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Creating and maintaining payment conditions for sales orders, service orders, and sales quotations

Menu paths

  • Order ➔ Entries ➔ Sales orders
  • Service ➔ Entries ➔ Service orders
  • CRM ➔ Entries ➔ Quotations

Introduction

This screen allows you to create and maintain the payment conditions for the sales orders, service orders, or sales quotations.

What version are you using?

The information in this document is applicable to product update 410 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a payment condition?

  1. In the Sales orders, Service orders, or Quotations screen, select a sales order, service order, or quotation.
  2. Click Open.
  3. Click Conditions.
  4. Click Edit.
  5. Define the fields.
  6. Click Save.
  7. Click Close to exit.

How do I edit the payment condition?

  1. In the Sales orders, Service orders, or Quotations screen, select a sales order, service order, or quotation.
  2. Click Open.
  3. Click Conditions.
  4. Click Edit.
  5. Modify the necessary fields.
  6. Click Save.
  7. Click Close to exit.

How do I view all the payment conditions of the sales order, service order, or sales quotation?

  1. In the Sales orders, Service orders, or Quotations screen, select a sales order, service order, or quotation.
  2. Click Open.
  3. Click Conditions.
  4. Click Edit.
  5. Click All.

Keep in mind: The All button is available only if there is more than one payment term.

How do I display more fields or hide the fields?

  1. In the Sales orders, Service orders, or Quotations screen, select a sales order, service order, or quotation.
  2. Click Open.
  3. Click Conditions.
  4. Click Edit.
  5. Click Advanced to display more fields or Simple to hide the fields.

Keep in mind: The Advanced button is available only in the Simple mode, and the Simple button is available only in the Advanced mode.

How do I view the previous or next payment condition?

  1. In the Sales orders, Service orders, or Quotations screen, select a sales order, service order, or quotation.
  2. Click Open.
  3. Click Conditions.
  4. Click Edit.
  5. Click Previous to view the previous payment condition or Next to view the next payment condition.

Keep in mind: The Previous and Next buttons are available only if there is more than one payment term.

How do I split the payment term?

  1. In the Sales orders, Service orders, or Quotations screen, select a sales order, service order, or quotation.
  2. Click Open.
  3. Click Conditions.
  4. Click Edit.
  5. Click Split.

Fields

Buttons

Related documents

 

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.522.459
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer

Attachments
OH-PU410-Creating & maintaining payment conditions for SO, service orders & quotations.docx 34.0 KB View Download