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How can I change the Payment Terms on a Field Quotation?

  • Jun 10, 2021 8:34 AM UTC
  • 3 replies
  • 117 views
Chris_Perkins
Hero (Customer)
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If I am working on a Contract Quotation, Customer Contract, Service Order or Customer Support Order, I can easily change the Payment Terms by just going to the Billing tab and changing it in the Payment Terms field but when working on a Field Quotation, there is no field available to change/set the payment terms when a change was agreed with the customer (other than changing in Customer Center and re-adding the customer to the FQ)

Is there a setting somewhere to make that available?  We are using 14.0.0.24 currently (V14.5)

Best answer by Leonid Blaivas

There is no such setting available in the system. As far as I know there is no specific reason why this field is not presented on the  Field Quote screen. Such requirement was never presented in the past and therefore was not implemented.

 

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      3 replies

      Leonid Blaivas
      Do Gooder (Employee)
      • Leonid Blaivas
      • Do Gooder (Employee)
      • Answer
      • Jun 15, 2021 12:45 PM UTC

      There is no such setting available in the system. As far as I know there is no specific reason why this field is not presented on the  Field Quote screen. Such requirement was never presented in the past and therefore was not implemented.

       

      Chris_Perkins
      Hero (Customer)
      Forum|alt.badge.img+12
      • Chris_Perkins
      • Author
      • Hero (Customer)
      • Jun 16, 2021 1:49 PM UTC

      Hi Leonid, 

      Do you know if this is any different in V15?

      Leonid Blaivas
      Do Gooder (Employee)
      • Leonid Blaivas
      • Do Gooder (Employee)
      • Jun 16, 2021 1:59 PM UTC

      Same functionality is in v15

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