Configure Sales Agreement Management

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read
  • Use the Sales Agreement Management application to create sales agreements between a buyer and a seller for future transactions.

    Activate Sales Agreement Management

    As an admin, you can activate the following plugins to enable users to create and manage sales agreements. For more information, see Activate a plugin.

    Table 1. Sales Agreement Management plugins
    Plugin Description Dependency
    Sales Agreement Data Model [com.sn_sales_agmt_core] This plugin provides foundational objects to manage sales agreements.
    • Product Catalog Mgmt Core[com.sn_prd_pm]​
    • Price Management [com.sn_csm_pricing]
    Sales Agreement Management [com.sn_sales_agmt_wf] This plugin provides workflow to create and manage sales agreements.
    • Sales Agreement Data Model [com.sn_sales_agmt_core]
    • Lead to Cash Core [com.sn_l2c_core]​

    For more information on the installed roles and tables, see Components installed with Sales Agreement Management. To view sales agreements from an account, you must manually configure the sales agreement related list on the Account form.

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