How To: Edit/Delete Payment Terms in Asset Infinity
This section will help us in managing the payment terms which we already
added through the Creating the payment terms section.
For Managing these we go to:
Menu > Purchase > Requisitions & Orders Settings > Purchase Order Settings > Payment Terms
After reaching there we Scroll Down and the following Grid will be
visible:
From here we can see that we have two options near to the Payment Terms
in the Grid. These are the Edit Button and the Delete Button.
When we click on the Edit Button, we will see that the existing payment
terms for Purchases which we had added before will be visible in the Payment
Terms Textbox above.
This is visible from the above Screenshot where “As per the Standard”
Payment Terms has been chosen and it is also reflected in the Payment Terms
Above. So when we click on Update, the Payment Terms is updated and shown in
the Grid below.
We can delete any payment term by clicking on the Delete Button.
The coloured boxes on the Top right corner give us the option of saving
as Report or Widget, Exporting the data as PDF or Excel File, Refreshing the
data to reflect any new additions and Grid Settings to tailor the information
grid according to our requirements by making changes to it.
Showing Records which is located below the Coloured Boxes, its number
can be changed to increase the number of records shown per page, which is
currently at 100.
We can add filters into any field to find information associated to it,
we can use Clear Filters Button in the centre above to instantly clear all the
filters. When we apply filters, we will see the following screen:
Here we can see that, we added 30 days as the filter in the payment term and it shows only those records which have 30 days in it. Then, when we click on Clear Filters. The filter is removed.
This is how we can manage the payment terms.
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