Change Order Terms to Customer Default
The Business Edge has a feature which will update all open orders to have the customer's default payment terms. This feature allows users to efficiently update all open orders for a specific customer, aligning the payment terms on those orders with the customer's current default payment terms as specified in the customer master file.
This functionality is highly beneficial for maintaining consistency across your customer orders and ensuring that any recent updates or changes to a customer’s payment terms are promptly reflected on all open orders. By doing so, it helps prevent discrepancies, improves billing accuracy, and ensures that your order and payment processes are synchronized with the latest customer agreements.
Order & Quote Entry System
Order Entry File Maintenance
Change Order Terms to Customer Default
First, select the customer you would like to change. Next, specify the date range for which you want the system to search for open orders. This allows for targeted updates, ensuring only the desired orders are affected within the specified period. The change order terms to customer default can be changed by branch
A summary screen displays to show which orders have been affected by the change
The changes will appear in the orders change history. It is crucial to note that once the change process has been executed, there is no available option to undo or revert the changes through the system. Therefore, it is recommended to review the summary carefully before confirming the update to avoid unintended modifications.