Hvis du vil oprette en kontrakt til brug i Revenue Cloud, skal du først oprette en kontraktregistrering. Opret derefter en relateret tildelingsregistrering for anvendelse af applikationen Styring af indtægtslivscyklus.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise, Unlimited og Developer Edition af Revenue Cloud, hvor transaktionsstyring er aktiveret
Brugertilladelser påkrævet
Hvis du vil oprette kontrakter:
CreateContract API-tilladelsessæt
Find og vælg Kontrakter fra Appstarter.
Angiv kontraktdetaljerne, f.eks. kontonavn, startdato, status og alle andre nødvendige oplysninger.
Gem dine ændringer.
Vælg fanen Relateret.
Klik på Ny i afsnittet Tildelinger for applikationsanvendelse.
For Anvendelsestype for applikation skal du skrive OmsætningLifecycleManagement.
Gem dine ændringer.
Vælg fanen Detaljer.
Rediger statussen, og vælg Aktiveret.
Når du har oprettet en kontrakt, skal du udføre disse opgaver.
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