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.
 
|-
 
|-
| colspan="4" style="width: 265px;" |  
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementType|Agreement Type]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#agreements_Number|Agreement No]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
| class="headerMainTitles" colspan="3" | Fields
+
| class="fieldGrayBackgrounds" colspan="3" | [[Glossary|Desciption]]
 +
| class="fieldGrayBackgrounds" colspan="1" | [[Glossary#AgreementStatusCode|Status]]
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Cust_Name|Customer Name]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementEstDate|Est Date]]
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementType|Agreement Type]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementStartDate|Start Date]]
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]]
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementAnnvDate|Anniversary Date]]
|}
+
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
 
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary|Desciption]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementOriginalContractAmount|Original Contract Amount]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary|Glossary#]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementCurrentContractAmount|Current Contract]]
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Glossary#]]
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementBalance|Balance]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Status]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementDefRevBalance|Def Rev Balance]]
|-
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary|Est Date]]
 
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary|Start Date]]
 
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Anniversary Date]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Renewal Sent]]
 
|-
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary|Original Contract Amount]]
 
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary|Current Contract]]
 
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Balance]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Def Rev Balance]]
 
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary|Contract Months]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementMonths|Contract Months]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary|Free Months]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementFreeMonths|Free Months]]
 
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Glossary#]]
 
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Glossary#]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Glossary#]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Glossary#]]
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary|SLA]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementSLA|SLA]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary|Priority Code]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#AgreementPriority|Priority Code]]
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary|Cover Labor]]
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#AgreementCoverLabor|Cover Labor]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary|Cover Parts]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementCoverParts|Cover Parts]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary|Message]]
 
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary|Message]]

Latest revision as of 07:12, 17 October 2024

AgreementAdd.jpg
From the Menu select Agreements > Manage > Click the Add button.
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