Terminating an Agreement
- The administrator has granted the user permission to terminate an agreement.
- Ensure that the original agreement's status category and status are In Effect and Activated respectively.
You can use the terminate action to end an agreement.
An administrator can:
- Add the default status categories to the APTS_StatusCategoriesToInclude admin entry to allow updating the status of an amended or renewed child or related agreement to Terminated.
- Add custom status categories that must be blocked from being updated for a child or related agreement to the APTS_StatusCategoriesToExclude admin entry.
To terminate an agreement
- Click the Terminate and review the information it presents. Click Continue.
- The agreement record is terminated.
- The values in the status category and status fields are updated to Terminated.
- Conga CLM emails an agreement termination notification to the primary contact.
