customer. However, you can indicate in the current field that all invoices of one customer must be combined under the highest letter number.

Related topics

Action for Zero or Negative Amounts

Indicate the type of action you will take when the amount on open invoices and due invoices, for which a reminder must be sent, is less than or equal to zero.

You have the following options:

  • Send
  • Do Not Send
  • Print on Error List
  • Exclude from not Selected Report
Separate Letter for Non-Due Invoices

If this check box is selected, reminders with the first letter number are sent for invoices that are not yet due.

Blank Lines at Top of First Page

You must specify the number of lines to be left blank at the top of the first page of the reminder. This space can be used as a letter head.

Blank Lines at Top of Following Pages

You must specify the number of lines to be left blank at the top of the pages that follow the first page.

This space can be used for example, for your company's logo.

Blank Lines at Bottom of Page

You must specify the number of lines to be left blank at the bottom of each reminder page.

Enable variables for Reminder Text

If this check box is selected, LN does not use the standard address and you must supply the complete header text and footer text. You can use the Variables for Reminder Text (tfacr3502s000) session to select the variables to be printed on the reminder.

If this check box is cleared, header and footer text for all reminder letters and statement of account letters is deleted. LN uses the address of the invoice-to business partner on the reminder. In addition to the standard address, you can append some text to a letter in the Variables for Reminder Text (tfacr3502s000) session.

To access the Variables for Reminder Text (tfacr3502s000) session:

  1. In the Reminder Letters (tfacr3508m000) session, select the letter for which you want to compose a reminder letter.
  2. On the toolbar, click the Edit Text button, and then, in the Texts dialog box, click OK ( Header Text selected).
  3. When prompted, click Create.
  4. In the Text Editor window, from the Options menu, select Start Zoomsession.
Bad Debt
Bad Debt Relief Account
Bad Debt Recovery Account

The ledger account to which the Bad Debt Recovery transactions are posted.

Transaction Type for Bad Debt Relief

The default transaction type for Bad Debt Relief transaction.

Related topics

Description

The description of the transaction type.

Series for Bad Debt Relief Documents

The series for Bad Debt Relief documents. LN uses this series to generate document number for Bad Debt Relief transactions.

Description

The description of the series.

Approve Write-Off Bad Debts

If this check box is selected, the invoice must be submitted for approval and subsequently approved before this is written off.

Note

If this check box is cleared, the Credit Analyst is allowed to Write Off the selected invoices.

Transaction Type for Write-Off Bad Debts

The default transaction type used to write off bad debts.

Description

The description of the transaction types.