When you open an Agreement/Promotion, an existing one or new, you will see that the document's details are split into several tabs.

At the very top of the page, you can edit the name of the Agreement/Promotion. Next to the Agreement/Promotion ID and name, the current document and workflow status is displayed.

Open

Header

The Header tab summarizes the basic information, such as: the start and end dates, the calculation and payout dates, user group entitlements.

In the Input Parameters section, you select for which customer and products the document is, and provide any other inputs applicable to the whole Agreement/Promotion (these inputs are defined in the header logic).

 Customers and products selected in the header input parameters will be displayed as placeholders in the Customer/Product inputs on line-item/folder level on the Items tab. 

The Description section provides a text field for notes concerning the Agreement/Promotion.

On the Calculations & Details panel, the Calculations tab summarizes the results for the whole Agreement/Promotion. On the Details tab, there is a summary of the document details – they are set by the system and require no action.

 If your Agreement/Promotion has many inputs you can collapse the Calculations panel to display the inputs across the whole window width.

Note: The administrator can hide one or more of these attributes and they will not be visible to the user.

Items

On the Items tab, you select the Condition Types to be included in the Agreement/Promotion. The Condition Types are the basic building blocks of any Agreement/Promotion.

Line Items Table

Folders

If your Agreement/Promotion has many items, you can organize them into folders and subfolders.

To create a new folder:

• Click the Add Folder button.

• After clicking Browse Items and selecting line items, click Add to New Folder to create a folder that will contain these items.

Input parameter values can be entered on both root/folder and item level. Parameter values inherited from the parent folder are displayed as a placeholder text in the input field.

Note: Each Agreement/Promotion can contain up to 100 folders.

Agreement/Promotion Items

After selecting an item in the table, you can enter input parameters' values. Input parameters are defined by the calculation logic associated with the Condition Types.

Mass Edit

When you need to update input parameters for multiple items simultaneously, you can do it use the Mass Edit function. Select the required products (or apply a quick filter, which filters by all column values at once).

Detail & Settings

The collapsible right-hand side panel is divided into three tabs:

• On the Details tab, there is a summary of the document details. They are set by the system and require no action.

• Input Parameters can be set up for all products grouped in a folder or just on the product level. Parameter values of individual items inherited from the parent folder are displayed as a placeholder text in the input field.

• The Calculations tab summarizes the results for the individual line items based on the used calculation logic.

 Tips:

• Table layout changes can be saved as a view preference. See Common Table Actions for information on how to customize the table (filter, sort, auto fit, etc.).

• If there is enough space on the screen and if this functionality is not disabled by admin, the content of all the three tabs is displayed at once side by side and you can adjust the width of the sections.

Attachments

On this tab, you can add and view attached files. For each file, you can see who and when uploaded it, if it has ever been sent by email and if so, then by which user to which recipient.

The ability to add or remove attachments depends on the document status and your user roles:

• The Administer A&P Module role can upload and delete attachments in any document status with the exception of Invalidated.

• The Manage A&P Module role can upload attachments in any document status with the exception of Invalidated. It can delete attachments only of documents in the Draft status.

• Download is possible with any role in any document status.

Notes:

• Images can be pasted directly from clipboard.

• If you want to include attachments in the email sent to approvers, verify that the configuration option Disable Attachments is not enabled.

• If there are many user groups in your partition, loading the list of attachments can be slow because of filtering by user group. This filtering can be disabled to improve performance.

Workflow

Shows all approval steps, their status and all possible approvers. Before approvers handle the approval, they have a possibility to add another approver or watcher step.

Workflow History

Shows the history of the workflow actions performed for this Agreement/Promotion. Available for documents with the workflow status Denied, Withdrawn and Invalidated.

Messages

On this tab you can communicate with other users about matters regarding this Agreement/Promotion.

1. Type a name into the To field. User names will be suggested as you type. A message can have multiple recipients.

2. Type the message text into the Request/Message box. The character limit is 3000.

3. Click the Send icon.

Open

Message recipients will be notified by email and a pop-up message on the screen. When someone responds to your message or sends you a new one, you will receive an email too.

The underlying message templates can be customized; for details see Message Templates.

Documents

On this tab you can for quick reference list all the documents that are related to this Agreement/Promotion. From the Add Document drop-down menu, select a document type and then choose one or more documents from the list.

This tab must be added by administrator in the Agreement & Promotion Type configuration.

Actions

On this tab you can create Actions and assign them to yourself or somebody else.

When creating a new Action:

1. Select the Action Type, a template that defines the structure of the Action.

2. Write a short Summary (max. 255 characters).

3. (Optional) Set the Due Date.

4. (Optional) Add a Description (no length limit).

If a task is assigned to you, you can use the in-line icons to mark the Action as ‘Done’ or ‘Rejected’. You have more options in the bottom toolbar when you select an Action.

You can review all the Actions assigned to you or created by you on the User menu > Actions page.

When working with Actions, the following rules apply:

• Actions can be deleted only by their creator or by any user with the Administer A&P Module user role.

• Actions in Done or Cancelled status cannot be edited. They can only be reopened or deleted by entitled users (creator, assignee, user with Administer A&P Module role).

• Open actions can be edited by the user to whom they are assigned or by the user who created them.

• Email notifications are sent when a new action is assigned to the user or the due date has passed. The action creator is notified when the action's status changes. The messages are customizable.

• Actions are not copied to duplicated Agreements/Promotions.

This tab must be added by administrator in the Agreement & Promotion Type configuration.

Notes

This tab enables you to keep simple notes related to the Agreement/Promotion. There is no length limit.

This tab must be added by administrator in the Agreement & Promotion Type configuration.

Configure a Custom Agreement/Promotion Header

The main Agreement/Promotion attributes (Created by, Status, Workflow Status, Effective and Expiry Dates, Last Update, User Groups for editing and viewing) can be made available in a collapsible header on all tabs. You can also add a chart to the header if you want to see, for example, the overall Agreement/Promotion performance displayed in a graphical form.

The content and layout of the custom header are defined in an active Agreements & Promotions header logic. If needed, the custom header can be displayed dynamically depending on a condition in the header logic.

For details on logic configuration, see Configure a Custom Quote Header. Remember to use the cProcessor variable instead of quoteProcessor used in the example.