Term Code Functionality

Overview

In this document, the concepts and process of using Term Codes for customers will be discussed. Customers/Accounts are assigned default term codes to determine the possible discounts if their bills are paid by a certain time or if they receive any discount.

The term code can be changed by shipper/invoice at any time before payment, but now users have the ability to change the term code for multiple shippers at once. This document discusses how to use this functionality along with other new term code functionalities.

Assumptions

We will assume throughout this article that the term codes are already defined and that each account has a default term code set.

We will also assume that the user has the Security Object called “Can Override Term Code.” This gives the user the ability to change term code for orders, invoices, and RMAs.

General Concepts

Changing the Term Code in a Quote/Order/Return Request/RMA

• The following steps will refer to a quote for the examples, but they can also be applied to Return Requests.

  • In order to follow these steps in an Order or an RMA, you must unlock first.

• In a quote, you can find the Term Codes in the Summary tab, then in the Terms tab.

• The current term selected is the default term code for the account used in the quote.

• Click into the combobox to change the term code (Notice the description refreshes).

• Once saved, all existing shippers and future shippers within the order will reflect that term code.

  • There is no need to change the term code in each individual shipper if you want them all to match.

• If you want to have some shippers show a certain term code but have some still have the default term code, you can still change the term code on individual shippers.

  • If there are different term codes among multiple shippers in the same order, an “Attention” message will show in the Terms tab. This is just a reminder that not all term codes match in the multiple shippers.

Changing the Term Code Then Save As a Quote/Order/Return Request/RMA

• If you have changed the term code in the Quote/Order/Return Request/RMA and then you click Save As, a dialog box will appear stating “The term code is not the default term code for this account. Do you want to Keep the selected term code?”

  • If you click Yes, the manually selected term code will be carried over to the new Quote/Return Request.

  • If you click No, it will use the defaulted term code in the new Quote/Return Request.

Term Code - Receive Money Screen

• You can also change the term code for an Overpayment.

• Refer to this document for posting an overpayment.

• Once you fill out the header info then click post, the Overpayment screen will appear.

• You can click into the Term combobox to change the term code from the account’s default term code and proceed.

Term Code - Standalone Payment

• This functionality is also in the Standalone Payment screen.

• You can click into the Term combobox to change the term code from the account’s default term code and proceed.