Seasonal Plan

  • Seasonal Plan Terms are only available within Quotes and Sales Orders
  • Seasonal Plan Terms are assigned manually to Quotes and Sales Orders
  • Seasonal Plan Terms are not available as a default for customer's accounts
  • Used by Seed companies and the like.
  • Controlled availability of the Seasonal Plan Terms based upon the From and To date indicted within the terms
     

    For example

    A store has a policy that preseason orders placed between September 1 and October 31 will be due on May 10 of the following year.  Invoices that are paid prior to (discount date) May 10th will receive a 3% discount.
 
Seasonal Plan
1

Seasonal Plan

1. Seasonal Plan
The Season Plan terms are only available within and only assigned the Quote or Sales Order from within the Quote/Sales Order Module.
2

Enter an applicable
description for the seasonal terms

2. Enter an applicable 
description for the seasonal terms
In this example, the Seasonal Plan describes the terms that will be selected for orders that will be shipped later in "Spring".
3

Terms Available From and Ending Month and Day

3. Terms Available From and Ending Month and Day
In this example, the "Spring Preseason Terms" are available to assign to a Sales Order during the indicated date range.  If the current date is outside of the indicated From and To date range, the Preseason Terms will not be available.
 
As indicated above, the Spring Preseason Term term is only available between September 1 and October 31.  If latent sales orders need to have access to the Spring Preseason Term, the Terms Ending on Month/Day could be increased to address this issue.
 
Seasonal Plan
1

Select the Terms Ellipse (...)

1. Select the Terms Ellipse (...)
Within the header of the Sales Order, select the Terms Ellipse (...) to select the Seasonal Terms created in System | Support Files | Customer Terms.
2

Choose the applicable Season Terms
from the list provided

2. Choose the applicable Season Terms 
from the list provided
 
3

If outside the Seasonal date range
stated within the terms setup,
the Confirmation Message will appear.

3. If outside the Seasonal date range 
stated within the terms setup, 
the Confirmation Message will appear.
If the current date on the workstation is outside of the date range stated within the terms setup, the system will prompt the used to confirm the selection with a "YES" in the field provided.
4

Enter the Net Due Month and Day for invoices
generated from the Sales Order

4. Enter the Net Due Month and Day for invoices 
generated from the Sales Order
As items from the sales order are shipped (aka Invoiced) to the customer, the Net Due date will be based upon the Month and Day indicated.
5

Enter the Payment Discount Month and Day

5. Enter the Payment Discount Month and Day
As items from the sales order are shipped (aka Invoiced) to the customer, the Payment Discount Date will be based upon the Month and Day indicated.  Additionally, the Percent Discount will be applied to the resulting invoice.
 
Payment Discount Date Month / Day can not be greater than the Net Due Month / Day.