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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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| − | | colspan="4" | [[File:AgreeEdit.jpg|AgreeEdit.jpg]] | + | | colspan="4" | [[File:AgreementAdd.jpg|AgreementAdd.jpg]] |
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| | | class="navigationTitles" colspan="4" | Navigation | | | class="navigationTitles" colspan="4" | Navigation |
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| | | colspan="4" | [[Agreement_Management#top|Top]] | | | colspan="4" | [[Agreement_Management#top|Top]] |
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| − | | class="headerMainTitles" colspan="4" id="AgreementSearch" | Agreement Search
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| − | | colspan="4" | [[File:AgreeSearch.jpg|AgreeSearch.jpg]]
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| − | | class="navigationTitles" colspan="4" | Overview
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Filter fields to limited the results in the Results Grid.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click Find to populate the Results Grid.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Display drop-list to change the number of records that appear in the Results Grid.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Reset button is used to clear the Filter fields.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Search By drop-list to filter by date using expiration date, established date, the start date, or all dates.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Results button brings the user back to the search section of the form.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the From Date and the To Date fields to Filter the Results Grid using a date range.
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| − | | colspan="4" style="width: 265px;" |
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| − | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
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| − | | class="headerMainTitles" colspan="3" | Fields
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Cust_Name|Customer Name]]
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| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#site_Name|Site Name]]
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| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementType|Agreement Type]]
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| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementStatusCode|Status Code]]
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| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#equip_code|Equipment]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | Search By
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| − | | class="fieldGrayBackgrounds" style="width: 467px;" | From Date
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| − | | class="fieldGrayBackgrounds" style="width: 467px;" | To Date
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| − | |}
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| − | | colspan="4" | [[Agreement_Management#top|Top]]
| + | | colspan="4" | [[File:AgreementAdd2.jpg|AgreementAdd2.jpg]] |
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| − | | class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab
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| − | | colspan="4" | [[File:AgreeSitesTab.jpg|AgreeSitesTab.jpg]] | |
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| − | | class="navigationTitles" colspan="4" | Overview
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| − | | colspan="4" style="width: 265px;" | The Site List Tab displays a Results Grid filled with sites that have been assigned to the agreement.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Edit option in the Results Grid to edit the site record. | + | | colspan="4" style="width: 265px;" | Use the site search options to selected a site and then click continue. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Equipment option in the Results Grid to view a list of the site's equipment and their assignment status.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> 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.
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Remove option in the Results Grid is used to remove the selected site from the agreement.
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| − | | colspan="4" | [[Agreement_Management#top|Top]]
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| − | ----
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| − | | class="headerMainTitles" colspan="4" id="BillingsTab" | Billings Tab
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| − | | colspan="4" | [[File:AgreeBillingTab.jpg|AgreeBillingTab.jpg]]
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| − | | class="navigationTitles" colspan="4" | Overview
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| − | | colspan="4" style="width: 265px;" | 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.
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| − | | colspan="4" | [[Agreement_Management#top|Top]]
| + | | colspan="4" | [[File:AgreementAdd3.jpg|AgreementAdd3.jpg]] |
| − | ----
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| − | | class="headerMainTitles" colspan="4" id="InvoiceOptionsTab" | Invoice Options Tab
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| − | | colspan="4" | [[File:AgreeInvoiceOptionsTab.jpg|AgreeInvoiceOptionsTab.jpg]] | |
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| − | | class="navigationTitles" colspan="4" | Overview
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| − | | colspan="4" style="width: 265px;" | The Invoice Options tab contains the fields that are used to process the agreement billings.
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| − | | class="headerMainTitles" colspan="4" | Fields
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#agreements_Billable|Billable]]
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| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreements_PricingMethod|Pricing Method]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementFrequency|Frequency]]
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| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TaxClass|Tax Class]]
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementContact|Contact]]
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| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#contact_WorkPhone|Phone]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementSalesperson|Salesperson]]
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| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementCommissionRate|Commission Rate]]
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementPurchaseOrder|Purchase Order]]
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| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPriceLevel|Price Level]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" |
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| − | | class="fieldGrayBackgrounds" style="width: 446px;" |
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementBillingTotal|Billing Total]]
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| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementRevenuesTotal|Revenues Total]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementDefRevenuesTotal|Def Revenues Total]]
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| − | | class="fieldGrayBackgrounds" style="width: 446px;" |
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| − | | colspan="4" | [[Agreement_Management#top|Top]]
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| − | | class="headerMainTitles" colspan="4" id="RenewalOptionsTab" | Renewal Options Tab
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| − | | colspan="4" | [[File:AgreeRenewalTab.jpg|AgreeRenewalTab.jpg]]
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| − | | class="navigationTitles" colspan="4" | Overview
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| − | | colspan="4" style="width: 265px;" | The Renewal Options tab contains the fields that are used to setup the renewal amounts and settings.
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| − | | class="headerMainTitles" colspan="4" | Fields
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementRenewable|Renewable]]
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| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementRenewAs|Renew As]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]]
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| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementRenewalMonths|Renewal Months]]
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementRenewalMethod|Renew Method]]
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| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementAutoRenew.25|Auto Renew %]]
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalAmount|Renewal Amount]]
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| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementLastIncrease|Last Increase]]
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| − | | colspan="4" | [[Agreement_Management#top|Top]]
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| − | | class="headerMainTitles" colspan="4" id="PerformanceTab" | Performance Tab
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| − | | colspan="4" | [[File:AgreePerformanceTab.jpg|AgreePerformanceTab.jpg]]
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| − | | class="navigationTitles" colspan="4" | Overview
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| − | | colspan="4" style="width: 265px;" | The Performance tab provides the ability to analyze the agreements performance.
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| − | | class="headerMainTitles" colspan="4" | Fields
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| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementGrossProfitContractTermtoDate|Gross Profit Contract Term to Date]] | + | | colspan="4" style="width: 265px;" | Once the site is selected the form will be opened for data entry. |
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementGrossProfitContactBilledtoDate|Gross Profit Contract Billed to Date]]
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| − | | class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Labor Performance
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]] |
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| + | | class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementType|Agreement Type]] |
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementLaborHoursBudget|Labor Hrs Budget]] | + | | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#agreements_Number|Agreement No]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementLaborBudgetHoursUsedtoDate|Hours Used to Date]] | |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementHoursBalance|Hours Balance]] | |
| | | class="fieldGrayBackgrounds" style="width: 446px;" | | | | class="fieldGrayBackgrounds" style="width: 446px;" | |
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| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementLaborBudgetUsed|Used %]] | + | | class="fieldGrayBackgrounds" colspan="3" | [[Glossary|Desciption]] |
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementLaborBudgetBalance|Balance %]] | + | | class="fieldGrayBackgrounds" colspan="1" | [[Glossary#AgreementStatusCode|Status]] |
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| − | | class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Parts Performance
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementEstDate|Est Date]] |
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| + | | class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementStartDate|Start Date]] |
| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementPartsBudget|Parts Budget]] | + | | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementAnnvDate|Anniversary Date]] |
| − | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPartsBilledtoDate|Billed to Date]] | |
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Budget Balance]] | |
| | | class="fieldGrayBackgrounds" style="width: 446px;" | | | | class="fieldGrayBackgrounds" style="width: 446px;" | |
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| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementPartsBudgetUsed|Used %]] | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementOriginalContractAmount|Original Contract Amount]] |
| − | | class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Balance %]] | + | | class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementCurrentContractAmount|Current Contract]] |
| − | |- | + | | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementBalance|Balance]] |
| − | | colspan="4" | [[Agreement_Management#top|Top]]
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementDefRevBalance|Def Rev Balance]] |
| − | ----
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| − | | class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab | |
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| − | | colspan="4" | [[File:AgreeInvoiceHistoryTab.jpg|AgreeInvoiceHistoryTab.jpg]]
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| − | | class="navigationTitles" colspan="4" | Overview | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementMonths|Contract Months]] |
| | + | | class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementFreeMonths|Free Months]] |
| | + | | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Glossary#]] |
| | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Glossary#]] |
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| − | | colspan="4" style="width: 265px;" | The Invoice History tab displays a list of the agreement invoices that have been posted. | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementSLA|SLA]] |
| | + | | class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementPriority|Priority Code]] |
| | + | | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementCoverLabor|Cover Labor]] |
| | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementCoverParts|Cover Parts]] |
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| + | | class="fieldGrayBackgrounds" colspan="4" | [[Glossary|Message]] |
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| − | | colspan="4" | [[Agreement_Management#top|Top]]
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| − | | class="headerMainTitles" colspan="4" id="PMSchedulesTab" | PM Schedules Tab | |
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| − | | colspan="4" | [[File:AgreePMTab.jpg|AgreePMTab.jpg]]
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| − | | class="navigationTitles" colspan="4" | Overview
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| − | | colspan="4" style="width: 265px;" | 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.
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| − | | colspan="4" | [[Agreement_Management#top|Top]] | |
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