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Former Member
Mar 23, 2009 at 05:59 PM

default payment terms

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Hi, I'm working with a client who uses sales opportunities very often and their workflow is as follows.

1. Open the sales opportunity

2. Tab to open the business partner selection screen

3. If the BP does not exist, click "New" at the bottom

Problem is, when the window is brought up as a lead it inputs an incorrect Payment Terms.

When I click on the regular bp window and click add it comes up correctly, but probably because it jumps to customer first.

How do I set the payment terms defaults for leads? (I know a formatted search would work, but I can't find how the system works for this).

Thanks in advance,

Mike