How to set the default terms

Before you start

You have the Site manager or Central manager role.
The terms apply to the site selected in the context bar at the top.
You know the fee type, the rate or amount, the settlement grouping and from which day they apply.

Press Agreements in the screen bar.
In the Site default terms card press New default terms from…. The form opens with the terms in force today.
In Fee type choose "Percentage in oil" or "Monetary fee in oil".
Type the Rate % (e.g. 8 or 8.5) or the Fee €/kg of gross oil (e.g. 0.12), with at most 4 decimals.
In Settlement choose "Settlement per batch" or "Consolidated settlement".
Give Valid from. It must be after the date of the latest version.
Press Review the change. The What will change box says in words the new terms, what applies until then and that existing agreements do not change now.
Press Save the new default terms from …. If asked, sign in again.
You see "The new default terms from … were saved.". The focus moves to the apply button, so that you can also move the producers who follow the default terms: see How to apply new default terms.

…I want to change something before saving. Press Change the details or change a field; the review runs again.
…it says "The date must be after …". Default terms are never corrected backwards. Give a later date.
…it says "Someone else changed the terms meanwhile…". Your input was kept. Check the history and press again.