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Searching for object agreements

Use the Set Object Agreement Maintenance Search Criteria window to search for object agreements. For example, when creating insurance policies for objects.

See Searching in the Introduction manual for details on how to use the search tools.

Opening the Set Object Agreement Maintenance Search Criteria window

Set Object Agreement Maintenance Search Criteria 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.

Agreement Date

Date the agreement was issued.

Renewal Date

Date the agreement was last renewed.

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. See Maintaining job positions in the Human resources manual.

Buttons

Button

Description

Find... button

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

New... button (ellipses)

Create a new object agreement. See Adding new object agreements.

OK button

Search for an object agreement that matches the selected criteria.

Clear button

Clear the criteria selections.

Cancel button

Close the search window without searching for an object agreement.

Last modified: 29/09/2014 1:48:06 PM

See Also

Maintaining object agreements

Adding new object agreements

Object Agreement Maintenance - Details tab

Object Agreement Maintenance - Objects tab

Object Agreement Maintenance - DocMan tab

Object Agreement Maintenance - History tab

© 2015 Synergetic Management Systems. Published 6 May 2015.

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