Planned Maintenance Renewal - Revision history

Ascentadmin at 12:55, 11 January 2023

2023-01-11T12:55:00Z

Ascentadmin at 12:51, 11 January 2023

2023-01-11T12:51:37Z

Ascentadmin at 12:51, 11 January 2023

2023-01-11T12:51:07Z

Ascentadmin: Created page with " {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" |- | colspan="4" | AgreementRenewal ccexpress.png |- | class="nav..."

2023-01-11T12:48:43Z

Created page with " {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" |- | colspan="4" | AgreementRenewal ccexpress.png |- | class="nav..."

New page

{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
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| colspan="4" | [[File:AgreementRenewal ccexpress.png|AgreementRenewal ccexpress.png]]
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| class="navigationTitles" colspan="4" | Navigation
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| colspan="4" style="width: 265px;" | Select Agreements > Renewal Processing
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | • Mark the All radio button to process all agreements based on a cut-off date.
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| colspan="4" style="width: 265px;" | • Mark the Selected radio button to use the filter fields to select the agreements to process.
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| colspan="4" style="width: 265px;" | • Use the Reset Grid to update the grid based on different search paramters.
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| colspan="4" style="width: 265px;" | • Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date
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| colspan="4" style="width: 265px;" | • Set the invoice date using the Invoice Date field.
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| colspan="4" style="width: 265px;" | • Set the starting invoice number using the Next Invoice number field.
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| colspan="4" style="width: 265px;" | • Filter by [[Glossary#AgreementType|Agreement Type]]
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| colspan="4" style="width: 265px;" | • Filter by [[Glossary#customer_number|Customer Number]]
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| colspan="4" style="width: 265px;" | • Filter by [[Glossary#AgreementNumber|Agreement Number]]
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| colspan="4" style="width: 265px;" | • Users can override the agreement settings during the renewal process.
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| colspan="4" style="width: 265px;" | • Renew as a Fixed amount or a Percentage amount.
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| class="headerMainTitles" colspan="4" | Override Fields
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementAutoRenew.25|Change Percent]]
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreeTypePRO_AS|Renew As]]
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]]
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@@ Line 6: / Line 6: @@
 | class="navigationTitles" colspan="4" | Navigation
 |-
-| colspan="4" style="width: 265px;" | Select Agreements > Renewal Processing
+| colspan="4" style="width: 265px;" | Select Planned Maintenance > Renewal Processing
 |-
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Desc Here
+| colspan="4" style="width: 265px;" | The renewal processing feature provides the ability to renew planned maintenance schedules.&nbsp; Schedules attached to agreements will be renewed when renewed when the agreement is renewed.
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Mark the All radio button to process all agreements based on a cut-off date.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter by Customer
 |-
-| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Mark the Selected radio button to use the filter fields to select the agreements to process.
+| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set the sort order.
 |-
 | &nbsp;

@@ Line 2: / Line 2: @@
 {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 |-
-| colspan="4" | [[File:PMRenewalMain.PNG|PMRenewalMain.PNG]]
+| colspan="4" | [[File:PMRenewal2.PNG|PMRenewal2.PNG]]
 |-
 | class="navigationTitles" colspan="4" | Navigation