Difference between revisions of "Agreement Add"

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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#|Desciption]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#|]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#|]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#|Status]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#|Est Date]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#|Start Date]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#|Anniversary Date]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#|Renewal Sent]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#|Original Contract Amount]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#|Current Contract]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#|Balance]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#|Def Rev Balance]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#|Contract Months]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#|Free Months]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#|]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#|]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#|SLA]]
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| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#|Priority Code]]
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| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#|Cover Labor]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#|Cover Parts]]
 
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| class="fieldGrayBackgrounds" style="width: 1400px;" | [[Glossary#|Message]]
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Revision as of 06:36, 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.
Fields
Customer Name Agreement Type Agreement No
Desciption [[Glossary#|]] [[Glossary#|]] Status
Est Date Start Date Anniversary Date Renewal Sent
Original Contract Amount Current Contract Balance Def Rev Balance
Contract Months Free Months [[Glossary#|]] [[Glossary#|]]
SLA Priority Code Cover Labor Cover Parts
Message