Defining terms in Customer Transaction Entry

To view or set up terms, select System Administrator > Setup > Table Code Value, and then select Terms in the Table List field.

Terms apply to invoices, miscellaneous credits, credit memos, and debit memos. If you clear the Allow Credit Discounts option in SA Administrator Options-Customers-Cash Receipts, you cannot set up terms for miscellaneous credits or credit memos.

The Terms field in Customer Transaction Entry is initially updated with the terms on the Customer Setup record. You can use the lookup function to adjust the terms for a transaction, or you can select Manual > Terms Detail Entry. You can then change theses values:

• Due date
• Number of payments that are required
• Number of days between payments
• Discount percent or amount

The changes made to terms in Customer Transaction Entry do not change the values that are set up in SA Table Code Value Setup.