Payment terms change in Professional services

[Cappe77]

Hi Everyone,

our requirement from our customer is that in the invoices created by Professional Services' project, must have a different payment terms, for example:

- Workpackage 1 Fixed price billing: installement payment terms

- Workpackage 2 Periodic services: 30 days invoice date

The only change to the payment conditions can be made only on order created automatically by the project and only at the level of the header. We need to change it at positions level.

The next step (release customer billing request) create a request that's not editable

Any suggest will be appreciated

Many thanks

[Joanne_Lysy · Accepted solution]

Hi Simone,

Cannot be done, payment terms are at the header level not work package level. What you might be able to do is bill each work package separately and change the payment terms by work package.

Joanne

[Joanne_Lysy]

Hi Simone,

Can you access it through changing the sales order created from the project? when the project is in execution stage, a sales order is created, it's in the billing creation screen. From there, click on the sales order, and in the top right hand side of the screen, there is an edit button, you can edit the payment terms from there in a drop down menu.

Please give this a try and let me know if it works.

thank you,

Joanne

[Cappe77]

Hi Joanne,

I know this functionality but our request is different. If I'm going to edit the sales order created by Professional Services, the field "Payment terms" is only in the document header but we need to change it for each positions of the order.

Thanks