Difference between revisions of "Agreement Management"
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Site List Tab | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Site List Tab | ||
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Billing Tab | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[BillingTab|Billing Tab]] |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Invoice Options Tab | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[InvoiceOptionsTab|Invoice Options Tab]] |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Renewal Options Tab | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[RenewalOptionsTab|Renewal Options Tab]] |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Performance Tab | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[PerformanceTab|Performance Tab]] |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Invoice History Tab | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[InvoiceHistoryTab|Invoice History Tab]] |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> PM Schedules Tab | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[PMSchedulesTab|PM Schedules Tab]] |
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| − | | class="headerMainTitles" colspan="4" | Billings Tab | + | | class="headerMainTitles" colspan="4" id="BillingsTab" | Site List Tab |
| + | |- | ||
| + | | colspan="4" | [[File:Agreement Billing ccexpress.png|Agreement Billing ccexpress.png]] | ||
| + | |- | ||
| + | | class="navigationTitles" colspan="4" | Overview | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | Desc Here | ||
| + | |- | ||
| + | | | ||
| + | | | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | class="headerMainTitles" colspan="4" id="BillingsTab" | Billings Tab | ||
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| colspan="4" | [[File:Agreement Billing ccexpress.png|Agreement Billing ccexpress.png]] | | colspan="4" | [[File:Agreement Billing ccexpress.png|Agreement Billing ccexpress.png]] | ||
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|- | |- | ||
| − | | class="headerMainTitles" colspan="4" | Invoice Options Tab | + | | class="headerMainTitles" colspan="4" id="InvoiceOptionsTab" | Invoice Options Tab |
|- | |- | ||
| colspan="4" | [[File:Agreement InvOptions ccexpress.png|Agreement InvOptions ccexpress.png]] | | colspan="4" | [[File:Agreement InvOptions ccexpress.png|Agreement InvOptions ccexpress.png]] | ||
| Line 92: | Line 105: | ||
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|- | |- | ||
| − | | class="headerMainTitles" colspan="4" | Renewal Options Tab | + | | class="headerMainTitles" colspan="4" id="RenewalOptionsTab" | Renewal Options Tab |
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| colspan="4" | [[File:Agreement RenewalOptions ccexpress.png|Agreement RenewalOptions ccexpress.png]] | | colspan="4" | [[File:Agreement RenewalOptions ccexpress.png|Agreement RenewalOptions ccexpress.png]] | ||
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|- | |- | ||
| − | | class="headerMainTitles" colspan="4" | Performance Tab | + | | class="headerMainTitles" colspan="4" id="PerformanceTab" | Performance Tab |
|- | |- | ||
| colspan="4" | [[File:Agreement Performance ccexpress.png|Agreement Performance ccexpress.png]] | | colspan="4" | [[File:Agreement Performance ccexpress.png|Agreement Performance ccexpress.png]] | ||
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|- | |- | ||
| − | | class="headerMainTitles" colspan="4" | Invoice History Tab | + | | class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab |
|- | |- | ||
| colspan="4" | [[File:Agreement InvHistory ccexpress.png|Agreement InvHistory ccexpress.png]] | | colspan="4" | [[File:Agreement InvHistory ccexpress.png|Agreement InvHistory ccexpress.png]] | ||
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| − | | class="headerMainTitles" colspan="4" | PM Schedules Tab | + | | class="headerMainTitles" colspan="4" id="PMSchedulesTab" | PM Schedules Tab |
|- | |- | ||
| colspan="4" | [[File:Agreement PMSchedules ccexpress.png|Agreement PMSchedules ccexpress.png]] | | colspan="4" | [[File:Agreement PMSchedules ccexpress.png|Agreement PMSchedules ccexpress.png]] | ||
Revision as of 08:15, 8 April 2022
| Agreement Edit ccexpress.png | |||
| Navigation | |||
| Select Agreements > Search > Use the search filters to find the agreement > Click the agreement in the Result Grid > Click Edit. | |||
| Overview | |||
| Desc Here | |||
| • Use the Add Sites button to add sites to the agreement | |||
| • Price an agreement by agreement total. | |||
| • Price an agreement by site. | |||
| • Price an agreement by equipment. | |||
| • Allocate pricing using a fixed amount. | |||
| • Allocate pricing using a percentage. | |||
| • Site List Tab | |||
| • Billing Tab | |||
| • Invoice Options Tab | |||
| • Renewal Options Tab | |||
| • Performance Tab | |||
| • Invoice History Tab | |||
| • PM Schedules Tab | |||
| Agreement Search | |||
| Agreement Search ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Site List Tab | |||
| Agreement Billing ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Billings Tab | |||
| Agreement Billing ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Invoice Options Tab | |||
| Agreement InvOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Renewal Options Tab | |||
| Agreement RenewalOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Performance Tab | |||
| Agreement Performance ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Invoice History Tab | |||
| Agreement InvHistory ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| PM Schedules Tab | |||
| Agreement PMSchedules ccexpress.png | |||
| Overview | |||
| Desc Here | |||
