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Terms evaluation in SL 6.5

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Posted on by Derek Schauland

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I am trying to figure out how terms are evaluated when an order is placed. We usually setup customers in SL with cash in advance terms, then they place an order which has those same terms.

Later we provide some other terms for the customer and enter the new terms in the customer record.

Will this change be reflected in the order? Does process manager re-evaluate terms in the customer record for an existing order or is this something that must be manually changed on the order or shipper screen?

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Jayson Montgomery on at

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Re: Terms evaluation in SL 6.5

Hi Derek,

Thanks for posting. I understand that you would like to know if Process Manager re-evaluates the Terms ID on Open Sales Orders.

The Terms from the Customer Maintenance screen is only a default for the Sales Order. Once the Sales Order is created it does not stay synced with the Terms on the Customer Maintenance record. This provides the flexibility to use whatever Terms ID you want to use on any given Sales Order for the Customer.

If you want the Terms to be changed on Open Orders you will have to change it on the Order itself. I hope this answers your questions. Let me know if you have any other related questions.

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