After you create a sales agreement, you must get it approved before its start date, or
it won’t be activated. You must also get a sales agreement approved when you update its terms. If
your admin has set up an approval process for sales agreements, you must submit sales agreements
for approval. If an approval process isn’t set up, you can self-approve sales
agreements.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer
Editions
User Permissions Needed
To approve sales agreement
Read and Edit permissions on Sales Agreement
You can only get a sales agreement approved if you’ve added at least one product or category
with it.
You can get a sales agreement approved either by submitting for approval through an approval
process or by self-approving it. If your admin has set up an approval process, you must submit a
sales agreement for approval through the approval process and can’t self-approve the sales
agreement.
Open a sales agreement record.
Choose one of the options.
To self-approve a sales agreement, in the Details tab, select a status that’s mapped to
the Approved status code and save your changes.
In the quick actions menu, click Submit for Approval, and then
provide a justification, if necessary.
For a new sales agreement, after the sales agreement is approved, the status of the sales
agreement changes to Activated.
For a sales agreement with updated sales agreement terms, after the changes are approved,
the status of the sales agreement changes to Activated and the values are updated in the
agreement terms.
For a sales agreement with updated sales agreement terms, after the changes are rejected,
the status of the sales agreement changes to Activated but the changed values aren’t
retained.
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