Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/OrderSplitting/DeliveryPaymentTerms.htm

## Delivery Order Payment Terms

When using [Mid-Negotiation Delivery Splitting](MidDeliverySplit.htm), 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](../PricingRules/PaymentTermsRule.htm), 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?**

* End Users - iPad
* [Using Payment Terms](#Using)
* Order Admins - Browser
* [Creating Payment Terms Per Delivery Pricing Rules](#Creating)
* Users do not require an additional license

### Configuring Payment Terms Per Delivery for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All 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:

1. Ensure [Configuring Order Management](../OM_Config.htm) is complete.
2. Navigate to **Business Admin > Objects > veeva\_settings\_\_v** and edit the Global Veeva Settings record.
3. Populate the following Veeva Settings:

   * om\_delivery\_split\_mode\_\_v – Enter either 1 or 2. See [Mid-Negotiation Delivery Splitting](MidDeliverySplit.htm) 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
4. Navigate to **Admin > User & Groups > Permission Sets**.
5. Select the appropriate permission set for the user profile.
6. Select **Objects > Order**.
7. Grant read permission to the **delivery\_payment\_\_v** object control on the order\_\_v object.
8. Navigate to **Admin > Configuration > Objects > Order > Layouts** and edit the appropriate layout.
9. 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

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Order Admins](#)

To create a Payment Terms Pricing Rule:

1. Navigate to the **Pricing Rules** tab.
2. Select **Create**.
3. Select **Payment Terms** in the Object Type Selector.
4. Select **Continue**.
5. 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 checkbox
6. Select **Save**.

### Using Payment Terms as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)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

### Related Topics

[Mid-Negotiation Delivery Splitting](MidDeliverySplit.htm)

[Payment Terms](../PricingRules/PaymentTermsRule.htm)