Payment Plan - Order date amendment

Ella Fancett

November 14, 2024 15:36 Edited

Hi, 

What's the best way and if possible, to have different reference dates than the ones offered on the payment schedule steps ‘calculation date’ drop down menu? 

Case: 

Useful for the client to use a reference date of the day they assign the payment plan (which is not an option currently). Order sometimes are only assigned a payment plan by the client several weeks after they are placed, so a ‘order date plus 14 days’ does not work for them. 

What the client needs is a reference point of ‘date of assigning the payment plan + 14 days’

Is this possible at all? 

Thanks! Ryan Ungerboeck if you might know….. 

• 

  Ella Fancett

  November 14, 2024 15:32

  Following the above information, 

  I'm aware that users can modify the due date of ‘customer payment’ via below window however, is there a less manual way to modify / set dates in the system? 

  

  

  I'm not able to see the calendar icon to change the date in the above - are there access privileges to be able to modify the schedule? Thanks!
• 

  Ella Fancett

  November 19, 2024 11:29

  Hi, please can I follow up on the above query? Thanks!
• 

  Ella Fancett

  November 29, 2024 15:18

  Chelsea Dolman  if you might know.. or able to tag any other finance guru to assist? Thank you! 
• 

  Dusty Hassler

  December 02, 2024 14:49

  Ella Fancett there are access privileges which will prevent users from Editing a payment plan.  “Access to Payment Plan Schedules”, which has 2 parts of privileges.  Additionally access privilege will prevent the modification of the payment plans: “Delete/Modify Payment Plans”. 
• 

  Chelsea Dolman

  December 02, 2024 22:59

  Hi Ella,

  In addition to Dusty suggestion, is could be possible that your the payment step in your screen shot above has already been invoiced? In the case of an invoiced step, it is no longer possible to change the dates. You will be able to check this by seeing if there is an invoice number on the payment plan step.

  In regards to your questions about setting an issue or due date based on the date that the order is added to the payment plan, I am not aware of a payment schedule condition that would help with this - I think it would be an enhancement request for product to have a look at. 

  One thing to keep in mind is that if, when created a new Payment Plan, a calculated issue date for a payment plan step is in the past, the invoice date will always be updated to the day you are invoicing the step. This doesn't really help with the due date requirements though. I wonder if it possible to change that process, so the order is always added to a PP when is it first created? This processes should really be reviewed by a consultant to see if there is a better way, that suits their requirements.
• 

  Ella Fancett

  December 03, 2024 10:38

  Hi @... Chelsea Dolman 

  Thanks for the above information. Really helpful :) 

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