Default sales payment terms
Default setting of the payment term that a sales commercial unit or site proposes on quotes and orders when the customer has none.
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Payment term | financespaymenttermId | Reference | Yes | Payment term proposed on quotes and sales orders for this context when the customer has no other default. |
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
| Field | Points to | Kind |
|---|---|---|
Payment term financespaymenttermId | Payment terms | reference |
Actions
What you can do with a record. Every action also sends the webhook event salesdefaultpaymentterms.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new payment term. | App · WebMCP · API · MCP · CLI |
| Edit | update | Save changes to this payment term. | App · WebMCP · API · MCP · CLI |
| Block | block | Stop edits and deletion of this payment term. It stays visible and can still appear on existing documents. Unblock to edit again. | App · WebMCP · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this payment term again. | App · WebMCP · API · MCP · CLI |
| Archive | archive | Retire this payment term from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · WebMCP · API · MCP · CLI |
| Restore | unarchive | Return this payment term to active lists and actions. | App · WebMCP · API · MCP · CLI |
| Delete | delete | Delete this payment term and the data that belongs with it. This cannot be undone. | App · WebMCP · API · MCP · CLI |