11.3 Close Terms and Conditions

This topic provides systematic instructions about the procedure to close a terms and conditions record.

User can close the terms and conditions that are no longer required for linking with the customer / other entities.

Note:

Authorization is required for closing the terms and conditions.
  1. In the View Terms and Conditions screen, click the action icon in the required record and select Close.
  2. Click View.
    The terms and conditions details are displayed.
  3. Click Proceed.
    The record status is changed to closed.