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            Update Values in Sales Agreement Terms

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            Update Values in Sales Agreement Terms

            Update individual values at a time or simultaneously update multiple values of a single metric in the agreement terms table. For a draft sales agreement, you can update the agreement term values for all the schedules. For an activated or approved sales agreement, you can update the values for the current schedule, the schedule before the current schedule, and future schedules. When you make updates to an activated sales agreement, its status changes to UnderRevision. After you get the updates approved, the sales agreement is reactivated.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To modify sales agreements: Read and Edit permissions on Sales Agreement
            To mass update agreement terms: Mass Update for Sales Agreement System Permission

            To update the metrics of a product for a specific schedule in a sales agreement, you can also update the corresponding Sales Agreement Product Schedule record.

            Update Individual Values in Agreement Terms

            Revise the individual values in the agreement terms of a draft or activated sales agreement.

            1. On a sales agreement’s record page, click Agreement Terms.
            2. Double-click on the cell that has the value that you want to edit, and edit its value.
              You can also click Enter (Windows/Linux) or Return (macOS) on the cell you want to edit. You can make multiple edits at a time.
            3. Save your changes.

              The status of an activated sales agreement changes to UnderRevision. The Change in Value icon icon in a cell indicates that the cell has an updated value.

              You can view the agreement terms for all items, items with edits, and recently added items.

            4. If needed, get the changes to your sales agreement approved.
              • If your admin set up an approval process, click Submit for Approval.
              • If you can self-approve the sales agreement, change the status of the sales agreement to Approved.
              • If the changes are approved, the status of the sales agreement changes to Activated and the values are updated in the agreement terms.
              • If the changes are rejected, the status of the sales agreement changes to Activated but the previous values are retained.

            Update Multiple Values in Agreement Terms

            Simultaneously update multiple values of a draft or activated sales agreement. Concurrently update the values of all products or categories, or up to 350 products or categories for all schedules or multiple schedules.

            1. On a sales agreement’s record page, on the Agreement Terms tab, click Mass Update.
            2. Select the products or categories.
              You can select multiple products or categories at a time.
            3. Select the necessary schedules.
              You can select multiple schedules at a time.
            4. Select the metric that you want to change the values for.
            5. Select the action.
              • Increase By
              • Decrease By
              • Replace With
            6. Enter a value for the selected action.
            7. To convert the value into its corresponding percentage, select Use as percentage.
            8. Save your changes.

              You receive an in-app notification when the process is complete.

              The status of an activated sales agreement changes to UnderRevision. The Change in Value icon icon in a cell indicates that the cell has an updated value.

              You can view the agreement terms for all items, items with edits, and recently added items.

            9. If needed, get the changes to your sales agreement approved.
              • If your admin set up an approval process, click Submit for Approval.
              • If you can self-approve the sales agreement, change the status of the sales agreement to Approved.
              • If the changes are approved, the status of the sales agreement changes to Activated and the values are updated in the agreement terms.
              • If the changes are rejected, the status of the sales agreement changes to Activated but the previous values are retained.

            See Also

             
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