Copy a Set of Payment Terms

You can copy a set of payment terms to another set of contract terms or to a payable analyte in the current contract or in another contract. Sets of payment terms can be copied to service and freight contracts, but not copied from service and freight contracts. Copied payment terms are added to any payment terms that are already in the destination set of contract terms. That is, existing payment terms are not replaced.

Instalments, payment conditions and payable percentage overrides are included in the copied payment terms. (However, payable percentage overrides are not applicable to payment terms for payable analytes; therefore, that tab does not display.)

Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Open the source Sales Contract or Purchase Contract.
2. Expand the required set of contract terms.
3. Right-click the Payment Terms node for the set of payment terms to be copied and select Copy from the menu.
4. Open the destination Sales Contract, Purchase Contract, Service Contract or Freight Contract.
5. For a sales or purchase contract:
   1. Expand the required set of contract terms.
   2. Right-click the destination Payment Terms node and select Paste from the menu.

      Note: If copying the set of payment terms to a payable analyte but the Payment Terms node is not yet displayed, right-click the analyte and select New » Payment Terms from the menu before pasting.

6. For a service or freight contract:
   1. Select the Payment Terms tab.
   2. Right-click in the Issue Date Terms table and select Paste from the menu.
7. Update the payment terms as required.
8. Click Save.