Add, modify, or delete payment terms for purchase orders

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add, modify, or delete payment terms for purchase orders

You can add, modify, or delete the payment term options that are available for all purchase orders created in Purchasing. In addition, you can set the default payment term that will be used for all future purchase orders by default.

  1. Click the Maintenance ribbon tab.
  2. In the menu, select Purchasing > Payment Term Maintenance.
  3. In the Purchase Order Payment Term Maintenance dialog box, do any of the following according to your needs:

    To

    Do this

    Add a new payment term

    1. Click New.

    2. In the Description field, type a description for the payment term.

    3. If necessary, in the Discount field, type a discount percentage for the payment term.

    4. Click Add to save the new payment term and add it to the list.

    Set a default payment term

    1. Select a payment term in the list.

    2. Click Set as Default.

    3. To confirm using the selected payment term as the default option, click Yes in the confirmation dialog box.

      The default payment term is marked with an asterisk (*). The same payment term will be used by default for all future purchase orders.

    Modify a payment term

    1. Select a payment term in the list.

    2. Modify the description and the discount percentage according to your needs.

    3. Click Edit to save the changes.

    Delete a payment term

    1. Select a payment term in the list.

    2. Click Delete.

    3. To permanently delete the payment term, click Yes in the confirmation dialog box.

  4. To close the dialog box, click the Close button (X) in the upper-right corner.
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