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09-01-2019
10:58 PM
09-01-2019
10:58 PM
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.?
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:
Step 2:
Step 3:
Once you add the fields to the Quote Record type you can able to see the active fields on the Quote creation flow.
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