Agreement Types

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
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
• Auto Number by Type
• Next Number
• Enforce Defaults

Planned Invoice Options Tab
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
Planned Renewal Options Fields
Renewable		Renewal Text
Renewal Months		Renewal As
IncludeSiteDetailsonRenewalDetails		IncludeEquipDetailsonRenewalDetails
IncludeSiteSummaryonRenewalDetails		IncludeEquipSummaryonRenewalDetails
Planned Maintenance Options Tab
Planned Maintenance Options Fields
• Create a Job for each Equipment
• Create Transactions
• Price Transactions
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