Curso ERP Protheus | Cadastro - Condição de Pagamento

Understanding Payment Conditions in Negotiations

Overview of Payment Conditions

• The video discusses the registration and management of payment conditions for purchases and sales, emphasizing their role in determining how and when payments are made.

• It highlights three main fields involved: code, type, and condition. The 'type' field is crucial for formulating payment conditions as it influences how the system processes the other fields.

Creating Diverse Payment Conditions

• The system allows for the creation of numerous payment conditions tailored to meet negotiation needs, with various fields each serving different purposes.

• For tracking installment payments, a specific parameter (MV_double) must be set with an initial sequence number for the first installment.

Configuration and Mapping

• Adjusting the size of the installment field from 1 to 3 is necessary for better alignment with negotiation processes; this change occurs within a specific module.

• A thorough mapping of all utilized payment conditions across purchasing, sales, and finance sectors is recommended. Organizing this data in a spreadsheet aids in classification by type and installment number.

Implementing Payment Conditions in Protheus

• Instructions on accessing the payment condition registration feature within Protheus are provided. Users can include new conditions through a straightforward process.

• There are ten options available under the 'type' field for payment conditions. Type B serves as a wildcard allowing combinations of multiple types to enhance flexibility.

Invitation to Further Learning