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    Home New York IT Service Management IT Service Management Asset Management Contract Management Contract Management use Contracts Terms and conditions

    Terms and conditions

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    Terms and conditions

    You can add terms and conditions to a contract to keep all documentation that is relevant to a contract in one location.

    The terms and conditions can be searched and used in reports. If multiple terms and conditions records are added to a single contract, set an order for the records so they appear in a specific sequence. The terms and conditions fields become read-only after a contract is sent for approval.

    Users with the contract_manager role can read contract history and add terms and conditions.

    There are three procedures involved in adding terms and conditions to a contract:

    • Create a terms and conditions record

      You can create a terms and conditions record to add to a contract.

    • Add terms and conditions to a contract

      After you create a terms and conditions record, add the record to a contract.

    • Build a terms and conditions document within a contract

      After adding one or more terms and conditions records to a contract, you can build a terms and conditions document within the contract.

    Related tasks
    • Create a contract
    • Adjust a contract
    • Verify contract administrator assignment for notification
    • Send the contract for approval
    • Create a contract rate card
    • Monitor a contract

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      Terms and conditions

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Terms and conditions

      You can add terms and conditions to a contract to keep all documentation that is relevant to a contract in one location.

      The terms and conditions can be searched and used in reports. If multiple terms and conditions records are added to a single contract, set an order for the records so they appear in a specific sequence. The terms and conditions fields become read-only after a contract is sent for approval.

      Users with the contract_manager role can read contract history and add terms and conditions.

      There are three procedures involved in adding terms and conditions to a contract:

      • Create a terms and conditions record

        You can create a terms and conditions record to add to a contract.

      • Add terms and conditions to a contract

        After you create a terms and conditions record, add the record to a contract.

      • Build a terms and conditions document within a contract

        After adding one or more terms and conditions records to a contract, you can build a terms and conditions document within the contract.

      Related tasks
      • Create a contract
      • Adjust a contract
      • Verify contract administrator assignment for notification
      • Send the contract for approval
      • Create a contract rate card
      • Monitor a contract

      Tags:

      Feedback

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