Defining terms

You use the Terms and Conditions application to define terms that apply to purchase orders.

Procedure

  1. In the Organization table window, select the organization for which you want to define a term.
  2. Click New Row.
  3. Specify a value in the Term field. The value must be unique.
  4. Type a description
  5. Optional: Specify a value in the Type field. The value you define can be used to filter the Terms and Conditions library. For example, you might have defined a type as PURCHASE, in which all the corresponding records contain information applicable to purchase orders. You could then search on PURCHASE and find only the relevant terms.
  6. To be able to edit the term when it is associated with records in other applications, select the Editable check box. Otherwise, clear the check box.
  7. To have the term appear as a default on all future purchase orders, select the Default on PO check box. Otherwise, clear the check box.
  8. Click Save Terms and Conditions.