Process: Set up base contracts
Flow
Objective
To create a contract that has a shareable set of terms and conditions
Description
Certain industries or customer segments may have a common set of terms and conditions that are applicable to all contracts that are created for customers in those industries or segments. A Sales Manager can create a segment contract that contains this common set of terms and conditions. Every contract that is created for customers in those industries can then refer to the segment contract. This creates a contract that has all the terms and conditions from the customer contract, as well as all the terms and conditions from the segment contract.
The segment contract is not copied, but used by reference by each of the customer contracts. Therefore, if the segment contract is changed, then all customer contracts that reference the segment contract will immediately reflect the new terms and conditions.
Since the assumption is that a segment contract is created and deployed by a Sales Manager, no approval is required for such a contract.
Features
- Contract terms and conditions
- Contract life cycle
Edition
Enterprise
Subprocesses
Tasks
| Task | Description | Role |
|---|---|---|
| Create account for base contracts |
Create an account to hold base contracts |
Channel Manager |
Business artifacts
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