Create a sales agreement

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

    • Create a sales agreement from a quote between a buyer and a seller for future transactions.

    Antes de Iniciar

    Role required: sn_csm_pricing.pricelist_manager and sn_sales_common.sales_manager

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quote > All-Quotes and select the quote to enable a new sales agreement.
    3. Select Enable sales agreement quote.

      After the sales agreement is created, a message displays the sales agreement number. The request tracker enables agents to monitor the progress of sales agreements creation. All the information on the sales agreement is captured from the selected quote.

      For more information, see Enable a sales agreement in a quote.

    4. Select the sales agreement number.
      The new sales agreement is displayed. The price list created for this new sales agreement is referred in the Default price list field.

    O que Fazer Depois

    An order can be placed in the Order Management application based on a sales agreement. For more info, see Add a sales agreement to an order in Order Management.