Generating terms and conditions agreements based on a template

To generate a terms and conditions agreement from a template:

  1. Set up the master data

    Set up the terms and conditions master data. For more information, refer to Setting up terms and conditions.

  2. Specify a template header

    In the Terms and Conditions - Templates (tctrm1600m100) session, specify a template header and select a terms and conditions type.

  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:

    • Search levels
    • Search levels, lines, and terms and condition details
    • One search level with empty search attributes, lines, and terms and condition details
    • Search levels with filled attributes, lines with empty attributes, and detailed terms and conditions

    You can specify the various levels in the following sessions:

    • Terms and Conditions (tctrm1600m000)
    • Terms and Conditions Search Level (tctrm1610m000)
    • Terms and Conditions Line (tctrm1620m000)

    For more information, refer to Setting up terms and conditions.

  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 you start his session from the Purchase Contract (tdpur3600m000) session or the Sales Contract (tdsls3600m000) session, the newly generated agreement is automatically linked to the ( Free) contract.
    • If you start this session from the Internal Terms and Conditions Relationships (tcitr2140m000) session, the newly generated internal agreement is automatically linked to the enterprise unit relationship.

    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:

    • Manually enter the terms and conditions lines.
    • Copy the detailed terms and conditions from the template by clicking Generate Default Terms and Conditions on the appropriate menu.
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