| # Setting up terms and conditions You can store terms and conditions agreed between business partners in a terms and conditions agreement. Terms and conditions master data Before you can define terms and conditions agreements, set up the following master data: Step 1. Implemented Software Components (tccom0100s000) In the Implemented Software Components (tccom0100s000) session, select the following check boxes: Terms and Conditions Ownership Internal or Ownership External Step 2. Warehouse Sets (tctrm0610m000) To define terms and conditions for a group of warehouses, define a warehouse set and link warehouses to it in the Warehouse Sets (tctrm0610m000) session. To automatically import warehouses into a warehouse set, use the Generate Warehouse Set (tctrm0210m000) session. Step 3. Attribute Sets (tctrm0601m000) For each type of terms and conditions agreement, which can be Purchase, Sales, or Internal, define an atrribute set and search attributes that must be linked to the attribute set. For search attributes (fields) not linked to an attribute set, you cannot set up terms and conditions. If you defined a warehouse set, before you can set up its terms and conditions, you must link the warehouse set as a search attribute to the attribute set. Step 4. Terms and Conditions Parameters (tctrm0100m000) Use this session to do the following: Define the number group for all terms and conditions agreements. Define the series for the different terms and conditions types. Link the terms and conditions attribute sets to the different terms and conditions types. Define a method to search for items within internal terms and conditions agreements. Terms and conditions agreements After defining the master data, set up a terms and conditions agreement: Step 1. Terms and Conditions (tctrm1600m000) In the Terms and Conditions (tctrm1600m000) session, enter: An agreement header with the type of agreement and the business partners. Search levels, which include the following: A selection of search attributes (fields), which you can further specify on the terms and conditions line. A priority level for searching and selecting the terms and conditions line. A selection of linked terms and conditions groups, for which you can define the details in the Terms and Conditions Line (tctrm1620m000) session. Step 2. Terms and Conditions Search Level (tctrm1610m000) To start the Terms and Conditions Search Level (tctrm1610m000) session, in the Terms and Conditions (tctrm1600m000) session, double-click a search level. Use the Terms and Conditions Search Level (tctrm1610m000) session to do the following: Define a specific terms and conditions search level. Link terms and conditions lines to the search level. On a terms and conditions line, you enter the values for the search attributes of a terms and conditions search level. In other words, you specify the fields to which the detailed terms and conditions, as stored in the terms and conditions groups, apply. Step 3. Terms and Conditions Line (tctrm1620m000) To start the Terms and Conditions Line (tctrm1620m000) session, in the Terms and Conditions Search Level (tctrm1610m000) session, double-click a line. In this session, specify the terms and conditions details agreed with your business partner. Use the Terms and Conditions Line (tctrm1620m000) session to do the following: Define a specific terms and conditions line. Define the terms and conditions details for the terms and conditions groups you previously selected in the Terms and Conditions (tctrm1600m000) and Terms and Conditions Search Level (tctrm1610m000) sessions. You can define details regarding the following: Orders Schedules Planning Logistics Invoicing Demand pegging Note To generate a terms and conditions agreement from a template, use the Generate Terms and Conditions from Template (tctrm2200m000) session. For more information, refer to Terms and conditions templates. Related topics Overview of terms and conditions Terms and conditions templates Retrieval of terms and conditions |