Terms and Conditions

The Terms and Conditions (TRMC) library supports the setup of reusable, standard terms and conditions that will be in a central location available to all. CGI Advantage uses a time stamp to keep track of when the term or condition was added and when it was last updated. 

Buyers select the terms and conditions on Procurement transactions. Terms and Conditions may be set for the transaction or at the commodity line level. Vendors must adhere to the terms and conditions. You can set up a template of multiple terms and conditions on the Terms and Conditions Template table or from Solicitation transactions.

When searching for Terms and Conditions from transactions, only active records, as indicated by the Active flag on this table are displayed.

Configuration Points:

• Define the Terms and Conditions for goods and services to be used during the Solicitation process.

• Enter a unique identification and name for the Terms and Condition. Description is also required, but the Section field is optional.

• Select the check box for the corresponding fields to prevent them from modification. If checked, the fields in the Terms and Conditions section of the transaction are protected. If unchecked, the fields can be edited.

• The following fields can be locked.

  • Lock Terms and Conditions

  • Lock Name

  • Lock Section

  • Lock Description

  • Lock Date

  • Lock Attachments

  • Lock Sequence