Terms and Conditions
Terms and Conditions holds the blocks of wording a printed document carries at the top and the bottom - the small print on a purchase order, the delivery terms on a quotation. The wording is written once here and the document picks the block by name.
What it is for
Printed documents carry standard wording nobody wants to retype: payment terms, a liability clause, a signature block. This screen keeps each block under a short name, and the document screens then offer that name in a list.
Each record has two pieces of wording, one that prints above the document body and one that prints below it. A record may use either or both.
For an HR only implementation there is nothing to do here. No PeopleNest screen offers a terms and conditions block. The screen is part of the shared Organization and Setup module. If a client wants standard wording on an HR letter, that belongs on Agreement Template, which has a letter body of its own.
Every field, in plain words
Header
| Field | What it means | What to put in it | Notes |
|---|---|---|---|
| Term Condition | Your short code for this block of wording. | PO-STD | Required. It must be unique and cannot be changed later. |
| Name | What the user reads when picking it on a document. | Standard purchase terms | Required. Translated into each language the client has switched on. |
| Blocked | Takes the block out of use without deleting it. | Leave off. |
Header wording
| Field | What it means | What to put in it | Notes |
|---|---|---|---|
| Header | The wording that prints above the document body. | Our standard terms of purchase apply to this order. | Leave it empty if the block only prints at the bottom. |
Footer wording
| Field | What it means | What to put in it | Notes |
|---|---|---|---|
| Footer | The wording that prints below the document body. | Payment within 30 days of invoice. Goods remain our property until paid in full. | Leave it empty if the block only prints at the top. |
How to configure it
- Get the final wording from the client in writing. This prints on documents that leave the company.
- Open Terms and Conditions and create a new record.
- Type the code and a name the user will recognise in a list.
- Paste the wording that belongs above the document into Header, and the wording that belongs below it into Footer.
- Save, then print one document from the screen that uses it and read the result before the client does.
Scenarios
"Purchase orders and sales quotations need different small print"
Two records. PO-STD for purchasing and SQ-STD for quotations. Each document screen then offers both, and the user picks the right one.
What it is connected to
- Nothing in PeopleNest reads this list.
- On the shared side it is offered by the purchasing, sales, real estate and contract document screens.
- For HR letters and agreements, use Agreement Template.
If something looks wrong
- "The code will not save" - the same code already exists.
- "The wording does not print" - the document screen has not been told which block to use. The block existing is not enough.