Editing the Terms and Conditions of a Hierarchy Entity

Prerequisites

To edit the terms and conditions of a hierarchy entity, you should have:

  • Terms and conditions defined in the application

Procedure

To edit the terms and conditions of a hierarchy entity:

  1. Search for the hierarchy entity in the Mapping Terms and Conditions screen.
  2. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the hierarchy entity whose terms and conditions you want to edit.

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

    • Main - Indicates the hierarchy entity or price item to which the terms and conditions are associated. It contains the following field:

      Field Name Field Description
      Price Item Displays the price item.
      Note: This field appears when you are editing the terms and conditions of a price item.
      Hierarchy Entity Displays the hierarchy entity.
      Note: This field appears when you are editing the terms and conditions of a hierarchy entity.

    • Terms and Conditions - Used to associate or disassociate the terms and conditions from the hierarchy entity or price item. It contains the following fields in a gird:

      Field Name Field Description Mandatory (Yes or No)
      Terms and Conditions Used to indicate the terms and conditions that you want to associate with the hierarchy entity or price item.
      Note: The list includes only those terms and conditions which are already defined in the system.
      		 Yes
      Default Used to indicate whether the terms and conditions of the hierarchy entity or price item should be defaulted in a deal.
      Note: You must specify one default terms and conditions for a hierarchy entity or price item.
      		 No
  3. Associate or disassociate the terms and conditions from the hierarchy entity, if required.
  4. Click Save.
    The changes made to the terms and conditions of the hierarchy entity are saved.

Related Topics

For more information on... See...
How to search for a hierarchy entity to which the terms and conditions are associated Searching for a Hierarchy Entity to which the Terms and Conditions are Associated
How to associate the terms and conditions with a hierarchy entity Associating the Terms and Conditions with a Hierarchy Entity