An agreement is a formalized record that establishes the terms and conditions under which transactions occur. 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.
The following are the key points regarding agreements in the Marketplace Platform:
Agreements can contain one or several subscriptions, regardless of the agreement's status.
Agreements can be terminated entirely by canceling all subscriptions related to that agreement.
An agreement can be renamed as long as it's in the Active state.
You can access the Agreements page by navigating to the main menu of the platform and selecting Marketplace > Agreements.
From the Agreements page, you can:
View a list of the agreements that exist for your account.
Cancel all subscriptions within an agreement and terminate the agreement altogether.
Rename an agreement as needed.
Edit your agreement's ID.
Cancel all subscriptions and terminate your agreement.
If you want to cancel all subscriptions under an agreement and terminate your agreement completely, you can do so by creating a termination order.
Before terminating an agreement, note the following points:
You can only terminate agreements that are in the Active state. Agreements in any other state (such as Processing or Updating) cannot be terminated. For a description of these states, see Agreements Interface.
Creating a termination order doesn't immediately cancel your agreement. An agreement is terminated only after the vendor has approved it for termination.
Follow these steps to terminate your agreement:
Navigate to the Agreements page (Marketplace > Agreements). A list of your agreements is displayed.
Select the agreement you want to terminate. The details page of your selected agreement opens.
Click the down arrow next to Edit and select Terminate. The Terminate agreement window opens.
In the Items section, verify the details and click Next.
In the Order details section, add your reference number and notes and click Next. This step is optional.
In the Review order section, click Next.
The Summary section displays the confirmation.
Rename an existing agreement.
If you have several agreements in your account, you can rename those agreements so you can locate them easily.
Before renaming an agreement, note the following points:
You can only rename an agreement if it's in the Active state.
An agreement name cannot be blank. If the name is empty or invalid, the platform displays a message.
Follow these steps to update the name of your agreement:
Navigate to the Agreements page (Marketplace > Agreements). A list of your agreements is displayed.
Select the agreement you want to rename. The details page of your selected agreement opens.
Click the chevron in the upper right and select Rename.
Enter the new name and then click Save.
The name is updated and displayed across all pages featuring the agreement.
The Agreements page, located under Marketplace > Agreements, displays all agreements that exist for 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.
Status - Displays the status of the agreement. For more information on the status, see Agreement States.
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.
When you open the details page of an agreement, it shows the agreement's name, marketplace ID, and status. Informational messages that might apply to the agreement are also displayed.
General - The General tab is the default tab displayed when you open the details page of an agreement.
Subscriptions - The Subscriptions tab displays comprehensive details of all subscriptions under the selected agreement. You can view each subscription's name, marketplace ID, and commitment term. Additionally, the tab highlights crucial dates for each subscription, including the start date, renewal date, and termination date (if applicable). The estimated sales price per month and year, along with the subscription status is also displayed.
One-time purchase - The One-time Purchase tab displays details of the items you bought once, without a subscription. For each item, you can view the item name and ID, order number and date, and quantity purchased. You can also view the price per unit and total price.
Parameters - The Parameters tab shows the ordering and fulfillment parameters.
Entities - The Entities tab displays the details of the entities related to the subscription. Entities include licensees, buyers, and sellers. You can view each entity's name, marketplace ID, and address information.
Orders - The Orders tab displays all orders placed in the scope of the agreement. Use the Orders tab to view the order-specific details, such as the order ID, type of order, date when the order was placed, and the sales price. Clicking an order opens up the details page of the order.
Attachments - The Attachments tab displays a list of all attachments, including details, such as the attachment's name and ID, type and description, and the associated order. The updated date is also shown if any changes are made to the attachment. From the Attachments tab, you can also download the files to your device, upload new files as attachments, or modify or remove attachments.
Terms - The Terms tab displays the terms and conditions information, when they were accepted, and by whom.
Details - The Details tab displays the client and vendor IDs related to the agreement. This tab shows the date and time the agreement was created or updated, the latest pricelist information for your products, and other agreement-related references.
Edit your agreement's ID.
When you create a new agreement, the Marketplace Platform assigns a default reference ID to the agreement. You can change the default ID and assign a new ID.
Assigning an ID of your choice helps identify and manage your agreements easily.
Updating an agreement's ID is optional. The system will use the default ID if you don't update the ID.
Follow these steps to update the agreement ID:
Navigate to the Agreements page (Marketplace > Agreements). A list of your agreements is displayed.
Select the agreement you want to edit. The details page of your selected agreement opens.
Select the Details tab and then click Edit.
In Additional ID, enter the new ID and then click Save.
The new ID is updated and displayed on the details page of the agreement.
In the Marketplace Platform, an agreement can have several states (also known as status).
The following diagram shows the possible states and the transition between these states:
These states are displayed as Status within the platform. They are also shown beside the agreement name and ID on the details page.
State | Definition |
---|
Draft | The agreement is saved as a draft because the purchase order is saved for later during the ordering process. |
Deleted | The draft agreement has been deleted because the draft purchase order associated with the agreement was deleted. |
Provisioning | The agreement has been sent to the vendor and its pending fulfilment. |
Failed | The agreement has failed because the purchase order was canceled by the vendor or SoftwareOne. |
Active | The vendor has completed the purchase order and the agreement is active. It has at least one active subscription and no open orders. |
Updating | A business transaction or a change order is in progress for at least one subscription item within the agreement. |
Terminated | The agreement has been terminated and it no longer contains an active subscription. |