Submit a legal request for sales contract review

Submit a legal request to the legal team for review and legal support for a sales contract.

Before you begin

Role required: sn_lg_contracts.sales_user

About this task

You can submit a request for review of a sales contract to engage legal counsel, get a response to customer questions, or have the terms and conditions provided by customers reviewed.

Procedure

1. Access the sales contract review intake form.

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Option

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Description

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Using Employee Center

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1. Navigate to All > Employee Center

2. Select Legal > Browse all Legal from the header.

3. Search for and open the Sales Contract Review request item.

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Using Legal Service Portal

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1. Navigate to All > Legal Request > Legal Service Portal

2. Select Service Catalog.

3. Search for and open the Sales Contract Review request item.

</td></tr></tbody> </table>2. On the form, fill in the fields.

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Field

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Description

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What does your request involve?

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Category of the contract.If the required category is not listed, select Others.

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Provide details if others

</td><td>

Details of the category.This field appears only when Others is selected from What does your request involve?.

</td></tr><tr><td>

Account

</td><td>

Sales accounts, owned by you, pulled from the Microsoft Dynamics CRM system.Note: Only the sales account that you have been assigned to are listed.

</td></tr><tr><td>

Opportunity

</td><td>

List of active opportunities associated with the selected account.If no opportunity is associated with the selected account, leave the field empty.

Note: Only the opportunities that you have been assigned to are listed.

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Deal closure date

</td><td>

Expected closure date of the opportunity, pulled from the CRM system.You can modify the deal closure date to any future date, as required.

</td></tr><tr><td>

Additional information

</td><td>

Additional information about the sales contract.

</td></tr></tbody> </table>3. Click the add attachments icon ([Omitted image “add-attachment-icon.png”] Alt text: Add attachments icon) to upload an attachment to the request.

1. Click Submit.

   The system checks for deflection rules to provide guidance based on the entered information.

   • If the conditions in any deflection rules do not match the details of the request, the legal request is submitted.

   • If the conditions of a deflection rule match the details of the request, the preconfigured legal guidance text appears in a dialog box. You can choose to take any one of the following actions:

     • Follow the guidance and cancel submitting the Legal request.

     • Provide appropriate reasons in Business justification and submit the request.

Result

The legal request is created and assigned to the legal sales contract group.

Parent Topic:Sales contract review requests