Difference between revisions of "Agreement Management"
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| − | | class="headerMainTitles" colspan="4" | | + | | class="headerMainTitles" colspan="4" | 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 Tab | + | | class="headerMainTitles" colspan="4" | Invoice Options Tab |
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| colspan="4" | [[File:Agreement InvOptions ccexpress.png|Agreement InvOptions ccexpress.png]] | | colspan="4" | [[File:Agreement InvOptions ccexpress.png|Agreement InvOptions ccexpress.png]] | ||
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| − | | class="headerMainTitles" colspan="4" | Renewal Tab | + | | class="headerMainTitles" colspan="4" | 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]] | ||
| Line 104: | Line 104: | ||
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| + | |- | ||
| + | | class="headerMainTitles" colspan="4" | Performance Tab | ||
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| colspan="4" | [[File:Agreement Performance ccexpress.png|Agreement Performance ccexpress.png]] | | colspan="4" | [[File:Agreement Performance ccexpress.png|Agreement Performance ccexpress.png]] | ||
Revision as of 08:06, 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 | |||
| 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 | |||
