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Salesforce - Active Payment terms on the Quote object are not showing on creation of a quote

Zuora Staff

Salesforce - Active Payment terms on the Quote object are not showing on creation of a quote

Question:

Salesforce Quote module - Active Payment terms on the Quote object are not showing on the creation of a quote.?

 

Payments.JPG

 

Solution:

This was due to the reason that the values were not added to the picklist "Payment Term" to the Quote object Record Types. 

Please navigate to the below Quote Record types and add the mentioned field value to the below record type.

Step 1:

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Step 2:

1.png

Step 3:

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Once you add the fields to the Quote Record type you can able to see the active fields on the Quote creation flow.