Smart Rule - Customer must have Terms Set

To ensure that all Customers within Sage Intacct have payment Terms applied create the following Smart Rule

Navigate to the Smart Rule Wizard either by Customisation Services or Platform Services > Smart Rules > Add

The wizard guides you through the process of designing your smart rule

Step 1 Choose object to extend Select Customer | Click Next

Step 2 a. Type Select Error | b. Events Select Add & Set | c. Condition Enter {!CUSTOMER.TERMNAME!} != '' | d. Error message Enter Customer must have terms applied | Click Next

Step 3 Smart rule ID Enter CUSTOMER_CREDITLIMIT | Click Save