Defining Related Clauses in the Library

For any given clause, you can define alternate and incompatible clauses. You can use alternate clauses as a substitute for the main clause on a contract. You can define clauses as mutually incompatible to prevent them from being used on the same contract.

Note: You can add alternate and incompatible clauses to an approved clause without requiring the creation of a new version.

Clause relationships work at a clause level, not at a version level. In other words, you do not need to establish relationships between clauses every time a new version of the clause is being created. Once established, the relationships apply to all versions of the clause.

If a clause is established as incompatible or alternate to another, and the alternative or incompatible clause is no longer active or valid, even though the relationship exists, the relationship will not be enforced on a business document. For instance, you cannot select alternates for a clause if the alternate is not active at the time of creating the business document.

You can define related clauses from the Update Clause page.

You access the Update Clause page when you perform one of the following operations:

Steps:

  1. Open a clause for update.

  2. Click the Related Clauses subtab.

  3. Click Add Another Row.

  4. In the Relationship field select one of the following options:

  5. In the Clause Title field, enter the clause title. You can also use the List of Values icon to search and select the clause.

  6. Click Save.

  7. You can optionally compare related clauses, in the following ways:

  8. You can optionally click Remove to delete a clause relationship.

See Also: