How to add new Shipping methods, Payment and Freight terms in sales order?

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Posted on by Community Member Microsoft Employee

Hi Friends,

I want to add new Shipping methods, Payment and Freight terms in the sales order. I have already tried with Field service --> Administration --> Payment terms --> new, then I've created a new payment term called "cheque", but it is not reflecting on the sales order page. Please help me on this as I'm in the middle of my project.

Thanks in advance :)

By Hiba Ali

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Community Member Microsoft Employee on at

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RE: How to add new Shipping methods, Payment and Freight terms in sales order?

This works great for adding payment terms... but what about adding shipping methods? My shipping methods for the accounts are the defaults and I want to add a few like "Customer Account" and other carriers. Any helps is appreciated!!!
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RaviKashyap 55,410 on at

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RE: How to add new Shipping methods, Payment and Freight terms in sales order?

Okay, it may be beucase you are not system admin.

Can you try Setting >> Customization >> Customize the System >> Entities >> Order >> Form >> Open the form
Community Member Microsoft Employee on at

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RE: How to add new Shipping methods, Payment and Freight terms in sales order?

Hi Ravi,

Many thanks for your kind response. In my CRM, the form editor is not visible on my orders page.

Thanks

Hiba
Community Member Microsoft Employee on at

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RE: How to add new Shipping methods, Payment and Freight terms in sales order?

Hi Ravi,

Many thanks for your kind response. In my CRM, the form editor is not visible on my orders page.

Thanks

Hiba
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RaviKashyap 55,410 on at

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RE: How to add new Shipping methods, Payment and Freight terms in sales order?

Here is the screenshot-
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RaviKashyap 55,410 on at

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RE: How to add new Shipping methods, Payment and Freight terms in sales order?

Hi Hiba,

As per your order screenshot, the payment terms, frieght term fields are optionset so you need to customize these field.

On the order record >> click Form editor on top >> select the field "Payment Terms" and click Change Properties >> This will open the popup.

Within the popup, clik on details tab and click edit >> This will open the field editor from where you can add the options.

Once done, you need to click Save and then publish >> Once publish close all the window and try open the order record again.

This should work.

Hope this helps.