# Delivery terms 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](#find-the-delivery-terms-list) | | Check the fields before entering a value | [Understand the list and form](#understand-the-list-and-form) | | Add or change an entry | [Add or edit an entry](#add-or-edit-an-entry) | | Remove an entry or handle access branches | [Handle delete and access branches](#handle-delete-and-access-branches) | | Resolve a validation or maintenance message | [When maintenance goes wrong](#when-maintenance-goes-wrong) | | Continue to another sales reference list | [After maintaining Delivery terms](#after-maintaining-delivery-terms) | | Maintain units | [Item units](doc:configuration-sales-item-units) | | Maintain additional costs | [Cost items](doc:configuration-sales-cost-items) | | Maintain payment methods | [Payment methods](doc:configuration-sales-payments-methods) | | Maintain guarantee types | [Guarantee types](doc:configuration-sales-requested-guarantee) | | Maintain offer, order, or inquiry statuses | [Offer status](doc:configuration-sales-offer-status), [Order status](doc:configuration-sales-order-status), or [Inquiry status](doc:configuration-sales-inquiry-status) | | Maintain lost, regret, or cancellation reasons | [Lost reasons](doc:configuration-sales-lost-reasons), [Regret reasons](doc:configuration-sales-regret-reasons), [Cancellation reasons](doc:configuration-sales-cancellation-reasons), or [Order cancellation reasons](doc:configuration-sales-order-cancellation-reasons) | | Maintain order activation conditions | [Order activation conditions](doc:configuration-sales-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 1. Open the **Delivery Terms** configuration page. 2. Check that the page shows the **Delivery Terms** title and the **Name** and **Code** columns. 3. 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. ![Check the Delivery Terms title, the Name and Code columns, and the list controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/1c741087823e79b0c8d3598f392d7042.png) ## 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 1. 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. 2. Enter the entry name in **Name**. 3. Enter the entry code in **Code**. 4. 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. ![Check the New Delivery Term dialog, its required Name and Code fields, and OK.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/37558187d88856f32d2a924890029186.png) ## 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 1. Select the row's delete control. 2. 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 1. Check the **Name** and **Code** columns for the entry you maintained. 2. 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.