Creating terms and conditions

  1. Select Supply Management > Supply Management Setup > Shared Setup > Articles And Terms.
  2. Select an article for which to create the terms and conditions.
  3. On the Terms And Conditions tab, click Create.
  4. Specify this information:
    Title
    Specify a title.
    Header Text
    Specify a heading or label. The header text prints on the contract.
    Description
    Provide a description. Right-click and select items from the Variables menu to add pre-defined variables where the actual values are included when the term and condition is printed or displayed. The description is printed on the contract.
    Category and Sub Category
    Specify the category (or subcategory) to which this term and condition applies.

    If the category requires approval of create or update, the term and condition will go through the approval process.

    Category is not required on terms and conditions, but if terms and conditions require approval, then they will have to be added as part of your organization's standards.

    Allow Modification When Attached To Contracts Or Events
    Select this check box to allow changes to the term and condition after it is attached to a contract.
    Note: The term and condition that is stored on the contract changes.
  5. Click Save.