Update terms and conditions

Release version: Washingtondc

Updated February 1, 2024

1 minute to read

Update the terms and conditions in your new contract. You can also view the terms and conditions carried over to the new contract.

Before you begin

Role required: asset, 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)

Procedure

Open the task or contract for which you want to add terms and conditions.
- If you are using the core UI or Hardware Asset Workspace, select the Terms and conditions task number on the Contract Renewal Request Line form. Select the Renewal contracts terms tab and then click Edit.
- If you are using the Enterprise Asset Workspace, navigate to the Contract and lease management view and then select the All contracts tab. Open the enterprise asset contract that you want to add terms and conditions to and then select the Terms and Conditions tab.

Update the terms and conditions in the contract.

Interface	Action
Core UI	Indicate the terms and conditions that you want to cover by moving them to the Terms and Conditions List or removing them.
Hardware Asset Workspace	Add or remove terms and conditions from the draft contract. To add a term and condition, select Add and provide the required information. To remove a term and condition, select it and select Remove.
Enterprise Asset Workspace	Add or remove terms and conditions from the draft contract. To add a term and condition, click Add. In the dialog box, select the check box for each term and condition that you want to add and then click Add. To remove a term and condition, select the check box for that term and condition and then click Remove.

Interface

Action

Core UI

Indicate the terms and conditions that you want to cover by moving them to the Terms and Conditions List or removing them.

Hardware Asset Workspace

Add or remove terms and conditions from the draft contract.

To add a term and condition, select Add and provide the required information.
To remove a term and condition, select it and select Remove.

Enterprise Asset Workspace

Add or remove terms and conditions from the draft contract.

To add a term and condition, click Add. In the dialog box, select the check box for each term and condition that you want to add and then click Add.
To remove a term and condition, select the check box for that term and condition and then click Remove.

Select Save.
If you are adding terms and conditions through the Terms and conditions task on the Contract Renewal Request Line form, click Close Task.

Result

Multiple terms and conditions are displayed in the Terms and Conditions tab of the contract.

What to do next

Add rate cards to the new contract