User:Gimpshire123/sandbox

Setting Up Agreement & Billing Parameters
Business agreements and billing parameters can be set up by using a set of forms housed in System Setup. All agreement and billing data is then pulled from this location.

You can also change and modify agreement and billing information within the forms.

TIP: To enter in information follow the instructions for Panel Navigation. After information is entered in, press the enter key and then select Save.

Topics to Know ?
 * Setting up Aging Buckets
 * Setting up Billing Terms
 * Setting up Deal Charge Types
 * Setting up Deal Pending Stages
 * Setting up Document Types
 * Setting up Fee Types
 * Setting up Incoterms

Setting up Aging Buckets
1. In the System Setup workbench, in the Agreement & Billing group is the Aging Buckets form