Terms Code Order Setup (SOE530)

Many of the SO Entry programs allow you to enter multiple payments. The Terms Code Order Setup program allows you to create and organize the list of terms that you want to appear in the footer of invoice, counter sale, order confirmation, service order and credit memo documents.

The six two-character terms codes must already be set up in the Accounts Receivable Terms Code F/M program (Accounts Receivable --> Infrequent F/M --> Terms Code F/M). The descriptions that follow the codes are user defined (up to 10 characters).

Once entered, terms codes and their descriptions can be inserted, moved or deleted. Press F3 to save changes and exit, or press F4 to abandon changes before you exit the program.

Input Descriptions

Use the following inputs to set up and organize multiple terms codes:

1-6.  Terms Code/Description

Enter a terms code — type 1-4 — that you want to display in the SO ending routines. Press F2 to search the Accounts Receivable Terms Code F/M. Press Enter (CR) or Tab to jump to the description field.

Enter up to 10 characters in the description field. Press Enter (CR) to move to the next line.

You must enter at least one term code and description to this program or users will not be able to create documents in Direct Invoice Entry, Counter Sale Entry, Confirmation, Service Order Entry and Credit Memo Entry.

Organizing entries

Once you have the codes entered, you can move them around, delete them or insert new ones. Enter I-Insert, M-Move or D-Delete.

To insert entries: You must have at least one line unassigned. Select the line where you want to insert a code. Enter I and then press Enter (CR). Enter the new code and description.

To delete entries: Use your arrow keys to select the line you want to delete. Enter D and press Enter (CR). FACTS displays a message asking if you are sure you want to this line. Enter N to cancel. Type in YES to delete the line.

To move entries: Use your arrow keys to select the line you want to move. Enter M and press Enter (CR). Arrow up or down to select the new line. Press Enter (CR).

See Also

For more detailed information on file maintenance programs, consult the following topics.

How to use File Maintenance programs