Creating terms and conditions

Follow these steps to create terms and conditions and assign them to an existing article.

To create terms and conditions

  1. Search for "Articles and Terms".
  2. Select an existing article for which you want to create terms and conditions.
  3. On the Terms and Conditions region, select Create from the Actions menu.
  4. Use the following guidelines to enter field values:
    Active

    Select this checkbox to make the term and condition active.

    Note: 

    An inactive term cannot be added to a contract.

    Status

    If a category requires approval, a Needs Approval status appears an dthe term and condition will go through the approval process once you select the Request Approval action.

    Title

    Required. Type the title of the term and condition.

    Header Text

    Type the heading or label of the term and condition.

    The header text prints on the contract.

    Description

    Required. Type the description of the term and condition. 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 prints on the contract.

    Category and Sub Category

    Type or select the category (or subcategory) that this term and condition applies to.

    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 checkbox to allow changes to the term and condition when it is attached to a contract.

    Note: 

    The term and condition that is stored on the contract changes.

  5. Select Actions > Save.
  6. If the term and condition requires approval (the Status is Needs Approval), then submit it for approval. Select Actions > Request Approval.

    You can select Actions > Withdraw Request to remove the term and condition from the approval process.

    Once you select Request Approval, the status will change to Pending Approval.

    View details of the approval process on the Approval Requests tab.

    If the Term and Condition is approved by all approvers, the status is set to Approved for both the Term and Condition and the approval request. Any comments that were entered for the approval will show in the details for the approval request.

    If a approval request is rejected, the approval request will show as Rejected, and the Term and Condition status will once again show as Needs Approval. A comment is required to be entered for a rejection, and will display on the approval request details.

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