Difference between revisions of "Agreement Renewal Processing"

Revision as of 12:46, 11 April 2022


Navigation
To access Batch Management, select Invoices > Batches/Search
Overview
Desc Here
• Mark the All radio button to process all agreements based on a cut-off date.
• Mark the Selected radio button to use the filter fields to select the agreements to process.
• Use the Reset Grid to update the grid based on different search paramters.
• Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date
• Set the invoice date using the Invoice Date field.
• Set the starting invoice number using the Next Invoice number field.
• Filter by Agreement Type
• Filter by Customer Number
• Filter by Agreement Number
• Users can override the agreement settings during the renewal process.
• Renew as a Fixed amount or a Percentage amount.
Override Fields
Change Percent	Renew As	Renewal Text	Renewal Months

@@ Line 36: / Line 36: @@
 | class="headerMainTitles" colspan="4" | Override Fields
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Change Percent]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementAutoRenew.25|Change Percent]]
-| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Renew As]]
+| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreeTypePRO_AS|Renew As]]
-| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Renewal Text]]
+| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]]
-| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Renewal Months]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]]
 |-
 | &nbsp;