This topic provides systematic instructions about the Terms and Conditions Details data segment in the Terms and Conditions Compliance Tracking Process Approval stage.

This data segment lists all the Terms and Conditions directly or indirectly associated with the selected customer. You can select the required Terms and Conditions for which approval is pending and take necessary action.

Figure 13-3 Approval Terms and Conditions Details

Description of "Figure 13-3 Approval Terms and Conditions Details"

In the above screen, the following widgets are displayed:

• Pending Approval
• Not Updated
• Total
• Met
• Breached

1. Click on the count on any of the required widget.
   The system displays Terms and Conditions of the selected category.
2. To filter the required Terms and Conditions, click the Filter icon and specify the search parameters or directly type the Terms and Conditions detail in the Type to filter text box.
3. To approve the Terms and Conditions compliance status, select the Terms and Conditions from the list and click the Approve icon (tick mark).
4. To reject the Terms and Conditions status, select the Terms and Conditions from the list and click the Reject icon next to the Approve icon.
5. To link documents associated with the terms and conditions compliance, select the terms and conditions from the list and click the Documents (D) icon.
   The Documents window is displayed.

   Figure 13-4 Documents

   
   

   
   Description of "Figure 13-4 Documents"

   
   
6. Click Add New Documents.
   The following window is displayed.

   Figure 13-5 Upload Documents

   
   

   
   Description of "Figure 13-5 Upload Documents"

   
   

   Note:

   Refer Document Upload chapter for information on uploading documents.
7. To change the layout of Approval - Terms and Conditions Details screen to table view, click the Table View icon.
8. After approving or rejecting all the terms and conditions compliance status, click Next.
   The Approval - Comments screen is displayed.