Difference between revisions of "Agreement Management"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| colspan="4" | [[File:Agreement Edit ccexpress.png|Agreement Edit ccexpress.png]]
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| colspan="4" | [[File:AgreeEdit.jpg|AgreeEdit.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
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|-
 
|-
 
| colspan="4" style="width: 265px;" | Search for existing agreements or add a new agreement.
 
| colspan="4" style="width: 265px;" | Search for existing agreements or add a new agreement.
 +
|-
 +
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Agreement_Add#AgreementAdd|Add a New Agreement]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Agreement_Management#AgreementSearch|Agreement Search]]
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Agreement_Management#AgreementSearch|Agreement Search]]
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| class="headerMainTitles" colspan="4" id="AgreementSearch" | Agreement Search
 
| class="headerMainTitles" colspan="4" id="AgreementSearch" | Agreement Search
 
|-
 
|-
−
| colspan="4" | [[File:Agreement Search ccexpress.png|Agreement Search ccexpress.png]]
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| colspan="4" | [[File:AgreeSearch.jpg|AgreeSearch.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Cust_Name|Customer Name]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Cust_Name|Customer Name]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#site_Name|Site Name]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#site_Name|Site Name]]
−
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementNumber|Agreement No]]
+
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementType|Agreement Type]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementType|Agreement Type]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementStatusCode|Status Code]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementStatusCode|Status Code]]
−
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#Equipment|Equipment]]
+
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#equip_code|Equipment]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 466px;" | Search By
 
| class="fieldGrayBackgrounds" style="width: 466px;" | Search By
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| class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab
 
| class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab
 
|-
 
|-
−
| colspan="4" | [[File:Agreement SiteList ccexpress.png|Agreement_SiteList_ccexpress.png]]
+
| colspan="4" | [[File:AgreeSitesTab.jpg|AgreeSitesTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" id="BillingsTab" | Billings Tab
 
| class="headerMainTitles" colspan="4" id="BillingsTab" | Billings Tab
 
|-
 
|-
−
| colspan="4" | [[File:Agreement Billing ccexpress.png|Agreement Billing ccexpress.png]]
+
| colspan="4" | [[File:AgreeBillingTab.jpg|AgreeBillingTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" id="InvoiceOptionsTab" | Invoice Options Tab
 
| class="headerMainTitles" colspan="4" id="InvoiceOptionsTab" | Invoice Options Tab
 
|-
 
|-
−
| colspan="4" | [[File:Agreement InvOptions ccexpress.png|Agreement InvOptions ccexpress.png]]
+
| colspan="4" | [[File:AgreeInvoiceOptionsTab.jpg|AgreeInvoiceOptionsTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementBillable|Billable]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#agreements_Billable|Billable]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPricingMethod|Pricing Method]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreements_PricingMethod|Pricing Method]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementFrequency|Frequency]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementFrequency|Frequency]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementTaxClass|Tax Class]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TaxClass|Tax Class]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementContact|Contact]]
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementContact|Contact]]
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| class="headerMainTitles" colspan="4" id="RenewalOptionsTab" | Renewal Options Tab
 
| class="headerMainTitles" colspan="4" id="RenewalOptionsTab" | Renewal Options Tab
 
|-
 
|-
−
| colspan="4" | [[File:Agreement RenewalOptions ccexpress.png|Agreement RenewalOptions ccexpress.png]]
+
| colspan="4" | [[File:AgreeRenewalTab.jpg|AgreeRenewalTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" id="PerformanceTab" | Performance Tab
 
| class="headerMainTitles" colspan="4" id="PerformanceTab" | Performance Tab
 
|-
 
|-
−
| colspan="4" | [[File:Agreement Performance ccexpress.png|Agreement Performance ccexpress.png]]
+
| colspan="4" | [[File:AgreePerformanceTab.jpg|AgreePerformanceTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementLaborBudgetUsed.25|Used %]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementLaborBudgetUsed|Used %]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementLaborBudgetBalance.25|Balance %]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementLaborBudgetBalance|Balance %]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Parts Performance
 
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Parts Performance
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementPartsBudgetUsed.25|Used %]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementPartsBudgetUsed|Used %]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance.25|Balance %]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Balance %]]
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]  
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| class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab
 
| class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab
 
|-
 
|-
−
| colspan="4" | [[File:Agreement InvHistory ccexpress.png|Agreement InvHistory ccexpress.png]]
+
| colspan="4" | [[File:AgreeInvoiceHistoryTab.jpg|AgreeInvoiceHistoryTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The Invoice History tab displays a list of the agreement invoices that have been posted.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| class="headerMainTitles" colspan="4" id="PMSchedulesTab" | PM Schedules Tab
 
| class="headerMainTitles" colspan="4" id="PMSchedulesTab" | PM Schedules Tab
 
|-
 
|-
−
| colspan="4" | [[File:Agreement PMSchedules ccexpress.png|Agreement PMSchedules ccexpress.png]]
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| colspan="4" | [[File:AgreePMTab.jpg|AgreePMTab.jpg]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | The PM Schedules tab displays a list of any PM Schedules attached to the agreement.&nbsp; The PM Schedule can be viewed or edited from this form.&nbsp;
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]  
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&nbsp;
 
&nbsp;
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  [[Category:Pages with broken file links]]

Latest revision as of 06:06, 17 October 2024

AgreeEdit.jpg
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
AgreeSearch.jpg
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
AgreeSitesTab.jpg
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
AgreeBillingTab.jpg
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
AgreeInvoiceOptionsTab.jpg
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
AgreeRenewalTab.jpg
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
AgreePerformanceTab.jpg
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
AgreeInvoiceHistoryTab.jpg
Overview
The Invoice History tab displays a list of the agreement invoices that have been posted.
       
 Top
PM Schedules Tab
AgreePMTab.jpg
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
       
 
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       

 

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