Difference between revisions of "Agreement Renewal Processing"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| (5 intermediate revisions by the same user not shown) | |||
| Line 2: | Line 2: | ||
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
|- | |- | ||
| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:AgreementRenewal ccexpress.png|AgreementRenewal ccexpress.png]] |
|- | |- | ||
| − | | | + | | class="navigationTitles" colspan="4" | Navigation |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | Select Agreements > Renewal Processing |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | class="navigationTitles" colspan="4" | Overview |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | Use this feature to create agreement renewal invoices. |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Mark the All radio button to process all agreements based on a cut-off date. |
| − | | | ||
| − | |||
| − | |||
|- | |- | ||
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Mark the Selected radio button to use the filter fields to select the agreements to process. |
| − | | | + | |- |
| − | | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Reset Grid to update the grid based on different search paramters. |
| − | | | + | |- |
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the invoice date using the Invoice Date field. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementNumber|Agreement Number]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Users can override the agreement settings during the renewal process. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Renew as a Fixed amount or a Percentage amount. | ||
| + | |- | ||
| + | | class="headerMainTitles" colspan="4" | Override Fields | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementAutoRenew.25|Change Percent]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreeTypePRO_AS|Renew As]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#agreeTypePRO_Months|Renewal Months]] | ||
|- | |- | ||
| | | | ||
Latest revision as of 17:22, 30 June 2023
| |||
| 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 |
