Editing the Terms and Conditions

Prerequisites

To edit 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 edit the terms and conditions:

  1. Search for the terms and conditions in the Terms and Conditions List zone of the Terms and Conditions screen.
  2. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the terms and conditions whose details you want to edit.
    The Terms and Conditions zone appears.
  3. Click the Edit button in the Terms and Conditions zone.

    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 Invoice and Quotation or Quotation options 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 upload for the terms and conditions.

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

    		 Yes
  4. Modify the required details in the Terms and Conditions screen, if required.
  5. Define characteristics for the terms and conditions, if required.
  6. Click Save.
    The changes made to the terms and conditions are saved.

Related Topics

For more information on... See...
Terms and Conditions List zone Terms and Conditions List
Terms and Conditions zone 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