Support : User Guide
Reference Data : Credit

To setup a new credit term go to Reference Data and then to the Credit tab.

In CoreTRM, credit terms are used in deal entry. In Physical deal entry, user is able to select the applicable credit terms in contract items.

Setup New Credit Term

Reference Data Credit Term

To set up a new credit term:

1. Click on New Button to create a new line.

2. In Credit Term code, enter the code of the credit term. The code can be in letters and number. It is used to uniquely identify a credit term in the system.

3. In Credit Term Name, enter the name of the credit term.

4. Click Save Button to confirm creation.

5. To edit credit term details after creation, Click Edit Button to edit.