“Terms & Conditions” Dictionary

Dictionaries -> General List:

• Terms & Conditions Dictionary:
  • was added new dictionary name;
  • was added next to the “Quote Rejection Reason”;
  • after clicking on this dictionary:
    • is opened “Terms & Conditions” Dictionary List form;
• “Terms & Conditions” Dictionary List form:
  • contains:
    • Filter panel:
      • “Brands” drop-down:
        • contains the List of Customer and Vendor Brands from the Company Settings;
      • “Document Type” drop-down:
        • contains the next List of Document Types:
          • Sale Order;
          • Ship Order;
          • Invoice;
          • Customer Credit;
          • Purchase Order;
          • Item Receipt;
          • Bill;
          • Vendor Credit;
    • Top panel:
      • “Add New” button:
        • is always clickable;
        • after clicking on the button -> the “Terms & Conditions” edit form is opened;
      • “Delete” button:
        • disable if no one row is checked;
        • if Terms & Conditions  don’t use for any Orders -> is displayed OMS Message:
          • Text: “Are you sure you want to delete?”;
          • Buttons:
            • Yes -> the pop-up is closed and Terms & Conditions is deleted;
            • No -> the pop-up is closed and Terms & Conditions isn’t deleted;
          • if Terms & Conditions are used for some Orders -> is displayed OMS Message:
            • Text: “You can’t delete this Terms & Conditions because it is used”;
            • Buttons:
              • OK -> the pop-up is closed and Terms & Conditions isn’t deleted;
    • Datagrid:
      • columns:
        • Document Type;
        • Brand -> is displayed Customer or Vendor Brand Name;
        • Terms & Conditions;
      • user can edit each Datagrid line;
      • after clicking on the item line -> is opened “Terms & Conditions” edit form;
    • “Terms & Conditions” edit form:
      • contains:
        • “Document Type” drop-down:
          • single select;
          • is required;
          • contains the next List of Document Types:
            • Sale Order;
            • Ship Order;
            • Invoice;
            • Customer Credit;
            • Purchase Order;
            • Item Receipt;
            • Bill;
            • Vendor Credit;
        • “Brands” drop-down:
          • if Document Type is empty -> is disabled;
          • if Document Type was selected -> is enabled;
          • contains the List of Customer or Vendor Brands from the Company Settings;
          • are displayed Customer Brands -> if in the Document type dropdown was selected one of next Types:
            • Sale Order;
            • Ship Order;
            • Invoice;
            • Customer Credit;
          • are displayed Vendor Brands -> if in the Document type dropdown was selected one of next Types:
            • Purchase Order;
            • Item Receipt;
            • Bill;
            • Vendor Credit;
        • “Terms & Conditions” textarea:
          • is required;
          • if the Customer / Vendor has linked Brands and for Brand was filled textarea:
            • On the corresponding Document is displayed info of Customer or Vendor Brand;
        • “Buttons:
          • Cancel -> edit form closed and nothing changes;
          • Save -> edit form closed with changes.

The hierarchy of Terms & Conditions using is the next:

• Dictionary -> the highest priority;
• Company Settings -> Customer / Vendor Brand;
• Company Settings -> Customer / Vendor Additional Settings -> the lowest priority.