Configuration: Terms

Use the Terms screen to define valid accounts receivable terms used with customer invoices. Valid terms codes appear on the Terms drop down list on the Profile tab within the Customer Profile application.

To open the Terms screen, navigate to Configuration > General Ledger > Accounts Receivable > Terms.

Topics in this section are:

• Adding an Account Receivable Terms Code

• Deactivating an Account Receivable Terms Code

• Screen Description

Adding an Account Receivable Terms Code

1. From anywhere in IntelliDealer screen, navigate to Configuration > General Ledger > Accounts Receivable > Terms.

   The Terms screen appears.
   

   

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

   The Terms screen appear.

   

3. On the Terms screen, enter a terms Code.

4. Enter Description 1and optionally enter a Description 2.

5. On the Terms screen, click Save button to save the new terms code and return to the Terms screen.

   – or –

   Click Save & New to save the new terms code and refresh the screen, allowing entry of another terms code without closing the screen.

Deactivating an Account Receivable Terms Code

1. From anywhere in IntelliDealer screen, navigate to Configuration > General Ledger > Accounts Receivable > Terms.

   The Terms screen appears.

   
   

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

   The Terms screen refreshes, listing the generated search results.

   
   
   

3. Click Code.

   The Terms screen appears.

   

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

   Clear the Active for System checkbox.

   

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

Screen Description

The sorting options on the Terms screen are:

Sort by
Field	Description
Code	Sort the search results by term code.
Description 1	Sort the search results by term code description 1.
Description 2	Sort the search results by the term code description 2

The search fields on the Terms screen are:

Field	Description
Select Code	Search for a term codes by entering a term code.
Select Description 1	Search for a term codes by entering a term code description 1.
Select Description 2	Search for a term codes by entering a term code description 2.
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 represent the purchasing terms used throughout the system. “ “ blank - Normal T - Transfers on parts invoices X - Cash-only customer - cash code 2 or cash G/L only on invoices. Z - A/R agency bypass. Used on customers such as BANK001 for making bank deposits. A - Abnormal (one-time) sales in parts invoicing
Description 1	A brief description of the term code.
Description 2	A alternate or secondary description of the term code.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2025.08