Editing the Terms and Conditions of a Price Item

Prerequisites

To edit the terms and conditions of a price item, you should have:

  • Terms and conditions associated with the price item.

Procedure

To edit the terms and conditions of a price item:

  1. Search for the price item in the Terms and Conditions Mapping screen.
  2. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the price item 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 price item 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 price item. Not applicable
      Mapping Entity Type Indicates the type of entity using which the terms and conditions are associated with the price item. The valid value is:

      • Price Item

      		 Not applicable
      Mapping Entity Indicates the price item with which the terms and conditions are associated. Not applicable

    • Terms and Conditions - Lists the terms and conditions that are associated with the price item. 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 price item.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Terms and Conditions field. On clicking the Search icon, the Price Item 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 Price Item.

      		 Yes (Conditional)
      Note: This field is required while editing the terms and conditions of the price item.
      Start Date Used to specify the date from when the terms and conditions are associated with the price item.
      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 price item.
      End Date Used to specify the date till when the terms and conditions are associated with the price item.
      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 price item.
      Note: You must specify atleast one default terms and conditions for a price item.
      		 Yes
  4. Modify the required details in the Terms and Conditions section, if required.
  5. Associate or disassociate the terms and conditions from the price item, if required.
  6. Click Save.
    The changes made to the terms and conditions of the price item 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 price item Associating the Terms and Conditions with a Price Item