- Approving or rejecting a draft contract
Draft contracts can be approved or rejected by approvers and administrators with appropriate access. The process for approving or rejecting a contract is the same process that is used for all approvals in HCL Commerce.
- Changing a contract
Use HCL Commerce Accelerator to change a contract.
- Changing the shipping charges for a contract
Use HCL Commerce Accelerator to change the shipping charges for an account or a contract.
- Canceling contracts
Canceling a contract permanently prevents a buyer organization from purchasing under that contract. The contract stays in the HCL Commerce database for reference and can be viewed or used to create a duplicate contract. A canceled contract cannot be resumed.
- Creating an attachment for a contract
You can attach any additional information to the contract, which might include images, documents, spreadsheets, or other materials.
- Deleting a contract
Deleting a contract marks the contract for deletion the next time the HCL Commerce database is cleared of all objects that were marked for deletion. A contract that is marked for deletion cannot be duplicated, resumed, or used to create a new version of a contract. Both account representatives and sales managers can delete contracts.
- Duplicating contracts
Duplicating a contract creates a new draft contract with the same information of the original contract except for the name of the contract. An account representative can modify the duplicate contract and then
submit the contract for approval. When the duplicate contract is deployed, both the original contract and the duplicate contract can be active.
- Exporting contracts
Exporting a contract or service agreement removes a service agreement in XML format from the HCL Commerce Server.
- Importing contracts
Importing a contract or service agreement uploads a service agreement in XML format from your local client to the HCL Commerce Server and deploys the service agreement in HCL Commerce.
- Redeploying contracts
Deployment of a contract normally occurs automatically after a contract is approved. If deployment of a contract fails, you can attempt to deploy the contract manually. Only contracts in the DeploymentFailed state can be redeployed.
- Resuming suspended contracts
When the account representative wants to allow the buyer organization to purchase under the suspended contract again, they can resume the suspended contract.
- Submitting contracts for approval
Use HCL Commerce Accelerator to submit a contract for approval.
- Suspending active contracts
Occasionally, there is a need to prevent a buyer organization from purchasing under a contract for a brief time. An account representative can suspend a contract at any time.
- Viewing contract summaries
An account representative or sales manager can review an existing contract at any time by looking at the contract summary.
- Unlocking contracts
A Site Administrator, Sales Manager, or Seller can unlock a contract for a user. For example, if a user's system stops while the user is editing the contract, the contract might be locked on the system. Also, if one user is editing a contract, this contract locks and prevents other users from editing it.
- Finding contracts
Use HCL Commerce Accelerator to find contracts.
- Refreshing the contracts list
If you change the status of items in the contracts list (such as adding or removing a contract), you might want to refresh the list.