Updating terms and conditions agreements based on a template

To update terms and conditions agreements with template changes:

Step 1. Terms and Conditions derived from Template (tctrm2100m000)

LN updates the Terms and Conditions derived from Template (tctrm2100m000) session when a terms and conditions agreement is generated from the template and uses this session to view which terms and conditions agreements must be included in the global update process. During the global update process, template changes are copied to the linked terms and conditions agreement(s).

Step 2. Template Changes (tctrm2105m000)

If at least one terms and conditions agreement is generated from the template, the Template Changes (tctrm2105m000) session registers the changes made to the template.

The following types of changes are registered:

  • Add
    A new record is added to the template.
  • Delete
    A record is deleted from the template.
  • Change
    A change is made to a field in the template.

To include the template change in the global update process, select the Use in Global Update check box.

Step 3. Global Update of Terms and Conditions (tctrm2205m000)

Globally update the terms and conditions agreements derived from the template, with the changes made to the template using the Global Update of Terms and Conditions (tctrm2205m000) session.

In this session, you must select the type of agreement that must be updated. You can also select the following check boxes:

  • Simulate
    The process is performed, but the agreements are not yet updated with the template changes. For example, you can use this check box to generate and check the error report before you update the agreements.
  • Overwrite Manual Changes
    The relevant data in the terms and conditions agreement is overwritten with the template change data. Therefore, if you already manually changed data in the terms and conditions agreement, these changes are overwritten. If you do not select this check box, the template change data only overwrites the terms and conditions agreement data if the template's Old Value is equal to the current value in the terms and conditions agreement.
  • Remove Template Changes
    The template changes are removed from the Template Changes (tctrm2105m000) session after the terms and conditions agreements are updated with these changes. You can also remove the template changes with the Global Delete Template Changes (tctrm2205m100) session.

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