Agreements Module

The Agreements module of the Products application manages all agreements.

Agreements contain the terms through which you offer products and services to your customers. In Gotransverse, using agreements with your products is optional.

Agreements are created and managed in the Products application. Agreements that have been associated with a product can be viewed in the Product Catalog application.

Terms within an agreement have the following features:

  • Length of time for commitment.

  • Transitional event at the end of the commitment.

  • Penalties for early termination from the commitment, if configured.

When initially created, an agreement has a status of Draft and can be changed or deleted. The status of the agreement must be changed to Active before it can be associated with products. An agreement with an Active status can be suspended but not deleted. Suspended agreements are maintained in Gotransverse for archival purposes.

Agreements can also be viewed in the Product Catalog application’s Agreements Module module. You can also link or unlink an agreement to a product in the Product Catalog application (refer to Link or Unlink Agreements to Product).

Complete the following steps to create and use an agreement:

  • Create an active agreement. Refer to Add Agreement.

  • Associate the active agreement to a product. Refer to Associate Agreements with Product. Agreements that are associated with a product can also be viewed in the Product Catalog application (refer to Agreements Module in the Product Catalog section of the user guide).

  • The product definition must have the Agreement Mandatory field selected to require an agreement be configured when the product is added to an order. Refer to Configure Product Definition.

  • Optionally, you can create actions that occur when an agreement ends. Refer to Agreement Notification Actions.

Refer to the following topics for additional information about working with agreements: