Difference between revisions of "Agreement Renewal Processing"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
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| colspan="4" | [[File:AgreementRenewal ccexpress.png|AgreementRenewal ccexpress.png]]
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| class="navigationTitles" colspan="4" | Navigation
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| colspan="4" style="width: 265px;" | Select Agreements > Renewal Processing
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Use this feature to create agreement renewal invoices.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Mark the All radio button to process all agreements based on a cut-off date.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Mark the Selected radio button to use the filter fields to select the agreements to process.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Reset Grid to update the grid based on different search paramters.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set the invoice date using the Invoice Date field.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Set the starting invoice number using the Next Invoice number field.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter by [[Glossary#AgreementType|Agreement Type]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter by [[Glossary#customer_number|Customer Number]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Filter by [[Glossary#AgreementNumber|Agreement Number]]
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Users can override the agreement settings during the renewal process.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Renew as a Fixed amount or a Percentage amount.
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| class="headerMainTitles" colspan="4" | Override Fields
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementAutoRenew.25|Change Percent]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreeTypePRO_AS|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#agreeTypePRO_Months|Renewal Months]]
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Latest revision as of 13:22, 30 June 2023

AgreementRenewal ccexpress.png
Navigation
Select Agreements > Renewal Processing
Overview
Use this feature to create agreement renewal invoices.
• Mark the All radio button to process all agreements based on a cut-off date.
• Mark the Selected radio button to use the filter fields to select the agreements to process.
• Use the Reset Grid to update the grid based on different search paramters.
• Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date
• Set the invoice date using the Invoice Date field.
• Set the starting invoice number using the Next Invoice number field.
• Filter by Agreement Type
• Filter by Customer Number
• Filter by Agreement Number
• Users can override the agreement settings during the renewal process.
• Renew as a Fixed amount or a Percentage amount.
Override Fields
Change Percent Renew As Renewal Text Renewal Months
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       

 

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