Manage Contract Rules

Here are the steps to manage contract rules in service contracts:

1. Navigate to the Contracts work area in the Contract Management region.
2. Open Manage Contract Rules: Expand the tasks side panel and look in the Setup category.
3. Add a row to the table.
   Each column in the Condition Columns area of the table acts as a AND condition. If no value is supplied, the column is seen as a full column search. Therefore, at least one value must be provided for these columns:

   • Contract Type
   • Business Unit
   • Renewal Rules Template
   • Billing Template
4. You can select the Contract Type, Business Unit, and Primary Party condition.
5. Enter a Precedence value, if necessary. You can select the results for a given combination of conditions, such as Billing Templates, Event Notification Templates, and Renewal Templates.

Note: The Renewal Rule Templates, the Billing Templates and Event Notification Rules and Template Sets are defined in the side panels of the same work area.