Terms – 04 – Editing a Terms

To edit a payment terms you need to go to the Terms sub-section of the Finance Functions page. Click on the terms you want to edit in the list of terms. You can use the search functionality to find a specific terms if needed or sort the list of terms by any of the fields by clicking the table header.

Figure 22: Financial Functions Page – Select Terms

Selecting a terms will bring you to the Edit Terms popup window for that terms. The Edit Terms popup window looks similar to the Add Terms popup window and you can edit any details as required and then click the green Save button at the bottom right of the popup window to save the changes you have made.

Figure 23: Financial Functions Page – Save Button

Other options

From the Edit Terms popup screen there are a number of additional action buttons. These options appear at the bottom right of the screen alongside the Save button.

Figure 8: Edit Terms Screen – action buttons

  1. Close
    Clicking this button returns you to the Terms Search page without making any changes to the terms.
  2. Archive
    Clicking this button will permanently remove the terms from the system. You can find details of any archived terms by searching in the Terms Search page with the “Include Archived?” switch set to Yes. All data for an archived terms will be saved in the system for auditing and reporting purposes.
  3. Save
    Clicking this button will save any changes you have made to the terms details.