Receiving Terms and Conditions

Performing Terms and Conditions Procedures

Note: This feature is not included in all software packages and may require authorization. For more information, contact ECI² sales.

Double-click $graphics\CUSTOMERICON16.gif$ . The Customer window opens, displaying the information for the last customer used.
Select the customer account for which to receive a terms and conditions document. If you need instructions, see Selecting a Customer. You can also select a customer after you open the Terms and Conditions Dialog Box using the same method.
Click to open the Terms and Conditions Dialog Box. (This feature is not included in all software packages and may require authorization. For more information, contact ECI² sales.)
Click the action code drop down list box and select Receive.
The Enter the Password to Continue with This Operation dialog box displays. Enter your password and click OK. (This password comes from the T&C Password box in the Customer Terms and Conditions Parameters.)
The system displays all the terms and conditions documents that have not yet been received.

Note: Any documents appearing in Change mode with a check in the R column do not appear in the Receive mode because they have already been received.

Double-click the R column for the document to receive.
Once the document is selected in the R column, click the Recv Date column and enter the date the document was received. You must also enter a name in the Signed By column. For more information about the columns in this dialog box, see In the Customer Terms and Conditions Dialog Box. You cannot add information to the columns unless the R column is selected.
Click to save your changes. If you do not click Save a warning message displays. The next time you access the Terms and Conditions Dialog Box in Change mode, a checkmark appears in the R column next to this document to show the document has been received.

Note: If you accidentally receive the wrong document, you can undo it in Change mode. Click the R column next to the document and the received information is deleted.