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Vlocity Contract Lifecycle Management
Optional: Group Sales Terms in Attribute Category for HINS Winter '23 and Later Releases

Optional: Group Sales Terms in Attribute Category for HINS Winter '23 and Later Releases

You can group all your Sales Terms under one attribute category. This procedure is recommended if you want to keep all your sales contract terms under one attribute category for reporting purposes.

  1. From Setup, in the Quick Find box, enter Custom.
  2. Click Custom Settings.
  3. Find Contract Management Configuration Setup and click Manage next to the name.
  4. Click New.
  5. Define the fields as follows:
    NameTermCategoryName
    Setup Value SalesTermCategory
  6. Click Save.
 
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