Delivery terms are named and coded entries maintained in the sales configuration list. Use this page when you need to review the list or maintain an entry.
| If you need to… | Go to |
|---|---|
| Open the list and check its columns | Find the Delivery terms list |
| Check the fields before entering a value | Understand the list and form |
| Add or change an entry | Add or edit an entry |
| Remove an entry or handle access branches | Handle delete and access branches |
| Resolve a validation or maintenance message | When maintenance goes wrong |
| Continue to another sales reference list | After maintaining Delivery terms |
| Maintain units | Item units |
| Maintain additional costs | Cost items |
| Maintain payment methods | Payment methods |
| Maintain guarantee types | Guarantee types |
| Maintain offer, order, or inquiry statuses | Offer status, Order status, or Inquiry status |
| Maintain lost, regret, or cancellation reasons | Lost reasons, Regret reasons, Cancellation reasons, or Order cancellation reasons |
| Maintain order activation conditions | Order activation conditions |
Before you start
You must be signed in with access to the sales configuration page. Have the name and code for the entry ready before you begin; both fields are required in the form.
Prerequisites
- You have access to the sales configuration page.
- You have the value to enter in Name.
- You have the value to enter in Code.
The availability of editing, deleting, importing, and exporting depends on your access. The page can also restrict New through the page's access settings.
Find the Delivery terms list
Open the Delivery terms list to review existing entries before adding or changing one.
Prerequisites
- You are signed in and have access to sales configuration.
Steps
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Open the Delivery Terms configuration page.
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Check that the page shows the Delivery Terms title and the Name and Code columns.
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Choose the next action:
If you need to… Select Add an entry New Review the list again Refresh Open list settings Settings Edit an existing entry The row in the list
Result: The Delivery terms list is open, and you have either selected the next list action or identified the row to edit.
Understand the list and form
The list and form use the same two values. Both form fields are text fields and both carry a required marker.
| Area | What you use it for |
|---|---|
| List | Review the Name and Code columns. |
| Name | Enter the name shown for the entry. |
| Code | Enter the code shown for the entry. |
| New-entry dialog | Enter the two values and select OK. |
The new-entry dialog is titled New Delivery Term. The page also shows sibling navigation
labels, including Units, Payment Methods, Guarantee Types, Offer Status, Order
Status, Inquiry Status, Lost Reasons, Regret Reasons, Cancellation Reasons,
Order Cancellation Reasons, Additional Costs, Mark Up Items, and Order Activation
Conditions. Select a sibling page when you need to maintain that other reference list.
The form does not present DisplayOrder, DeliveryTermID, or CompanyID as editable fields.
Add or edit an entry
To add or edit an entry, follow these steps.
Prerequisites
- You have access to create or edit the entry.
- You have values for Name and Code.
Steps
-
Choose the entry action:
If you need to… Action Create a new entry Select New. Change an existing entry Select the row in the list. The shared new or edit dialog opens. Editing a row requires edit access.
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Enter the entry name in Name.
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Enter the entry code in Code.
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Select OK.
The form validates the fields before saving. If the new entry is saved, the application displays
Data saved Successfully. If an existing entry is saved, it displays
Data updated Successfully.
Result: The saved entry is loaded back into the list.
Handle delete and access branches
Deletion applies to an existing row. The delete option is available only where your access allows deletion; importing, exporting, editing, and creating can also depend on access.
Prerequisites
- You have identified the row to remove.
- You have delete access.
Steps
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Select the row's delete control.
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Choose one action in the confirmation menu:
If you need to… Select Keep the entry Cancel Remove the entry Delete If the list contains more than one entry Select Delete. If saved data uses the entry Select Cancel. Resolve the related data before trying Delete again.
Result: The entry remains in the list after Cancel, or the list is refreshed after a successful deletion.
When maintenance goes wrong
Use the message text to identify whether the form needs a value, a permitted character, or a different maintenance action.
| Message | What to do |
|---|---|
<field caption> is required | Enter a value in the named field. |
Just '_' '-' And '.' Characters Accepted | Replace characters that are not accepted in the field. |
Forbidden characters detected. Please remove them and try again. | Remove the forbidden characters and submit the form again. |
Related to Saved data, Can't be deleted | Keep the entry and resolve the saved data that uses it. |
Failed to Delete | Check the entry and your delete access before trying the delete action again. |
Must have at least one item | Keep at least one entry in the list. |
Data saved Successfully | The new entry was saved; check the list for it. |
Data updated Successfully | The edited entry was saved; check the list for the change. |
Data Deleted Successfully | The entry was deleted; check the list for its removal. |
Data Importing completed | Check the list after the import operation. |
Before removing an entry, the confirmation asks Are you sure you want to delete this item?
Select Cancel to keep the entry or Delete to continue.
After maintaining Delivery terms
After a successful maintenance action, check the list rather than leaving the page: the save operation reloads the list, and the delete operation updates the list after the response.
Prerequisites
- You have completed or cancelled the maintenance action.
Steps
- Check the Name and Code columns for the entry you maintained.
- Select the sibling reference-list label for the next configuration task.
Result: You remain on the Delivery terms list until you choose another registered sales configuration page.
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