Adding the Terms and Conditions

Prerequisites

To add the terms and conditions, you should have:

  • Terms and conditions usages defined in the application

  • Entities for which you want to add the terms and conditions defined in the application

  • Terms and conditions files available in the local drive of your machine

Procedure

To add the terms and conditions:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select T and then click Terms and Conditions.
    A sub-menu appears.
  3. Click the Add option from the Terms and Conditions sub-menu.

    The Terms and Conditions screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Terms and Conditions Used to specify the terms and conditions which you want to add in the system. Yes
    Description Used to specify the description for the terms and conditions. Yes
    Status Used to indicate the status for the terms and conditions. The valid values are:

    • Active

    • Inactive

    		 Yes
    Terms and Conditions Usage Used to indicate the reason for which you want to add the terms and conditions in the system. The valid values are:

    • Invoice

    • Invoice and Deal

    • Deal

    		 Yes
    Terms and Conditions Applicability Used to indicate the entity for which the terms and conditions are applicable. The valid values are:

    • Deal

    • Non-Root Level Hierarchy Entity

    • Price Item

    • Root Level Hierarchy Entity

    Note: This field appears when you select the Deal, or Invoice and Deal option from the Terms and Conditions Usage field.
    		 Yes
    Terms and Conditions Text Used to specify additional information about the terms and conditions. No
    Attach File Used to attach the terms and conditions file available in the local drive of your machine.
    Note:

    The Choose File button appears corresponding to the Attach File field. On clicking the Choose File button, the local drive window appears where you can select the file which you want to attach for the terms and conditions.

    The valid file extensions are doc, xls, pdf, jpg, txt, avi, bmp, mp3 and rtf.

    		 Yes
    Tip: Alternatively, you can access the Terms and Conditions screen by clicking the Add button in the Page Title area of the Terms and Conditions screen.
  4. Enter the required details in the Terms and Conditions screen.
  5. Define characteristics for the terms and conditions, if required.
  6. Click Save.
    The terms and conditions are added.

Related Topics

For more information on... See...
Terms and Conditions screen Terms and Conditions
How to upload the terms and conditions file Uploading the Terms and Conditions File
How to define a characteristic for the terms and conditions Defining a Characteristic for the terms and conditions