Associating Terms and Shipping Information with Agreements

You can associate terms and shipping information with an agreement.

To associate terms and shipping information with an agreement

  1. Navigate to the Agreements screen, then the List view.

  2. Drill down on the Name field for a selected agreement, and click the Terms and Totals view tab.

  3. Complete the fields as appropriate.

    Some fields are described in the following table.

    Field Comments

    Products

    Displays the sum of the agreement line items for which the Service field (in the Line Detail view for the line item) is not selected, less discounts.

    Services

    Displays the sum of the agreement line items for which the Service field (in the Line Detail view for the line item) is selected, less discounts.

    Adjustment

    Type an adjustment amount for the term. After you enter an amount in this field, that amount is subtracted from the value in the Total field.

    Shipping

    Displays the shipping cost. The value is this field is the same as the value in the Shipping Charges field.