By creating a revision, you create a newer version of an Agreement/Promotion. At the start, the revision has exactly the same data and saved filters as the original Agreement/Promotion (attachments and messages are, however, not carried over). The revision is linked to the original Agreement/Promotion and replaces it in terms of validity. The purpose of a revision is to allow you to make changes while keeping the relation to the original object. This allows ERP systems to distinguish between an updated Agreement/Promotion or a brand new one. (In comparison, a copy of an Agreement/Promotion also has the same data at the start but it is an independent object and does not keep the link to its parent Agreement/Promotion.)

To create a new revision of an Agreement/Promotion:

1. Open an approved Agreement/Promotion (in Offer or Deal status) or select one on the Agreements & Promotions list page.

2. Click the Create new revision button.
   The complete Agreement/Promotion is copied and gets an updated name, e.g., C-1093-v2.1.
   If you create the new revision from the Agreement/Promotion detail, the new document is opened for editing automatically.

The version number becomes a suffix of the original name (e.g., C-1093) with the version number (e.g., v2.1). The name of the original Agreement/Promotion on which the revised Agreement/Promotion is based is shown in the column "Name w/o revision".

By default the new revision is recalculated immediately. If needed, this can be re-configured per type (Quote / Rebate Agreement / Promotion) by setting an advanced configuration option skipRevisionRecalc_CT (Q for Quotes, RBA for Rebate Agreements, CT for Agreements & Promotions) to the value true.

Multiple versions of the original Agreement/Promotion can be created (e.g., C-1093-v2.2 and C-1093-v2.3) and edited.

If one of the revisions gets 'Workflow status' - 'Approved', the original Agreement/Promotion gets 'Workflow status' - 'Superseded' and the other versions are marked as 'Invalidated'. Approved versions can again be versioned (e.g., C-1093-v2.2.1).

Custom Agreement/Promotion Revision Name

You can add a string of your choice between the Agreement/Promotion unique name and the revision number using the advanced configuration option quoteRevisionFormat with the value $uniqueName$your_string$revId$. The default value of this option is $uniqueName$-REV-$revId$.

• The allowed characters in the string are alphanumeric characters (including unicode characters like umlauts, Cyrillic or traditional Chinese and -<>_.!~*[]' characters).

• You can also use variables quote, contract (for Agreements & Promotions) and rebateagreement.
  For example: $uniqueName$-ext$contract.externalRef$-REV-$revId$ which generates (depending on your data) the name C-1234-extSFDC2345-3453-245235-REV-3.

 The revId and uniqueName variables must always be present to ensure uniqueness. Also be aware that the result must comply with specific conditions as it represents the uniqueName field (allowed characters, length limit, etc.).