To ensure that the terms populate in a standard sales order form, follow these steps: Go to the Customer record. Navigate to the Financial tab. Check the Credit Cards sub-tab for provided credit card information and ensure that the Default Credit Card option is unchecked. Alternatively, you can use a Standard Sales Order – Invoice… Continue reading Ensuring Terms Populate in Standard Sales Order Form: Quick Guide
Tag: terms
Restrict Terms Field in Invoice for Specific Role
The Terms field in the Invoice form can be disabled to a specific User Role using a workflow. Navigate to Customization > Workflow > Workflows > New Basic Information: – Name: Enter Name Example: Restrict Terms– Record Type: Select Transaction– Sub Types: Select Invoice– Execute as Admin: Enter Checkmark– Released Status: Select Released– Keep Instance… Continue reading Restrict Terms Field in Invoice for Specific Role
Disable Order summary continue button in Check out page when invoice orders terms are “Prepayment”.
When a customer’s terms are prepayment and they try to make an order using an invoice, the order must be denied. Along with that order summary continue button in checkout page is also denied for further process .For this, we can disable the continue button and display a message regarding this.
PART 1 – Debit and Credit Terms in General
Debit means left and Credit means right To decrease an account you do the opposite of what was done to increase the account. For example, an asset account is increased with a debit. Therefore it is decreased with a credit. The abbreviation for debit is dr. and the abbreviation for credit is cr. Generally, these types of accounts are… Continue reading PART 1 – Debit and Credit Terms in General
Terms Field Value Changes under Invoice
This happens if the Sales Order has a Billing Schedule with a different Payment Term from the Terms set on the Sales Order. .Setup > Accounting > Accounting List > Terms > edit Net 45 as Preferred. . Edit a Customer Record > Financial tab > Terms field > choose Net 30 . Go to… Continue reading Terms Field Value Changes under Invoice
Proposal For Terms and Discount Field Setup
Proposal summary:: For some invoices we have to change the Customer terms every day. We go to each invoice to change the terms. Created a saved search so instead of changing the terms by clicking on each invoice we can change it on the saved search. Below are the issues with the saved search. How… Continue reading Proposal For Terms and Discount Field Setup
Payment terms for each subsidiary separately
Payment terms for each subsidiary separately