Adding new object agreements
To create a new object agreement:
- Select Module > Objects > Object Agreement Maintenance from the main menu.
The Set Object Agreement Maintenance Search Criteria window is displayed. - Click .
The Create New Object Agreement window is displayed.
Create New Object Agreement window 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. |
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 |
---|---|
Launch the Creditor Search window to find the creditor related to this agreement. | |
Create the new agreement. | |
Cancel creating the object agreement. |