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Updating Customer Terms of Payment - flow to open transactions

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Posted on by TPGPM1

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We have set up a customer account with one set of Payment Terms (ie: COD) and created a sales order. The terms against that sales order are also COD.

If we then change the payment terms on the customer account to something else, ie: NET30, is it possible to automatically update all open transactions associated with that customer, to the new payment terms? Currently this requires going into each open transaction and updating manually.

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Frank Hamelly | MVP... 46,633 Moderator on at

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Not from the user interface. A developer could write a script to make the updates to open transactions.

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