Difference between revisions of "Agreement Management"
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Add Sites button to add sites to the agreement | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Add Sites button to add sites to the agreement | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price an agreement | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price an agreement as one blanket price. |
|- | |- | ||
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price an agreement by site. | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Price an agreement by site. | ||
| Line 54: | Line 54: | ||
| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Filter fields to limited the results in the Results Grid. |
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Click Find to populate the Results Grid. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Display drop-list to change the number of records that appear in the Results Grid. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Reset button is used to clear the Filter fields. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Search By drop-list to filter by date using expiration date, established date, the start date, or all dates. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> The Results button brings the user back to the search section of the form. | ||
|- | |- | ||
| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
---- | ---- | ||
| − | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab | | class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab | ||
Revision as of 08:48, 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 as one blanket price. | |||
| • 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 | |||
| • Use the Filter fields to limited the results in the Results Grid. | |||
| • Click Find to populate the Results Grid. | |||
| • Use the Display drop-list to change the number of records that appear in the Results Grid. | |||
| • The Reset button is used to clear the Filter fields. | |||
| • Use the Search By drop-list to filter by date using expiration date, established date, the start date, or all dates. | |||
| • The Results button brings the user back to the search section of the form. | |||
| Top
| |||
| Site List Tab | |||
| Agreement Billing ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Billings Tab | |||
| Agreement Billing ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Invoice Options Tab | |||
| Agreement InvOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Renewal Options Tab | |||
| Agreement RenewalOptions ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Performance Tab | |||
| Agreement Performance ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| Invoice History Tab | |||
| Agreement InvHistory ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
| PM Schedules Tab | |||
| Agreement PMSchedules ccexpress.png | |||
| Overview | |||
| Desc Here | |||
| Top
| |||
