Overview
When Payment Terms are sourced from the vendor record in the ERP (integration-dependent), a green check mark is displayed in the cell and the Payment Term will be used instead of what is on the invoice or predicted by the AI, as indicated by the help text in the dropdown.
When the Payment Terms field has a value that is different than the value stored on the vendor, a yellow alert icon is displayed to flag the difference, as indicated by the accompanying help text.
You can switch to the Payment Term stored on the vendor with the one-click option in the cell menu, "Set to terms stored on vendor".
Due Date field:
When the Payment Term value is sourced from the vendor record in the ERP, the Due Date field is automatically calculated from the predicted Invoice Date + Payment Terms and a green check mark is displayed in the cell. The help text in the dropdown explains this to the user.
If the Invoice Date is updated from its original value, you'll need to update the Due Date as it will not automatically recalculate.
When the Due Date field has a value that does not equal Invoice Date + Payment Terms, a yellow alert icon is displayed to flag the difference.
The user can set the value to Invoice Date + Payment Terms with the one-click option, "Compute Invoice date + terms" in the cell menu.
Enabling Payment Terms
Payment Terms will be enabled as a part of your Implementation process.
On the Configuration page, the correct field to use is Payment Terms. The Terms field is for customers not utilizing Payment Terms from your ERP, that are relying solely on AI predictions.
