Configuring Contracts
Components
- Contract - An agreement between a company and one or more accounts. Contains the details of the agreement.
- Template contract - Used to create agreement contracts. End users can add or remove contract lines from the template contract to create a customized agreement contract.
- Agreement contract - Created by end users from a template contract, then agreed to and signed by customers
- Contract Line - Lists products included in the contract
- In a sales contract, lines represents contractual obligations to order certain quantities or values of specific products
- In a listing contract, lines represent contractual obligations to fulfill certain requirements relating to display, the promotion, the visibility, or the availability of specific products
- Contract Partner - Account listed on the contract.
Configuring Contracts for

To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
contract__v
CRED
- listing__v
- sales__v
- account_specific_template__v
- agreement__v
- batch__v (batch jobs on sales contracts only)
- mobile_created_datetime__v
- mobile_id__v
- product_bound__v (product bound templates only)
- template__v
- template_name__v
Edit
contract_line__v
CRED
- listing__v
- sales__v
- mandatory_contract_line__v (mandatory contract lines only)
- mobile_created_datetime__v
- mobile_id__v
Edit
contract_partner__v
CRED
- listing__v
- sales__v
- agreement__v
- mobile_created_datetime__v
- mobile_id__v
- user__v (if capturing signatures)
- user_signature__v (if capturing signatures)
Edit
-
Grant Execute permission to the Activate and Unlock actions on the contract__v object.
-
Grant Execute permission to the Activate and Unlock actions on the contract_partner__v object.
-
Navigate to Admin > Configuration > Tabs.
- Select Create
- Create a tab for the contract__v object
- Select the listing__v and sales__v object types
- Select Save
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set
- Select Tabs
- Select Edit
- Select the contract__v tab
- Select Save.

To configure this feature:
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select Objects.
- Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
contract__v
CRED
- listing__v
- sales__v
- account_specific_template__v
- agreement__v
- call_objective__v
- name__v
- contract_status__v
- object_type__v
- default__v
- description__v
- device_type__v
- disclaimer__v
- end_date__v
- language__v
- local_currency__sys
- mobile_created_datetime__v
- mobile_id__v
- product_bound__v (product bound templates only)
- start_date__v
- status__v
- template__v
- template_name__v
- wholesaler__v (sales contracts only)
Edit
contract_line__v
CRED
- listing__v
- sales__v
- contract__v
- name__v
- object_type__v
- device_type__v
- end_date__v
- mandatory_contract_line__v
- mobile_created_datetime__v
- mobile_id__v
- mobile_last_modified_datetime__v
- notes__v
- product__v
- product_identifier__v
- start_date__v
- status__v
The following fields are for listing contracts only:
- im_consumer_price__v
- im_consumer_price_corpv__sys
- im_facings_simple__v
- im_facings_horizontal__v
- im_inventory__v
- im_layer__v
- im_moved_goods__v
- im_position__v
- im_facings_vertical__v
- local_currency__sys
The following fields are for sales contracts only:
- om_list_amount_achieved__v
- om_list_amount_achieved_corpv__sys
- om_list_amount_remaining__v
- om_list_amount_target__v
- om_list_amount_target_corpv__sys
- om_net_amount_achieved__v
- om_net_amount_achieved_corpv__sys
- om_net_amount_remaining__v
- om_net_amount_target__v
- om_net_amount_target_corpv__sys
- om_quantity_achieved__v
- om_quantity_remaining__v
- om_quantity_target__v
Edit
contract_partner__v
CRED
- listing__v
- sales__v
- user__v (if capturing signatures)
- user_signature__v (if capturing signatures)
Edit
-
Grant Execute permission to the Activate actions on the contract__v object.
-
Grant Execute permission to the Activate actions on the contract_partner__v object.
-
Navigate to Admin > Configuration > Objects.
- Select account__v
- Select Layouts
- Add the contract_partner__v related object section to the appropriate layout
-
Navigate to Business Admin > Objects.
- Select vmobile_object_configuration__v
- Activate VMOCs for the contract__v, contract_line__v, and contract_partner__v objects for the appropriate mobile devices
-
Add the contract__v field to the appropriate page layouts for the order__v, inventory_monitoring__v, and pricing_rule__v objects, if associating contracts with pricing rules.