Donnad's avatar
Donnad
Experienced Partner
12 years ago
Status:
Done

Import/Export Assistant: Purchase - Terms defaulting to COD

Currently when exporting/importing purchases in to Account Right 2011 from Retail Manager the creditor payment terms default to COD rather than the credit terms in the Account Right product. This is a new fault as in all previous versions the terms where picked up with the import to Accounting/Premier products. FYI Retail Manager doesn't allow for credit terms to be set on the purchase and never has

This fault reduces the workflow as after importing the purchase each creditor invoice needs to be opened and the terms of payment adjusted

 

"Fix needed for Retail Manager to Account Right creditor payment terms"

Import Export
Purchases

6 Comments

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  • Donnad's avatar
    Donnad
    Experienced Partner
    12 years ago

    Account Right 2011 and newer no longer follow the suppliers/creditor default payment terms when importing purchases from Retail Manager programs. Previous versions of Account Right used the terms (net 30, net 14 etc) set in Account Right as there is no where to set these in RM.

    The new versions of Account Right reset all purchases import to COD regardless of the settings in the supplier cards.

    Can this be fixed please.........

  • Mark_Smith's avatar
    Mark_Smith
    Former Staff
    11 years ago
    Status changed:
    New
    to
    Open
    Sorry the export is not working for you. There is a support note about the issue, but we know we have work to do in this area. Please vote if this is an issue for you.
  • glenncam's avatar
    glenncam
    Experienced Cover User
    10 years ago

    So I have just upgraded both Retail Manager and AccountRight to the latest versions this month and have this same issue. 

     

    Is this still under consideration? if so, when do you plan to make a decision on fixing it or not?

     

     

  • Emile's avatar
    Emile
    Former Staff
    10 years ago

    Hi glenncam 

     

    There is an update to RetailManager in the works to improve the integration with AccountRight Live. The release date of the update hasn't been finalised yet.

  • JasonHill's avatar
    JasonHill
    Former Staff
    10 years ago
    Status changed:
    Open
    to
    Coming Soon

    Our team is currently working on an update to RetailManager to improve integration with the new AccountRight.

  • Steven_M's avatar
    Steven_M
    Former Staff
    8 years ago
    Status changed:
    Coming Soon
    to
    Done

    Hi Everyone


    With the release of AccountRight 2016.3, when importing sales transactions into AccountRight the system will pick up the customer's default terms and memo when are not included in the import file.

    For more information into AccountRight 2016.3 and how to access the update please see AccountRight 2016.3 now available