How do you organize your workflows and record types for customer and vendor agreements?
I am thinking about setting it up with three workflows: (1) customer agreement, (2) customer SOW, (3) vendor agreements, and then having generic record types that can be used across all of the workflows. E.g., "Master Services Agreement" could be selected for a customer MSA or a vendor MSA.
However, I would like to be able to differentiate between customer MSAs and vendor MSAs in the repository, so I was thinking of putting the same question on all intake forms: "What is the relationship with the counterparty?" The options would be customer, vendor, affiliate, employee, etc... For customer workflows, I would default the answer to "customer" and disable it; for vendor workflows I would do the same but with the answer being "vendor".
How do you differentiate between customer and vendor agreements in the repository? We wouldn't know just by paper source because we could have customer and vendor agreements on our paper and third party paper.
Thank you!
