Create a sales agreement

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sn_csm_pricing.pricelist_manager and sn_sales_common.sales_manager

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quote > All-Quotes and select the quote to create a new sales agreement.
    3. Select Create sales agreement.
      The Quote must be in a Completed state for the Create sales agreement button to appear.
    4. In the Create sales agreement dialog box, enter the start and end date of the agreement in the Agreement start date and Agreement end date fields.
    5. In the Short description field, enter the details about the agreement.
    6. Select Create.
      A sales agreement is created. The message displays the sales agreement number.
    7. 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.

    What to do next

    An order can be placed in the Order Management application based on sales agreement.