Setting Terms of Payment on Transactions for Brazil (Brazilian Hub SuiteApp)
To use a term of payment to make or receive payments, you must set it on a transaction record.
In Brazil, you can set terms of payment for the following transaction types:
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Purchase order
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Vendor bill
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Sales order
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Invoice
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Expense report
When you set a term of payment on purchase and sales orders, you are predefining the term used on the purchase or sale. The parcela (installment) records are created only in vendor bill, invoice, and expense reports.
For more information about setting terms of payment on transactions for Brazil, see the following topics:
Setting a Term of Payment on a Purchase Order
You can set a term of payment on a purchase order.
To set a term of payment on a purchase order:
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Go to Transactions > Purchases > Enter Purchase Orders.
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In the Vendor field, select a vendor for the purchase.
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Click the Parcelas subtab.
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In the Condição de Pagamento field, select a term of payment.
If you set a default term either for the subsidiary or the vendor, the default is automatically populated in this field. Remember that the vendor’s default overwrites the subsidiary’s default term. You can change the term, if required.
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Click Save.
Setting a Term of Payment on a Vendor Bill
You can set a term of payment on a vendor bill.
To set a term of payment on a vendor bill:
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Go to Transactions > Payables > Enter Bills.
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In the Vendor field, select a vendor for the purchase.
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Click the Parcelas subtab.
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In the Condição de Pagamento field, select a term of payment.
If you set a default term either for the subsidiary or the vendor, the default is automatically populated in this field. Remember that the vendor’s default overwrites the subsidiary’s default term. You can change the term, if required.
When you select a term of payment, NetSuite displays the Pré-Parcelamento link.
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If you want to preview and edit the installments before creation, click Pré-Parcelamento.
The Pré-Parcelamento window opens.
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In the Pré-Parcelamento window, you can modify the due date and installment amounts.
Do the following:
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In the Vencimento field, enter a new due date for the installment.
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In the Valor field, enter a new amount for the installment.
The total sum of the installments must match the total amount of the transaction.
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Click Save.
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Click Save.
Setting a Term of Payment on a Sales Order
You can set a term of payment on a sales order.
To set a term of payment on a sales order:
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Go to Transactions > Sales > Enter Sales Orders.
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In the Customer field, select a customer for the sale.
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Click the Parcelas subtab.
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In the Condição de Pagamento field, select a term of payment.
If you set a default term either for the subsidiary or the customer, the default is automatically populated in this field. Remember that the customer’s default overwrites the subsidiary’s default term. You can change the term, if required.
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Click Save.
Setting a Term of Payment on an Invoice
You can set a term of payment on an invoice.
To set a term of payment on an invoice:
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Go to Transactions > Sales > Create Invoices.
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In the Customer field, select a customer for the invoice.
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Click the Parcelas subtab.
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In the Condição de Pagamento field, select a term of payment.
If you set a default term either for the subsidiary or the customer, the default is automatically populated in this field. Remember that the customer’s default overwrites the subsidiary’s default term. You can change the term, if required.
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Click Save.
Setting a Term of Payment on an Expense Report
You can set a term of payment on an expense report.
To set a term of payment on an expense report:
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Go to Transactions > Employees > Enter Expense Reports.
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In the Employee field, select an employee for the expense reimbursement.
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Click the Parcelas subtab.
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In the Condição de Pagamento field, select a term of payment.
If you set a default term for the subsidiary to which the employee is associated, the default term is automatically populated in this field. You can change the term, if required.
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Click Save.