Editing the Deal-Specific Terms and Conditions of a Price Item or a Hierarchy Entity
Prerequisites
To edit the deal-specific terms and conditions of a price item or a hierarchy entity, you should have:
-
Terms and conditions associated with the price item
-
Terms and conditions associated with the hierarchy entity.
Procedure
To edit the deal-specific terms and conditions of a price item or a hierarchy entity:
- Ensure that the Pricing and Commitments section is expanded in the Pricing and Commitments screen.
-
In the Pricing and Commitments section,
click the Edit (
) icon in the Terms and Conditions column corresponding to the price item or the hierarchy entity whose deal-specific terms and conditions you want to edit.
The Terms and Conditions screen appears. - Ensure that the Terms and Conditions Section section is expanded in the Terms and Conditions screen.
-
Click the Edit (
) icon corresponding to the terms and conditions which you want to edit.
The Terms and Conditions window appears. It contains the following fields:Field Name Field Description Terms and Conditions Indicates the terms and conditions associated with the price item or the hierarchy entity. Description Displays the description of the terms and conditions. Attached File Name Indicates the terms and conditions document name. Terms and Conditions Text Displays the terms and conditions. -
Click Edit.
The Terms and Conditions Text field is enabled.
- Modify the required information from the terms and conditions in the Terms and Conditions Text field.
-
Click Save.
The changes made to the terms and conditions are saved.Note: You can edit the terms and conditions of a price item or a hierarchy entity until the deal is in the Customer Accepted or Rejected status.
Related Topics
For more information on... | See... |
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Pricing and Commitments section | Pricing and Commitments |
Pricing and Commitments screen | Pricing and Commitments |
Terms and Conditions screen | Terms and Conditions |