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Configure Delivery Terms

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2 min readUpdated

Administrator Guide › Configuration › General Settings

Delivery Terms — Configurations › General Settings › Delivery Terms

Overview

Use the Delivery Terms configuration page to maintain the list of delivery terms identified by Name and Code. Administrators use this page when delivery terms must be added or reviewed in General Settings. Examples shown in the list include terms such as Ex Works and Free On Board.

Before you start

  • Sign in to the application before opening the configuration page.
  • Ensure that you have access to Configurations and General Settings.

Steps

  1. Open Configurations > General Settings > Delivery Terms.

  2. Review the existing delivery-term records in the list. Use the Name column to identify the delivery term and the Code column to identify its associated code.

  3. Select New to begin creating a delivery-term record.

  4. Enter the required delivery-term information in the record form, following the field validation displayed by the application. Where a code-format validation is shown, use only the permitted characters.

  5. Complete the new record according to the available form actions and return to the Delivery Terms list to verify that the delivery term is available for selection.

Tips & cautions

Note: The application requires a signed-in user to access this configuration.

Warning: Complete all required fields before attempting to finalize a delivery-term record.

Tip: Use consistent names and codes so that delivery terms can be identified clearly in the list.

Troubleshooting

  • Cannot open Delivery Terms → The user is not signed in or does not have access to the configuration area → Sign in and open Configurations > General Settings > Delivery Terms.
  • A delivery-term record cannot be completed → One or more required fields have not been completed → Enter values for all fields marked as required.
  • A code value is rejected → The code does not meet the permitted character format → Enter the code using only the characters accepted by the validation message.

Result

The Delivery Terms configuration list is available for reviewing and creating delivery-term records.

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