Assign an existing subscription to a Contract
1. Assign a subscription to a contract If a contract is CREATED or READY after the subscription is provisioned, you can still assign the subscription to the contract.In order to assign a subscription to ...
Read MoreTerminate a Subscription that is tied to a Contract
When you terminate a subscription within a contract, you can buy another one to replace it. Depending on the billing plan that you are using, you will be given a refund. ...
Read MoreExtend a Contract
If you want to extend the expiry date of a contract in IN_PROGRESS status, please follow the steps below: Go to the Contract app View the contract that you want to change Select Extend ...
Read MoreReplace a Contract
If a contract is being IN_PROGRESS and your customer wants to modify it, you can replace it with a new one.Requirements: The new contract start date MUST be earlier than the current ...
Read MoreProvision a Contract
Items of a contract are provisioned from the Customer app. You are required to select a Contract before you can choose the items and their variants.This action is done through: ...
Read MoreCreate a Main-contract
Step 1: Create a Main-contract In order to create a Contract, please follow the steps below: Go to the Contract app Select +Create Main Contract Fill in the obligatory field: Buyer Duration Example: ...
Read MoreConfigure Billing plan for a contract
Billing plan is an obligatory step when you create a contract. It defines how the customer pays you.There are 2 types of Billing plans: As incurred Milestone After you draft a ...
Read MoreCreate a Sub-contract
You can ask your supplier for a lower cost for items in your contract, or to simply fix the current cost and avoid future fluctuation. This can be done by ...
Read MoreChecklist: How to create a Contract?
Below are the steps to create a Contract: Create a main contract Set up billing plan for the main contract and mark it READY Request a sub-contract to bargain for competitive cost and wait for it ...
Read MoreContract status flow
Contract status Pending: when the contract is created, its status is pending Ready: when you manually mark it as ready (see below) In progress: since the contract is being provisioned until ...
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