Framework agreements

Standing commercial agreement with one customer in one company and currency, tied to a sales price list and validity dates.
  • API name: salesagreements
  • Domain: Sales
  • Modules: Sales

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
LabellabelTextYes
NumberuidTextThe number is a human-readable, unique identifier for the record.
Previous framework agreementsalesagreementIdPreviousReferencePrior published agreement this renewal replaces, when applicable.
CustomercustomerIdReferenceYes
Quote currencycurrencyConstantYesValue from the table catalog for this field.
Price list on renewpriceRenewalConstantValue from the table catalog for this field.
Target amountamountTargetCurrencyOptional pre-tax cap. Checked against this agreement's approved orders when an order is approved.
Valid fromdateFromDateFirst calendar date this record applies.
Valid todateToDateLast calendar date this record applies, if any.
Price listsalespricelistIdReferenceYes
TagstagIdsTags
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Published bypublishedByUser
Published atpublishedAtDate and Time
Disabled bydisabledByUser
Disabled atdisabledAtDate and Time
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

Framework agreementsFramework agreement lineitems
FieldPoints toKind
Previous framework agreement salesagreementIdPreviousFramework agreementsreference
Customer customerIdCustomersreference
Price list salespricelistIdSales price listsreference
Tags tagIdsTagsreference

Actions

What you can do with a record. Every action also sends the webhook event salesagreements.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new framework agreement.App · WebMCP · API · MCP · CLI
EditupdateSave changes to this framework agreement.App · WebMCP · API · MCP · CLI
DisabledisableTurn this framework agreement off for new use. Existing references stay. Enable it again to use it.App · WebMCP · API · MCP · CLI
EnableundisableTurn this framework agreement back on for new use.App · WebMCP · API · MCP · CLI
PublishpublishMake this framework agreement available for use.App · WebMCP · API · MCP · CLI
RenewrenewCreate the next agreement period with the same terms.App · API · MCP · CLI
BlockblockStop edits and deletion of this framework agreement. It stays visible and can still appear on existing documents. Unblock to edit again.App · WebMCP · API · MCP · CLI
UnblockunblockAllow edits and deletion of this framework agreement again.App · WebMCP · API · MCP · CLI
ArchivearchiveRetire this framework agreement from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it.App · WebMCP · API · MCP · CLI
RestoreunarchiveReturn this framework agreement to active lists and actions.App · WebMCP · API · MCP · CLI
DeletedeleteDelete this framework agreement and the data that belongs with it. This cannot be undone.App · WebMCP · API · MCP · CLI

States

How a record moves from state to state. Archive and block can happen in any state.

PublishCreatedPublished