Record purchase terms and requests
Prepare the customer, selling organization, product, option, quantity, amount, and currency.
After this taskFinalized terms persist and remain distinct from current catalog pricing.
Starting conditions and inputs
Identify one purchase and the customer selected terms.
Values for this task
entry_url, purchase_id, product_id, option_id, quantity, agreed_terms
Command sequence
open "$entry_url" && snapshot -i
click "$purchase_row" && snapshot -i
get text body
fill "$terms_input" "$agreed_terms" && press 'Tab' && snapshot -i
click "$freeze_terms" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $purchase_row | Purchase record whose terms will be finalized |
| 2 | get text | Compare customer, product and selected options with sources. |
| 3 | fill $terms_input | Agreed purchase-terms input |
| 4 | press | Leave the purchase-terms input. |
| 5 | click $freeze_terms | Freeze terms button |
| 6 | get text | Read frozen customer, scope and amount separately from payment state. |
Check the result
Finalized terms persist and remain distinct from current catalog pricing.
Resuming after interruption
Check the original request ID and outcome first. Do not resubmit while its result remains unknown.
Identify required fields
Prepare the customer, selling organization, product, option, quantity, amount, and currency. Include scope, service dates, and agreement reference when relevant. A purchase can exist without a visit reservation.
Create the purchase request
Create a purchase in Payments or review one created by a website request. Keep unpaid requests pending. Verify customer and product, then link a reservation if needed.
Freeze agreed terms
Use Freeze terms after agreement to fix the buyer, scope, and amount. Compare the commercial snapshot with the agreement. Freezing terms neither receives money nor completes payment status.
Preserve historical terms
Do not reinterpret historical purchases using later catalog prices or options. Check frozen status and permitted changes first. Preserve the original agreement and reason for corrections.