Working with agreements
Default discount amounts and price-by terms are defined in your business terms with the manufacturer and with customers. You can initiate an agreement with the manufacturer for special circumstances to request a change to these terms.
For example, if you are getting an especially large order from a customer, you can use an agreement to request a larger manufacturer discount for a particular item.
Dealer representatives create new agreement records using the Agreements form. As soon as a representative submits the request to the manufacturer, the record is set to read-only in the dealership CPQ Enterprise Quoting system and is sent to the manufacturer's CPQ Enterprise Quoting system. At the same time, a task notification is sent to the manufacturer's pricing approvers, to inform them that a request is pending. As the request moves through the review workflow, the status of the request will be updated on the agreement's card.
| Status | Description |
|---|---|
| Draft | A dealer rep has created an agreement but has not yet submitted it to the manufacturer for approval. Dealer representatives can make changes to an agreement that is in Draft status. |
| In Review | The agreement has been submitted by the dealer representative to the manufacturer for review. The dealer representative can not make changes to an agreement with this status, but they can add comments. The manufacturer's direct representatives who are have the pricing approver role can make changes and add comments. |
| Approved | The agreement has been approved by the manufacturer's direct representatives. Both the dealer and direct representatives can add comments. |
| Rejected | The agreement has been rejected. Dealer representatives can add comments and/or return the agreement to Draft status. The manufacturer's direct representatives can only add comments. |
| Expired | The agreement expiration date has been reached. The terms of the agreement no longer apply for the specified customer and item(s).No changes or comments can be made. |
This section describes how to use the Agreements form to create and submit agreements for approval, and to delete them from the system.