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.
If you want to terminate your agreement, you can do so by creating a termination order through the platform. Terminating an agreement cancels all subscriptions within that agreement.
Before terminating an agreement, note the following points:
You can only terminate agreements in the Active state. Agreements in any other state (such as Processing or Updating) cannot be terminated. For a description of these states, see Agreement States.
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 in the upper right and select Terminate. The Terminate agreement window opens.
In the Items section, verify the details and click Next to continue.
In the Order details section, provide the reference information and click Next to continue.
In the Review order section, make sure to read the changes, including the terms and conditions, and then click Next to finalize.
The termination order is placed and the status of the agreement changes from Active to Updating. Click View order to go to the order details page. Otherwise, click Close.
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 so you can identify and manage your agreements easily.
Updating an agreement's ID is optional. If you choose not to update the ID, the platform will use the default 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 agreement ID is updated and displayed on the details page of the agreement.
If you have several agreements in your account, you can rename those agreements so you can locate them easily in your list of agreements.
Before renaming an agreement, note the following points:
You can only rename an active agreement. To learn about the different statuses, see .
While renaming the agreement, the new 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 in Agreement name and click Save.
The agreement's name is updated and displayed across all pages featuring the agreement within the Marketplace Platform.
| 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.
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.
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.
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. 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.
