12.2 Modify Terms and Conditions

This topic provideds systematic instructions about the procedure to modify the terms and conditions created.

To modify the created terms and conditions, the terms and conditions record must be in an authorized state. The unauthorized terms and conditions record can be modified only by the user who created the record.
  1. From Home menu, select Credit Facilities. Under Credit Facilities, select Maintenance.
  2. Under Maintenance, select Terms Conditions. Under Terms Conditions, select View Terms Conditions.
    The View Terms and Conditions screen is displayed.

    Figure 12-2 View Terms and Conditions


    Description of Figure 12-2 follows
    Description of "Figure 12-2 View Terms and Conditions"

  3. Click the list view icon at the top right corner to change the table view to list view.
  4. Click the search icon to search the required terms and conditions record.
    The search bar is displayed as shown below.

    Figure 12-3 View Terms and Conditions - Search


    Description of Figure 12-3 follows
    Description of "Figure 12-3 View Terms and Conditions - Search"

  5. Select the status of terms and conditions record based on description in the following table.

    Table 12-2 View Terms and Conditions - Search - Field Description

    Field Description
    Authorization Status Select the Authorization Status of the terms and conditions record. The available options are:
    • Authorized
    • Unauthorized
    Record Status Select the Record Status of the terms and conditions. The available options are:
    • Open
    • Closed
  6. Click Search.
    The terms and conditions records that match the search parameters are displayed.
  7. In the View Terms and Conditions screen, click the refresh icon to refresh the terms and conditions records list.
  8. Click the add icon to define new terms and conditions.
  9. Click on the action icon in the required record and select Unlock.
    The Terms and Conditions Maintenance screen is displayed in edit mode.
  10. Modify the required details.
  11. Click Save.
    The terms and conditions will be modified upon authorization.

Parent topic: Terms and Conditions