Payment Method and Payment Terms are pulled from the Contract related to an Opportunity only upon Quote creation. Once a Quote is synced, it will pass the Payment Terms and Payment Method to the Opportunity.
Why doesn't my Opp default Payment Terms and Method for Existing Business Opps? Print
Modified on: Wed, 30 Nov, 2016 at 12:41 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.