View Partner Agreement Screen

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Revision as of 17:52, 18 December 2007 by JRZeitlin (talk | contribs) (Protected "View Partner Agreement Screen": Sysop page [edit=sysop:move=sysop])
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This screen allows you to view and modify agreements that you have created for your organization's partners. The page is divided into the following sections:


Partner Agreement Details

This section will display the general information about the partner agreement, including the following details:

  • Type - This is the type of agreement you have created (for example, "Partner").
  • Status - This is the current status of the agreement (for example, "Rejected" or "Active").
  • From Party - This is the party forming the partnership (typically your organization).
  • To Party - This is the partner relevant to the agreement.
  • From/Thru Date - This specifies the time period the partner agreement pertains to.
  • Description - This is a brief description to distinguish the partner agreement from other agreements.

This section also contains the following buttons:

  • [Cancel] - Clicking this button will cancel the agreement and remove all functionality from the screen so that you may no longer modify the agreement.
  • [Complete] - This button will only appear if the partner agreement is active. Clicking this button will change the status of the agreement to "Completed". The terms of the agreement will no longer apply to your organization's sales. This will also remove all functionality from the screen so that you may no longer modify the agreement.
  • [Edit] - Clicking this button will take you to a new screen where you can update the partner agreement information.


Payment Terms

See Payment Terms.