Charging Intrest on Late Payments

Yahoo Archive
1
Randy,

I figured it out. I did not have my first cup of coffee.

Thanks,
Dina


Dina Hieber wrote:

> Randy,
>
> Sorry I did not reply sooner - I was not in the office yesterday. Thank you for the report - but when I go to run it I receive 'no records found'. I changed to filter to have my company name - Am I missing something else?
>
> Dina
>
> Randy Lunsford wrote:
>
> > We created a miscellaneous charge called "Finance Charge". I also created a
> > Report Builder report to calculate the finance charges. We simply run the
> > report builder report and then create the invoice using the miscellaneous
> > charge.
> >
> > Randall Lunsford
> > Excel Machinery, Ltd.
> > e-mail: rlunsf@...
> > Phone: (806) 335-4565 ext. 531
> > Fax: (806) 335-9017
> >
> > -----Original Message-----
> > From: Dina Hieber [mailto:dhieber@...]
> > Sent: Friday, December 08, 2000 3:13 PM
> > To: vantage@onelist.com
> > Subject: [Vantage] Charging Intrest on Late Payments
> >
> > We must be to nice here - for some reason we have alot of customers who
> > pay extremely late. The owner of the company wants to inforce charging
> > interest. Has anyone figured away on how to do this in Vantage? Can I
> > add a VB somewhere?
> >
> > My boss is very adminent about getting this done (does not want it done
> > manual either) and I have no idea where to begin.
> >
> > Any suggestions I would appreciate.
> >
> > Dina
> >
> > We no longer allow attachments to files. To access/share Report Files,
> > please go to the following link: http://www.egroups.com/files/vantage/
> > (Note: If this link does not work for you the first time you try it, go to
> > www.egroups.com, login and be sure to save your password, choose My Groups,
> > choose Vantage, then choose Files. If you save the password, the link above
> > will work the next time you try it.)
> >
> >
> > We no longer allow attachments to files. To access/share Report Files, please go to the following link: http://www.egroups.com/files/vantage/
> > (Note: If this link does not work for you the first time you try it, go to www.egroups.com, login and be sure to save your password, choose My Groups, choose Vantage, then choose Files. If you save the password, the link above will work the next time you try it.)
>
>
> We no longer allow attachments to files. To access/share Report Files, please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go to www.egroups.com, login and be sure to save your password, choose My Groups, choose Vantage, then choose Files. If you save the password, the link above will work the next time you try it.)
2
We must be to nice here - for some reason we have alot of customers who
pay extremely late. The owner of the company wants to inforce charging
interest. Has anyone figured away on how to do this in Vantage? Can I
add a VB somewhere?

My boss is very adminent about getting this done (does not want it done
manual either) and I have no idea where to begin.

Any suggestions I would appreciate.

Dina
3
We created a miscellaneous charge called "Finance Charge". I also created a
Report Builder report to calculate the finance charges. We simply run the
report builder report and then create the invoice using the miscellaneous
charge.

Randall Lunsford
Excel Machinery, Ltd.
e-mail: rlunsf@...
Phone: (806) 335-4565 ext. 531
Fax: (806) 335-9017

-----Original Message-----
From: Dina Hieber [mailto:dhieber@...]
Sent: Friday, December 08, 2000 3:13 PM
To: vantage@onelist.com
Subject: [Vantage] Charging Intrest on Late Payments

We must be to nice here - for some reason we have alot of customers who
pay extremely late. The owner of the company wants to inforce charging
interest. Has anyone figured away on how to do this in Vantage? Can I
add a VB somewhere?

My boss is very adminent about getting this done (does not want it done
manual either) and I have no idea where to begin.

Any suggestions I would appreciate.

Dina



We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)
4
Randy,

Sorry I did not reply sooner - I was not in the office yesterday. Thank you for the report - but when I go to run it I receive 'no records found'. I changed to filter to have my company name - Am I missing something else?

Dina

Randy Lunsford wrote:

> We created a miscellaneous charge called "Finance Charge". I also created a
> Report Builder report to calculate the finance charges. We simply run the
> report builder report and then create the invoice using the miscellaneous
> charge.
>
> Randall Lunsford
> Excel Machinery, Ltd.
> e-mail: rlunsf@...
> Phone: (806) 335-4565 ext. 531
> Fax: (806) 335-9017
>
> -----Original Message-----
> From: Dina Hieber [mailto:dhieber@...]
> Sent: Friday, December 08, 2000 3:13 PM
> To: vantage@onelist.com
> Subject: [Vantage] Charging Intrest on Late Payments
>
> We must be to nice here - for some reason we have alot of customers who
> pay extremely late. The owner of the company wants to inforce charging
> interest. Has anyone figured away on how to do this in Vantage? Can I
> add a VB somewhere?
>
> My boss is very adminent about getting this done (does not want it done
> manual either) and I have no idea where to begin.
>
> Any suggestions I would appreciate.
>
> Dina
>
> We no longer allow attachments to files. To access/share Report Files,
> please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go to
> www.egroups.com, login and be sure to save your password, choose My Groups,
> choose Vantage, then choose Files. If you save the password, the link above
> will work the next time you try it.)
>
>
> We no longer allow attachments to files. To access/share Report Files, please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go to www.egroups.com, login and be sure to save your password, choose My Groups, choose Vantage, then choose Files. If you save the password, the link above will work the next time you try it.)
5
I looked at the other filters and I noticed that the InvHead.DueDate filter
was set for <= 6/30/2000. You will need to change this filter each time you
run the report. If you run the report at the end of the month, you will
need to change this date to look at any invoices with a due date on or
before the current month. Also, in the InvHead.Company filter, did you
enter your company name or your company ID? This field needs to be the same
as your company ID. You can find this by going to Company in Company
Configuration in System Management and looking at the field "ID". You
probably already know this, but it doesn't hurt to check all the bases.

Randall Lunsford
Excel Machinery, Ltd.
e-mail: rlunsf@...
Phone: (806) 335-4565 ext. 531
Fax: (806) 335-9017

-----Original Message-----
From: Dina Hieber [mailto:dhieber@...]
Sent: Tuesday, December 12, 2000 7:24 AM
To: vantage@egroups.com
Subject: Re: [Vantage] Charging Intrest on Late Payments

Randy,

Sorry I did not reply sooner - I was not in the office yesterday. Thank you
for the report - but when I go to run it I receive 'no records found'. I
changed to filter to have my company name - Am I missing something else?

Dina

Randy Lunsford wrote:

> We created a miscellaneous charge called "Finance Charge". I also created
a
> Report Builder report to calculate the finance charges. We simply run the
> report builder report and then create the invoice using the miscellaneous
> charge.
>
> Randall Lunsford
> Excel Machinery, Ltd.
> e-mail: rlunsf@...
> Phone: (806) 335-4565 ext. 531
> Fax: (806) 335-9017
>
> -----Original Message-----
> From: Dina Hieber [mailto:dhieber@...]
> Sent: Friday, December 08, 2000 3:13 PM
> To: vantage@onelist.com
> Subject: [Vantage] Charging Intrest on Late Payments
>
> We must be to nice here - for some reason we have alot of customers who
> pay extremely late. The owner of the company wants to inforce charging
> interest. Has anyone figured away on how to do this in Vantage? Can I
> add a VB somewhere?
>
> My boss is very adminent about getting this done (does not want it done
> manual either) and I have no idea where to begin.
>
> Any suggestions I would appreciate.
>
> Dina
>
> We no longer allow attachments to files. To access/share Report Files,
> please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
to
> www.egroups.com, login and be sure to save your password, choose My
Groups,
> choose Vantage, then choose Files. If you save the password, the link
above
> will work the next time you try it.)
>
>
> We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
> (Note: If this link does not work for you the first time you try it, go
to www.egroups.com, login and be sure to save your password, choose My
Groups, choose Vantage, then choose Files. If you save the password, the
link above will work the next time you try it.)



We no longer allow attachments to files. To access/share Report Files,
please go to the following link: http://www.egroups.com/files/vantage/
(Note: If this link does not work for you the first time you try it, go to
www.egroups.com, login and be sure to save your password, choose My Groups,
choose Vantage, then choose Files. If you save the password, the link above
will work the next time you try it.)