Connect Customer Agreement to Site
Explanation
This activity is used to specify the sites the customer agreement is valid
for. However you are only able to connect the user-allowed sites belonging to
the same company. The sites can be specified manually or added from a site cluster.
- The Owning Company is included in the Customer Agreement header.
However, users can add sites that do not belong to the Owning Company,
provided they have access to those sites. Currency validation is applied
when adding new sites.
- Users connected to the Owning Company will have edit permissions for
the Customer Agreement. Users connected to other companies will have
view-only permissions and cannot modify the basic agreement data.
Prerequisites
This activity has the following prerequisites;
- A customer agreement header should have been saved.
- Required sites or the site cluster should have been saved.
- The user entering the information must have access to all the sites
to be added. This is done on the Sites
per User page.
- Entered sites must belong to the company of the customer agreement.
System Effects
This activity has the following system effects;
- The customer agreement will be valid for all the sites entered.