3.4.1 Configuring Customer Terms and Conditions

Configuring Customer Terms and Conditions

1. To add terms and conditions, click Customer Terms And Conditions from the menu and click + icon. Terms And Conditions window is displayed:

   Figure 3-22 Terms And Conditions

   
   

   
   Description of "Figure 3-22 Terms And Conditions"

   
   

   Figure 3-23 Terms And Conditions

   
   

   
   Description of "Figure 3-23 Terms And Conditions"

   
   

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

   Table 3-3 Terms and Conditions

   Fields/Icons	Description
   Condition Code	Select Condition Code from the drop-down list.
   Customer Terms And Conditions Type	Select Customer Terms And Conditions Type from the drop-down list. The options available are: Pre-Disbursement Post-Disbursement
   Is Waivable?	Enable Is Waivable? check box, if waive off option is allowed for the terms and conditions.
   Condition Description and Comments	Enter Condition Description and Comments to help Approvers in making quick decision.
   Add	Click Add. Terms and conditions are added and displayed in the Terms And Conditions window.
   Edit	To modify the added terms and conditions, click Edit icon.
   Delete	To delete the terms and conditions, click Delete icon.
   View	To view the added terms and condition, click View icon.

2. Default and Validation
   The following fields will get defaulted from Policy Definition to the OBCFPM processes which are linked to policy definition and policy validation.

   • Code
   • Type
   • Is Waivable?
   The following fields will get validated against policy definition and the compliance will be reported in Policy Exception

   • Code
   • Type
   • Is Waivable?