Use the Details tab to view and edit the agreement information.
Opening the Details tab
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 (on page ). |
|
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. |