Mapping Terms and Conditions

The Mapping Terms and Conditions screen enables you to associate deal-specific terms and conditions with a price item or hierarchy entity of a person or account from the customer hierarchy in a deal. It contains the following sections:

  • Main - The Main section indicates the price item or hierarchy entity with which you want to associate deal-specific terms and conditions. It contains the following fields:

    Field Name Field Description
    Price Item Indicates the price item of the person or account from the customer hierarchy in a deal with which you want to associate deal-specific terms and conditions.
    Note: This field appears when you are associating deal-specific terms and conditions with a price item.
    Hierarchy Entity Indicates the hierarchy entity of the person or account from the customer hierarchy in a deal with which you want to associate deal-specific terms and conditions.
    Note: This field appears when you are associating deal-specific terms and conditions with a hierarchy entity.
  • Deal-Specific Terms and Conditions - The Deal-Specific Terms and Conditions section allows you to associate or disassociate deal-specific terms and conditions from the price item or hierarchy entity of a person or account from the customer hierarchy in a deal. It contains the following columns:

    Column Name Column Description
    Terms and Conditions Used to indicate a deal-specific term and condition which you want to associate with the price item or the hierarchy entity of the person or account.
    Default Used to indicate whether the term and condition is default or not.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Simulation Details zone Simulation Details
Pricing and Commitments screen Pricing and Commitments
How to associate deal-specific terms and conditions with a price item Associating Deal-Specific Terms and Conditions with a Price Item
How to associate deal-specific terms and conditions with a hierarchy entity Associating Deal-Specific Terms and Conditions with a Hierarchy Entity

Parent topic: Deal Pricing Management