Agreements

Updated: June 2, 2020
Contents

An Agreement is a versioned template created by a provider to sign contracts with other accounts (vendors or providers). 

Video Tutorial

Go through the following short tutorial to understand concepts of using agreements and contracts:

Introduction

The Agreements and Contracts modules are closely related to each other. Every contract is based on a certain agreement. Providers create agreements as templates used to sign contracts with other accounts, either vendors or other providers:

In the above diagram, Provider A creates Agreement X to sign contracts with Vendors A, B, and C. On the other hand, the same Provider A creates Agreement Y to sign contracts with Providers B and C.

Data Model

The Agreements module enables providers and vendors to manage and use the following types of business objects:

  • Program Agreement: created by a provider to sign program contracts with vendors. The provider can use it in private and referral modes. Within a Program Agreement, the provider creates Distribution Agreements.
  • Distribution Agreement: exists only in the scope of a certain Program Agreement and sets detailed terms on reselling vendor products through a particular marketplace of the provider.
  • Service Agreement: used by a provider to sign contracts with other providers and this way invite other providers to Connect.
  • Syndication Agreement: used by a provider to sign syndication contracts with other providers and this way to arrange sale chains through those partners.

Provider Portal

The Agreements main page on the Provider Portal displays a list of various types of agreements created by the provider:

In the above list, the provider finds general agreement information:

  • Agreement: the name and reference to the agreement
  • Type: one of the agreement types as per Data Model, except for distribution agreement that you can find in a program agreement
  • Description: a brief description of the agreement
  • Status: the current state of the contract according to the workflow of the particular agreement type

To narrow down a list of contracts, providers can use search and filter patterns as described in Data Grids.

Vendor Portal

On the Agreements main page, a vendor can find all signed program agreements and distribution agreements within every program agreement.

From this page, a vendor can run various operations.

What is Next

The following documents describe various agreement types in more detail.

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