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Need To Clear Value Of "Terms" Field Via Workflow
Hi There,
Our internal business logic dictates that there are a few Terms codes that we don't want used on Sales Orders. They are to be set on Customers only but Sales Orders created from those Customers should not inherit the Terms code on the Customer. I would like to add simple function to the existing order workflow that would clear the Terms value on the Sales Order in those circumstances. However, I can't get anything to work. Here's what I have tried:
Type: Set Field Value
Trigger On: Entry
Condition: Terms = Due on Receipt - CC Failure,Online Credit Card
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