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Question or Problem Statement:
On a Zuora Quote; can you tell me how to change the Payment Term to allow multiple options for the sales team to select?
We currently only allow a 30 day payment term.
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Solution:
Step 1).Under your login name ---> Setup ---> App Setup ---> Create ---> Objects ---> Quote(zqu__Quote__c) ---> Custom Fields & Relationships ---> click Payment Term(zqu__PaymentTerm__c) ---> Picklist Value Set ---> "New" to add the new paymentTerm
Step 2).Under your login name ---> Setup ---> App Setup ---> Create ---> Objects ---> Quote(zqu__Quote__c) ---> Record Types ---> click Default (generally, it should be default) ---> "Edit" Payment Term---> "add" the new Payment Term value into the list
Supporting References:
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/F_Configuring_Z-Force_Quote/G_Customize...
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √
- Mark as New
- Bookmark
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- Permalink
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Solution:
Step 1).Under your login name ---> Setup ---> App Setup ---> Create ---> Objects ---> Quote(zqu__Quote__c) ---> Custom Fields & Relationships ---> click Payment Term(zqu__PaymentTerm__c) ---> Picklist Value Set ---> "New" to add the new paymentTerm
Step 2).Under your login name ---> Setup ---> App Setup ---> Create ---> Objects ---> Quote(zqu__Quote__c) ---> Record Types ---> click Default (generally, it should be default) ---> "Edit" Payment Term---> "add" the new Payment Term value into the list
Supporting References:
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/F_Configuring_Z-Force_Quote/G_Customize...
If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √