Ribbon Access:   Configurator   >   Static Data > Static Data

Find the Sales: Credit Terms row

• The Static Data listing screen will be displayed.
• Use the filter row or scroll down the list until you find the Sales: Credit Terms row.
• Click on the expand icon in this row.

• The Sales: Credit Terms Codes frame will be expanded.
• Here you can view a list of sales credit terms types currently on the system.

Add a Credit Term

• Right click anywhere in a row of the Codes data grid.
• A Process menu will pop up.
• Click on Add - Add New Code.

• The final row in the Codes data grid will now be 'activated'.
• The Code Type, Status and Sort Order columns will now be populated.

• Code: Click in this text box and type in a code specific for this new sales credit terms.
• Code Description: Click in this text box and type in a description for this new sales credit terms code.

• Code Type: This can remain as None.
• Status: This will auto populate with A - Active.
• Sort Order: Click in this text box and either type in or use the arrow indicators to select the sort order for this new sales credit terms code.
• Note: The sort order is the order in which this new Credit Term will appear in the Credit Terms drop-down list in BPO2. If each Credit Term has the same number e.g. 0 or 1, then the drop-down list will usually default to an alphabetical order in BPO2. If you wish the Credit Terms to be listed in a certain order then number each one in the order that you wish to view them.

Save Credit Term details

• When you have finished adding the new sales credit terms code details, either press Tab or Enter on your keyboard or click outside of the data grid.
• An Update message box will appear, asking;
• Are you sure you want to save changes to this code?
• Click on Yes.

• The new sales credit terms code will be saved and a new row will be added to the Codes data grid.
• Collapse the Codes frame when you are done.