Difference between revisions of "Agreement Management"
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| colspan="4" style="width: 265px;" | Desc Here | | colspan="4" style="width: 265px;" | Desc Here | ||
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| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Add Sites button to add sites to the agreement |
| − | | | + | |- |
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price an agreement by agreement total. |
| − | | | + | |- |
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price an agreement by site. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price an agreement by equipment. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Allocate pricing using a fixed amount. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Allocate pricing using a percentage. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Site List Tab | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Billing Tab | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Invoice Options Tab | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Renewal Options Tab | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Performance Tab | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Invoice History Tab | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> PM Schedules Tab | ||
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Revision as of 07:57, 8 April 2022
| Agreement Edit ccexpress.png | |||
| Navigation | |||
| Select Agreements > Search > Use the search filters to find the agreement > Click the agreement in the Result Grid > Click Edit. | |||
| Overview | |||
| Desc Here | |||
| • Use the Add Sites button to add sites to the agreement | |||
| • Price an agreement by agreement total. | |||
| • Price an agreement by site. | |||
| • Price an agreement by equipment. | |||
| • Allocate pricing using a fixed amount. | |||
| • Allocate pricing using a percentage. | |||
| • Site List Tab | |||
| • Billing Tab | |||
| • Invoice Options Tab | |||
| • Renewal Options Tab | |||
| • Performance Tab | |||
| • Invoice History Tab | |||
| • PM Schedules Tab | |||
| Agreement Search ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreement Billing ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreement InvOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreement RenewalOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreement Performance ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreement InvHistory ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Agreement PMSchedules ccexpress.png | |||
| Overview | |||
| Desc Here | |||