Terms Dimension

Modified on Tue, 28 Jul at 12:23 AM

Terms Summary

The QQube Terms Dimension contains the payment terms maintained in QuickBooks. Terms can be used on customer and vendor transactions to determine due dates and early-payment discounts.

Dimension Type

QuickBooks list dimension

Terms Represent

Payment timing and early-payment discount rules

QuickBooks Source

Terms List

Primary Use

Group or filter transactions by terms and analyze due dates and discounts

Included Data Models

Customers: Sales, Open Sales Orders, Accounts Receivable

Operations: Purchases, Open Purchase Orders, Accounts Payable, Inventory, Job Cost Details

Finance: Cash Position

Auditing: Audit Trail

QuickBooks Source

Terms information comes from the Terms List in QuickBooks. QQube includes both standard terms and date-driven terms.

Source Example

QuickBooks Terms List source example

Standard and date-driven terms

Standard terms calculate due dates and early-payment discounts using a number of days from the transaction date. Date-driven terms use specified days of the month and can extend a due date into the following month.

Missing terms

Missing or inapplicable terms information appears as (No Terms).

Available Fields

Display Order	Field Name
1	Terms Active
2	Terms Name
3	Terms Standard - Days Net Due
4	Terms Standard - Discount Percent
5	Terms Standard - Days for Early Payment Discount
6	Terms Date Driven - Day of Month Net Due
7	Terms Date Driven - Due Date Extension Days
8	Terms Date Driven - Discount Percent
9	Terms Date Driven - Day of Month for Early Payment Discount