Add Existing Terms

You can add existing terms and conditions to a customer agreement from the library of terms and agreements.  Terms and conditions specify the conditions under which the customer agreement is structured. Terms and conditions for a customer agreement apply to all price schedules for the agreement.

Note: You also can create terms and conditions for this agreement. These do not become part of the library of terms that is available to other agreements.

To add terms and conditions to an agreement:

  1. In the Customer Agreements (SP) application, display the agreement to which you wish to add terms and conditions.

  2. Click the Terms and Conditions tab.

  3. To add more than one set of terms and conditions, click Select Terms. Use the Select Terms dialog box to add terms.

  4. To add a single term and condition,take the following steps:

  1. Click New Row. The Row Details open.

  2. In the Sequence field, modify the default value if needed. The Sequence field determines the order in which the terms are listed and printed.

  3. In the Term field, enter a value or click Select Value to retrieve a term. If this term's descriptions are editable, the Editable? check box is selected.

  4. Select the Send to Bill Review? check box if you want a copy of the term sent with the customer review bill.

  1. Click Save Agreement .

See also

Select Terms

Create a New Term

About Terms and Conditions