Terms & Conditions
Terms & Conditions holds named blocks of formatted text, a header and a footer, that documents such as quotations, orders and rental contracts carry.
What it is for
A document that has a Terms & Conditions field picks one of these; its header and footer text come with it. The sales, purchasing, real estate and project settings can name a default.
Block is shown greyed on this screen, so it cannot be ticked here.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Term Condition | The code. | Typed on New. |
| Name | The name of the terms and conditions text, shown next to the code wherever it is picked. | Required. |
| Block | Marks the text as blocked. | Greyed on this screen. |
Header
| Field | What it means | What to put |
|---|---|---|
| Header | The header text a document carries when it picks this entry. | Formatted text. |
Footer
| Field | What it means | What to put |
|---|---|---|
| Footer | The footer text it carries: payment terms, delivery, warranty. | Formatted text. |
How to configure it
Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
- Picked on Project Accounting Setting, Project Contract, Project Quotation in Assets and projects.
- Picked on Procurement and Sourcing Setting, Purchase Journal, Purchase Order in Purchasing.
- Picked on Ownership Transfer, Real Estate Document, Real Estate Setting, Rental Order, Rental Quotation, Sales Agreement in Real estate and rental.
- Picked on Sales Order, Sales Order Journal, Sales Quotation, Sales and Distribution Setting in Sales.
If something looks wrong
- Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.