Delete payment terms for a prospect or customer

You can delete a customer payment term only if it is not used by any existing document.

To delete an existing payment term

1. Open the Customer Payment Terms (CTERMS) page.

2. Select Utilities > Company Setup > Finance > Customer Payment Terms.

   Or

   1. Search for CTERMS or Customer Payment Terms in the Navigation box

      and then select Customer Payment Terms. Customer Payment Terms (CTERMS) page appears.

3. Select the payment term:

4. On the Toolbar, click Browse.

   The Browse For Customer Payment Terms window appears.

   1. Select a row that contains the term you want to delete, and click

Select.

Or, double-click the row that contains the term you want to delete.

1. On the Toolbar, click Delete.

   A message, Preparing to delete this information. Are you sure? appears.

2. Click OK to confirm the deletion.

   Or, click Cancel to cancel the deletion.

   If you click OK in Step 4, another message, In order to see if this term can be deleted, every company database and every document which may contain terms must be checked, this could take some time to complete. Continue? appears.

3. Click Yes to start the verification. Or, click No to cancel the deletion.

   If the term is in use, then the message, Your selected term has been found to be in use. Do you want to Save the details? appears.

4. Click Save to save the document details in which the term is in use as a text file. Click Cancel to just close the message window.

   Made2Manage doesn’t delete the term if it is in use.

Made2Manage deletes the term if it is not used by any document.