Use the Details tab to view and edit the agreement information.
To open the Details tab:
- Select Module > Objects > Object Agreement Maintenance from the main menu.
The Details tab of the Object Agreement Maintenance window is displayed.
Object Agreement Maintenance - Details tab 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. |
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. |
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. |
Buttons
Button | Description |
|---|---|
| Renew the agreement. See Renewing object agreements. |
| Launch the Creditor Search window to find the creditor related to this agreement. |
| Launch Staff Maintenance for the selected staff member. |
| Launch Job Position Maintenance for the selected job position. |
| Launch Creditor Maintenance for the selected creditor. |
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