Feature - Changing Terms on Orders Based on Total Sales Amount
Release Date: 12/9/25
Version: 8.5 and Above
This feature allows the user to choose if the terms on an order should be automatically changed if the order amount is over a certain threshold. A new option, 14. Auto Change Terms To, has been added to Accounts Receivable-> Maintenance-> Terms Code File.
14. Auto Change Terms to - Enter spaces to disable. Enter a valid terms code to enable. F7 search is available. The terms code entered must be on file and cannot be the same as the terms code in field 1.
When - The only option available at this time is G = Sales>=. More options may be supported in the future.
Amount - Enter the threshold amount.
Whenever billing selection takes place and the terms code on the order supports an auto change terms code, the order total sales amount will be evaluated to determine if it is greater than or equal to the threshold specified in the terms code. If true, the terms code on the order will be changed to the auto change terms code specified in field 14 in terms code maintenance. If this change occurs during order entry or order billing, the user will be presented with the message "Terms Code Changed Due To Terms Requirements."
Applications affected by this change:
- Order Entry - Add mode only
- Sales Order Import
- Sales Desk - If the quote is split between multiple warehouse locations resulting in multiple orders being created, the total amount is determined based on the total amount of all of the orders created.
- Recurring Order Generate Process - The terms code is not evaluated during the entry of recurring orders
Note — This feature applies only to new orders and does not affect change orders. A potential issue is that a customer may initially place an order above the threshold and receive more favorable terms, then later cancel some line items, causing the order total to fall below the threshold. In that case, the terms code will not revert to less favorable terms. At this time, we are not going to implement a “less than” amount logic due to complexity. Order consolidation will not trigger this automatic terms code change because it is considered a change order. The intent is that the incentive is applied only at the time the order is placed.
Programs Modified: ARCODES.FD, ARTRMMNT, CP0101, CP0112, CPORDIMP, CPQUOSCN, CPRECGRO.PL
CLS
Related Articles
ARTRMMNT Accounts Receivable Terms Code File Maintenance
Terms Code File Maintenance Application Overview When you are setting up your Customer file, you will be asked to enter for each Customer a Terms Code. This code will designate the usual payment terms you have given this customer for payment on his ...CP0300 Customer Order Processing Order Billing
Order Billing Application Overview Order Billing is an application that will be used routinely. Regardless of which billing procedure you implement you will at least print invoices. The two billing procedures and other related concepts are explained ...Feature - Mass Billing By CSV Auto Select Negative Qty Ordered
Release Date: 9/5/24 Version: 8.5 and Above A new Global Setup value has been added to COP-Func-> Billing that allows the user to specify if non-serial items with a negative quantity ordered will be automatically selected for billing if not provided ...Feature - Mass Billing by CSV Multi-Bin Support
Release Date: 5/28/24 Version: 8.5 and Above Currently when a user chooses COP -> Billing Selection -> Mass-billing -> by CSV File and the multi-bin enhancement is enabled, the user will receive the error message "Multi-bin is not supported with this ...Feature - Mass Billing By CSV Initialize Freight Option
Release Date: 8/28/24 Version: 8.5 and Above The Global Setup-> COP-Func-> Order Billing Screen option "Initialize Freight Amount In Order Billing" controls whether the freight amount on an order is set to zero when the billing screen is accessed in ...