Can you please advise if anyone has implemented work instructions, within IFS, of how to amend payment terms via the customer analysis screen?
Thank you,
Lisa
Can you please advise if anyone has implemented work instructions, within IFS, of how to amend payment terms via the customer analysis screen?
Thank you,
Lisa
Hi,
You can modify Payment Term in Customer Analysis > Installment Tab:
You can see Installment with the RMB if you use app.
Regards.
Hi, Thank you for your response - unfortunately I do not have access to this. To enable access our IT department requires a “step by step” written instruction. Is there a written instruction for this process please? I have also tried to RMB and it is blanked out.
Lisa
Hi,
Maybe because your permission set.
You can check here:
I’m not 100% sure if that is the correct checkbox, but if you need access to Customer Analysis window, I recommend you to have access to all :)
Regards.
Thank you - I cannot see this screen as do not have permission to access the “security” section - this is something that our IT department have access to only. Is there a “step by step” written instruction within IFS of how to amend the payment terms within the customer analysis screen. Happy for pdf instructions. I can then pass this instruction onto our IT department so they can amend my permission set to have access to amend payment terms in the customer analysis screen.
Lisa
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