Adding terms and conditions
You can record terms and conditions for any contract.
To record terms and conditions for a contract
- If it is not already open, open the contract.
- In the navigation pane, choose Functions > Terms and Conditions.
In the Terms and Conditions dialog box, specify the following information:
Field name
Description
Status
Terms and conditions can be draft, executed, or historical.
Effective Date
Set the effective date to the same date as the contract.
Terms and Conditions ID
When you save the terms and conditions, the application sets the ID.
Summary
Enter a summary of the terms and conditions. You can enter additional information in the Notes field and by adding up to three attachments.
Submitter
If you leave this field blank, when you save the terms and conditions, you are set as the submitter.
Submit Date
When you save the terms and conditions, the applications sets the Submit Date.
- Click Save.
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