Attach dated owner terms to an existing Access.
Before you start
- Act as
- Operations
- Starting state
- The Access and payee identity exist
Run the scenario
- 1OperationsTrailhead · Access detail · Agreements
Create an Agreement, select its payee, enter dates, and save.
Expected evidence
The Agreement appears under the Access while earlier history remains visible.
Scenario completed
Dated Agreement with payee
- Access agreement
- No dated terms→Dated payee relationship
If it does not match
- Confirm the payee and effective dates before treating the Agreement as financially ready.