Contractual Contacts

The Contractual Contact Self-Service is a new capability that empowers customers and partners to view and manage their contractual contacts directly. You can view contacts, change role assignments, and add finance contacts.

This new self-service functionality streamlines collaboration, improves data accuracy, and reduces administrative effort.

See the Finance & Legal FAQ article for answers to common questions and troubleshooting tips.

Procedure

In two ways. Firstly:

  1. Go to the Finance & Legal Dashboard → Cloud tab.
  2. In the Cloud Contract Details Card, select Contractual Contacts.

Or alternatively:

  1. Go to the Finance & Legal Dashboard → Cloud tab.
  2. In the list of contracts, click the Manage Contracts dropdown and select Contractual Contacts.

Required Authorization

To view contractual contacts, you need Display Order Information authorization.

To edit contractual contacts you need Display Order Information authorization and:

  • Direct Customer – At least one of, Manage Invoices and Payments, Purchase License, Edit Main, Technical, or Financial Contact.
  • Partner – Partner – End Customer Ordering.

Contractual Contact Roles

There are three contractual contact roles you can manage:

  • Main Contact / Business Lead 
  • Technical Administrator / Onboarding Lead 
  • Finance Contact / Invoice Recipient 
RoleMandatoryDescription
Main Contact / Business LeadYes, on Order FormPrimary point of contact between your organization and SAP. Receives order confirmations, welcome messages, and commercial notifications such as Renewal Notifications.
Technical Administrator / Onboarding LeadYesTechnical point of contact for SAP cloud systems. Receives technical and system-related communications, such as system provisioning information, activation codes, and upgrade notifications. Must be an S-User.
Finance Contact / Invoice RecipientNoFinancial point of contact for all SAP-related billing activities. Receives invoices, billing documents, and financial communications.

Transferring Roles to a Different Contract

To transfer a role:

  1. From the Contractual Contacts card, click Edit.
  2. Enter search criteria in the Change Role Assignment.
  3. From the results, select the New Contact.
    Note:  For Technical Administrator, only S-Users are displayed.
  4. Click Submit.

Adding a Finance Contact

To add a Finance contact if one is missing:

  1. Navigate to the Contractual Contacts card.
    If the Finance Contact is missing there is a message strip asking you to add one.
  2. Click Add Contact [+]. 
  3. Enter search Criteria and click Search.
  4. From the results, select the Finance Contact.
  5. Click Save.