This number is either a percent or an amount, depending on what you defined in the DiscountType column. Discount is the specific numerical value.DiscountType determines whether the discount is a percent or an amount.PayInDays expresses how many days from the invoice date payments start processing.Parent.StepJoinToken links to the other files through a matching unique number.The following fields, contained in this file, determine the functionality of the payment terms: This is where you create and apply rules for the payment terms you configure in the PaymentTerms.csv file. Use this file to determine what actually occurs within each defined payment term. You can change this number to anything you want, but you receive an import error if it does not match between the PaymentTermsStep.csv and PaymentTermsStepDetails.csv files. The site automatically creates a unique number for your StepJoinToken value. Use this file to link the UniqueName entered into the PaymentTerms.csv file with the PaymentTermsStepDetails.csv file through a unique code, know as the StepJoinToken. These names are always maintained by someone in your organization. If a name seems incorrect, check with other internal users who filled out this section. There are no standard naming conventions that you are required to enter you can name these according to your organization's needs. The UniqueName field determines the names for your payment terms.
Use this file to enter the specific names you want for the payment terms in your site. The following descriptions explain how to use each of the three payment terms files: File Click Import to load the payment terms files after making changes.Search for the Import Payment Terms task.Go to Site Manager > Data Import/Export.
You can also use this file as a template for future changes. Save the file in a secure location as a backup of your current settings. As a best practice before importing this data, click Export to save the three payment terms files. To make changes to the data, you must import three comma-separated values (CSV) files. You can only edit the title and description of the payment terms directly within the Procure-to-Pay Manager workspace of your site.
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