Imports payment terms, creating and updating due days and cash-discount rules.
1. Select the action in the Action field. 2. Point to your data source – a file (CSV or Excel) or a SQL query. 3. Map the source columns to Sapera's fields in the column mapping (see Source fields below). 4. Run Compare to see what will be created, changed or stay unchanged – without writing to Sapera. 5. Run Update Sapera to perform the import.
Use the Allow create and Allow update parameters to control whether new rows are created and whether existing ones are updated.
Each row is matched on the term's identifier (Identifier). Matching terms are updated and new ones created – with due days and cash-discount rules. Direction: from file/SQL into Sapera.
Parameter | Explanation |
| When enabled, payment terms that do not already exist are created. |
| When enabled, existing payment terms are updated with the values from the source. |
Field | Explanation |
| The number of days within which a cash discount applies. |
| The cash-discount percentage granted when paid within the discount period. |
| The name shown for the payment term. |
| The unique identifier of the payment term. |
| Whether the due date is calculated from the end of the current month. |
| The number of days until the payment is due. |
See also the overview SyncTool – actions.
