Difference between revisions of "Planned Maintenance Renewal"

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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:AgreementRenewal ccexpress.png|AgreementRenewal ccexpress.png]]
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| colspan="4" | [[File:PMRenewal2.PNG|PMRenewal2.PNG]]
 
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| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
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| colspan="4" style="width: 265px;" | Select Agreements > Renewal Processing
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| colspan="4" style="width: 265px;" | Select Planned Maintenance > Renewal Processing
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | The renewal processing feature provides the ability to renew planned maintenance schedules.  Schedules attached to agreements will be renewed when renewed when the agreement is renewed.
 
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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;Filter by Customer
 
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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;Set the sort order.
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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 12:55, 11 January 2023

PMRenewal2.PNG
Navigation
Select Planned Maintenance > Renewal Processing
Overview
The renewal processing feature provides the ability to renew planned maintenance schedules.  Schedules attached to agreements will be renewed when renewed when the agreement is renewed.
• Filter by Customer
• Set the sort order.
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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