Creating a New Agreement

 

Screen Navigation: Agreements - Add New

 

Using this feature, you can create a new Agreement with your customers in the CRM system. As a prerequisite, customers must first be created in the System.

The agreement should specify the licenses and services that the customer has agreed to purchase, and all the fees and rates that apply.

 

 

Create a New Agreement

To create a new Agreement:

 

1. Open the Agreements tab and click Add New.

Alternatively, you can click Add New from the Agreements listing page.

 

 

 

2. The Add a new Agreement screen is displayed. Here, you may insert all the relevant details of the Agreement.

 

 

 

The following table provides you with more information on the available fields:

Field

Description

Customer Select the customer with whom the agreement is made.
Agreement Type Select the type of agreement. For example: License, Maintenance and Services, Addendum or Partnership.
Master Agreement No. Select the Master Agreement Number.
This option is only available if you have selected 'Addendum' as the Agreement Type.
Agreement Date Select the date in which this agreement is entered into.
By default, the system will follow the creation date.
BASS Entity Select which BASS company is involved in this agreement.
For 'Addendum' agreement type, the system will display the default entity.
Currency Select the currency of this agreement.
For 'Addendum' agreement type, the system will display the default currency.
Law

Select which country's law is to govern this agreement and be applicable if any legal disputes were to arise.

For 'Addendum' agreement type, the system will display the default law setting.

Description Enter a description regarding this agreement.
Late Payment Interest Clause Enter the specific late payment interest clause that will be applicable to this agreement.
Note: The default can be configured in the Application Settings.

 

3. After you have entered all the necessary information, click Save. The System will record the Created By and Last Revised By dates.

 

 

 

 

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