Customer Terms

Customer Terms describe the payment arrangement agreed with a Customer. SYSPRO supplies the term codes and Customer term assignment; CyberStore imports those codes and controls how they are named, associated with Customers, and used to qualify checkout payment methods.

Source and ownership

Data Source and CyberStore behavior
Invoice Term Code Maintained in SYSPRO and imported into CyberStore.
Invoice Term Name Can be renamed in CyberStore without changing the SYSPRO code.
Customer term Initially follows the Customer’s SYSPRO term. A CyberStore override can be selected for the Customer; after override, future SYSPRO synchronization does not replace it.
Payment Method restriction Makes the method available only when the Customer’s CyberStore Invoice Term Code matches the selected term and the method is also enabled for the Customer Class.
SYSPRO Invoice Term override Sends the payment method’s selected term to SYSPRO when that method is used.

Establish Customer Terms

Use this sequence to keep the relationships clear:

  1. Confirm the required Invoice Term Codes and Customer assignments in SYSPRO.
  2. Import or maintain the terms through Management Console > Setup > Invoice Terms.
  3. Give each code the storefront-facing name required by the business.
  4. Review Customers > Customer Maintenance > General and retain the imported Customer term or deliberately select a CyberStore override.
  5. Configure each Payment Method’s term restriction and SYSPRO override behavior.
  6. Ensure the Payment Method is enabled for the applicable Customer Class.
  7. Test checkout with Customers on matching and nonmatching terms.

Configuration references

A Payment Method term restriction does not grant the method by itself. The method must also be selected for the active Customer Class.

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