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Adding new object agreements

To create a new object agreement:

  1. Select Module > Objects > Object Agreement Maintenance.

    The Set Object Agreement Maintenance Search Criteria window is displayed.

    Set Object Agreement Search Criteria window

  2. Click New... button (ellipses).

    The Create New Object Agreement window is displayed.

    Create New Object Agreement window

Create New Object Agreement window key fields and buttons

Fields

Field

Description

Agreement Type

Type of agreement. For example:

  • insurance policy
  • terms of use
  • maintenance contract.

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

Find... button

Launch the Creditor Search window to find the creditor related to this agreement.

Finish button

Create the new agreement.

Cancel button

Cancel creating the object agreement.

Last modified: 5/03/2013 4:40:10 PM

See Also

Maintaining object agreements

Searching for object agreements

Object Agreement Maintenance - Details tab

Object Agreement Maintenance - Objects tab

Object Agreement Maintenance - DocMan tab

Object Agreement Maintenance - History tab

© 2013 Synergetic Management Systems. Published 15 October 2013.

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