Build a terms and conditions document within a contract

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

    • After adding one or more terms and conditions records to a contract, you can build a terms and conditions document within the contract.

    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

    The terms and conditions records are added in the sequence specified in the Order field.

    Procedure

    1. Open the list of contracts that are used across your deployment.
      • If you are using the core UI, navigate to Contract Management > Contract > 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. Verify that one or more terms and conditions records have been added to the Terms and Conditions tab.
    4. On the Terms and Conditions tab, build the terms and conditions for the contract.
      • If you are using the core UI, click the Build Terms and Conditions related link.
      • If you are using the Hardware Asset Workspace or Enterprise Asset Workspace, click Build Terms and Conditions.
      All records from the Terms and Conditions list are added to the Terms and Conditions for the contract.
    5. Click Update.