Operations AR - Setting Payment Terms on Vendors

1. Navigate to "AR/AP"

   A "Payment Terms" field has been added to enable setting payment terms on vendors. This drop-down is fully customizable using the Vendor Terms Types setting. To update the vendor payment terms on vendors, navigate to the "AR/AP" section in the Operations Portal.

   

2. Click "Vendors"

   Then, click the "Vendors". In order to access and update “Vendors”, you will need to be set up either as an “administrator” or a “superuser”, or have the roles of: “vendorView” and “vendorEdit”.

   

3. Enter Vendor name to search

   Use the search field to find the vendor that you would like to update.

   

4. Or, use column filters to narrow search

   Or, use the column filters to narrow search.

   

5. Click on the more details icon

   Click on the more details icon to view the vendor details.

   

6. Click the "Payment Terms" dropdown

   Scroll to the "Payment Terms" field under the "Accounting" section and click the dropdown.

   

7. Select the Vendor Payment Term

   Select the needed payment term for the vendor.