Difference between revisions of "Agreement Management"
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Agreement_Management#SiteListTab|Site List Tab]] | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Agreement_Management#SiteListTab|Site List Tab]] | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Agreement_Management# | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Agreement_Management#BillingsTab|Billing Tab]] |
|- | |- | ||
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Agreement_Management#InvoiceOptionsTab|Invoice Options Tab]] | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Agreement_Management#InvoiceOptionsTab|Invoice Options Tab]] | ||
| Line 58: | Line 58: | ||
| 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 | ||
| Line 74: | Line 75: | ||
| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
---- | ---- | ||
| + | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" id="BillingsTab" | Billings Tab | | class="headerMainTitles" colspan="4" id="BillingsTab" | Billings Tab | ||
| Line 95: | Line 97: | ||
| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
---- | ---- | ||
| + | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" id="InvoiceOptionsTab" | Invoice Options Tab | | class="headerMainTitles" colspan="4" id="InvoiceOptionsTab" | Invoice Options Tab | ||
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| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
---- | ---- | ||
| + | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" id="RenewalOptionsTab" | Renewal Options Tab | | class="headerMainTitles" colspan="4" id="RenewalOptionsTab" | Renewal Options Tab | ||
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| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
---- | ---- | ||
| + | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" id="PerformanceTab" | Performance Tab | | class="headerMainTitles" colspan="4" id="PerformanceTab" | Performance Tab | ||
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| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
---- | ---- | ||
| + | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab | | class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab | ||
| Line 159: | Line 165: | ||
| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
---- | ---- | ||
| + | |||
|- | |- | ||
| class="headerMainTitles" colspan="4" id="PMSchedulesTab" | PM Schedules Tab | | class="headerMainTitles" colspan="4" id="PMSchedulesTab" | PM Schedules Tab | ||
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| colspan="4" | [[Agreement_Management#top|Top]] | | colspan="4" | [[Agreement_Management#top|Top]] | ||
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|- | |- | ||
| | | | ||
Revision as of 08:32, 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 | |||
| 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
| |||
