Selecting pay term for modification

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Using online help

This page allows you to select the pay terms, which are already defined in the system, for modification. Tell me more

The “Select Pay Term” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed, in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Pay Term

The code that identifies the pay term that you need to modify (Alphanumeric, 25).

To search for a pay term

Pay Term

The code that identifies the pay term, which you need to modify (Alphanumeric, 25). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the pay terms that are defined in the “Create Pay Term” activity and are similar to the value entered here. Leave this field blank, to search for all the pay terms.

Pay Term Description

The textual description of the pay term (Alphanumeric, 80). You can enter the description in full or specify it partially using the “*” character. The system retrieves all the pay terms that are similar to the description entered here. Leave this field blank, to search for the pay term irrespective of the pay term description.

Effective From

The starting date, in a range of effective dates, from which the payment term is applicable (Date Format). The system retrieves the pay terms for which the starting effective date is later than or equal to the date specified here. Leave this field blank, to search for the pay term irrespective of starting effective date.

Effective To

The end date, in a range of effective dates, till which the payment term is applicable (Date Format). The system retrieves the pay terms for which the ending effective date is equal to or earlier than the date specified here. Leave this field blank, to search for the pay term irrespective of the end effective date.

Pay Term Type

Use the drop-down list box to select the type of pay term that you need to modify. The system provides the options, “Advance” or “Net”. The system retrieves the pay terms of the type specified here. The system sets this field blank by default. Leave this field blank, to search for the pay terms irrespective of the type.

Pay Term Category

Use the drop-down list box to select the category of the pay term. The system lists all the pay term categories that are defined in the “Create Common Category” activity of the “Logistics Common Master” business component and are in the “Active” status. The system retrieves all the pay terms that are of the category specified here. The system sets this field blank by default. Leave this field blank, to search for the pay term irrespective of the category.

Pay Term Classification

Use the drop-down list box to specify the classification of the pay term. The system lists the following options:

  • ‘Date Based' - Select this option if you wish to classify the pay term on the basis of dates.

  • 'Days Based’ – Select this option if you wish to classify the pay term on the basis of days.

The system sets this field blank by default. Leave this field blank, if you wish to retrieve the pay term details irrespective of the classification.

Status

Use the drop-down list box to select the status of the pay term. The system provides the options, “Active” or “Inactive”. The system retrieves all the pay terms that are in the status specified here. The system sets this field blank by default. Leave this field blank, to search for the pay term irrespective of the status.

Note: Leave all the fields blank, to search for all the pay terms defined in the system.

The system displays the following fields in the “Search Results” multiline:

Pay Term

The pay term retrieved by the system.

Pay Term Description

The textual description of the pay term.

Pay Term Classification

The classification of the pay term, which could be “Date Based” or “Days Based”.

Effective From

The starting date, in a range of effective dates, from which the payment term is applicable.

Effective To

The ending date, in a range of effective dates, till which the payment term is applicable.

Status

The status of the pay term, which could be either “Active” or “Inactive”.

 

 

 

 

 

 

 

 

 

 

 

Selecting pay term for modification– An overview

Edit Pay Term - A summary of the activity

This page allows you to select the pay terms, which are already defined in the system, for modification. You can search and select the pay term that you need to modify. You can specify the pay term code in the “Direct Entry” group box, if you know the exact number. Otherwise, you can carry out a search based on filter criteria, such as pay term code, pay term description, range of effective dates, pay term type, pay term category, and status. The system retrieves pay term details, such as the pay term code, pay term description, effective dates, and status. You can select the pay term from the displayed list to modify it..