Renewing object agreements

To renew an object agreement, you can either:

• renew the object agreement manually by changing the required fields
• auto-renew the object agreement for the number of months specified in the Agreement Months field.

Renewing object agreements manually

To renew object agreements manually:

1. Select Module > Objects > Object Agreement Maintenance.

   The Set Object Agreement Maintenance Search Criteria window is displayed.

2. Search for the object agreement you want to renew.

   The Details tab of the Object Agreement Maintenance window is displayed.

   

3. Update the:
   • Current Agreement Date
   • Agreement Months (if required)
   • Last Renewed Date.

   See Object Agreement Maintenance - Details tab.

4. Click .

   The object agreement is renewed.

Renewing object agreements using the Auto Renew button

1. Select Module > Objects > Object Agreement Maintenance.

   The Set Object Agreement Maintenance Search Criteria window is displayed.

2. Search for the object agreement you want to renew.

   The Details tab of the Object Agreement Maintenance window is displayed.

   

3. Click .

   A confirmation window is displayed.

   

4. Click .

   The Current Agreement Date and Last Renewed Date are updated and the object agreement is renewed.

Last modified: 1/10/2013 5:45:08 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.