Symptoms:
You have defined a setup for balance Forward billing, wherein you have:
1) Defined a Billing Cycle
2) Associated the Billing Cycle to a Payment Term
3) Created a customer, and enabled Balance Forward Billing by creating an Account level profile and setting the following
- Enabled = Checked
- Bill Level = Account
- Bill Type = Detail
- Payment Term = <payment term in #2>
4) You create a manual transaction against this customer, and you get the error:
Cause:
This is due to a missing setup step.
When you define your Account level profile and indicate that Bill Level = Account, you are expecting this setting to cascade to all the sites under that account. However, the code still expects a site level profile to be associated with each site, because this is where it is going to pick up the Balance Forward Billing payment term from.
Solution:
Navigate back to the Customer form, and at the Site level, go to the profile tab and define the Payment terms associated to this Site. Save your changes.
