1. Implementing Enterprise Contracts
  2. Manage Contract Rules

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 in the Setup task side panel.

  3. Click Add Row.

  4. You may select the Contract Type condition and Business Unit condition. You may also enter Primary Party condition.

  5. Enter Precedence value, if necessary. you can select the results for a given combination of conditions - Billing Templates, Event Notification Templates and Renewal Templates.

  6. Save and Close the rules.

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.