PDF
Download PDF
Download page Fields.
Fields
The following table contains a list of agreement fields along with its detailed description.
Field Label | Description | Data Type | Required | Default Value | Reserved |
---|---|---|---|---|---|
Account | The link to the account record to identify the external party to this agreement. | Lookup(Account) | Yes | Yes | |
Activated By | Auto populated with the user who activates the agreement in the system. Read-only. | Lookup(user) | |||
Activated Date | Auto populated with the date on which the agreement was activated in the system. Read-only. | Date | |||
Agreement Category | Used to categorize agreement types. This can be agreement type specific (add appropriate values for each agreement type) and can also be used for template filtering. | Picklist | |||
Agreement End Date | The end date for an agreement. A required field on activation, if the agreement is not perpetual. | Date | Yes | Yes | |
Agreement Name | Unique identifier for the agreement record. This name appears in page layouts, related lists, lookup dialogs, search results, and key lists on tab home pages. By default, this field is added to the custom object page layout as a required field. | Text(80) | Yes | Yes | |
Agreement Number | The system assigned unique agreement number. Identifies the agreement number, including the version number. Use this field to display on screens, reports, dashboards, search filters and columns, and more. | Auto Number | Yes | Yes. Not changeable by user. | |
Agreement Start Date | The effective date of the agreement. A required field on activation. | Date | Yes | Yes | |
Amendment Effective Date | The date from which the amendment is effective. If set during agreement creation, this field is auto-populated in the amended agreement. | Date | |||
Auto Renew | Indicates whether the agreement will auto renew. | Check box | |||
Auto Renewal Terms | Specifies any terms associated with auto renewal. | Long Text Area (32000) | |||
Business Hours | Corporate Business Hours associated with the agreement; used for cycle time reporting. | Lookup(Business Hours) | |||
Company Signed By | Link to contact record to identify internal signatory. | Lookup(Contact) | Yes | ||
Company Signed Date | Date when internal signatory signed. | Date | Yes | ||
Company Signed Title | Title of person signing on the behalf of Company. | Text(80) | |||
Contract Duration (Days) | The duration from Start Date to End Date in days. Shown when agreement is 'In Effect'. | Formula(number) | Yes | ||
Contracted Days | Days from Contract Start Date to Current Date if the contract is In Effect and Start Date is set. | Formula(number) | Yes | ||
Created By | User who created the record | Lookup(User) | Yes – System assigned | Yes | |
Description | Detailed description of an agreement. | Long Text Area(32000) | Yes | ||
Executed Copy Mailed Out Date | Date on which the final, executed copy was mailed out to the external party. | Date | |||
Executed Date | This is a date field that is auto-populated when a document is eSigned (Adobe Sign or DocuSign) by all the recipients. A user can manually enter the date when the document has wet signatures and when the signed document is uploaded manually. | Date | |||
Initiation Type | To indicate whether this record is being filed as an executed agreement or is being negotiated in the system. | Picklist | Yes - System assigned | Negotiate Contract | Yes. Not changeable by user. |
Internal Renewal Notification Days | Notification period prior to Renewal Notice Date when notification is sent out internally to indicate that renewal is approaching. Email alert needs to be setup, if needed. | Number | Yes | ||
Internal Renewal Start Date | Auto populated with Date by which internal notice of internal renewal is approaching. It is calculated as Issue Renewal Notice Date minus Internal Renewal Notification days. | Date | Yes – System assigned, changeable by user | ||
Last Modified By | User who most recently changed the record | Lookup(User) | Yes – System assigned | Yes | |
Non Standard Legal Language? | To indicate whether this agreement contains non-standard language. | Checkbox | |||
Other Party Returned Date | The date on which other party returned the signed agreement. | Date | |||
Other Party Sent Date | Auto populated with the Date on which agreement was first sent to other parties for review or signatures. | Date | |||
Other Party Signed By | Link to contact record to identify external signatory. | Lookup(Contact) | |||
Other Party Signed By (Unlisted) | External signatory identifier (when signatory is not maintained as contact (record) in the system). | Text Area | |||
Other Party Signed Date | Date when external signatory signed. | Date | |||
Other Party Signed Title | Title of person signing on behalf of Other Party. | Text | |||
Outstanding Days | Shows the number of days between date agreement was today, if not returned. Else number of days between returned and sent. | Formula(number) | |||
Owner | Assigned owner of the agreement record | Lookup(User) | Yes – System assigned, changeable by user | Login User | Yes |
Owner Expiration Notice | To indicate the number of days prior to the expiration date that a notification needs to be sent to the owner. | Picklist | 90 Days | ||
Parent Agreement | Reference to the parent agreement if the current agreement was created as a child or assigned manually. | Lookup(Agreement) | |||
Perpetual | Identifies whether the agreement has a specified end date or if it is open-ended. | Checkbox | |||
Primary Contact | Primary external contact for the agreement. | Lookup(Contact) | |||
Record Type | The agreement type for this record | Record Type | Yes | Agreement Type from selection screen | Yes |
Related Opportunity | Identifies the opportunity related to the agreement. | Lookup(Opportunity) | |||
Remaining Contracted Days | If the agreement is In Effect, this value is calculated as Contract Duration Days less Contracted Days. | Formula(number) | |||
Renewal Consent | Indicates whether consent is required to extend or renew the agreement. | Checkbox | |||
Renewal Notice Date | It is calculated as Agreement End Date less Renewal Notice Days. | Formula(Date) | |||
Renewal Notice Days | The number of days before Agreement End Date when renewal notice is due. | Number | |||
Renewal Term (Months) | The number of months to extend the agreement. | Number | |||
Renewal Terms | Specifies any terms for renewal. | Text Area | |||
Request Date | The date when the agreement was requested. | Date | |||
Requestor | Agreement Requestor (user). | Lookup(user) | |||
Risk Rating | This field allows users to track agreement risk rating. | Number(5, 2) | |||
Source | Specifies the source of the agreement—Internal Paper or Other Party Paper. | Picklist | Internal Paper | Yes. Not changeable by user. | |
Special Terms | Identifies any special terms related to the agreement. | Text Area | |||
Status | The sub stage of an agreement—the status underneath a given status category. These are generally modifiable by the customer except for the following values which are reserved to manage agreement life cycles: Request, Submitted Request, Cancelled Request, In Amendment, Being Amended, Superseded, Activated, Expired, Internal Signatures, Author Contract, Expired, Terminated, Ready for Signatures, Fully Signed, Signature Declined. | Picklist | |||
Status Category | The higher level state of the agreement-In Authoring, In Effect, Expired, and more. These are reserved values. | Picklist | Request | Yes. Not changeable by user. | |
Subtype | The subtype of the agreement for a given agreement type. The user specifies the values based on their agreement types. | Picklist (Default) | |||
Term (Months) | Identifies the term of an agreement, in months, from the Agreement Start Date. | Number | |||
Termination Comments | Comments for the termination of an agreement. | Long Text Area(32000) | |||
Termination Date | Date when the agreement was terminated. | Date | |||
Termination Notice Days | Notice period, in days, prior to the termination of agreement. | Number | |||
Termination Notice Issue Date | Date when the termination notice for an agreement was sent or received. | Date | |||
Total Agreement Value | Total value of an agreement. | Currency (16, 2) | |||
Version | The version number of the agreement that is incremented each time an agreement is amended. | Number (3,0) | Yes – System Assigned | Yes |