Difference between revisions of "Agreement Types"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
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|-
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| colspan="3" | [[File:AgreeTypes ccexpress.png|Requests ccexpress.png]]
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| colspan="3" | [[File:AgreeTypeSearch.jpg|AgreeTypeSearch.jpg]]
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| class="navigationTitles" colspan="4" | Navigation
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| colspan="4" style="width: 265px;" | To access Agreement Types, select the setup COG > Setup > Agreement Setup > Agreement Types
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|-
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| class="navigationTitles" colspan="4" | Overview
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|-
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| colspan="4" style="width: 265px;" | Used to organize agreements by type. Agreement types are also used to establish setting for agreements by default.
 
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| class="headerMainTitles" colspan="3" | Fields
 
| class="headerMainTitles" colspan="3" | Fields
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeType_Desc|Description]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeType_Desc|Description]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#activestatus|Active]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#activestatus|Active]]
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| class="headerMainTitles" colspan="3" | Defaults Tab
 
| class="headerMainTitles" colspan="3" | Defaults Tab
 
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| colspan="3" | [[File:AgreeType Defaults ccexpress.png|AgreeType Defaults ccexpress.png]]
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| colspan="3" | [[File:AgreeTypeEdit.jpg|AgreeTypeEdit.jpg]]
 
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| class="headerMainTitles" colspan="3" | Defaults Fields
 
| class="headerMainTitles" colspan="3" | Defaults Fields
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| class="headerMainTitles" colspan="3" | Settings Tab
 
| class="headerMainTitles" colspan="3" | Settings Tab
 
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| colspan="3" | [[File:AgreeType Defaults ccexpress.png|AgreeType Defaults ccexpress.png]]
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| colspan="3" | [[File:AgreeTypeSettings.jpg|AgreeTypeSettings.jpg]]
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Auto Number by Type
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Auto Number by Type
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| &nbsp;
 
| &nbsp;
 
| &nbsp;
 
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|}
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
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|-
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| class="headerMainTitles" colspan="4" | Planned Invoice Options Tab
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|-
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| colspan="4" | [[File:AgreeTypePlannedInvoiceOptions.jpg|AgreeTypePlannedInvoiceOptions.jpg]]
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|-
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| class="headerMainTitles" colspan="4" | Planned Invoice Options Fields
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_Billable|Billable]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_Frequency|Frequency]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_TaxClass|TaxClass]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | &nbsp;
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|-
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_Allocation|Allocation]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_DefRev|Deferred Revenue]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 467px;" | &nbsp;
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|-
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_PricingMethod|Pricing Method]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_Price|Price]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | &nbsp;
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| class="fieldGrayBackgrounds" style="width: 467px;" | &nbsp;
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteDetailsonInvoice|Include Site Details on Invoice]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeEquipDetailsonInvoice|Include Equip Details on Invoice]]
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteSummaryonInvoice|Include Site Summary on Invoice]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePIO_IncludeSiteSummaryonInvoice|Include Site Summary on Invoice]]
 
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| &nbsp;
 
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Planned Renewal Options Tab
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| colspan="4" | [[File:AgreeTypePlannedRenewalOptions.jpg|AgreeTypePlannedRenewalOptions.jpg]]
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| class="headerMainTitles" colspan="4" | Planned Renewal Options Fields
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_IncludeSiteDetailsonInvoice|Renewable]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#RenewalText|Renewal Text]]
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_AS|Renewal As]]
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Site_Details_on_Renewal_Details|IncludeSiteDetailsonRenewalDetails]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Equip_Details_on_Renewal_Details|IncludeEquipDetailsonRenewalDetails]]
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|-
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Site_Summary_on_Renewal_Details|IncludeSiteSummaryonRenewalDetails]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 700px;" | [[Glossary#agreeTypePRO_Include_Equip_Summary_on_Renewal_Details|IncludeEquipSummaryonRenewalDetails]]
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|-
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| colspan="4" | &nbsp;
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|-
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| class="headerMainTitles" colspan="4" | Planned Maintenance Options Tab
 
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| colspan="4" | [[File:AgreeTypePlannedMaintOptions.jpg|AgreeTypePlannedMaintOptions.jpg]]
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| class="headerMainTitles" colspan="4" | Planned Maintenance Options Fields
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|-
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Create a Job for each Equipment
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Create Transactions
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Price Transactions
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| colspan="4" style="width: 265px;" | &nbsp;
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| colspan="4" style="width: 265px;" | [[Setting_Up_SVCONTHEGO|Back to Setting Up SVCONTHEGO]]
 
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Latest revision as of 11:09, 12 July 2024

AgreeTypeSearch.jpg
Navigation
To access Agreement Types, select the setup COG > Setup > Agreement Setup > Agreement Types
Overview
Used to organize agreements by type. Agreement types are also used to establish setting for agreements by default.
Fields
Type Code Description Active
Defaults Tab
AgreeTypeEdit.jpg
Defaults Fields
Contact Months Cover Parts [[Glossary#agreeType_coverLabor|Cover Labor]
SLA SLA Priority Code  
Message    
Labor Hours Budget Parts Dollars Budget  
Percent Used >= Dollars Used >=  
     
Settings Tab
AgreeTypeSettings.jpg
• Auto Number by Type
• Next Number
• Enforce Defaults
     
Planned Invoice Options Tab
AgreeTypePlannedInvoiceOptions.jpg
Planned Invoice Options Fields
Billable Frequency TaxClass  
Allocation Deferred Revenue    
Pricing Method Price    
Include Site Details on Invoice Include Equip Details on Invoice
Include Site Summary on Invoice Include Site Summary on Invoice
       
Planned Renewal Options Tab
AgreeTypePlannedRenewalOptions.jpg
Planned Renewal Options Fields
Renewable Renewal Text
Renewal Months Renewal As
IncludeSiteDetailsonRenewalDetails IncludeEquipDetailsonRenewalDetails
IncludeSiteSummaryonRenewalDetails IncludeEquipSummaryonRenewalDetails
 
Planned Maintenance Options Tab
AgreeTypePlannedMaintOptions.jpg
Planned Maintenance Options Fields
• Create a Job for each Equipment
• Create Transactions
• Price Transactions
 
Back to Setting Up SVCONTHEGO
 
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