Overview

This article covers the trading terms features in Emersion.

Trading Terms are an account attribute in Emersion. Read the article on account attributes to understand more about the inheritance pathways used by these features.

What's in this section?


Licensing

This feature is available to subscribers of the following:  

  • Emersion Core
  • Optional Modules
  • Upon Request (please contact your Account Manager)



Features and How To's

This section contains articles on the functionality of this feature. 


Prerequisites

Before attempting to use this feature, users should:

Dependencies

There is no dependencies for this feature. It is a standalone feature in the Customer Management module.


Access Control

Powers

PowerDescriptionParent Power
Customer Create - Trading Terms - ViewCan see the default trading terms during the account creation processCustomer Create
Customer Create - Trading Terms - EditCan override the default trading terms during the account creation processCustomer Create
Trading Due DaysParent power for the trading terms powers related to editing customer details.Customer Details
Customer Details - Trading Terms - ViewGrants access to view the customer's trading terms under Customer > Details > Trading TermsTrading Due Days
Customer Details - Trading Terms - EditGrants access to edit the customer's trading terms under Customer > Details > Trading TermsTrading Due Days
Account Profile - Trading Terms - ViewGrants access to view the trading details for an account profileAccount Profile - View
Account Profile - Trading Terms - EditGrants access to edit the trading details for an account profileAccount Profile - Edit


Feature Events

There are no events related to the feature.

Feature Reports

There are no reports related to the feature.