Agreements

An agreement is a formalized record that establishes the terms and conditions of transactions. An agreement outlines the relationship between entities, such as the buyer, seller, and licensee, and forms the basis for placing orders and creating subscriptions within the platform.

In the Marketplace Platform, an agreement can contain one or several subscriptions, regardless of the agreement's status. Additionally:

  • An agreement can be terminated by canceling all subscriptions within that agreement.

  • An agreement can also be renamed as long as it's active.

Agreements interface

You can access the Agreements page by navigating to the main menu of the platform and selecting Marketplace > Agreements. The page displays all agreements that exist in your account.

On this page, you can view the following agreement details:

  • Agreements - Displays the name and ID of the agreement.

  • Product - Displays the product that you've purchased under the agreement and the product logo and marketplace ID.

  • Licensee - Displays the name and ID of the licensee to whom the license is issued.

  • Buyer - Displays the buyer's name and marketplace ID.

  • Seller - Displays the seller's name and marketplace ID.

  • SPx - Displays the estimated sales price of the product.

  • Created - Displays the date and time when the agreement was created.

  • Status - Displays the status of the agreement. For more information on the status, see Agreement States.

Agreement details page

The details page of an agreement provides all information related to the agreement. You can open the details page by clicking the name of the agreement.

What can I do on this page?

From the details page, you can complete the following tasks:

When you open the details page of an agreement, it shows the agreement's name, marketplace ID, and status. The details page also contains the following tabs:

  • General - Displays general information about your agreement.

  • Subscriptions - Displays all subscriptions in your agreement and details, like the subscription's name and ID, commitment term, start date, renewal date, and termination date. The estimated sales price per month and year, along with the subscription status is also displayed.

  • One-time purchase -Shows the items that you have purchased as one-time purchases, without a subscription. For each item, you can see the item name and ID, order number and date, quantity purchased, price per unit, and total price.

  • Parameters - Displays the ordering and fulfillment parameters associated with the subscription.

  • Entities - Displays all entities associated with the subscription and their details. Entities include licensees, buyers, and sellers.

  • Orders - Displays all orders placed in the scope of the agreement, including purchase, change, and termination orders. Clicking an order opens up the details page of that order.

  • Split billing - Displays the split billing information for the agreement. This tab is displayed only if split billing has been enabled for the agreement.

  • Attachments - Displays all file attachments and their details, like the name and ID, type, description, and more. You can also download the attachments and add or remove files as needed.

  • Terms - Displays the terms associated with the agreement and shows when they were accepted, and by whom.

  • Details - Displays the reference information, like the timestamps, additional IDs, and more.

  • Audit trail - Displays all events that have taken place within the agreement. For each audit record, you can view the log details and summary. To learn more, see Audit Trail.

Agreement StatesTerminate AgreementRename AgreementEdit Agreement ID

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