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System Settings - AR

System Settings - AR

Owned by Joshua Campbell
Last updated: Jan 10, 2025 by Kim Beck
2 min read

Age credits on account ageing report - When checked, this setting will apply credits to the oldest amount due. When un-checked it will apply credits to this month’s balance.

Allow discount override on orders - When checked, this setting will allow the user to override the discount flag settings on the order pricing screen.

Add invoice discount to early payment/volume discount - When checked, this will cause an Rx order that has a discount to be included with the calculations for the early payment and/or volume discounts. Thus giving the customer an overall discount on an already discounted order.

Use full sales instead of discounted sales for volume discount threshold - “Use full sales instead of discounted sales for volume discount threshold”

When checked, this will cause the volume discount calculation to use all relevant sales when deciding the volume discount threshold amount.

When un-checked, only the discountable relevant sales will be considered for the volume discount threshold amount.

Early Payment Discount Day - This is the number of the day each month than an accounts full payment must be received by in order to obtain the credit for prompt payment. Valid entries are from 1 to 31.

Monthly Interest Rate -Enter the % rate that will be used to calculate the service charge on past due accounts.

# of months to keep invoices - This value controls the number of months that invoices will be kept on the system, max 99.

Starting fiscal month - This setting indicates which month your fiscal year begins. Select the correct month from the list provided.

Finished-Rx pricing - This setting controls how Rx-finished lens jobs are priced. The allowable settings are:

  • Normal Rx-Pricing - Uses the normal Rx price list.

  • Use Vendor-2 cost from lens file - Selects the cost from the VENDOR-3-COST field in the lens record.

  • Use L-Lens prices from pricing file - Uses the L pricing records to price the jobs.

Group Titles - These fields are tied into the “GROUP” field on the account master screen. Accounts can be grouped into one of 12 different categories. The categories can be anything you want them to be, for example you can categorize all your accounts by territory. This information then becomes available on different Rx-Universe reports. Assign the number beside the category to the Account master group field for all accounts that fall under that grouping.

Pricing by Cost:

  • Rx price based on cost - When checked, the Rx price of the lenses will be based on the lens cost instead of the price list price. Price lists can still be used to Add-on pricing.

  • Stock price cost factor - When checked, the price on stock orders will be based on the cost instead of the price list price. You can also set this on a customer specific basis. See the Pricing Tab on the Customer database.