Table of content
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Step by step
1 - Go to the Commitments tab
2 - Select the view My Commitments (Assigned & Rejected)
3 - Select one commitment by clicking on its name
4 - Complete the fields in the section “To be completed by Sales Rep” :
Reviewed Price (LTC)
Effective Date
Negotiation Status
All other fields are readonly.
If the field Is Frozen is checked the commitment can’t be edited anymore.
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The contract record is displayed | |||||||||||||||||
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Before submitting a contract for validation, The user has to fill some mandatory fields: start date, end date, contract terms, etc. |
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The contract is divided into 3 sections: |
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| In the Main Information section we have the Description field. This field is displayed on the related list contract on the account. |
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The contract also has some related list: |
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If the user set the visibility to “confidential”, he can extend the visibility of the contract by adding other users in the Contract Team |
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Once the user has filled all the necessary fields, he submits his contract for validation
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The designated approver(s) will receive by email a notification with a link to the contract in SFDC. |
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If the user has already submitted his contract but needs to modify an information, he can recall the approval request and explain the reason: |
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Approbation (for Aroma Performance only) | |||||||||||||||
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To approve, the approver needs to go in SFDC and click on “approve/reject”, and then approve (or answer to the mail by "APPROVE" or "REJECT") | | ||||||||||||||
The approval process implemented for Aroma Performance follow those rules: |
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The contract is now approved: | |||||||||||||||
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The user can finalize the signature. In Salesforce he can track who signed from customer and Solvay side, and when. Finally, he schedules an automatic reminder before the expiration of the contract:
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If needed, the user can attach a PDF copy of the contract in Salesforce with the related list Notes & Attachments :
To complete the process, the user sends the contract to the legal department which will log all informations in Contract’Tech. | | ||||||||||||||
5 - Change the status to Pending Review
This commitment will no longer appear in the list view My Commitments (Assigned & Rejected)
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Note that if the Reviewed Price you enter is above or equal the Target Price, the commitment Status will automatically be set to from Pending Review to Approved after been saved. |
Need help?
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