Object Agreement Maintenance - History tab

Use the History tab to view:

  • changes made to the object agreement
  • when the changes were made
  • which staff member made the changes.

 

 Opening the History tab

To open the History tab:

  1. Select Module > Objects > Object Agreement Maintenance from the main menu.
    The Details tab of the Object Agreement Maintenance window is displayed.
  2. Click the History tab.
    The History tab of the Object Agreement Maintenance window is displayed.


Object Agreement Maintenance - History tab key fields

Field

Description

Type

Type of agreement. For example, insurance policy, maintenance contract.

Description

Description of the agreement.

Reference

Reference number for the agreement. For example, insurance policy number.

Orig Agree Date

Date of the original agreement.

Agreement Date

Date the agreement began.

Renewed Date

Date the agreement was last renewed.

Creditor

Creditor the agreement is with, if applicable.

Agreement Value

Value the agreement is for, if applicable.

Staff Responsible

Staff member responsible for maintaining the agreement.

Comments

Comments relating to the agreement.

Active

Whether or not the agreement is active.