3.16 Conditions

  1. To configure conditions for the customer, click Customer Condition in the left menu and then click Add.
    The Add Conditions window is displayed.

    Figure 3-30 Add Terms And Conditions

    Description of Figure 3-30 follows
    Description of "Figure 3-30 Add Terms And Conditions"

    For field level information refer the below table.

    Table 3-12 Add Conditions

    Fields Description
    Customer Linkage Enable the Customer Linkage flag, if the flag is disabled.
    Conditions Type Select the Conditions Type. The options available are Pre-disbursement and Post-disbursement.
  2. If the Customer Linkageoption is not enabled, the Facility Id field appears as shown below:

    Figure 3-31 Add Conditions


    Description of Figure 3-31 follows
    Description of "Figure 3-31 Add Conditions"

    For process Conditions Details, user can set up extra placeholder fields in the Maintenance screen. For more information on managing these placeholders, refer to the Maintenance User Manual. The system supports configuration of up to 20 fields each for the following data types:
    • Text
    • Numeric
    • Boolean
    • Date

    Each field type allows a minimum of 0 and a maximum of 20 fields per Conditions details, based on the requirements. These fields displays in the Conditions Details screen only if they are configured. If no additional fields are defined, the screen will display only the standard Conditions details fields. For example, we maintained 20 additional fields each for text, numeric, boolean, and date.

    The Add Conditions screen displays.

    Figure 3-32 Add Conditions


    Description of Figure 3-32 follows
    Description of "Figure 3-32 Add Conditions"

    For information on fields in the Add Conditions screen, refer the table below.

    Table 3-13 Add Conditions

    Fields/ Icons Description
    Conditions Code Search and Select Conditions Code. Conditions Description and Conditions are defaulted based on the selected Conditions code.
    Conditions Description Display the Conditions description. The Conditions description will be defaulted from Conditions maintenance based on the selected Conditions Code and cannot be modified.
    Conditions Clause Specify the Conditions clause. This field defaulted based on the selected Conditions code. The user can input up to 250 characters.
    Notice Days Specify the number of notice days are the number of days before the Due date of a Conditions for the Conditions tracking.
    Grace Days Specify the grace days. The user must update the compliance status within grace days after the due date. If not complied, the status will be marked as breached and the compliance date will be updated to the current date during the end-of-day process using the batch “tncTrackingOverdueBreachJob”.
    Conditions Type Click Create. Conditions are linked to the party and displayed in the Conditions tab.
    Cancel Conditions Type is defaulted based on selected Conditions code. The options available are:

    • Pre-disbursement

    • Post-disbursement

    • Pre-Sanction
    Compliance Status

    Select Compliance Status from drop-down list. The options available are:

    • Met

    • Breached
    Due Date Select the due date.
    Compliance Remarks Enter Compliance Remarks, if required.
    Customer Linkage Customer Linkage details are displayed by default based on selected Conditions code.
    Create Click Create. Conditions are linked to the party and displayed in the Conditions tab.
    Cancel Click the Cancel to cancel and exist the screen.
  3. Click Create, Conditions are added.

    Note:

    In case of linking terms and conditions to the customer, do not disable the Customer Linkage flag. Facility selection is required only in the case of linking the conditions with the facility in Funding Requirement data segment.

    For information about filter, edit, delete, and layout options, refer any section in Initiation Chapter.

Parent topic: Proposal Initiation