Difference between revisions of "Agreement Types"
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Used to organize agreements by type. Agreement types are also used to establish setting for agreements by default. |
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| class="headerMainTitles" colspan="3" | Fields | | class="headerMainTitles" colspan="3" | Fields | ||
Revision as of 13:24, 30 June 2023
| Requests ccexpress.png | |||
| Navigation | |||
| To access Agreement Types, select the setup COG > Setup > Agreement Setup > Agreement Types | |||
| Overview | |||
| Used to organize agreements by type. Agreement types are also used to establish setting for agreements by default. | |||
| Fields | |||
| Type Code | Description | Active | |
| Defaults Tab | |||
| AgreeType Defaults ccexpress.png | |||
| Defaults Fields | |||
| Contact Months | Cover Parts | [[Glossary#agreeType_coverLabor|Cover Labor] | |
| SLA | SLA Priority Code | ||
| Message | |||
| Labor Hours Budget | Parts Dollars Budget | ||
| Percent Used >= | Dollars Used >= | ||
| Settings Tab | |||
| AgreeType Defaults ccexpress.png | |||
| • Auto Number by Type | |||
| • Next Number | |||
| • Enforce Defaults | |||
| Planned Invoice Options Tab | |||
| AgreeTypesPlannedInvoiceOptions ccexpress.png | |||
| Planned Invoice Options Fields | |||
| Billable | Frequency | TaxClass | |
| Allocation | Deferred Revenue | ||
| Pricing Method | Price | ||
| Include Site Details on Invoice | Include Equip Details on Invoice | ||
| Include Site Summary on Invoice | Include Site Summary on Invoice | ||
| Planned Renewal Options Tab | |||
| AgreeTypesPlannedInvoiceOptions ccexpress.png | |||
| Planned Renewal Options Fields | |||
| Renewable | Renewal Text | ||
| Renewal Months | Renewal As | ||
| IncludeSiteDetailsonRenewalDetails | IncludeEquipDetailsonRenewalDetails | ||
| IncludeSiteSummaryonRenewalDetails | IncludeEquipSummaryonRenewalDetails | ||
| Planned Maintenance Options Tab | |||
| AgreeTypesPlannedInvoiceOptions ccexpress.png | |||
| Planned Maintenance Options Fields | |||
| • Create a Job for each Equipment | |||
| • Create Transactions | |||
| • Price Transactions | |||
| Back to Setting Up SVCONTHEGO | |||
