CRM Provider Master Agreement

light111Provider Master Agreement 


Master Agreement is a contract between the provider and the company in B2B case with agreed products , prices and discounts. These products and prices copied over to the followup provider order created with reference of the master agreement.

Create a master agreement [ in CRM ].

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Provide the Business Partner.

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Add the products that are part of the agreement. Select change button.

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To set up a new price agreement for the product select NEW.

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The price can be one time price or it could be recurring price let’s say per month price.

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Provide the product name and the price. Go back.

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Go back.

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Release the item.

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Finally Save this.

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Now as a follow up document, create provider order.

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Search for the item of the master agreement.

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Select the required item and choose.

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Select the provider order transaction type.

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Select Create.

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The item price copied from the master agreement price agreement to the provider order item. Save.

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provider order got created.

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In the master agreement, all provider orders/contracts can be seen.

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In a standalone provider order is created without master agreement, then the product price is different.

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When the master agreement status set to complete, then no more provider order can be created.

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