Creating and Managing Contracts and Contract Lines
Contracts allow users to capture an agreement with an account, or multiple accounts, to influence ordering and promotional behavior, or to dictate where to display products.
A contract has the following characteristics:
- Can apply to multiple accounts at the same time
- An account can have multiple contracts
- Stores attached documents
- Must be activated before users can capture signatures
- Are attached to accounts using contract partner records
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Contracts Admins
Creating Contracts as
Contracts Admin
To create a contract:
- Navigate to the Contracts tab.
- Select Create.
- Select the Contract Type:
- Listing
- Sales
- Select Continue.
- Complete the following fields:
- Contract Name
- Start Date
- End Date
- Other fields as needed
- Select Save.
After creating the contract, contracts admins must define the appropriate contract lines.
Creating Contract Lines as
Contracts Admin
Contract lines can only be created using the related list on the detail page of an unlocked contract. Contract lines inherit the object type of the contract.
To add contract lines:
- Select Create in the Contract Lines section of the contract you just created.
-
Enter the Start Date and End Date if the Start Date and End Date for the Contract Line should be different from the Start Date and End Date of the Contract. If Contract Line Start Date and End Date are blank, the Contract Line inherits the Start Date and End Date of the Contract. This step is optional.
-
Select the appropriate Product:
- For sales__v and listing__v contract lines object types, only one contract line is allowed per product, per contract. For example, two contract lines for the same contract cannot both lookup Cholecap.
- For sales__v contract lines, the product selected must be of type Order, Product Group, or Detail. Users can also leave the product lookup blank. If users define a contract line without a product, achievement totals for the contact line are calculated by summing all orders for the account within the validity period
- For listing__v contract lines, the product selected must be of type Inventory Monitoring. Listing contract lines must be associated with a product.
-
Complete the appropriate Order Management or Inventory Monitoring fields, depending on contract object type.
- Select Save.
Activating Contracts as
Contracts Admin
When a contract is created, it is initially in draft status and cannot yet be used. To use a contract, you must activate it.
To activate a contract:
- Select a contract from the Contracts tab.
- Select Activate from the All Actions menu.
- Select Save.
Contracts and associated contract lines are locked when a contract is activated. This ensures no unintended changes are made to an activated contract.
When a contract is activated, the contract and associated contract lines cannot be edited or deleted. Attachments can still be edited.
Unlocking Contracts as
Contracts Admin
Contracts and associated contract lines are locked when a contract is activated. This ensures no unintended changes are made to an activated contract. To make changes to an activated contract or contract lines, contracts admins must first unlock the contract.
To unlock a contract:
- Select the Contracts tab.
- Select Unlock from the All Actions menu for the contract you want to unlock.
