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How to change the Payment Term to allow multiple options for the sales team to select?

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How to change the Payment Term to allow multiple options for the sales team to select?

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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Re: How to change the Payment Term to allow multiple options for the sales team to select?

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

 

1.jpg

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

2.jpg

Supporting References:
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/F_Configuring_Z-Force_Quote/G_Customize...






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1 REPLY 1
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Support SME
Support SME

Re: How to change the Payment Term to allow multiple options for the sales team to select?

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

 

1.jpg

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

2.jpg

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 √

View solution in original post