Agreement Management

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
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• Agreement Search
• Use the Add Sites button to add sites to the agreement
• Price an agreement as one blanket price.
• 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
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Agreement Search
Agreement Search ccexpress.png
Overview
• Use the Filter fields to limited the results in the Results Grid.
• Click Find to populate the Results Grid.
• Use the Display drop-list to change the number of records that appear in the Results Grid.
• The Reset button is used to clear the Filter fields.
• Use the Search By drop-list to filter by date using expiration date, established date, the start date, or all dates.
• The Results button brings the user back to the search section of the form.
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Site List Tab
Agreement Billing ccexpress.png
Overview
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Billings Tab
Agreement Billing ccexpress.png
Overview
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Invoice Options Tab
Agreement InvOptions ccexpress.png
Overview
Desc Here
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Renewal Options Tab
Agreement RenewalOptions ccexpress.png
Overview
Desc Here
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Performance Tab
Agreement Performance ccexpress.png
Overview
Desc Here
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Invoice History Tab
Agreement InvHistory ccexpress.png
Overview
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PM Schedules Tab
Agreement PMSchedules ccexpress.png
Overview
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