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.

Original Agreement Date

Date the agreement was originally issued.

Current Agreement Date

Date the current agreement period began.

Agreement Months

Number of months the agreement covers.

Expiry Date

Date the current agreement period expires.

Reminder Days

Number of days before the expiry date to send task reminders to the staff members responsible.

Note: If set to zero, Synergetic uses the default defined in the Objects:Agreements:Renewal:ReminderDays configuration setting. See ReminderDays configuration setting in the System maintenance manual.

Last Renewed Date

Date the agreement was last renewed.

Creditor ID

Creditor the agreement is with, if applicable.

Agreement Value

Value the agreement is for, if applicable. For example, the agreed insurance value of a computer lab.

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.

Renew the agreement. See Renewing object agreements.

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

(Staff Responsible)

Launch Staff Maintenance for the selected staff member.

(Job Position Responsible)

Launch Job Position Maintenance for the selected job position.

(Creditor ID)

Launch Creditor Maintenance for the selected creditor.