Agreement Management

Navigation
Select Agreements > Search > Use the search filters to find the agreement > Click the agreement in the Result Grid > Click Edit.
Overview
Search for existing agreements or add a new agreement.
• Add a New Agreement
• 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
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
Top
Site List Tab
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
Overview
The Billing tab provides a list of all billings related to the current contract.  Once an invoice has posted the invoice date and number displays on the grid.  Deferred Revenues are also display as well as their recognition status.
Top
Invoice Options Tab
Overview
The Invoice Options tab contains the fields that are used to process the agreement billings.
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
Overview
The Renewal Options tab contains the fields that are used to setup the renewal amounts and settings.
Fields
Renewable	Renew As	Renewal Text	Renewal Months
Renew Method	Auto Renew %	Renewal Amount	Last Increase
Top
Performance Tab
Overview
The Performance tab provides the ability to analyze the agreements performance.
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 %
Top
Invoice History Tab
Overview
The Invoice History tab displays a list of the agreement invoices that have been posted.
Top
PM Schedules Tab
Overview
The PM Schedules tab displays a list of any PM Schedules attached to the agreement.  The PM Schedule can be viewed or edited from this form.
Top