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Contracts Terms Template

To create a new Contract Terms Template, follow these steps:

  1. From the Modules menu, go to Contracts > Contract Terms Templates.

  2. Click New.

    This takes you to the Contract Terms Template Description pop-up window

  3. Enter a description for your Terms Template.

  4. Click OK.

    Your new Terms Template is added to the Contract Terms Template drop-down menu

  5. In the Contract Terms area, click New Terms which opens the Contract Terms Template dialog box.

  6. In the Terms Type list, select the terms of your contract which can include Contract Terms Type Codes using the Setup menu (Setup > Contracts > Codes).

  7. In the Term list, select the term of your contract.

    Contract Term codes can be added using the Setup menu.

  8. In the Value list, select Yes or No.

  9. Click OK or click Another to add additional contract terms.

You can add multiple Contract Terms to a Contract Template.