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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| − | | colspan="3" | [[File: | + | | colspan="3" | [[File:AgreeTypeSearch.jpg|AgreeTypeSearch.jpg]] |
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
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| − | | colspan="4" style="width: 265px;" | To access | + | | colspan="4" style="width: 265px;" | To access Agreement Types, select the setup COG > Setup > Agreement Setup > Agreement Types |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | 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="headerMainTitles" colspan="3" | Defaults Tab | | class="headerMainTitles" colspan="3" | Defaults Tab | ||
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| − | | colspan="3" | [[File: | + | | 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: | + | | colspan="3" | [[File:AgreeTypeSettings.jpg|AgreeTypeSettings.jpg]] |
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Auto Number by Type | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Auto Number by Type | ||
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| class="headerMainTitles" colspan="4" | Planned Invoice Options Tab | | class="headerMainTitles" colspan="4" | Planned Invoice Options Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:AgreeTypePlannedInvoiceOptions.jpg|AgreeTypePlannedInvoiceOptions.jpg]] |
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| class="headerMainTitles" colspan="4" | Planned Invoice Options Fields | | class="headerMainTitles" colspan="4" | Planned Invoice Options Fields | ||
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| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_Billable|Billable]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_Frequency|Frequency]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_TaxClass|TaxClass]] |
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_Allocation|Allocation]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_DefRev|Deferred Revenue]] |
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#agreeTypePIO_PricingMethod|Pricing Method]] |
| − | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreeTypePIO_Price|Price]] |
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
| class="fieldGrayBackgrounds" style="width: 467px;" | | | class="fieldGrayBackgrounds" style="width: 467px;" | | ||
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| class="headerMainTitles" colspan="4" | Planned Renewal Options Tab | | class="headerMainTitles" colspan="4" | Planned Renewal Options Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:AgreeTypePlannedRenewalOptions.jpg|AgreeTypePlannedRenewalOptions.jpg]] |
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| class="headerMainTitles" colspan="4" | Planned Renewal Options Fields | | class="headerMainTitles" colspan="4" | Planned Renewal Options Fields | ||
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| class="headerMainTitles" colspan="4" | Planned Maintenance Options Tab | | class="headerMainTitles" colspan="4" | Planned Maintenance Options Tab | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:AgreeTypePlannedMaintOptions.jpg|AgreeTypePlannedMaintOptions.jpg]] |
|- | |- | ||
| class="headerMainTitles" colspan="4" | Planned Maintenance Options Fields | | class="headerMainTitles" colspan="4" | Planned Maintenance Options Fields | ||
Latest revision as of 11:09, 12 July 2024
| |||
| 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 | |||
| |||
| 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 | |||
| |||
| • Auto Number by Type | |||
| • Next Number | |||
| • Enforce Defaults | |||
| Planned Invoice Options Tab | |||
| |||
| 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 | |||
| |||
| Planned Renewal Options Fields | |||
| Renewable | Renewal Text | ||
| Renewal Months | Renewal As | ||
| IncludeSiteDetailsonRenewalDetails | IncludeEquipDetailsonRenewalDetails | ||
| IncludeSiteSummaryonRenewalDetails | IncludeEquipSummaryonRenewalDetails | ||
| Planned Maintenance Options Tab | |||
| |||
| Planned Maintenance Options Fields | |||
| • Create a Job for each Equipment | |||
| • Create Transactions | |||
| • Price Transactions | |||
| Back to Setting Up SVCONTHEGO | |||
