Add a sales agreement to an order in Order Management

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add a sales agreement to an order to set pricing, filter catalog options, and streamline product configuration.

    Antes de Iniciar

    Role required: sn_ind_tmt_orm.order_agent, sn_ind_tmt_orm.service_agent

    Por Que e Quando Desempenhar Esta Tarefa

    A sales agreement is a contract to purchase a defined set of products and services for a fixed price. With a sales agreement:
    • Terms are defaulted for the order.​​
    • Price lists are defaulted based on the pricing terms.
    • The order catalog is filtered for products and options.
    • Agents can configure product bundles for orders.
    • Agents can move quickly through the order process.

    See Using Sales Agreement Management and Create a sales agreement to learn more about creating a sales agreement.

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Customer Orders > All.
    4. Select an order.
    5. Select the more actions icon , and then select Order details.
    6. In the Customer Order form, select the sales agreement you want in the Sales Agreement field.
    7. Select Update.
      The sales agreement with its product offerings and price lists is added to the order.

    O que Fazer Depois

    Add products or services to an order in Order Management