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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Mercedes Green
Created on Jun 21, 2023

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Please Add Payment Terms to Companies and Pull Terms from Company on Commitments

Payment Terms for Vendors are determined by accounting (in our case they are setup in Vista). These payment terms need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight.

Once the payment terms appear on the Company, any commitments or invoices should pull the Terms from the Vendor and not be an editable field that a user can enter or change. A person on the field should never be able to change the terms of payment to a vendor.

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