• Gabriel Ribadeneira L

Basis Releases: 9/23/20

Vendor Payment Terms Permission

Changes and enhancements have been made to the Vendor Payment Terms permission:

  • The property has been re-named Payment Terms

  • Now you can set Terms and Conditions at the Client level, instead of only at the Organization or Vendor level, and apply them to IOs.

  • The ability to create is controlled by the Payment Terms permission set and the ability to apply is controlled by the Client Approval and Vendor IOs permission set.

  • Organization level Terms and Conditions used to exist under the Organization Management permission set, but will now be controlled by the Payment Terms permission set.

  • Now, creating Client, Organization, or Vendor T&Cs will all exist under the Payment Terms permission set. 

  • If you would like to create T&Cs at any of these levels, please make sure you have the Payment Terms permission. You may have to ask a person in your organization with the User Management permission to assign it to you.

  • Users with Client Approval and Vendor IOs permission set can choose which T&C to apply within the IO.

Additional information on permissions is available in our help center.

Basis Assistant


Did you know you can add notes to Basis Assistant for media not managed in Basis? Record optimizations and campaign changes even if you don't have a matching line item in Basis!

Basis Assistant is compatible with 18 different sources, and more on the way!

Is there a source you'd like to see on this list? Reach out to your CSM and let them know, our teams will take care of the rest!

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