How to create a Customer Agreement/ Term(s)?
To create a customer agreement log on to financial
Select create customer agreements from receivables
Enter the agreement date and select the party for which the agreement is created. There is also an option to create agreement for classification.
Enter the “Thru” date and submit the agreement
The page will be displayed as below
Enter the payment terms and select the create agreement terms
The payment terms will be created and displayed as below
Enter the credit agreement terms
Select the “create agreement term button and the page will be displayed as below
The agreement terms have been created successfully