Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Contracts/Configure_Contracts.htm

## 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

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Contracts Admins](#)

To configure this feature:

1. Ensure [Configuring Accounts](../Accounts/AcctConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects**.
5. 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 * 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 | * agreement\_\_v * mobile\_created\_datetime\_\_v * mobile\_id\_\_v | Edit |
6. Grant Execute permission to the **Activate** and **Unlock** actions on the contract\_\_v object.
7. Grant Execute permission to the **Activate** and **Unlock** actions on the contract\_partner\_\_v object.
8. 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**
9. Navigate to **Admin > Users & Groups > Permission Sets**.
   * Select the appropriate permission set
   * Select **Tabs**
   * Select **Edit**
   * Select the **contract\_\_v** tab
   * Select **Save**.

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Accounts](../Accounts/AcctConfig.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects**.
5. 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 * 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 |
6. Grant Execute permission to the **Activate** action on the contract\_\_v object.
7. Grant Execute permission to the **Activate** action on the contract\_partner\_\_v object.
8. Navigate to **Admin > Configuration > Objects**.

   * Select **account\_\_v**
   * Select **Layouts**
   * Add the **contract\_partner\_\_v** related object section to the appropriate layout
9. 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
10. 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.

### Related Topics

[Contracts Overview](Contracts_Overview.htm)

[Creating and Managing Contracts and Contract Lines](Create_Contracts.htm)