Adding new object agreements

Modified on Mon, 20 Apr at 12:21 AM

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: 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.

Attachments (8)

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