Payment Terms identify the terms your company extends to your Customers and that your Vendors extend to you. Payment Terms are used to calculate aging and payment discounts. The purpose of this page is to view, add, edit, remove and inactivate Payment Terms used for A/P Invoices and Sales Order Quick Sales and Sales Invoices.

Software Version: 2022.01.31 and newer

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Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Delete	Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!} Payment Terms may only be deleted if they are not assigned to an existing Customer, Vendor, and/or Fisherman and if they have never been used on any open or posted transaction.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Favorites	Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Help	Opens the online WIKI help page for the current page.
New	Opens a new blank record for data entry.
Quick Column Filter	Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
Save	Saves all changes made on the page.
Saved Column Layouts	Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Discount Days	Identifies the number of the days that an early payment discount is valid for. This is a text box that defaults to 0, is always editable, and is required. This must be greater than or equal to 0 and less than or equal to the Due Days. If missing, the message "Discount Days must be greater than or equal to zero" will be displayed on Save. Database Field: ERPx_MFPaymentTerms.DiscountDateDays
Discount Percent	Identifies the percentage used in calculating the early payment discount amount. This is a text box that defaults to 0.00000%, is always editable, and is required. This must be between 0 and 100 else the message "Discount Percent must be between 0 and 100." will be displayed on Save. Database Field: ERPx_MFPaymentTerms.DiscountPercent
Due Days	Identifies the number of the days before the payment is due. This is a text box that defaults to 0, is always editable, and is required. This must be greater than or equal to 0 and greater than or equal to the Discount Days else the message "Due Days must be greater than or equal to zero and must be greater than or equal to the Discount Days." will be displayed on Save. Database Field: ERPx_MFPaymentTerms.DueDateDays
Inactive	Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. This is a Yes/No lookup that is required. It defaults as No and is always editable. Database Field: ERPx_MFPaymentTerm.IsInactive
Payment Term Name	The Payment Term Name is the unique identifier for Payment Terms. This is a text box that defaults as blank, is required, must be unique, and must be <= 20 characters. If missing, the message "Payment Term Name is required." will be displayed on Save. If not unique the message "Duplicate Payment Term Names are not allowed." will be displayed on Save. Payment Terms identify the terms your company extends to your Customers and that your Vendors extend to you. Payment Terms are used to calculate aging and payment discounts.

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