<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tc/onlinemanual/000503" xml:lang="en">
   <Header>
      <Title>To set up terms and conditions</Title>
      <Keyword type="header" order="d1e1138905">
         <Level1>terms and conditions</Level1>
         <Level2>setting up</Level2>
      </Keyword>
   </Header>
   <AimSection>
      <Paragraph>You can store terms and conditions agreed between business
		partners in a <Link href="/baanerp/tc/glossary/glossary#000500" role="glossary" Update="No">terms and conditions agreement</Link>.</Paragraph>
   </AimSection>
   <ProcedureSection>
      <SectionTitle>Terms and conditions master data</SectionTitle>
      <ProcIntro>
         <Paragraph>Before you can define terms and conditions agreements, set up
		  the following master data:</Paragraph>
      </ProcIntro>
      <Steps>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef>
            </StepTitle>
            <List>
               <ListIntro>In the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session, select the following
				check boxes:</ListIntro>
               <ListItem> 
                  <Link href="/baanerp/tc/com/tccom0100s000#tccom000.trcn" role="formfield">Terms and Conditions</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/tc/com/tccom0100s000#tccom000.owni" role="formfield">Ownership Internal</Link> or <Link href="/baanerp/tc/com/tccom0100s000#tccom000.owne" role="formfield">Ownership External</Link>
               </ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/tc/trm/tctrm0610m000" role="session">Warehouse Sets (tctrm0610m000)</GUIRef>
            </StepTitle>
            <Paragraph>To define terms and conditions for a group of warehouses,
			 define a <Link href="/baanerp/tc/glossary/glossary#000507" role="glossary">warehouse set</Link> and link <Link href="/baanerp/tc/glossary/glossary#Warehouse_tc" role="glossary" Update="No">warehouses</Link> to it in the <Link href="/baanerp/tc/trm/tctrm0610m000" role="session">Warehouse Sets (tctrm0610m000)</Link> session.</Paragraph>
            <Paragraph>To automatically import <Link href="/baanerp/tc/glossary/glossary#Warehouse_tc" role="glossary" Update="No">warehouses</Link> into a <Link href="/baanerp/tc/glossary/glossary#000507" role="glossary">warehouse set</Link>, use the <Link href="/baanerp/tc/trm/tctrm0210m000" role="session">Generate Warehouse Set (tctrm0210m000)</Link> session.</Paragraph>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/tc/trm/tctrm0601m000" role="session">Attribute Sets (tctrm0601m000)</GUIRef>
            </StepTitle>
            <Paragraph>For each type of terms and conditions agreement, which can
			 be <GUIRef href="/baanerp/tc/domains/trm.trtp#purchase" role="option">Purchase</GUIRef>, <GUIRef href="/baanerp/tc/domains/trm.trtp#sales" role="option">Sales</GUIRef>,
			 or <GUIRef href="/baanerp/tc/domains/trm.trtp#internal" role="option">Internal</GUIRef>, define an <Link href="/baanerp/tc/glossary/glossary#000501" role="glossary" Update="No">atrribute set</Link> and <Link href="/baanerp/tc/glossary/glossary#000504" role="glossary" Update="No">search attributes</Link> that must be linked to the
			 atrribute set. For search attributes (fields) not linked to an attribute set,
			 you cannot set up terms and conditions.</Paragraph>
            <Paragraph>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 atrribute set.</Paragraph>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/tc/trm/tctrm0100m000" role="session">Terms and Conditions Parameters (tctrm0100m000)</GUIRef>
            </StepTitle>
            <List>
               <ListIntro>Use this session to do the following:</ListIntro>
               <ListItem>Define the <Link href="/baanerp/tc/glossary/glossary#NumberGroup_tc" role="glossary">number group</Link> for all <Link href="/baanerp/tc/glossary/glossary#000500" role="glossary" Update="No">terms and conditions agreements</Link>.</ListItem>
               <ListItem>Define the <Link href="/baanerp/tc/glossary/glossary#Series_tc" role="glossary">series</Link> for the different <Link href="/baanerp/tc/glossary/glossary#000502" role="glossary" Update="No">terms and conditions types</Link>.</ListItem>
               <ListItem>Link the <Link href="/baanerp/tc/glossary/glossary#000501" role="glossary" Update="No">terms and conditions attribute sets</Link> to the
				different terms and conditions types.</ListItem>
               <ListItem>Define a method to search for items within internal terms
				and conditions agreements.</ListItem>
            </List>
         </Step>
      </Steps>
   </ProcedureSection>
   <ProcedureSection>
      <SectionTitle>Terms and conditions agreements</SectionTitle>
      <ProcIntro>
         <Paragraph>After defining the master data, set up a <Link href="/baanerp/tc/glossary/glossary#000500" role="glossary">terms and conditions agreement</Link>:</Paragraph>
      </ProcIntro>
      <Steps>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/tc/trm/tctrm1600m000" role="session">Terms and Conditions (tctrm1600m000)</GUIRef>
            </StepTitle>
            <List>
               <ListIntro>In the <Link href="/baanerp/tc/trm/tctrm1600m000" role="session">Terms and Conditions (tctrm1600m000)</Link> session, enter:</ListIntro>
               <ListItem>An agreement header with the type of agreement and the
				business partners.</ListItem>
               <ListItem>Search levels, which include the following: <List>
                     <ListItem>A selection of <Link href="/baanerp/tc/glossary/glossary#000504" role="glossary" Update="No">search attributes</Link> (fields), which you can
					 further specify on the <Link href="/baanerp/tc/glossary/glossary#000505" role="glossary" Update="No">terms and conditions line</Link>.</ListItem>
                     <ListItem>A priority level for searching and selecting the terms
					 and conditions line.</ListItem>
                     <ListItem>A selection of linked <Link href="/baanerp/tc/glossary/glossary#000506" role="glossary" Update="No">terms and conditions groups</Link>, for which you
					 can define the details in the <GUIRef href="/baanerp/tc/trm/tctrm1620m000" role="session">Terms and Conditions Line (tctrm1620m000)</GUIRef> session.</ListItem>
                  </List>
               </ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/tc/trm/tctrm1610m000" role="session">Terms and Conditions Search Level - Lines (tctrm1610m000)</GUIRef>
            </StepTitle>
            <Paragraph>To start the <GUIRef href="/baanerp/tc/trm/tctrm1610m000" role="session">Terms and Conditions Search Level - Lines (tctrm1610m000)</GUIRef> session, in the <GUIRef href="/baanerp/tc/trm/tctrm1600m000" role="session">Terms and Conditions (tctrm1600m000)</GUIRef> session, double-click a search
			 level.</Paragraph>
            <List>
               <ListIntro>Use the <Link href="/baanerp/tc/trm/tctrm1610m000" role="session">Terms and Conditions Search Level - Lines (tctrm1610m000)</Link> session to do the
				following:</ListIntro>
               <ListItem>Define a specific <Link href="/baanerp/tc/glossary/glossary#000503" role="glossary" Update="No">terms and conditions search level</Link>.</ListItem>
               <ListItem>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.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/tc/trm/tctrm1620m000" role="session">Terms and Conditions Line (tctrm1620m000)</GUIRef>
            </StepTitle>
            <Paragraph>To start the <GUIRef href="/baanerp/tc/trm/tctrm1620m000" role="session">Terms and Conditions Line (tctrm1620m000)</GUIRef> session, in the <GUIRef href="/baanerp/tc/trm/tctrm1610m000" role="session">Terms and Conditions Search Level - Lines (tctrm1610m000)</GUIRef> session, double-click
			 a line. In this session, specify the terms and conditions details agreed with
			 your business partner.</Paragraph>
            <List>
               <ListIntro>Use the <Link href="/baanerp/tc/trm/tctrm1620m000" role="session">Terms and Conditions Line (tctrm1620m000)</Link> session to do the following:</ListIntro>
               <ListItem>Define a specific <Link href="/baanerp/tc/glossary/glossary#000505" role="glossary">terms and conditions line</Link>.</ListItem>
               <ListItem>Define the terms and conditions details for the terms and
				conditions groups you previously selected in the <GUIRef href="/baanerp/tc/trm/tctrm1600m000" role="session">Terms and Conditions (tctrm1600m000)</GUIRef> and <GUIRef href="/baanerp/tc/trm/tctrm1610m000" role="session">Terms and Conditions Search Level - Lines (tctrm1610m000)</GUIRef> sessions. <List>
                     <ListIntro>You can define details regarding the
					 following:</ListIntro>
                     <ListItem>Orders</ListItem>
                     <ListItem>Schedules</ListItem>
                     <ListItem>Planning</ListItem>
                     <ListItem>Logistics</ListItem>
                     <ListItem>Invoicing</ListItem>
                     <ListItem>Allocation and hard pegging</ListItem>
                  </List>
               </ListItem>
            </List>
         </Step>
      </Steps>
   </ProcedureSection>
   <Note>
      <SectionTitle>Note</SectionTitle>
      <Paragraph>To generate a terms and conditions agreement from a <Link href="/baanerp/tc/glossary/glossary#000508" role="glossary" Update="No">template</Link>, use the <Link href="/baanerp/tc/trm/tctrm2200m000" role="session">Generate Terms and Conditions from Template (tctrm2200m000)</Link> session. For more information, refer to <Link href="/baanerp/tc/onlinemanual/000506" role="manual">Terms and conditions templates</Link>.</Paragraph>
   </Note>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000500" role="manual">Overview of terms and conditions</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000506" role="manual">Terms and conditions templates</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000509" role="manual">To retrieve terms and conditions</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>