Tuesday, June 11, 2019

Behaviour when Both Terms and Payment Method are Populated

When Terms andDefault Credit Card are set on a Customer record, both will default inthe sales order created for the customer. In this case, the Credit Card takesprecedence and a Cash Sale will begenerated when the sales order is billed.

To have an Invoice generated from the Sales Order, the payment method will have to be unsetfrom the sales order OR change the form to a Sales Order - Invoice type.

User may also consider not setting a Default Credit Card in the customer record or setting the Sales Order - Invoice type form as Preferred to prevent this fromhappening in future orders.

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