Create or edit a contract clause

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • As a contract configurator, create or modify clauses that manage clause variations that are mapped to contract templates.

    Before you begin

    Role required: sn_cm_core.contract_config

    Procedure

    1. Navigate to All > Contracts Core > Contracts Administration > Clause Management.
    2. Choose whether you are creating a new clause or modifying an existing clause.
      • To create a clause, select New.
      • To modify an existing clause, open a clause from the list.
    3. On the form, fill in the fields.
      Table 1. Clause New Record form
      Field Description
      Number This field is automatically populated with a unique number.
      Name Unique name for the clause.
      Contract Type Type of contract for which you want to associate the clause.
      Note:
      Only active contract types are displayed in the list.
      Table Table to which you want to associate the clause.

      Example: If you select Legal Contract Request table, only templates connected to that table can see the clause.
      Description Information about the clause.
      Application Application to which the clause belongs.

      This field is automatically set to the application scope in which you’re creating the clause.
      Active Option to make the clause active and available for use.
      Note:
      While editing an existing clause, you can’t set the clause as inactive if an active clause variation is present.
    4. Right-click in the form header and select Save.
      The clause is saved and the related lists for Clause variations and Templates appear.
    5. Save the clause.
      • To save a new clause, select Submit.
      • To save the changes to an existing clause, select Update.

    What to do next

    Create clause variations to use them in the document template for a predefined condition. For more information, see Create a clause variation.