How to Create, Edit and Delete a Term

Modified on Fri, Jan 13, 2023 at 2:50 PM

How to Create, Edit and Delete a Term


Overview: 

 

Term is the period of payment to a Supplier or from Customer. This function is useful for generating various reports such as Supplier/Customer Aging.

 

Procedure:

 

How to Create Terms 

 

1. In Navigation pane, go to Company >  Maintenance > Terms


2. In Payment Terms List View, click Add


3. Supply the fields with data;

  • Code: This is a compulsory field with maximum of 20 alphanumeric length
  • Description:  This is a compulsory field which you need to indicate the name of the Terms 
  • Type: This is used to determine whether the Term is due in days or months.
  • Days: Depending on the Type, the number of days or months
  • Default: This is a function that allows you to set the Area as Default in Suppliers and Customers Maintenance


4. Once done, click Submit


How to Edit Terms 

 

1. In Payment Terms List View, click Code to open.


2. Then Supply the Fields that needs to be edited. Once done, click Submit


How to Delete Terms 

 

1. In Terms List View, click Delete on the term


2. When the confirmation message prompted, click Yes


Note: Term deletion is allowed as long as it is not used in any transactions and is not associated with any Customer or Supplier.

 

Application:

 

Term can now be used in Customer and Supplier Maintenance.






For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph

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