NEW: The existing Cloud Materials, Orders and Contracts cards have been merged into one new consolidated and customizable Cloud Contracts card

The Cloud Contracts tab lets you review and manage your SAP Cloud Contracts for your customers.

• Pre-filtered by current and future contracts and sorted by contract end date, so that contracts that are up for renewal are highlighted and listed at the top.
  
• Structured along the Contract ID of your SAP Order Form (also referred to as CMS Case ID):
  • Auto Renewals: Your contract renews automatically and keeps the same Contract ID as on the initial order form, if no changes have been made. Only start and end dates change.
    
  • Active Renewals: You need to engage with your SAP representative and sign a new order form for your renewal contract. You receive a new Contract ID.

1. From the sidebar, select Customer Success > Contracts or Renewals or Consumption tab.

2. Select your preferred customer

3. Search for a specific contract by using the free-text Search Bar.

4. Submit your purchase orders digitally via the Manage PO Numbers button.

5. The following information is shown as default:

a. Contract ID: represents the ID of your contract, also referred to as Case ID. You can find it in your order form, invoices, and notifications

b. SAP Order ID: is SAP’s logical bundle ID of your contracts.

c. Solution Area: high-level product group

d. Materials: purchased license materials with a specific start and end date, quantity, and unit

- Click on Materials to open a pop-up and see material details.

- If you have a multi-year contract, use the toggle ‘past / current / future’ to see the different phases of your contract.

e. Contract Ends: End date of your contract:

- For Auto Renewals: This date will automatically adjust for each new term.

- For Active Renewals: End date as on the order form.

f. Renewal Type: your contract will either automatically renew (auto renewal) or requires your signature at contract end date (active renewal).    These additional optional columns can be added to the view:

g. Contract Starts: Start date of your contract:

- For Auto Renewals: This date will automatically adjust for each new term.

- For Active Renewals: Start date as on the order form.

h. Date Period: Based on the contract start and end date, each contract is classified as past, current or future. The default view is pre-filtered by current and future contracts. Use the filter option to look at past contracts.

i. Current PO Number: Your purchase order number assigned to the specific contract.

j. Product: Logical product name of each license material.

k. Deal Model: dependent on the deal model, contracts show up in separate sections on the Cloud Contracts overview:

- Indirect Sales (Resell)

- Software Partner

 6. Use the table functions to customize your view:

• Sort: You can adjust the default sorting (by Contract End Date) to any other parameter.
• Filter: You can adjust the default filter (of showing only current and future contracts) to any other filter selection.
• Group: You can group your content to better structure the overview if required.
• Column: You can add or remove columns. Based on your screen size and resolution, the view will automatically adjust.
• Export: You can export the entire list of contracts to an .xlsx file on your computer. 

7. Open the card menu via the three dots and check:

• What is this card about: A short summary of the contract overview.
• Required Authorizations: A short summary of the required authorizations to view and manage contracts.

8. Open the Material pop-up, to

• review the License Materials of your Cloud Contract
• use the toggle ‘past / current / future’ to see the different phases of your contract.
• purchase more:  Select Request Quote or Get More for the material you wish to purchase more of. 

9. Open the Manage Contract menu (only available for SAP contracts, not Partner contracts) to:

• Open the Cloud Contract Details page. You can also simply click on the contract to reach this page.
• Get More Licenses via the Material pop-up 
• Terminate Contract and Retract Contract – you can request a termination or retraction/cancellation of a termination request by selecting these actions. Click(opens in new tab) for additional information.
• Get Assistance

Note: The available options via “Manage Contracts” are dependent on the Contract Status, meaning not all options are available to every customer at any time. Please contact your SAP Representative if you have any queries in relation to this.

10. Save any of your contracts as favorite by clicking the STAR icon to the right of the Contract ID

Required Authorization

Contact your Partner User Administrator or go to My Settings > Partner Authorization Assignments tab to request authorizations:

To view contracts:

- End Customer Info & Support

To manage contracts (PO collection, Terminate Contract, Get More Licenses):

- End Customer Ordering