Developer notes for payment terms
Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing
If a developer adds customized payment term options to the account entity, they must also add them to the option set in the Quote customer and Project contract customer entities. Otherwise, the following error message can be shown in all scenarios that involve the creation of a quote customer or a project contract customer:
A validation error occurred. The value 5 of 'msdyn_paymentterms' on record of type 'msdyn_projectcontractsplitbillingrule' is outside the valid range. Accepted Values: 1,2,3,192350001.
In addition to the error message, impact is experienced in the following scenarios when quote customers and project contract customers are created via lazy upgrade:
- Confirmation of a contract
- Submission of a time, expense, or material usage log
- Creation of a milestone
- Invoicing from a contract or via a schedule, creation of invoice lines, and creation of an invoice for products
- Update of a customer on a project contract or quote
- Creation of actuals during approval or journal correction
- Creation of invoice line details
Customize the payment terms options
To customize the payment terms options, follow these steps.
In the Project contract customer entity, go to Customizations > Entities > Project contract Customer > Fields > Payment terms (msdyn_paymentterms), and select the Add option button (+).
In the Quote customer entity, go to Customizations > Entities > Quote Customer > Fields > Payment terms (msdyn_paymentterms), and select the Add option button (+).
Publish all customizations.