Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Opportunity and Quote Management > Setting Up an Opportunity or Quote > Complete Termed Agreements

Complete Termed Agreements

Overview

You can add contracts to opportunities or quotes through the Termed Agreements form.

Contracts can apply to a single plan, multiple plans, or an entire account. Through this feature, you can create:

  • multiple quotes, each with a different contract(s); or
  • a one-year quote and two-year quote with pricing specific to each.

Completing Termed Agreements

Getting Here: Select an opportunity or quote > click Add/Modify Plans > Termed Agreements

  1. Select one of the following options from the Contract Completion field:
  • Select Date Range: To specify a contract end date.
  • Select Duration: To specify a contract length.
  1. Select one of the following options from the Contract Start Date field:
  • Opportunity Close Date: The contract start date begins at the opportunity close date.
  • Custom Start Date: You can specify a custom start date from the input field that displays.
  1. Specify a contract end date or a contract length, depending on which option you selected from the Contract Completion field above.
  2. Select one of the following options from the Contract End Action field to indicate what should happen at contract end date or when the contract length expires:
  • Suspend service and billing
  • Suspend service and billing – prorate final invoice
  • Continue existing service without contract
  • Renew existing contract automatically

Termed Agreementsv2.png

  1. Review the opportunity or quote by expanding and collapsing all previously completed forms.
  2. Click Commit to submit the opportunity or quote or click Save as Draft to submit at a later time.

If the customer agrees to purchase the set of plans in the quote at a later date, you can sync the quote with the opportunity. After the quote is synced to the opportunity, the corresponding Salesforce product is added to the quote or opportunity with the final calculated price.

Editing Termed Agreements

Getting Here: Select an opportunity or quote

  1. Click the Edit link next to the applicable contract number under the Aria Contracts field.

aria contracts1v2.png

Note: The contract can also be deleted by clicking the Del link to the left of the contract number. A confirmation message displays.

The Edit Contracts screen displays.

  1. Make all applicable changes.
  2. Click Update Contract.
You must to post a comment.
Last modified
20:43, 20 Jul 2015

Tags

This page has no custom tags.

Classifications

This page has no classifications.