Agreements

An agreement is a record that establishes the terms and conditions of a transaction in the Marketplace.

It defines the relationships among objects, such as buyers, sellers, and licensees, and serves as the foundation for placing orders and creating subscriptions on the platform.

Viewing the list of agreements

To access the list of agreements, go to Marketplace > Agreements.

For each agreement, you can view key details, such as the agreement name, related product, and entities, including licensee, buyer, and seller.

You can also view the status of the agreement, estimated sales price, and more.

The Agreements page in the platform.

Viewing agreement details

On the agreement details page, you can view detailed information for the agreement. Some information is read-only, while others include links that allow you to navigate to further details.

To view agreement details:

  1. Go to Marketplace > Agreements.

  2. Select the agreement you want to view. The agreement details page opens.

  3. Use the tabs on the agreement details page to view different types of information:

Tab
Description

General

Displays the most up-to-date information for the agreement.

Subscriptions

Displays all subscriptions that exist within the agreement and the details of those subscriptions.

Assets

Shows your one-time purchases. One-time purchase items are non-subscription items where you own the license indefinitely.

Entitlements

Displays the items you have purchased along with their details, including quantity, pricing, status, and more.

Parameters

Displays the ordering and fulfillment parameters.

Entities

Displays the entities linked to the agreement, including licensees, buyers, and sellers.

Orders

Displays orders placed under the agreement, including purchase orders, change orders, and termination orders. You can select the order to view the order details page.

Split billing

Displayed only if you have enabled split billing. You can view and manage the buyers you have configured for split billing. For details, see Configure buyers for split billing.

Attachments

Displays all files attached to the agreement by the vendor or SoftwareOne.

Terms

Displays the terms associated with the agreement and shows when they were accepted and by whom.

Details

Displays reference details, additional IDs, and timestamps.

Audit trail

Displays a record of events related to the agreement. For details, see Audit Trail

Agreement statuschevron-rightTerminate agreementchevron-rightRename agreementchevron-rightAdd or update additional client IDchevron-rightView and download attachmentschevron-right

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