Outline Agreement with Customers 
An outline agreement contains shared conditions for several quotations and contracts, such as price agreements. Outline agreements apply to a particular business partner or group of business partners.
You can use outline agreements to define centralized conditions, such as price agreements and general terms and conditions, for all lease quotations and leases of a business partner or group of business partners. When you assign the outline agreement to a quotation or contract, the system copies the corresponding data from the outline agreement.
Structure
In leasing, outline agreements are CRM documents of the transaction type Master Agreement (MA). You define the data used for the terms and conditions in transaction processing. When you create a lease or a lease quotation, you can assign an outline agreement at item level. Alternatively, you can use the outline agreement to create a quotation or contract as a follow-up document.
Note
Before you can assign outline agreements to a quotation or contract, you have to activate contract determination in Customizing for SAP Customer Relationship Management, by choosing 
Transactions 
Basic Settings Define Transaction Types 
and the detail view for the transaction types FS Quotation (FSO1) and FS Contract (FSC1). You can then decide whether you want to automatically assign the outline agreement to the document where this assignment is unique (E) or whether you want to confirm this assignment in a dialog box (F).
If more than one outline agreement can be assigned, the system always displays a dialog box from which you can manually select the relevant outline agreement for the quotation or contract.
Contract determination uses the parameters Sold-To Party and Validity Period to restrict the search for matching outline agreements. When you have assigned an outline agreement, you can view the assignment at header and item level in the Transaction History assignment block.
Print function: At header level in the outline agreement, you can use the action Print General Terms and Conditions to print the general terms and conditions as smart forms.
Integration
If you want to use survey templates to depict the general terms and conditions, you can use the CRM Survey Suite. For more information, see Survey Tool and Survey Suite.