Understanding the Sales Agreement Manager UX One Role

The Sales Agreement Manager role, and the associated UX One pages and components, enable you to:

  • View the watchlist alerts for expired sales agreements, agreements that are about to expire, closed agreements, and agreements for which the scheduled due date is approaching.

  • Analyze sales agreement information.

    For example, if you want to compare the number of sales agreements that were active and the number of sales agreements that were closed for a customer in the last 15 days, you can use the Active vs. Closed Agreements by Customer chart to view this data.

  • Access applications to review information or take immediate action, if necessary.

    For example, if you want to renew an expired agreement, you can click the Agreement Master (P38010) springboard task and update the agreement details in the Agreement Master program (P38010).

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components, that were delivered.

You can use these roles, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Understanding UX One Roles.