Agreement Renewal Processing

Navigation
To access Batch Management, select Invoices > Batches/Search
Overview
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• Process all agreements based on a cut-off date.
• Mark the Selected radio button to 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