Due Date calculation based on different base dates on Sales and Purchase Invoices

[jevonearth]

We need better support for due date terms. Currently, we can specify a single N value for credit days.

We need the notion of base date, for calculation of due date.

For example;

• of the following month
• day(s) after the bill date (This is the current only option in ERPNext)
• day(s) after the end of the bill month
• of the current month

In the scenario that I choose of the following month as base date, and specify 31 days, but the following month only has 30 days, then the resulting due date should be set to 30 days, it should not overflow into the next month.

Here's a screenshot of the due date/terms UI from xero.

[ghost]

@frappe/all I'll have a look at this issue

[jevonearth]

+1

[ghost]

@rmehta @nabinhait

• Currently the 'Credit Days' field is located within each Customer Doctype and Supplier Doctype.
• The Due date (based on 'Credit Days') is calculated and validated from erpnext/accounts/party.py
• Should I add the options of the following month/ day(s) after the bill date (This is the current only option in ERPNext) / day(s) after the end of the bill month / of the current month
  as a select field with Customer/Supplier Doctype itself
• OR in Selling/Buying Settings (since these will be default dates and due date will still be calculated based on Credit Days)?

[jevonearth]

Hi All,

My two cents;

We like to set a default credit term for all customers (credit days 0) and all suppliers (credit days 30). This establishes sane credit defaults for all new vendors suppliers.
As relationships mature, new specific credit terms get agreed upon, and set on the respective Customer or Supplier record. With the credit terms set, the person making Sales Invoices, or entering Supplier Invoices doesn't have to enter, or worry about the due date, as it will always be auto-calculated based on the Credit-Terms.

Having default credit terms (base date + n) in the Selling/Buying settings would be nice. Having those settings on the Customer/Supplier record is more important to me.

Cheers!

[rmehta]

@jevonearth I like this compromise :)

We will add a default value for Sales and Purchase Invoice (separate) in Account Settings, which can be overridden by the Customer / Supplier account (or its group)

@ankitjavalkarwork now you can work on this

[nabinhait]

Sorry for participating late on this issue. But actually I already have implemented it in v5.0 (3a40435).

[SunilBGovind]

Hi All,
Any updates on this issue?