Setup payment terms at the Customer Location level

Issue/Symptom/Question

Can we setup payment terms at the Customer Location level?

Applies To

  • PENTA for Windows
  • Service Management > Customers > Customer Information
  • Interface file setup

Resolution/Fix/Answer

No, you cannot set up payment terms at the Customer Location level, but you can set up Work Order Payment Terms at the Customer level. 

When there is a Work Order for the Customer that has WO Payment Terms set up, the Work Order will default to the Payment terms setup on the Customer Information Window > Service Management tab.