FastTrack360 Version 12 Online Help
Updating a Supplied Payee
- Miriam Cox
Description
Update of the Supplier
The supplier name can only be changed in the first validity record where the payee has not been processed in interpreter review or a pay batch. Once the payee has been processed in these areas, the supplier cannot be changed in a further validity period.
Any fields that are inherited from the Supplier cannot be changed against individual payees as the data needs to remain in synch with the supplier. There is an exception to this rule which is described below.
Update to Contractor Payment Terms
The contractor payment terms is inherited from the supplier linked to the payee in the first instance. However, the contractor payment terms can be overridden for each supplied payee. Follow these steps to update the supplied payee’s payment terms:
Step | Description |
|---|---|
1 | If the last used date contains a date, it will be necessary to add a new validity period. Click here to find out how to add a new validity period. |
2 | In the Contractor Tax Details, check the box labelled Override Payment Terms. This will enable the Contractor Payment Terms. |
3 | Select the required payment terms. |
4 | Save the update. |
Once this override is applied, if the Supplier has its payment terms updated, the update from the supplier will not be propagated onto to payees whose payment terms have been overridden.
If the supplied payee is to revert back to the Supplier payment term, follow these steps:
Step | Description |
|---|---|
1 | If the last used date contains a date, it will be necessary to add a new validity period. Click here to find out how to add a new validity period. |
2 | In the Contractor Tax Details, uncheck the box labelled Override Payment Terms. This will update the Contractor Payment Terms back to the Supplier setting and the field will not be editable. |
3 | Save the update. |
Â
Benefits
To allow flexibility in when a timesheet will be processed in a pay batch for a supplied payee.
Configuration
The required payment term will need to be configured if not already available..
Related pages
Classification-Public