Select Terms

You use the Select Terms dialog box to add terms and conditions to a contract or purchasing record. The Terms and Conditions application maintains a library of terms and conditions that you and your vendors must comply with. You can select terms from this library to apply to contract and purchasing records.

You can also add terms to a purchasing or contract record which are saved with that record, but do not become part of the library.

To select terms for a record:

  1. In the purchasing or contract application, display the record you want to select a term for.

  2. Click the Terms and Conditions tab.

  3. Click Select Terms. The Select Terms dialog box opens.

  4. Select the check box next to the term(s) you want to associate with the record.

  5. Click OK. The system adds the selected terms to the Terms and Conditions table window.

  6. If you want a copy of the term to be sent to the vendor, select the Send to Vendor? check box next to the term in the Terms and Conditions table window. The record may be included in a detail report, or sent electronically for e-commerce transactions.

  7. Click Save (Record) .

See Also

Add a New Term to a Record