To create a new object agreement:
The Set Object Agreement Maintenance Search Criteria window is displayed.
The Create New Object Agreement window is displayed.
Create New Object Agreement window key fields and buttons
Fields
Field |
Description |
Agreement Type |
Type of agreement. For example:
|
Description |
Description of the agreement. |
Reference |
Reference number for the agreement. For example, the insurance policy number. |
Current Agreement Date |
Date the current agreement was issued. |
Agreement Months |
Number of months the agreement covers. |
Reminder Days |
Number of days before the reminder date to send reminders to the staff members responsible. |
Last Renewed Date |
Date the agreement was last renewed. |
Agreement Value |
Value the agreement is for, if applicable. For example, the agreed insurance value of a computer lab. |
Creditor ID |
Creditor the agreement is with, if applicable. |
Staff Responsible |
Staff member responsible for maintaining this agreement. |
Job Position Responsible |
Job position responsible for maintaining this agreement. For example, the Head of Assets and Leasing. |
Comment |
Any comment on this agreement. |
Buttons
Button |
Description |
Launch the Creditor Search window to find the creditor related to this agreement. |
|
Create the new agreement. |
|
Cancel creating the object agreement. |
Last modified: 5/03/2013 4:40:10 PM
See Also Searching for object agreements Object Agreement Maintenance - Details tab Object Agreement Maintenance - Objects tab |
© 2013 Synergetic Management Systems. Published 15 October 2013.