Managing Terms

Grain Terms are used for maintaining grain Payment Terms and Contract Terms

Terms will be used on the grain purchase and sales contract and allow users to add with a few clicks .

What you'll find:

Adding Terms

To add new terms:
* indicates a required field (other fields are optional)

Navigate to Grain > Manage > Terms.
The Manage Grain Terms window opens.

Select a Term Type from the dropdown list and click Retrieve.
Any existing Terms will be listed.
Click Start Over to select a different Term Type.

Click Add.
The Add Term window opens.

Adding Payment Terms

Type a Code*.
The Code must be unique.

Press TAB (or check the Active box) to activate the new term.

Type a Term Description(must be unique).
Click Edit to open a much larger window to make typing lots of text easier.

Type the Invoice Terms.

Adding Contract Terms

Type a Code*.
The Code must be unique.

Press TAB (or check the Active box) to activate the new term.

Type a Term Description(must be unique).
Click Edit to open a much larger window to make typing lots of text easier.

Selet the Contract Type*.

Click Save to save the Term.
The Add Term window closes.

Editing Terms

You can change the Code, Active status, Term Description, and Invoice Terms (for Payment term types only).

To edit a term:

Navigate to Grain > Manage > Terms.
The Manage Terms window opens.

Select a Term Type from the dropdown list and click Retrieve.
Any existing Terms will be listed.

Select a Term, then click Edit.
The Edit Term window opens.

Make your changes as needed.

Click Save.
The Edit Term window closes.

Deactivating Terms

If there's a term you no longer need but has been used so it can't be deleted, you can deactivate it.

To deactivate a term:

Navigate to Grain > Manage > Terms.
The Manage Terms window opens.

Select a Term Type from the dropdown list and click Retrieve.
Any existing Terms will be listed.

Select a Term, then click Edit.
The Edit Term window opens.

Uncheck the Active checkbox.

Click Save.
The Edit Term window closes.

Deleting Terms

Deleting a term deletes it from the database. A term can be deleted only if it has not been associated with any grain activity - but you can deactivate it if you no longer want to use it.

To delete a term:

Navigate to Grain > Manage > Terms.
The Manage Terms window opens.

Select a Term Type from the dropdown list and click Retrieve.
Any existing Terms will be listed.

Select a Term and click Delete.
The Delete Terms window opens.

Select Yes to delete the term.
Select No to cancel the term.