Is it possible to have a separate terms list for customers and suppliers?

Ann_10524711

Hello, is it possible to have a separate terms list for customers and suppliers?

We have terms set up for suppliers which we do not want to use for customers. However they do sometimes get used as they are available. For example, in suppliers we used 7 days, 21 days, 30 days. But in customers we only want to use COD and 30 days.

Thanks Ann

Datarec

There is only one Terms List.

Consider making a term name that is prefixed so that the user selecting the term knows to use specific ones for Customers and the other ones for Suppliers.

Example:

CUST_COD

CUST_30Days

Ann_10524711

Thank you for your reply.

How is that done? Do you mean putting a C in front of term for customers for example?

Datarec

Yes, you can rename a term in the Terms List and put the letter "C" in front of the terms that you want to use only for Customers.

Acctd4

@Ann_10524711

In addition, if you add the applicable Terms to the Customer & Supplier records, this will prefill automatically when an Invoice/Bill is generated, meaning staff don’t have to remember which one to select each time 😁