Difference between revisions of "Agreement Renewal Processing"
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" | ||
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:AgreementRenewal ccexpress.png|AgreementRenewal ccexpress.png]] |
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| − | | | + | | class="navigationTitles" colspan="4" | Navigation |
| − | | | + | |- |
| − | | | + | | colspan="4" style="width: 265px;" | To access Batch Management, select Invoices > Batches/Search |
| − | | | + | |- |
| + | | class="navigationTitles" colspan="4" | Overview | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | Desc Here | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Process all agreements based on a cut-off date. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the filter fields to select the agreements to process. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use the Reset Grid to update the grid based on different search paramters. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the invoice date using the Invoice Date field. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Set the starting invoice number using the Next Invoice number field. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementType|Agreement Type]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#customer_number|Customer Number]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Filter by [[Glossary#AgreementNumber|Agreement Number]] | ||
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Revision as of 12:21, 11 April 2022
| |||
| Navigation | |||
| To access Batch Management, select Invoices > Batches/Search | |||
| Overview | |||
| Desc Here | |||
| • Process all agreements based on a cut-off date. | |||
| • Use the filter fields to select the agreements to process. | |||
| • Use the Reset Grid to update the grid based on different search paramters. | |||
| • Order the output by Agreement Number, Agreement Type, Customer Number, Start Date, Anniversary Date | |||
| • Set the invoice date using the Invoice Date field. | |||
| • Set the starting invoice number using the Next Invoice number field. | |||
| • Filter by Agreement Type | |||
| • Filter by Customer Number | |||
| • Filter by Agreement Number | |||
