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Payment Term in Customer Agreement

  • February 23, 2022
  • 6 replies
  • 304 views
C
Hero (Customer)
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Hi everybody,

 

We created a custom field within the Customer Agreement window, to reference all payment terms.

However, when we list the payment terms, all payment terms from all companies appear.

Is there a way to only reference payment terms of the company selected, like in the Customer → Invoice tab?

 

Thanks in advance,

Mendes

 

Our Custom field reference within Customer Agreement Header, which doesn’t filter by Company
System information for field PAY_TERM_ID within the Customer window, which filters by Company

 

Best answer by Tracy Norwillo

@carlosfmendes 

I think what you’re looking for is described here:

You’d use :i_hWndFrame.frmCustomerAgreement.dfCompany in your Saved Search.

This topic has been closed for replies.

6 replies

B
Superhero (Employee)
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Hi @carlosfmendes,

Are you referring to an IFS Application 10 scenario?

I couldn’t locate a reference relationship in LU CustomerAgreement, towards LU PaymentTerm.
If possible can you please send a screenshot of the relationship (shown in the tree structure; when creating the custom field)?


Thanks!
Bhagya

 

C
Hero (Customer)
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  • carlosfmendes
  • Author
  • Hero (Customer)
  • 31 replies
  • March 2, 2022

Hi @Bhagya Wickramasinghe ,

 

I used a reference to create the Payment Term custom field (images below).
The problem is, that this way I can’t filter payment terms by the company of the customer agreement, it shows all payment terms of all companies, and I would like to avoid this to prevent errors.
 

 

T
Hero (Partner)
Forum|alt.badge.img+14
  • Tracy Norwillo
  • Hero (Partner)
  • 219 replies
  • Answer
  • March 4, 2022

@carlosfmendes 

I think what you’re looking for is described here:

You’d use :i_hWndFrame.frmCustomerAgreement.dfCompany in your Saved Search.

C
Hero (Customer)
Forum|alt.badge.img+9
  • carlosfmendes
  • Author
  • Hero (Customer)
  • 31 replies
  • March 4, 2022

@Tracy Norwillo , I clicked the Best answer instead of Like.

 

Tried the solution, however the “Use Saved Search” is greyed out.
Any reason why?
 

 

T
Hero (Partner)
Forum|alt.badge.img+14
  • Tracy Norwillo
  • Hero (Partner)
  • 219 replies
  • March 4, 2022

@carlosfmendes 

In your Payment Term (Com - PayTerm) window, to the right of the Saved Searches: can you see the Saved Search you created?  In your screen-shot it’s currently showing “[Previous Search]”

C
Hero (Customer)
Forum|alt.badge.img+9
  • carlosfmendes
  • Author
  • Hero (Customer)
  • 31 replies
  • March 4, 2022

@carlosfmendes

In your Payment Term (Com - PayTerm) window, to the right of the Saved Searches: can you see the Saved Search you created?  In your screen-shot it’s currently showing “[Previous Search]”


Ah yes... I wasn’t thinking that I had to create a saved search myself, for it to appear in the properties window.
Created it, changed the where clause and its working like a charm, fantastic!

Thanks for the help!
Have a nice weekend! :slight_smile:

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