Editing Terms and Conditions

Editing terms and conditions

Select the “Edit Terms and Conditions” link at the bottom of the “Manage Customer Request”, “Manage Pre-Order Quotation” or “Manage Part Sale Order” screen.

The “Edit Terms and Conditions” page appears.

The system displays the following fields in the “Edit Terms and Conditions Section”:

Document #	The number identifying the document which could be document number of the Customer request, Sale order, or Pre-Order Quotation.
Revision #	The revision number of the document. This is applicable only for Pre-Order Quotation and Sale Order which are revision controlled documents.
Customer Name	The name of the Customer involved in the document displayed.

Enter the following fields in the “Shipping Terms” group box:

Carrier/ Agency #	Use the drop-down box to specify the code identifying the carrier / agency preferred by the customer for the shipment of goods. The system lists all the active codes defined in the “Maintain Carrier / Agency Codes” activity of the “Logistics Common Masters” business component.
Shipping Method	Use the drop-down list box to specify a unique number identifying the method for shipping the goods. The system lists all the active shipping methods as defined in the “Maintain Shipping Method Codes” activity of the “Logistics Common Masters” business component.
Packaging Code	Use the drop-down list box to specify the packaging code associated with the goods to be shipped. The system lists all the active packaging codes as defined in the “Maintain Packaging Codes” activity of the “Logistics Common Master” business component.
Shipping Payment	Use the drop-down list box to select the shipping payment method for the item. The system lists all the “Active” payment methods defined in the “Maintain Shipping Cost Codes” activity of the “Logistics Common Master” business component. If no prior value exists, the system sets the shipping payment mode of the Customer as defined in the “Customer” business component by default.
Account #	Use the drop-down to specify the number identifying the account for FedEx delivery services company for shipping of the parts. The system lists all the account codes as defined in the Customer Master. This is applicable only if the Carrier/Agency selected is FedEx.
Other Account #	The number identifying the account for delivery service company other than FedEx.
INCO Terms	Indicates the acceptable terms between the Customer and the Service Provider regarding the shipment of goods including the risks and responsibilities of shipment. The system lists all the active values defined as “INCO Term” in the “Maintain INCO Terms “activity of the “Logistics Common Masters” business component. More…
Freight Billable	Use the drop-down list box to select whether the freight charge is billable to the customer. You can select from the options “Yes” and “No”.
Freight Terms	Use the drop-down list box to select the freight term applicable to the customer. The system lists all the active categories of type “Freight Term” as defined in the “Create Category Types” activity of the “Category” business component.
Transshipment	Transshipment is deviating the specified and agreed logistics route for the consignment to be brought in. Use the drop-down list box to specify “Yes” or “No”. The system displays “No” by default.
Dropship Required	Use the drop-down to specify whether dropship of the parts is required. You can select from the options Yes or No. This field is to quickly understand if Dropship is required for the order. However, you can still choose the Source as ‘Dropship Procurement’ in the Sale Order and proceed with the dropship orders.
Packaging Notes	A brief note on packaging of the goods to be shipped.

Enter the following fields in the “Billing Terms” group box:

Advance Receivable	Use the drop-down list box to state whether advance for shipment is receivable. You can select from the options Yes or No.
Advance Receivable By	The date on which advance for the shipment must be received.
Advance % On	Use the drop-down list box Total Value Basic Value
Advance % / Value	Enter either the advance receivable as either the percentage value or the total advance value in the respective edit boxes.
Payment Mode	Use the drop-down list box to specify the Payment Mode that is involved in this transaction.
Pay Term	The code identifying the pay term to be associated with the order. The pay term you specify must exist in “Active” status in the Pay Term component. Help facility available
Bill To Customer #	Use the drop-down list box to select the customer to whom the order value must be billed, Mandatory. The system lists all bill to customer #s defined for the customer in the Customer component.
Bill To Address ID	Use the drop-down list box to select the address ID to which the bill must be dispatched, Mandatory. The drop-down list box displays all bill to addresses defined for the customer in the Customer component.

The system displays the following field:

Bill To Address

The address corresponding to the Bill to Address ID to which the bill must be dispatched.

Enter the following fields in the “Insurance Terms” group box:

Insurance Liability

Use the drop-down list box to indicate who should bear the insurance amount for the transaction involved. The system displays the following options:

None – Indicates the Insurance is not applicable for the transaction.
Self – Indicates that the seller has to bear the insurance amount.
Customer - Indicates that the customer has to bear the insurance amount.

Insurance Amount

The total insurance amount to be borne for the parts in the order.

Enter the following fields in the “General Terms” group box:

GTA Reference #	The number identifying the general terms agreement details.
GTA Remarks	Additional information pertaining to GTA.
Ref. Document Date	The date of the GTA reference document mentioned.

Enter the following fields in the “Warranty Terms” group box:

Warranty Basis	Use the drop-down list box to select whether warranty is applicable on Calendar, Usage or Both.
Ref. Agreement #	The unique number identifying the reference agreement for the warranty.
Terms & Ref.	The terms and conditions pertaining to warranty.
Warranty Begins On	The date on which the Warranty begins for the Parts involved in the Sale Order. Entry is mandatory if the Warranty Basis is selected with some value.
Valid For	The period for which the warranty is valid. Mandatory if the Warranty Basis is selected as ‘Calendar’ or ‘Both’. Use the drop-down list box to specify the UOM for the period involved. Warranty validity can be defined in numbers of Days, Months or Years.
FH/FC	Specify the FH or FC (in the respective Edit-boxes) for which the warranty is valid if the Warranty Basis is selected as ‘Parameter’ or ‘Both’.

Click the “Edit Terms and Conditions” pushbutton to save the terms and conditions sale order / sale quotation or customer request.

Note: When a Customer Request is processed into an order, the system updates the Terms and Conditions mentioned in the “Customer Request” acticity into the Pre-Order Quotation and Sale Order documents.