Delivery Order Payment Terms
When using Mid-Negotiation Delivery Splitting, users can define Payment Terms per delivery to allow for better negotiations for the deliveries. For example, a user creates an order for a pharmacy and splits the order into two deliveries. For the first delivery, the user negotiates a payment term of 30 days, and for the second delivery, the user negotiates a payment term of 45 days.
Unlike standard Payment Terms, users can only define Payment Terms Per Delivery on the total order level.
Payment Terms Per Delivery can be defined through Payment Terms Pricing Rules and the value of the payment_values__v Veeva Setting.
- If there is a matching Payment Terms Pricing Rule, Payment Term Per Delivery is set based on the pricing rule.
- If the payment_max__v field for the Payment Terms Pricing Rule contains a value, the user is able to edit the set value to one of the values listed in the field.
- If the payment_max__v field for the Payment Terms Pricing Rule does not contain a value but the payment_values__v Veeva Setting contains a value, the user is able to select a Payment Term from the values listed in the Veeva Setting.
- If the payment_max__v field for the Payment Terms Pricing Rule does not contain a value and the payment_values__v Veeva Setting does not contain a value, the user is able to enter free text value as the Payment Term.
- If there is not a matching Payment Terms Pricing Rule, Payment Term Per Delivery is not set.
- If the payment_values__v Veeva Setting contains a value, the user is able to select a Payment Term from the values listed in the Veeva Setting.
- If the payment_values__v Veeva Setting does not contain a value, the user is able to enter free text value as the Payment Term.
|
Payment Terms Pricing Rule applied? |
Payment Terms Pricing Rule applied has Payment Max defined? |
Veeva Settings Payment Value is defined? |
Default Payment Term |
Available Payment Terms |
|---|---|---|---|---|
|
Yes |
Yes |
No |
The payment__v field on the pricing_rule__v record. |
The payment_max__v field on the pricing_rule__v record. |
|
Yes |
No |
Yes |
The payment__v field on the pricing_rule__v record. |
The payment_values__v Veeva Setting. |
|
Yes |
No |
No |
The payment__v field on the pricing_rule__v record. |
Free text |
|
No |
No |
Yes |
None |
The payment_values__v Veeva Setting. |
|
No |
No |
No |
None |
Free text |
The payment_priority_bottomtotop__v Veeva Setting does not apply to Payment Terms per Delivery, since only payment terms at the order level can be defined for each delivery.
Who can use this feature?
- iPad, Windows Users
- Users do not require an additional license
- End Users, Order Admins
Configuring Payment Terms Per Delivery for
End Users
Payment Terms Pricing Rules are not required to use payment terms. The payment_values__v Veeva Setting and be used to set payment term values across all products and conditions. Free text Payment Terms can be entered if the payment_values__v Veeva Setting does not contain a value.
To configure this feature:
- Ensure Configuring Order Management is complete.
- Navigate to Business Admin > Objects > veeva_settings__v and edit the Global Veeva Settings record.
-
Populate the following Veeva Settings:
- om_delivery_split_mode__v – Enter either 1 or 2. See Mid-Negotiation Delivery Splitting for more information.
- payment_values__v – Enter a semicolon separated list of values to disable free text entry of Payment Terms. For example: 30 Days;60 Days;90 Days
- Navigate to Admin > User & Groups > Permission Sets.
- Select the appropriate permission set for the user profile.
- Select Objects > Order.
- Grant read permission to the delivery_payment__v object control on the order__v object.
- Navigate to Admin > Configuration > Objects > Order > Layouts and edit the appropriate layout.
- Ensure the delivery_payment__v object control is added to the layout in the same section as the delivery_date__v object control.
Creating Payment Terms Per Delivery Pricing Rules as
Order Admins
To create a Payment Terms Pricing Rule:
- Navigate to the Pricing Rules tab.
- Select Create.
- Select Payment Terms in the Object Type Selector.
- Select Continue.
- Complete the following fields:
- name__v
- start_date__v
- end_date__v
- comparison_type__v
- minimum_quantity__v
- maximum_quantity__v (optional)
- payment_terms__v
- payment_terms_max__v (optional) (values separated by a semicolon)
- select the delivery_order__v check box
- Select Save.
Using Payment Terms as
End Users
After all discounts are calculated and applied, Payment Terms Pricing Rules can set the payment terms on order level for each delivery. The same Delivery Order Payment Term Pricing Rule is applied to every delivery in the order. If payment terms are not set by Delivery Order Payment Terms Pricing Rules, users can select from the values in the payment_values__v Veeva Setting. The user selected Payment Term can be different for each delivery in the order. If the payment_values__v Veeva Settings does not contain any values, users can enter free text.
If the delivery_payment__v field is on the layout for order__v, the user can manually override the payment terms determined by the pricing rules with values either from the payment_terms_max__v field on the pricing rules, values from the payment_values__v Veeva Setting, or with free text.
Comparison Type
- If Payment Term Pricing Rule comparison_type__v equals the product_quantity__v, quantity__v of all products on the parent order is considered to determine if the payment term applies to the delivery
- If Limit Rule Pricing Rule comparison_type__vequals the list_value__v, quantity__v multiplied by list_amount__v of all products on the parent order is considered to determine if the payment term applies to the delivery
- If Limit Rule Pricing Rule comparison_type__v equals the net_value__v, quantity__v multiplied by net_amount__v of all products on the parent order is considered to determine if the payment term applies to the delivery
