Create a terms and conditions record

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • You can create a terms and conditions record to add to a contract.

    始める前に

    Role required: admin, contract_manager (core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)

    手順

    1. Open the list of terms and conditions for your contracts.
      • If you are using the core UI, navigate to All > Contract > Contracts > Terms & Conditions.
      • If you are using the Hardware Asset Workspace, open the Contract management view and then select the Terms and conditions tab.
      • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the Terms and conditions tab.
    2. Click New.
    3. On the Terms and Conditions form (core UI) or Create New Terms and Conditions form (Hardware Asset Workspace and Enterprise Asset Workspace), fill in the fields.
      表 : 1. Terms and Conditions or Create New Terms and Conditions form
      Field Description
      Number Unique ID used for the terms and conditions. This field is automatically generated.
      Name Name for the terms and conditions.
      Contract Link to the contract.
      Used Check box to indicate if the terms and conditions are associated with contract.
      Description Details of the terms and conditions.
    4. Click Submit (core UI) or Save (Hardware Asset Workspace and Enterprise Asset Workspace).