Generate Terms and Conditions from Template (tctrm2200m000)

Use this session to generate a terms and conditions agreement based on a terms and conditions template.

If you start this session from the Purchase Contract (tdpur3600m000) session, the Sales Contract (tdsls3600m000) session, or the Enterprise Unit - Enterprise Unit Relationships (tcemm0134m000) session, all fields are filled by default.

 

Terms and Conditions Type

Defines the type of terms and conditions agreement or template and is linked to a set of search attributes. Each terms and conditions type has its own search attributes.

The following terms and conditions types are available:

  • Purchase
    Purchase terms and conditions agreements can be linked to purchase contracts.
  • Sales
    Sales terms and conditions agreements can be linked to sales contracts.
  • Internal
    Internal terms and conditions agreements can be linked to enterprise unit relationships.
Terms and Conditions Template

A default terms and conditions agreement, representing a business process, with no business partner linked to it. The level of detail of the template data is user-definable.

Based on a template, you can do the following:

  • Generate new terms and conditions agreements for business partners.
  • Update existing terms and conditions agreements.
  • Validate terms and conditions agreements.
  • If this session is started from the Purchase Contract (tdpur3600m000) session, this field is defaulted from the Default Template field of the Purchase Contract Parameters (tdpur0100m300) session.
  • If this session is started from the Sales Contract (tdsls3600m000), this field is defaulted from the Default Template field of the Sales Contract Parameters (tdsls0100s300) session.
Sold-to Business Partner

The sold-to business partner to whom the terms and conditions agreement applies.

Buy-from Business Partner

The buy-from business partner to whom the terms and conditions agreement applies.

Contract

The sales contract or the purchase contract to which the terms and conditions agreement is linked.

Terms and Conditions Series

The series for the terms and conditions agreement, which is defaulted from the Terms and Conditions Parameters (tctrm0100m000) session.

Copy Text

If this check box is selected, text linked to the terms and conditions template is copied to the terms and conditions agreement.

 

Generate

Generates a new terms and conditions agreement based on the entered Terms and Conditions Template.