The current economic climate is forcing businesses to be a bit more creative. Some of these companies are resorting to No interest, no payments terms that allow customers to walk out the stores with the merchandise and begin payments at a future date. But, how is a company using Microsoft Dynamics GP going to deal with this type of payment term? What if the promotion is only being ran for the month of December only? What if all invoice generated in December are all due simultaneously on June 1, 2009 regardless of the date the invoice was generated?
Since invoices from SOP and RM flow to the RM Open table (dbo.RM20101) after they are posted, it is safe to say we can add a SQL Server trigger to overcome the hurdle. However, we must setup a payment term ID that will serve as an identifier for our trigger to take action. Follow these steps to implement the solution to this problem:
1) Setup a new payment term called JUNE012009. Open the Payment Terms Setup window under Microsoft Dynamics GP > Tools > Setup > Company > Payment Terms. Fill in the window, as follows:
*Click on image to enlarge
2) With the payment term ready to go, we can now proceed to write our SQL Server trigger on the RM Open table (dbo.RM20101). Run the following T-SQL script against your company database.
A few things to highlight are, the UPDATE statement in the trigger uses the DEX_ROW_ID to match the records inserted against the records already committed in the table. This is a valid use of the DEX_ROW_ID column. For more information on the DEX_ROW_ID column please check my previous article on the subject.
It is also worth noting that the WHERE clause contains all the rules we originally set out to obey, that is, we would apply the payment term for any document that had the ‘JUN012009’ payment term assigned, but also, the documents must be created during the month of December. This is important, since we need to prevent our trigger from firing for months other than December.
An enhancement could be introduced in the trigger to raise an error on the Dynamics GP user interface (using the RAISERROR statement), for any invoice document that does not meet the criteria.
Hope you find this post useful and I would like to hear your comments.
Until next post!
Mariano Gomez, MVP, MCP
Maximum Global Business, LLC