PAYMENT TERMS

Payment Terms define the agreed conditions for payment between a buyer and a supplier, such as timelines and methods. This module enables users to configure and manage various payment terms used in procurement. The document provides a step-by-step guide for creating, editing, and viewing payment terms, along with field descriptions and icon functionalities.

  1. Click on "Masters".
  2. Under "Secondary Master", click on "Payment Terms". STEPS TO PAYMNENT TERMS

A page will open where the user can add new Payment Terms.

  1. Click on the "Add" button.

A new page will open with the following fields:

Payment Terms form

PAYMNENT TERMS FORM

  • Payment Term: Enter the payment term name.
  • Description: Enter a description.
  • Remarks: Enter any remarks.
  • Active Status: This is a toggle option. By default, it is activated.

Save: Click this button to save the configuration.

once the Paymnent Terms is created it will be visible in this page here

PAYMNENT TERMS TABLE

Action

PAYMNENT TERMS ACTION

  • Edit : Clicking this icon opens the form for editing the selected record.
  • View : Clicking this icon displays a read-only view of the selected record.

Icons Overview

ICONS OVERVIEW

  • Add Icon: Clicking this icon opens a form to create a new Payment Terms.
  • Export to Excel Icon: Clicking this icon exports the table data to an Excel spreadsheet.
  • Search Input: This field allows users to search for Payment Terms content.
  • Search Icon: Clicking this icon displays a search bar to filter the table data.
  • Refresh: Reloads the current data or resets the view.
  • Home Icon: Clicking this icon redirects the user to the main dashboard or home page of the application.
  • Back Icon: Clicking this icon navigates the user back to the previous page or view.