Searching for object agreements

Modified on Sun, 19 Apr at 11:59 PM

Use the Set Object Agreement Maintenance Search Criteria window to search for object agreements. For example, when creating insurance policies for objects.
See Searching in the Introduction manual for details on how to use the search tools.

Opening the Set Object Agreement Maintenance Search Criteria window

To open the Set Object Agreement Maintenance Search Criteria window:

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

Set Object Agreement Maintenance Search Criteria 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.
Agreement Date	Date the agreement was issued.
Renewal Date	Date the agreement was last renewed.
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. See Maintaining job positions in the Human resources manual.

Buttons

Button	Description
	Launch the Creditor Search window to find the creditor related to this agreement.
	Create a new object agreement. See Adding new object agreements.
	Search for an object agreement that matches the selected criteria.
	Clear the criteria selections.
	Close the search window without searching for an object agreement.