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Activate Obligations Based on Contract Status
Configure the Activate Obligations Based on Contract Status setting to control when obligations transition from On Hold to Active, Inactive, or Expired. The default value is Activated.
For example, the Activate Obligations Based on Contract Status contract type config setting is defined as Activated. When the contract status changes to Activated, the state of the obligation changes to Active.
Also, an email notification is sent when the state of the obligation changes if you set up the Contractual Obligations notification type. See Manage Notification Delivery Settings for Obligations.
| REQUIRED EDITIONS |
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
To define obligation notification settings: |
CLM Admin User |
- From Setup, in the Quick Find box, enter Contract Type Config.
- Click Contract Type Config.
- Click Edit on Activate Obligations Based On Contract Status setting.
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Review the default values are:
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Contract Type: Default
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Usage Type: Obligation Setting
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Config Type: Activate Obligations Based On Contract Status
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Config Value: {Activated}
If required, you can update the config value. The contract's impact on the obligation state is defined using the config value. The state of obligations associated with a contract is updated based on the change in the contract's status.
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- Click Continue.
