Before you start creating Agreements/Promotions, make sure you have the following components ready:
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Customer and product master
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Calculation logic – Calculates the line items of the Agreement/Promotion.
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Agreements & Promotions Types – Determine the logic for the Agreement/Promotion and, in parameters, provide context to the calculation of the line items.
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Typically, also an approval workflow.
To create an Agreement/Promotion, follow these steps:
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On the Agreements & Promotions list page, click the New Agreement/Promotion button.
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On the Header tab, fill in the basic Agreement/Promotion information.
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On the Items tab, add items (Agreement & Promotion Types) to the Agreement/Promotion by:
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Clicking Add Items and typing the product name into the search field. This is a good method when you are adding just a few items.
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Clicking Browse Items, setting up a quick or advanced filter and adding the items all at once.
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Importing items from a spreadsheet by copy & paste. This procedure is similar to importing products to Quotes.
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Still on the Items tab, enter the required input parameters – either on folder or item level.
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Add attachments, if required.
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Save and submit the Agreement/Promotion.