Adding new object agreements

To create a new object agreement:

  1. Select Module > Objects > Object Agreement Maintenance from the main menu.
    The Set Object Agreement Maintenance Search Criteria window is displayed.
  2. 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:

  • insurance policy
  • terms of use
  • maintenance contract.

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.