Add terms and conditions to a contract

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • After you create a terms and conditions record, add the record to a contract that is in the Awaiting Review, Rejected, Renewal Rejected, or Extension Rejected substate.

    Before you begin

    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)

    About this task

    Terms and Conditions can only be added to a contract when it is being created. After the contract is approved, the terms and conditions cannot be changed.

    Procedure

    1. Open the list of contracts that are used across your deployment.
      • If you are using the core UI, navigate to Contract > Contracts > All.
      • If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
      • If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
    2. Select a contract.
    3. Add terms and conditions to the contract.
      • If you are using the core UI, use the following steps:
        1. In the Terms and Conditions related list, double-click Insert a new row.
        2. Click the reference lookup icon and select a terms and conditions record from the list.
        3. (Optional) Enter a number in Order to specify the sequence in which the record should appear in the terms and condition document.
          Note:
          If you attempt to enter a duplicate terms and conditions record for a contract and save the record, an error message appears and the new duplicate record is not added.
      • If you are using the Hardware Asset Workspace, use the following steps:
        1. On the Terms and Conditions tab, click Add.
        2. When prompted, provide the required information.
      • If you are using the Enterprise Asset Workspace, use the following steps:
        1. On the Terms and Conditions tab, click Add.
        2. In the dialog box, select the check box for each term and condition that you want to add.
        3. Click Add.