Creating Partner Agreement folder structure

Use this procedure to create a process flow and manage your partners and agreements in PA tool.

You can have one folder each for inbound and outbound agreements, or add new folders to set the structure of your partners and agreements. The inbound Test Agreement Test_100 and Test_20 are delivered with the package.

Use these guidelines:

  • Validate new structures for broken or duplicate agreements.

  • If you need to create new groups, create the groups outside of the Test Agreement group.

Use this procedure:

  1. Access the Agreement View tab.
  2. Right-click on a blank space in the Partner Agreements pane, or on a node to contain your new group, select Insert Group.
  3. Specify a name for the new folder.
    Note: 

    The parent folder for your agreement is your partner. This folder name is shown as your partner agreement name in EC Administration interface.

  4. Create new agreements connected to the folder in the existing or new structure.

    See Creating partner agreement.

  5. Save and exit.