Display Payment Terms on Sales Orders

Control how Order Management displays payment terms on sales orders.

Set Default Value for Payment Term

A payment term is a financial attribute on the account and account site. Order Management populates the Payment Term attribute when you set one of these attributes:

Attribute	Description
From Bill-to Address	Get and display the payment term that you specify on the bill-to address for the bill-to site during set up.
From Bill-to Contact	Get and display the payment term that you specify on the bill-to account during set up.

Note

• If you don't specify the payment term on the bill-to address or the bill-to account in Trading Community Architecture, then Order Management doesn't set any default value for the payment term, and the Order Entry Specialist must manually set it.

• The Order Entry Specialist can click Payment Terms to view all values that you collect when you collect data, including values from Oracle Applications, Oracle Advanced Supply Chain Planning, your channel systems, and so on. For details about data collection, see How Order-to-Cash Works with Order Capture Systems.

Set Default Value to Payment Term from Account Site

Specify to use the payment term from the account site as the default value.

1. Go to the Setup and Maintenance work area, open the Manage Customers task, then search for the party that you need to modify.

2. In the Sites area, click the Site Number for an account site.

3. On the Edit Site page, click Profile History.

4. In the Profile History area, click Actions > Correct Record.

5. On the Site Profile tab, in the Terms area, select a value for the Payment Terms attribute.

6. Click Save and Close.

For example:

Make Sure User Sets Payment Term

If you use Oracle Financials, then Payment Term must contain a value. To meet this requirement, you can enable the predefined Fulfillment Line Payment Term Update constraint. If you enable it, and if Payment Term is empty, then the constraint prevents the Submit action.

This requirement helps to avoid problems when Financials invoices the order line. This constraint comes predefined as disabled. You can enable it.

Use the Managing Processing Constraints task in the Setup and Maintenance work area to set the value. For details, see Manage Processing Constraints.

Attribute	Description
Constraint Name	Search for DOO_FULFILLMENTLINE_PAYMENTTERMS_MISSING.
Enabled	Add a check mark.

The constraint uses this logic:

Attribute	Description
Constraint Name	DOO_FULFILLMENTLINE_PAYMENTTERMS_MISSING.
Constraint Entity	Prevent Order Management from performing the operation that Constrained Operation specifies on Order Fulfillment Line.
Constrained Operation	Submit.
Validation Entity	Specifies to perform the validation on Order Fulfillment Line.
Validation Rule Set	Specifies to use the Fulfillment Line Payment Term Is Null rule set to determine whether the Payment Term attribute on the order line contains a value.