Difference between revisions of "Agreement Management"

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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Billable]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementBillable|Billable]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Pricing Method]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPricingMethod|Pricing Method]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Frequency]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementFrequency|Frequency]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Tax Class]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementTaxClass|Tax Class]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Contact]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementContact|Contact]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Phone]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#contact_WorkPhone|Phone]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#activestatus|Salesperson]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementSalesperson|Salesperson]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Commission Rate]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementCommissionRate|Commission Rate]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Purchase Order]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementPurchaseOrder|Purchase Order]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Price Level]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPriceLevel|Price Level]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 466px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Billing Total]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementBillingTotal|Billing Total]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Revenues Total]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementRevenuesTotal|Revenues Total]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Def Revenues Total]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementDefRevenuesTotal|Def Revenues Total]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
Line 183: Line 183:
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Renewable]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementRenewable|Renewable]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Renew As]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementRenewAs|Renew As]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Renewal Text]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Renewal Months]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementRenewalMonths|Renewal Months]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Renew Method]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementRenewalMethod|Renew Method]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Auto Renew %]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementAutoRenew.25|Auto Renew %]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Renewal Amount]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalAmount|Renewal Amount]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Last Increase]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementLastIncrease|Last Increase]]
 
|-
 
|-
 
| colspan="4" |  [[Agreement_Management#top|Top]]  
 
| colspan="4" |  [[Agreement_Management#top|Top]]  
Line 217: Line 217:
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#customer_number|Gross Profit Contract Term to Date]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementGrossProfitContractTermtoDate|Gross Profit Contract Term to Date]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#customeractive|Gross Profit Contract Billed to Date]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementGrossProfitContactBilledtoDate|Gross Profit Contract Billed to Date]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Labor Performance
 
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Labor Performance
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Labor Hrs Budget]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementLaborHoursBudget|Labor Hrs Budget]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Hours Used to Date]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementLaborBudgetHoursUsedtoDate|Hours Used to Date]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Hours Balance]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementHoursBalance|Hours Balance]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#customer_number|Used %]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementLaborBudgetUsed.25|Used %]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#customeractive|Balance %]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementLaborBudgetBalance.25|Balance %]]
 
|-
 
|-
 
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Parts Performance
 
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Parts Performance
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Parts Budget]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementPartsBudget|Parts Budget]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|Billed to Date]]
+
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPartsBilledtoDate|Billed to Date]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Budget Balance]]
+
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Budget Balance]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
| class="fieldGrayBackgrounds" style="width: 446px;" |  
 
|-
 
|-

Revision as of 07:49, 11 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
• Agreement Search
• 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
 Top
       
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.
• Use the From Date and the To Date fields to Filter the Results Grid using a date range.
Fields
Customer Name Site Name Agreement No
Agreement Type Status Code Equipment
Search By From Date To Date
 Top
Site List Tab
Agreement_SiteList_ccexpress.png
Overview
The Site List Tab displays a Results Grid filled with sites that have been assigned to the agreement.
• Use the Edit option in the Results Grid to edit the site record.
• Use the Equipment option in the Results Grid to view a list of the site's equipment and their assignment status.
• 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.
• The Remove option in the Results Grid is used to remove the selected site from the agreement.
 Top
Billings Tab
Agreement Billing ccexpress.png
Overview
Desc Here
       
       
 Top
Invoice Options Tab
Agreement InvOptions ccexpress.png
Overview
Desc Here
Fields
Billable Pricing Method Frequency Tax Class
Contact Phone Salesperson Commission Rate
Purchase Order Price Level    
Billing Total Revenues Total Def Revenues Total  
       
 Top
Renewal Options Tab
Agreement RenewalOptions ccexpress.png
Overview
Desc Here
Fields
Renewable Renew As Renewal Text Renewal Months
Renew Method Auto Renew % Renewal Amount Last Increase
 Top
Performance Tab
Agreement Performance ccexpress.png
Overview
Desc Here
• 
• 
• 
• 
• 
Fields
Gross Profit Contract Term to Date Gross Profit Contract Billed to Date
Labor Performance
Labor Hrs Budget Hours Used to Date Hours Balance  
Used % Balance %
Parts Performance
Parts Budget Billed to Date Budget Balance  
Used % Balance %
 Top
Invoice History Tab
Agreement InvHistory ccexpress.png
Overview
Desc Here
       
 Top
PM Schedules Tab
Agreement PMSchedules ccexpress.png
Overview
Desc Here
Fields
Customer No City Active Customer Name
 Top
       
 
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       

 

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