Difference between revisions of "Agreement Add"

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| colspan="4" style="width: 265px;" | Once the site is selected the form will be opened for data entry.
 
| colspan="4" style="width: 265px;" | Once the site is selected the form will be opened for data entry.
 
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| colspan="4" style="width: 265px;" |
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementType|Agreement Type]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#agreements_Number|Agreement No]]
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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#AgreementType|Agreement Type]]
 
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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]]
 
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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>&nbsp;Use the Edit option in the Results Grid to edit the site record.
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;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>&nbsp;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>&nbsp;The Remove option in the Results Grid is used to remove the selected site from the agreement.
 
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| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
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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.&nbsp; Once an invoice has posted the invoice date and number displays on the grid.&nbsp; Deferred Revenues are also display as well as their recognition status.
 
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| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
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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;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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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;" | &nbsp;
 
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| colspan="4" | &nbsp;[[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" | &nbsp;[[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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| colspan="4" style="width: 265px;" | &nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
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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]]
 
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| 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
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementLaborHoursBudget|Labor Hrs Budget]]
 
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementLaborBudgetHoursUsedtoDate|Hours Used to Date]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementHoursBalance|Hours Balance]]
 
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementLaborBudgetUsed|Used %]]
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| class="fieldGrayBackgrounds" colspan="3" | [[Glossary|Desciption]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementLaborBudgetBalance|Balance %]]
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| class="fieldGrayBackgrounds" colspan="1" | [[Glossary#AgreementStatusCode|Status]]
 
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| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Parts Performance
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementEstDate|Est Date]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementStartDate|Start Date]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementPartsBudget|Parts Budget]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementAnnvDate|Anniversary Date]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPartsBilledtoDate|Billed to Date]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Budget Balance]]
 
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementPartsBudgetUsed|Used %]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementOriginalContractAmount|Original Contract Amount]]
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| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Balance %]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementCurrentContractAmount|Current Contract]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementBalance|Balance]]
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| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]  
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementDefRevBalance|Def Rev Balance]]
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|-
 
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| class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab
 
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|-
 
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| colspan="4" | [[File:AgreeInvoiceHistoryTab.jpg|AgreeInvoiceHistoryTab.jpg]]
 
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|-
 
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | The Invoice History tab displays a list of the agreement invoices that have been posted.
 
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| &nbsp;
 
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| colspan="4" | &nbsp;[[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.&nbsp; The PM Schedule can be viewed or edited from this form.&nbsp;
 
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| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]  
 
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| colspan="4" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementMonths|Contract Months]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementFreeMonths|Free Months]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Glossary#]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Glossary#]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementSLA|SLA]]
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| &nbsp;
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementPriority|Priority Code]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementCoverLabor|Cover Labor]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementCoverParts|Cover Parts]]
 
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| class="fieldGrayBackgrounds" colspan="4" | [[Glossary|Message]]
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Latest revision as of 07:12, 17 October 2024

AgreementAdd.jpg
Navigation
From the Menu select Agreements > Manage > Click the Add button.
Overview
Once an new agreement has been added, the form will change to the edit feature which can be reviewed using the link below.
• Agreement Edit
 Top
AgreementAdd2.jpg
Use the site search options to selected a site and then click continue.
       
AgreementAdd3.jpg
Once the site is selected the form will be opened for data entry.
Customer Name Agreement Type Agreement No  
Desciption Status
Est Date Start Date Anniversary Date  
Original Contract Amount Current Contract Balance Def Rev Balance
Contract Months Free Months Glossary# Glossary#
SLA Priority Code Cover Labor Cover Parts
Message
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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