Difference between revisions of "Agreement Add"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
Line 39: Line 39:
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementType|Agreement Type]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementType|Agreement Type]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]]
 
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#agreements_Number|Agreement No]]
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementType|Agreement Type]]
 
−
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#AgreementStatusCode|Status Code]]
 
−
| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#equip_code|Equipment]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | Search By
 
−
| class="fieldGrayBackgrounds" style="width: 467px;" | From Date
 
−
| class="fieldGrayBackgrounds" style="width: 467px;" | To Date
 
 
|}
 
|}
−
 
−
|-
 
−
| colspan="4" |  [[Agreement_Management#top|Top]]
 
−
----
 
−
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="SiteListTab" | Site List Tab
 
−
|-
 
−
| colspan="4" | [[File:AgreeSitesTab.jpg|AgreeSitesTab.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | The Site List Tab displays a Results Grid filled with sites that have been assigned to the agreement.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Edit option in the Results Grid to edit the site record.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the Equipment option in the Results Grid to view a list of the site's equipment and their assignment status.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;The Remove All for Customer option in the Results Grid is used to remove all sites that are assigned to the same customer and the selected site.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;The Remove option in the Results Grid is used to remove the selected site from the agreement.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
−
----
 
−
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="BillingsTab" | Billings Tab
 
−
|-
 
−
| colspan="4" | [[File:AgreeBillingTab.jpg|AgreeBillingTab.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | The Billing tab provides a list of all billings related to the current contract.&nbsp; Once an invoice has posted the invoice date and number displays on the grid.&nbsp; Deferred Revenues are also display as well as their recognition status.
 
−
|-
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
|-
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
−
----
 
−
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="InvoiceOptionsTab" | Invoice Options Tab
 
−
|-
 
−
| colspan="4" | [[File:AgreeInvoiceOptionsTab.jpg|AgreeInvoiceOptionsTab.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | The Invoice Options tab contains the fields that are used to process the agreement billings.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#agreements_Billable|Billable]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#agreements_PricingMethod|Pricing Method]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementFrequency|Frequency]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TaxClass|Tax Class]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementContact|Contact]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#contact_WorkPhone|Phone]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementSalesperson|Salesperson]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementCommissionRate|Commission Rate]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementPurchaseOrder|Purchase Order]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPriceLevel|Price Level]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementBillingTotal|Billing Total]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementRevenuesTotal|Revenues Total]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementDefRevenuesTotal|Def Revenues Total]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
−
----
 
−
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="RenewalOptionsTab" | Renewal Options Tab
 
−
|-
 
−
| colspan="4" | [[File:AgreeRenewalTab.jpg|AgreeRenewalTab.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | The Renewal Options tab contains the fields that are used to setup the renewal amounts and settings.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementRenewable|Renewable]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementRenewAs|Renew As]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalText|Renewal Text]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementRenewalMonths|Renewal Months]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementRenewalMethod|Renew Method]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementAutoRenew.25|Auto Renew %]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementRenewalAmount|Renewal Amount]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#AgreementLastIncrease|Last Increase]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
−
----
 
−
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="PerformanceTab" | Performance Tab
 
−
|-
 
−
| colspan="4" | [[File:AgreePerformanceTab.jpg|AgreePerformanceTab.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | The Performance tab provides the ability to analyze the agreements performance.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementGrossProfitContractTermtoDate|Gross Profit Contract Term to Date]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementGrossProfitContactBilledtoDate|Gross Profit Contract Billed to Date]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Labor Performance
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementLaborHoursBudget|Labor Hrs Budget]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementLaborBudgetHoursUsedtoDate|Hours Used to Date]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementHoursBalance|Hours Balance]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementLaborBudgetUsed|Used %]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementLaborBudgetBalance|Balance %]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Parts Performance
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#AgreementPartsBudget|Parts Budget]]
 
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#AgreementPartsBilledtoDate|Billed to Date]]
 
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Budget Balance]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#AgreementPartsBudgetUsed|Used %]]
 
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 466px;" | [[Glossary#AgreementPartsBudgetBalance|Balance %]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
−
----
 
−
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="InvoiceHistoryTab" | Invoice History Tab
 
−
|-
 
−
| colspan="4" | [[File:AgreeInvoiceHistoryTab.jpg|AgreeInvoiceHistoryTab.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | The Invoice History tab displays a list of the agreement invoices that have been posted.
 
−
|-
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
| &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
−
----
 
−
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="PMSchedulesTab" | PM Schedules Tab
 
−
|-
 
−
| colspan="4" | [[File:AgreePMTab.jpg|AgreePMTab.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | The PM Schedules tab displays a list of any PM Schedules attached to the agreement.&nbsp; The PM Schedule can be viewed or edited from this form.&nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Agreement_Management#top|Top]]
 
−
----
 
−
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;

Revision as of 06:32, 17 October 2024

AgreementAdd.jpg
Navigation
From the Menu select Agreements > Manage > Click the Add button.
Overview
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
       
 
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
Retrieved from "https://svconthego.net/index.php?title=Agreement_Add&oldid=3492"