Associating existing terms with records
You can associate terms and conditions with records to define the rules that your company and your vendors must follow on purchase order and contract transactions.
About this task
The Terms and Conditions application maintains a library of terms and conditions with which you and your vendors must comply. You can select terms from this library to apply to contract and purchasing records.
Procedure
- In a purchasing or contract application, display the record for which you want to select a term.
- On the Terms and Conditions tab, click Select Terms.
- Select the Select Record check box next to each term that you want to associate with the record.
- Click OK.
- Optional: Select the term in the Terms and Conditions table window and select the Send to Vendor check box.
- Save the record.