Difference between revisions of "Agreement Management"
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| class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab | | class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab | ||
|- | |- | ||
| − | | colspan="4" | [[File:Agreement SiteList ccexpress.png| | + | | colspan="4" | [[File:Agreement SiteList ccexpress.png|Agreement_SiteList_ccexpress.png]] |
|- | |- | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | The Site List Tab displays a Results Grid filled with sites that have been assigned to the agreement. |
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Edit option in the Results Grid to edit the site record. |
| − | | | + | |- |
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Equipment option in the Results Grid to view a list of the site's equipment and their assignment status. |
| − | | | + | |- |
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Remove All for Customer option in the Results Grid is used to remove all sites that are assigned to the same customer and the selected site. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
|- | |- | ||
| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
Revision as of 09:09, 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 | |||
| • Agreement Search | |||
| • Use the Add Sites button to add sites to the agreement | |||
| • Price an agreement as one blanket price. | |||
| • 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 | |||
| Top
| |||
| Agreement Search | |||
| Agreement Search ccexpress.png | |||
| Overview | |||
| • Use the Filter fields to limited the results in the Results Grid. | |||
| • Click Find to populate the Results Grid. | |||
| • Use the Display drop-list to change the number of records that appear in the Results Grid. | |||
| • The Reset button is used to clear the Filter fields. | |||
| • Use the Search By drop-list to filter by date using expiration date, established date, the start date, or all dates. | |||
| • The Results button brings the user back to the search section of the form. | |||
| Top
| |||
| Site List Tab | |||
| Agreement_SiteList_ccexpress.png | |||
| Overview | |||
| The Site List Tab displays a Results Grid filled with sites that have been assigned to the agreement. | |||
| • Use the Edit option in the Results Grid to edit the site record. | |||
| • Use the Equipment option in the Results Grid to view a list of the site's equipment and their assignment status. | |||
| • The Remove All for Customer option in the Results Grid is used to remove all sites that are assigned to the same customer and the selected site. | |||
| • | |||
| • | |||
| Top
| |||
| Billings Tab | |||
| Agreement Billing ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Invoice Options Tab | |||
| Agreement InvOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Renewal Options Tab | |||
| Agreement RenewalOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Performance Tab | |||
| Agreement Performance ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Invoice History Tab | |||
| Agreement InvHistory ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| PM Schedules Tab | |||
| Agreement PMSchedules ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
