Use Quote Term conditions to customize when you want a Quote Term and its subterms included in a generated Quote Document. These conditions can be based on a summary variable or any Quote object field.
The following fields are available on the New Term Conditions detail page:
|Quote Term||Auto-populates with the quote term selected. It indicates the term applied to this condition.|
|Operator||Choose the operator to use when comparing the Tested Field with the Tested Variable.|
|Tested Field||Choose the quote field you want compared with the Testing Variable. If you want to compare another quote field, add the API name of the field to the Tested Field picklist as a value on the Term Condition object.|
|Value||Enter the value the Tested Field should be compared to, if absolute.|
|Tested Variable||Choose the summary variable you created previously if you want the Tested Field compared to this summary variable.|
Verify the Use Conditions related list is on the Quote Term page layout.