What does this section cover?

What are Billing Term Schemes?

Billing Term Schemes is a set ......

Creating, Editing & Deleting Validations & Restrictions

Billing Term Schemes attributes 

Defining your own Billing Term Schemes tailored to your company's needs

1. Navigate to PATH
    
2. Either search for an existing one or from the Top Menu click on NEW
   
    

3. MAIN INFORMATION

   1.  

4. LOG INFORMATION

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       
5. From the Actions Menu click on SAVE

Deleting Billing Term Schemes

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied