Create a New Term

You can create a free-text term for a customer agreement in the Customer Agreements (SP) application. The term is saved with the agreement, but does not become part of the library of terms and conditions maintained in the Terms and Conditions application.

You also can add existing terms from the library of terms and conditions. See Add Existing Terms for more information.

To create a term for a customer agreement:

1. In the Customer Agreements (SP) application, display the record for which you want to create a term.

2. Click the Terms and Conditions tab.

3. Click New Row. The row details open.

4. In the Sequence field, modify the default value as needed. The sequence specifies the order in which the terms will be printed or listed in the Terms and Conditions table window.

5. In the Description field, enter descriptive text for the term. To enter additional information, click Long Description .

6. Select the Send to Bill Review? check box if you want a copy of the term to be sent to the customer with the pre-bill and bill.

7. Click Save Agreement .

See also

Add Existing Terms

Select Terms

About Terms and Conditions