Amount Based Terms

This feature allows for the automatic assignment of the Terms code on a Sales Order based on the Order Total. Upon creating a new order or editing an existing order, the Terms will default using standard Acumatica rules. As the Order Total changes the amount is compared against the value specified in the Threshold setting. When the amount equals or exceeds the Threshold amount, the Terms on the Financial tab in the Financial Information section will be updated to the value specified in the Terms setting.