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
Userlevel 3
+6
Hi,
You can modify Payment Term in Customer Analysis > Installment Tab:
You can see Installment with the RMB if you use app.
Regards.
+4
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
Userlevel 3
+6
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.
+4
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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