Payment term

The ACCOUNT and CASH buttons are available. Logic is implemented to control the options based on customer type and the order type used.
  • Contractor:

    A customer is categorized as a contractor if the Cash payment parameter in 'Payment Term. Open' (CRS075/E) in the customer’s payment term is set to 0.

    A contractor can have access to both buttons. ACCOUNT button is available by default. The contractor can also access CASH button if the payment term is defined as Cash in Properties > General > Payment Term - Cash Template.

    If a contractor uses CASH, then the payment term specified in Properties > General > Payment Term - Cash Template is used when the order is created in M3 BE.

    This logic is applied for a contractor with an overextended credit limit:

    • If the cash payment process is activated, that is payment term is defined as cash in Properties > General > Payment Term - Cash Template, then only CASH button is available.
    • If the cash payment process is not activated for contractors, that is payment term is left blank in Properties > General > Payment Term - Cash Template, then the order is submitted to M3 BE with ACCOUNT and can be stopped in status 'Credit limit exceeded'.
  • Retailer:

    A customer is categorized as a retailer if the Cash payment parameter in (CRS075/E) is set to 1 or 2. A retailer has access only to the CASH button.