Using Accounting with Foundations Credit Terms

You can set up and manage credit terms within Foundations where they are available to be used by other Certinia applications.

Accounting can use the Foundations credit terms instead of its own implementation of credit terms. The advantages of this are that credit terms are maintained in one central location, and the 16 Accounting fields added to both the Account and Accounting Company objects can be removed from page layouts. The 16 fields are:

  • Base Date 1-4
  • Days Offset 1-4
  • Description 1-4
  • Discount 1-4

Updating Accounting to use Foundations credit terms is managed within Feature Console. Feature steps automatically migrate your credit terms from Accounting to Foundations, and remove the obsolete fields listed above. For more information, see Updating Accounting to use Credit Terms in Foundations.