Configuration: Terms
The Terms screen allows you to add a new term code to the system or maintain an existing term code.
To open Terms screen ,navigate to
The fields that appear on the Terms screen:
| Field | Description |
|---|---|
| Code | A five character alphanumeric 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. This field only appears when accessing the Terms screen by selecting the Need to add a new term? Click here to add link. |
| Description | A brief description of the term code. |
| Active for System |
Controls whether the terms code is active for use within the system.
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The buttons complete work on the Terms screen:
| Button | Function |
|---|---|
| Save | Saves changes made on the Terms screen. |
| Copy |
Copies the select term code. This button appears only by accessing the Terms screen by clicking on a Code. |
| Save & New |
Saves a newly added term code and refreshes the Terms screen, allowing you to add another term code without closing the screen. This button appears only by accessing the Terms screen by clicking the Need to create a new term? Click here to add link. |
| Save & Next |
Allows you to save any edits/changes made to the selected term code and scroll through to the next term code in the list to apply any edits/changes. This button appears only by accessing the Terms screen by clicking on a Code. |
| Close | Closes the Terms screen without saving and returns to the Terms screen |