Agreement Term Definition on Order Activation

During contract activation, Wattyo CPQ enables the configuration of contract term structures based on the product, component, and attribute settings selected in the order.

This provides flexibility in structuring contracts, ensuring that the final configured outcome is accurately reflected, allowing billing processes to operate with a clearer structure without requiring strict alignment between the sales, contracting, and billing rules.

The “Agreement Term Rules” in Wattyo are evaluated at the moment of contract activation, whether for a new contract or a contract modification, ensuring that the appropriate contract version is generated.

For more details on configuring this component, visit Agreement Mapping.

Contract Term Generation Based on Component Selection

Using specific methods within Wattyo’s rule engine, rules can be defined to determine whether a contract term should be included, depending on whether a component was selected in the cart during the activated request configuration.

This ensures that all validations, eligibility, and compatibility rules have been met at the time of contracting, guaranteeing that the appropriate terms are applied in the contract.

The image displays multiple rules that determine which contract terms should be included based on whether a specific component was selected during configuration.

Additionally, some components may be automatically included in the contract simply by contracting the product, regardless of the selected components.

Contract Term Generation Based on Components and Attributes

Using specific methods within Wattyo’s rule engine, rules can be defined to determine whether a contract term should be included, based on:

• Whether a specific component has been selected in the cart during the activated request configuration.
• Whether a specific value has been set for one of its attributes.
• Whether a particular attribute has been selected.

By leveraging a single component with configurable attributes, different contract terms can be triggered, ensuring that they are:

Included in the signed contract document.

Considered in the billing process for pricing calculations or the application of specific conditions.

The image displays the use of attributes to evaluate the inclusion of contract terms. If the “Exemptions Company Concession” attribute is selected in the request configuration, two distinct terms will be included in the contract:

• “Equipment Rental Fee Exemption”
• “Special Electricity Tax Exemption”

Both terms will be evaluated in the billing rules to exclude the calculation of a specific fee in the invoice for that contract.

For more details, visit Attributes.