Terms, agents, and areas

Purpose

  • Set up the small lists that customers (and some sales documents) require: credit terms (how many days until payment), sales agents, and sales areas.
  • Create these before Maintain Customer if the customer screen marks them as required.
  • Under Account Setup: Maintain Terms, Maintain Agents, and Maintain Area. Each opens a listing, then New.
  • Terms are also created with a new company.
  • There is no live wizard. Ask “how to maintain terms” (or agents, or areas). Customer create in chat may not set term, agent, or area — finish those on Maintain Customer.

Before you start

  • You are in the correct company.

Terms

  • Account Setup → Maintain Terms.
  • New Terms, or open a row.
  • Set Active, Term (the code), Description, and Days (credit days).
  • Click Save.
  • On the listing, open a row to edit. Use the listing toolbar to print.

Agents

  • Account Setup → Maintain Agents.
  • New Agent.
  • Set Active, Code, and Description. Click Save.

Areas

  • Account Setup → Maintain Area.
  • New Area.
  • Set Active, Code, and Description. Click Save.
  • Untick Active to hide a code from new documents without deleting history.

Where they are used

  • Terms: customer (and often supplier) credit term, due dates, and aging.
  • Agent: customer Agent, and sales analysis.
  • Area: customer Area, and sales analysis.

If something goes wrong

  • Customer save blocked on Term, Agent, or Area. Create at least one active code here, then pick it on the customer.
  • An old term still prints. The customer still points at it. Edit the customer, or keep the term Active.