HCL Commerce Enterprise

Managing contracts

Managing a contract involves tasks that take the contract from creation to the end of the contract's lifecycle. The various tasks that are involved in managing a contract are performed by different roles.

  1. An account representative who is assigned to work with the buyer organization creates a new contract.
  2. When the contract is complete and the account representative checked the contract by viewing a summary of the contract, the account representative submits the contract for approval. When the contract is submitted, an email notice is sent to the sales manager.
  3. The sales manager checks the list of approval requests awaiting approval and approves or rejects the contract. The sales manager can add comments. If the contract is rejected, the account representative can perform any of the following tasks:
  4. If the contract is approved, the contract is automatically deployed. The terms and conditions in the deployed contract take effect on the start date of the contract.
  5. If deployment of the contract fails, the sales manager or account representative can redeploy the contract.
  6. There is no specific order to the tasks required to manage a contract once it is deployed. Once a task is deployed, the following tasks are used to manage a contract by using the Business Relationship Management tools available in the HCL Commerce Accelerator:

Before you begin

Before you create a new contract for a buyer organization, the buyer organization must have a business account with your store. For information about managing a business account, see Managing a business account.