Use Case for Creating an Agreement

This topic describes the use case for creating a perpetual Agreement.

Note

This use case gives one example on how to create a perpetual agreement between the company and the contract employee. You might use this functionality differently, depending on your business case.

This use case describes how to create a contract between two entities to hire a contract employee in the company ABC without the need of further renewal required for the employee, though he is a contract employee.

In this case, a contract administrator or an authorized HR person creates, manages, and finalizes the contract between the company ABC and the contract employee.

Pre-requisite: Make sure you have the following:

• An account for the company ABC is created.

For this business, the contract employee must serve the company ABC, for a long term.

To create a perpetual agreement, perform the following steps:

1.  Go to the Agreement tab and click New.
   

   The SelectAgreement Record Type page is displayed.

2.  Select an option from the Record Type of new record drop-down list, and click Continue.

   The New Agreement page is displayed.

3. Click Continue.

   The Agreement Edit page is displayed.

4. Enter agreement name in the Agreement Name field.
5. Select an account from the Account picklist.
6. Select Start Date.
7. Select the Perpetual check box in Terms and Renewals section.
8. Enter or select values in the required fields (marked in red) which are mandatory to complete the agreement record details.
9. Click Save.

Result:

The perpetual agreement is created.

Next Step:

Similarly, you can create other agreements that do not have an end date and do not require further renewal of the contract.