Tuesday, May 28, 2019

Set New Customer records’ Terms to Null

- There Should be no Preferred Term set on Setup > Accounting > Accounting Lists > Term
-
If there is a Preferred Term set:
   > Edit the Term
   > Uncheck the Preferred box
   > Save
- Create a new Customer record:
   > Navigate to Lists > Relationships > Customers > New
   > Financial tab > Terms field should have no value

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