Displaying Account terms in Account dialog

By default, Account dialog does not display Account terms. To add Account terms, you must update the Account dialog design for Desktop.

See Updating a dialog.

  1. Select System configuration > Dialog design.
  2. In the dialog tab, select the Account information dialog.
  3. Add a new section in the Account Information group and specify Account Terms as its name.
  4. To add these fields in the Account Terms section, set these fields to combo box:
    • Currency
    • Means of transportation
    • Terms of Delivery
    • Terms of Payment
  5. To add Priority in the Account Terms section, set Priority to single line text box.
  6. Optionally, you can add any of these fields in the Account Terms section by selecting Read-only property in Control Properties:
    • Division
    • Invoice Recipient Account Number
    • Language
    • Pricelist
    • Payer Account Number
    For Customer Stop, you can add this field by setting the field to tick box.