Editing the Terms and Conditions of a Non-Root Level Hierarchy Entity

Prerequisites

To edit the terms and conditions of a non-root level hierarchy entity, you should have:

  • Terms and conditions associated with the non-root level hierarchy entity.

Procedure

To edit the terms and conditions of a non-root level hierarchy entity:

  1. Search for the non-root level hierarchy entity in the Terms and Conditions Mapping screen.
  2. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the non-root level hierarchy entity whose terms and conditions you want to edit.
    The Terms And Conditions Mapping Details zone appears.
  3. Click the Edit button in the Terms And Conditions Mapping Details zone.
    The Terms And Conditions Mapping screen appears. It contains the following sections:
    • Main - Displays the basic information about the non-root level hierarchy entity whose terms and conditions you want to edit. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Mapping ID Displays the terms and conditions mapping ID for the non-root level hierarchy entity. Not applicable
      Mapping Entity Type Indicates the type of entity using which the terms and conditions are associated with the non-root level hierarchy entity. The valid value is:
      • Non-Root Level Hierarchy Entity

      Not applicable
      Mapping Entity Indicates the non-root level hierarchy entity with which the terms and conditions are associated. Not applicable
    • Terms and Conditions - Lists the terms and conditions that are associated with the non-root level hierarchy entity. It contains the following columns:

      Column Name Column Description Mandatory (Yes or No)
      Terms and Conditions Used to indicate the terms and conditions that you want to associate with the non-root level hierarchy entity.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Terms and Conditions field. On clicking the Search icon, the Non-Root Level Hierarchy Entity Terms and Conditions Search window appears.

      On indicating the terms and conditions, the description of the terms and conditions appear corresponding to the Terms and Conditions field.

      You can search for only those terms and conditions whose Terms and Conditions Usage is set to Deal or Invoice and Deal and the Terms and Conditions Applicability is set to Non-Root Level Hierarchy Entity.

      Yes (Conditional)
      Note: This field is required while editing the terms and conditions of the non-root level hierarchy entity.
      Start Date Used to specify the date from when the terms and conditions are associated with the non-root level hierarchy entity.
      Note: The start date cannot be later than the end date.
      Yes (Conditional)
      Note: This field is required while editing the terms and conditions of the non-root level hierarchy entity.
      End Date Used to specify the date till when the terms and conditions are associated with the non-root level hierarchy entity.
      Note: The end date cannot be earlier than the start date.
      No
      Default Used to indicate whether the terms and conditions should be defaulted for the non-root level hierarchy entity.
      Note: You must specify atleast one default terms and conditions for a non-root level hierarchy entity.
      Yes
  4. Modify the required details in the Terms and Conditions section, if required.
  5. Associate or disassociate the terms and conditions from the non-root level hierarchy entity, if required.
  6. Click Save.
    The changes made to the terms and conditions of the non-root level hierarchy entity are saved.

Related Topics

For more information on... See...
Terms and Conditions Mapping screen Terms and Conditions Mapping
Terms And Conditions Mapping Details zone Terms and Conditions Mapping Details
How to associate the terms and conditions with a non-root level hierarchy entity Associating the Terms and Conditions with a Non-Root Level Hierarchy Entity