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Credit Term Selection on the Sales Order based on the Customer Location or Order Type

  • December 18, 2025
  • 1 reply
  • 10 views
A
Jr Varsity II
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Hello!

I am required to get selected the Credit Term on the Sales Order based on the Customer Location or the Order Type, but currently it only provides the option to maintain the term for customer.

Is there any way that I can alter this credit term selection?

Best Regards

 

1 reply

nickcerri32
Varsity I
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  • nickcerri32
  • Varsity I
  • December 18, 2025

​@apallawala21 The credit terms will default from the Customer profile.  I don’t believe there’s anywhere to specify CREDIT terms for either the Order Type or Customer Location.  Location is pulling from the parent Customer record.  You’re talking about CREDIT terms and not SHIPPING terms, correct?

You can update the Credit terms on a SO after they’ve been defaulted.  If you are needing to update it based on the Order Type or Customer Location, you can consider writing a business event to update the data based on certain criteria.

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