Static Data
Static Data - Sales: Credit Terms
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.
MNU.108.036