Agreement Management

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
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• 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
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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.
Fields Customer Name Site Name Agreement No Agreement Type Status Code Equipment Search By From Date To Date
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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.
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Billings Tab
Agreement Billing ccexpress.png
Overview
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Invoice Options Tab
Agreement InvOptions ccexpress.png
Overview
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Fields
Billable	Pricing Method	Frequency	Tax Class
Contact	Phone	Salesperson	Commission Rate
Purchase Order	Price Level
Billing Total	Revenues Total	Def Revenues Total
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Renewal Options Tab
Agreement RenewalOptions ccexpress.png
Overview
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Fields
Renewable	Renew As	Renewal Text	Renewal Months
Renew Method	Auto Renew %	Renewal Amount	Last Increase
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Performance Tab
Agreement Performance ccexpress.png
Overview
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Fields
Gross Profit Contract Term to Date		Gross Profit Contract Billed to Date
Labor Performance
Labor Hrs Budget	Hours Used to Date	Hours Balance
Used %		Balance %
Parts Performance
Parts Budget	Billed to Date	Budget Balance
Used %		Balance %
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Invoice History Tab
Agreement InvHistory ccexpress.png
Overview
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PM Schedules Tab
Agreement PMSchedules ccexpress.png
Overview
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Fields
Customer No	City	Active	Customer Name
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