Add, modify, and delete payment terms for customer orders

Tekla PowerFab
2021
Tekla PowerFab Tekla PowerFab GO

Add, modify, and delete payment terms for customer orders

You can add, modify, or delete the payment term options that are available for all customer orders created in Order Entry. In addition, you can set the default payment term that will be used for new customer orders.

  1. Click the Maintenance ribbon tab.
  2. In the menu, select Order Entry > Payment Term Maintenance.

  3. In the 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. If you want to freeze a customer's credit when an invoice is past the due date, select the Credit Hold if Past Due check box.

    5. In the Days to Past Due field, type the number of days that an invoice can be past due date before the customer's credit is frozen.

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

    Set a default payment term

    1. Select the payment term that you want to set as the default option.

    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 (*). This payment term will be used by default for new customer orders.

    Modify a payment term

    1. Select the payment term that you want to modify.

    2. Modify the payment term properties according to your needs.

    3. Click Edit to save the changes.

    Delete a payment term

    1. Select the payment term that you want to delete.

    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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