Process of Managing Agreements

The following list shows the tasks that end users typically perform to manage agreements. Your company might follow a different process according to its business requirements.

To manage agreements, end users perform the following tasks:

• Creating Agreements (End User)

• Verifying Agreements (End User)

• Associating Other Records with Agreements (End User)

• Submitting Agreements for Approval (End User)

• Viewing Entitlements and Products for Agreements (End User)

• Viewing Agreements for Contacts (End User)

• Renewing Line Items for Agreements (End User)

• Defining Charge Plans for Agreement Line Items (End User)

• Defining Conditional Charge Plans for Agreement Line Items (End User)

• Managing Line Item Revenue for Agreements (End User)

• Generating Documents for Agreements (End User)