Sales agreement status lifecycle, approvals, and renewals
Key Takeaway
A sales agreement's status decides what users can change. Enabling "Approval Process" in Setup stops self-approval. If changes to an activated agreement are rejected, the agreement returns to Activated with its earlier values.
In Agentforce Manufacturing, a sales agreement moves through statuses such as Draft, Approved, Activated, Under Revision, Expired, and Cancelled. The current status controls which values users can edit and whether they can add or delete products. Approval moves a new agreement toward activation. Later changes to its terms need approval again. Renewal creates a new agreement from an existing one, so long-term run-rate business can continue.
How an agreement moves through its stages
The "Status" field on a sales agreement shows its stage. On the main path, an agreement moves through four stages in this order:
- Draft: every new sales agreement starts here. The agreement terms aren't finalized yet.
- Approved: the agreement terms are finalized. An agreement must be approved before its start date, or it won't be activated.
- Activated: an approved agreement changes to Activated automatically on its start date. Users can't activate an agreement before that date. After activation, users can create and track orders against the agreement.
- Expired: an activated agreement expires automatically on its end date. Users can't expire an agreement before its end date.
An agreement can also be cancelled. When an agreement is cancelled, its actuals are recalculated.
Lena is a key account manager at a valve maker. She creates a sales agreement with a regional distributor, and it starts in Draft while she sets planned quantities. She gets it approved in late December, before its January 1 start date. On January 1, the status changes to Activated on its own. From then on, Lena can create and track the distributor's orders against the agreement. On the December 31 end date, the agreement expires automatically.