Add invoice received date to Prepare for Approval screen
For contracts that fall under the Payment Times Procurement Connected Policy (PTPCP), we're required to make payment within 20 calendar days of the invoice being "received". Whilst Jobpac is recording the "received" date, it doesn't appear on the "Prepare for Approval" screen when drilling down to an individual invoice. Our AP staff have to manually amend the Payment Due date based on the "Received" date.
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I need it...
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Yesterday...Come on already
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Hi Alex,
It is possible to set default SC Payment Terms at Job level yes.
Im not sure if there is a default PO Payment term at Job level, we would
need to check that if needed.
But for non order related invoices It will pick up from the Creditor level.
Cheers
*Andrew Tucker | **Sr Product Manager APAC*
*Trimble Viewpoint*
*D:* +61 2 9492 4100 | *C:* +61 416 209 722
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Hi Andrew,
Yes, I do recall that feature. The problem is for a single creditor, we require separate payment terms across WKIDs and certainly jobs.
I'm not sure if you've come across much demand for PTPCP requirements but it's quite onerous and difficult to track. Is there a way to tag creditors at a job level to apply certain payment terms?
Hi Alex,
Yes we will add the Received Date to the Invoice Detail screen. I have
added to roadmap with Target 2025-R1.
One other point of note, did you know with the recent Flexible Payment
Terms Feature you can setup Payment Terms like "20 Business Days from
Received Date" Reach out to Support if you are interested in setting up
Flexible Payment terms. This may save your users from having to manually
calculate the due date.
cheers
Andrew