Setting Up Payment Conditions For Customers
This chapter describes how to set up payment conditions for a customer for a specific business area (rental, sales or service). This function allows you to use different payment terms for different business areas for a customer. If you create a document for this customer in the specified business area, the payment condition is inserted automatically.
To set up a payment condition for a customer for a specific business area, proceed as follows:
Note
The payment conditions will only be applied to newly created documents. Existing documents will not be updated automatically.
You can only set one payment term and one payment method per area and customer. However, it is possible to define further payment conditions for a different area.
- Use the quick search (Alt+Q) to find the Payment Conditions page.
- To set up a new payment condition, click on New in the menu bar.
- Complete the information according to the following table:
| Field | Description |
|---|---|
| Area | Select the business area for which you want to set up the payment condition for the customer from the areas of Rental, Sales or Service. |
| Customer No. | In this column, enter the enter the customer number for which you want to set up a payment condition for a specific area. |
| Service Order Type | Enter the service order type for the payment condition. The use of service order types must be activated for documents of the selected area. By entering the service order type, you can set up a default payment condition and default payment method for an order type belonging to a specific area. |
| Payment Terms Code | Here, enter the code for the payment terms (e. g. 0 day and 2 % discount if paid by cash). |
| Payment Method Code | Here, enter the payment method (e.g. by cash). |
| Credit Limit (LCY) | Enter the credit limit for the customer in the selected business area as well as for the respective service order type. This field can only be filled in if the Extended Credit Limits toggle switch has been activated previously on the Customer Card in the General FastTab. If the credit limit for the customer is exceeded in a relevant document, a corresponding message is displayed in the document. |
Note
If you change the bill recipient in a document (Bill-to Customer No. field) to a customer that is linked to a payment condition, the payment terms (Payment Terms Code field) found under Invoicing will be changed to the payment conditions of the bill recipient.
You have successfully created a payment condition for a customer. Your changes are applied automatically upon closing the Payment Conditions page.