Generating terms and conditions agreements based on a templateTo generate a terms and conditions agreement from a template: Step 1. Set up the master data Set up the terms and conditions master data. For more information, refer to Setting up terms and conditions. Step 2. Specify a template header In the Terms and Conditions - Templates (tctrm1600m100) session, specify a template header and select a terms and conditions type. Step 3. Specify template data at different levels You can add lots of data to the template at various levels. The level of detail of the template data is user-definable. For example, a template can contain the following:
You can specify the various levels in the following sessions:
For more information, refer to Setting up terms and conditions. Step 4. Generate a terms and conditions agreement from the
template In the Generate Terms and Conditions from Template (tctrm2200m000) session, specify the template from which a new agreement must be generated.
If the template contains lines with empty attributes and detailed terms and conditions, the newly generated agreement only contains a header and search levels. Therefore, in the Terms and Conditions Line (tctrm1620m000) session or the Terms and Conditions Lines (tctrm1120m000) session, you must do the following:
| |||