SM Agreement Activation / Deactivation Form
Use the SM Agreement Activation / Deactivation form to activate/deactivate agreements, renewals, and amendments.
The name of this form changes depending on the access method:
The SM Agreement Activation title displays when you click Activate in SM Agreements for an agreement, amendment, or renewal quote.
The SM Agreement Deactivation title displays when you click Deactivate in SM Agreements for an active agreement or renewal (does not apply to amendments) for which there are no work orders or billings.
For changes that affect the terms already approved by the customer (pricing, budgets, etc.), use the Amendment feature. For more information, see Amend an Agreement.
When you generate an amendment or renewal, you can modify the information as necessary in SM Agreements before you initiate the activation process.
For renewals, the activation process sets the new agreement/revision to Active. If the originating agreement/revision has reached or passed its expiration date, its status is set to Expired. However, if the original agreement has not yet expired, the status remains Active until the expiration date is reached (at which time it is then set to Expired). The new agreement remains Active in either case.
When initiating activation for amendments, if there open work orders and/or new work orders, the Notification section of this form indicates how many open and new work orders exist. If new work orders exist, the screen also displays a Delete existing new work orders on termination check box to allow deleting all new work orders for the originating agreement and all prior revisions.
During the activation process, the system sets the amendment status to Active, the original agreement status to Terminated, and the termination date to one day prior to the new effective date. If the new effective date is in the future, the original agreement remains Active until the termination date has passed.