Agreement Management Configuration Guide

Change Summary

Overview

The Agreement Management feature enables users to create and manage different types of Agreements, along with associated Agreement Teams and key workflow processes such as Internal Reviews, External Reviews, and Approvals.

This guide provides step-by-step instructions for configuring and enabling the Agreements feature within your organization.

Audience

• Microsoft Dynamics Administrators

• IT Support

Prerequisites, Installation, and Initial Setup

For detailed instructions on installing, configuring, and performing the initial setup of Agreement Management in Microsoft Dynamics, refer to Contracts Suite on Microsoft Dynamics - Installation and Configuration Guide.

Product Configurations

Navigating to Product Configurations

To navigate to the Product Configuration page:

1. In your Microsoft Dynamics instance, click the Settings icon and select Advanced Settings.
   

2. Click the Filter icon.
   
   If the Filter icon is not visible, click the Search icon and select Search for rows in a table using advanced filters.
   
   Select Search for rows in a table using advanced filters.
   

3. In the search window, locate and select Product Configuration, then click Continue.
   

Agreement Mod General Attributes Product Configuration

1. Navigate to the Product Configurations page, see Navigating to Product Configurations.

2. Click Agreement Mod General Attributes.

3. Edit the Value field by updating it with logical names of all mandatory fields that are to be populated from a parent Agreement record into Agreement Mod records.

   IMPORTANT

   Ensure that you include logical names of all mandatory fields in the Value field such as Agreement Manager.

   

4. Click Save.
   

Agreement Field Visibility Product Configuration

Field visibility on the Agreement layout changes based on the selected Agreement Type. Specific fields are shown or hidden to ensure that you are able to view only the relevant information for each agreement type. However, administrators can customize this value based on organizational preferences.

To customize the field visibility based on Agreement Type:

1. Navigate to the Product Configurations page, see Navigating to Product Configurations.

2. Click Agreement_Field_Visibility.
   The Agreement_Field_Visibility product configuration page appears.
   

3. Modify the JSON Value field to show or hide the necessary fields, then click Save.

Agreement Archive Days Product Configuration

Agreements are automatically archived a set number of days after their end date. This timeframe (X days after the end date) is configurable by the administrators based on organizational preferences.

To configure the number of days:

1. Navigate to the Product Configurations page, see Navigating to Product Configurations.

2. Click Agreement Archive Days.
   The Agreement Archive Days product configuration page appears.
   

3. Set the required number of days in the JSON Value field for archiving, then click Save.

Agreement Bypass Stages Product Configuration

The Agreement Bypass Stages product configuration determines when the Bypass button is displayed to the Agreement Manager. Administrators can update these values to restrict the availability of the Bypass button to specific agreement types (such as NDA, TA, or Contract) or directions (Inbound or Outbound).

1. Navigate to the Product Configurations page, see Navigating to Product Configurations.

2. Find and open Agreement Bypass Stages.
   

3. Update the JSON Value field as required, then click Save.

   NOTE

   By default, both fields are set to null, which means no restrictions are applied, and the Bypass button is available for all agreement types and both inbound and outbound agreements.