Difference between revisions of "Agreement Management"
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Results button brings the user back to the search section of the form. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Results button brings the user back to the search section of the form. | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the From Date and the To Date fields to Filter the Results Grid using a date range. | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the From Date and the To Date fields to Filter the Results Grid using a date range. |
|- | |- | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
| Line 141: | Line 141: | ||
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| colspan="4" style="width: 265px;" | Desc Here | | colspan="4" style="width: 265px;" | Desc Here | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | ||
| + | |- | ||
| + | | class="headerMainTitles" colspan="4" | Fields | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Billable]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Pricing Method]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Frequency]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Tax Class]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Contact]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Phone]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Salesperson]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Commission Rate]] | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Purchase Order]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Price Level]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Billing Total]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Revenues Total]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Def Revenues Total]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
|- | |- | ||
| | | | ||
Revision as of 13:55, 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. | |||||||||||||||
| • Use the From Date and the To Date fields to Filter the Results Grid using a date range. | |||||||||||||||
| |||||||||||||||
| 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. | |||||||||||||||
| • The Remove option in the Results Grid is used to remove the selected site from the agreement. | |||||||||||||||
| Top
| |||||||||||||||
| Billings Tab | |||||||||||||||
| Agreement Billing ccexpress.png | |||||||||||||||
| Overview | |||||||||||||||
| Desc Here | |||||||||||||||
| Top
| |||||||||||||||
| Invoice Options Tab | |||||||||||||||
| Agreement InvOptions ccexpress.png | |||||||||||||||
| Overview | |||||||||||||||
| Desc Here | |||||||||||||||
| • | |||||||||||||||
| • | |||||||||||||||
| • | |||||||||||||||
| • | |||||||||||||||
| • | |||||||||||||||
| Fields | |||||||||||||||
| Billable | Pricing Method | Frequency | Tax Class | ||||||||||||
| Contact | Phone | Salesperson | Commission Rate | ||||||||||||
| Purchase Order | Price Level | ||||||||||||||
| Billing Total | Revenues Total | Def Revenues Total | |||||||||||||
| 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
| |||||||||||||||
