Configuration: Terms

Use the Terms screen to search for, edit and add Terms codes. Term codes added to the system will appear as a valid Term code on the Terms & Conditionsscreen accessed by click on the Search icon next to the Terms text box on theTerms & Conditions tab within the PO system.

To open Terms screen navigate to Configuration > General Ledger > Purchase Orders > Terms.

Topic in this section

Adding a Terms Code

  1. From anywhere in IntelliDealer , navigate to Configuration > General Ledger > Purchase Orders > Terms.

    Terms screen appear.

  2. Click Need to create a new term? Click here to add .

    Terms screen appear.

  3. On the Terms screen, enter a five-digit alphanumeric terms code, the branch Location where the terms code is available for use as a valid code, and a brief Description of the terms code.

    Terms screen appear.

  4. Click the Save button to save the new terms code and return to the Terms screen.
    - or -
    Click the Save & New button to save the new terms code.
    The Terms screen will refresh allowing you to add another terms code without closing the screen.

Deactivating a Terms Code

  1. From anywhere in IntelliDealer screen, navigate to Configuration > General Ledger > Purchase Orders > Terms.

    Terms screen appear.

  2. Fill out the appropriate field and click Go >>.

  3. Click Code.

    Terms screen appear.


  4. Select the Active for System checkbox, removing the checkmark.

  5. Click on the Save button in order to deactivate the terms code within the system.

Screen Description

The sorting options on the Termsscreen are:

Sort by
Field Description
Code Sort the search results by terms code.
Location Sort the search results by branch location.
Description Sort the search results by term code description.

The search fields on the Terms screen are:

Field Description
Select Code Search for a term codes by entering a term code.
Select Location Search for a term codes by entering a branch location.
Select Description Search for a term codes by entering a term code description.
Include Inactive If selected, includes inactive term codes within the search results.

The fields on the Terms screen are:

Field Description
Code A code used to define the shipping term code within the system.
Location The branch location where the term code is set up as a valid code.
Description A brief description of the term code.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2025.09