Adding Implementation Fees |
Screen Navigation: Agreements - Edit Agreement
The implementation of BASSnet in the customer's office and vessels may take months to complete. A project team will be deployed to plan and conduct workshops with the customer to make sure everything goes smoothly. Once the planning stages are done, the team will perform the rollout in the office and pilot vessel, and conduct tests for quality assurance. If the System passes all the acceptance tests, BASSnet will then be implemented in the remaining vessels.
Using this function, you can add implementation fees to be charged to the customer based on the total man days required to complete the implementation.
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Add Office Implementation Fees
To add office implementation fees to the agreement:
1. From the Agreement listing, choose the Agreement you would like to edit and click Actions then select Edit. Alternatively, if you are creating a new agreement, enter the agreement details in the Agreement Header section, then click Save.
2. Click Implementations.
The following table provides you with more information on the available fields:
3. Click Add new record to add Payment Terms for the implementation. Alternatively, you can also click Add Default Payment Terms to add all the payment terms that have been created in the register for office implementations.
4. Insert the % Due and Amount Due in the appropriate columns. As you make changes, a red arrow will appear at the top left of the field indicating that there are changes that have not been saved.
5. Click Save changes above the table to confirm.
6. Finally, click Save to add the office implementation fees to the agreement.
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Add Pilot Vessel Implementation Fees
To add pilot vessel implementation fees to the agreement:
1. From the Agreement listing, choose the Agreement you would like to edit and click Actions then select Edit. Alternatively, if you are creating a new agreement, enter the agreement details in the Agreement Header section, then click Save.
2. Click Implementations.
3. Under the Standard tab, click the Pilot Vessel Implementation sub tab.
The following table provides you with more information on the available fields:
4. Click Add new record to add Payment Terms for the implementation. Alternatively, you can also click Add Default Payment Terms to add all the payment terms that have been created in the register for pilot vessel implementations.
5. Insert the % Due and Amount Due in the appropriate columns. As you make changes, a red arrow will appear at the top left of the field indicating that there are changes that have not been saved.
6. Click Save changes above the table to confirm.
7. Finally, click Save to add the pilot vessel implementation fees to the agreement.
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Add Remaining Vessel Implementation Fees
To add remaining vessel implementation fees to the agreement:
1. From the Agreement listing, choose the Agreement you would like to edit and click Actions then select Edit. Alternatively, if you are creating a new agreement, enter the agreement details in the Agreement Header section, then click Save.
2. Click Implementations.
3. Under the Standard tab, click the Remaining Vessel Implementation sub tab.
The following table provides you with more information on the available fields:
3. Click Add new record to add Payment Terms for the implementation. Alternatively, you can also click Add Default Payment Terms to add all the payment terms that have been created in the register for remaining vessel implementations.
4. Insert the % Due and Amount Due in the appropriate columns. As you make changes, a red arrow will appear at the top left of the field indicating that there are changes that have not been saved.
5. Click Save changes above the table to confirm.
6. Finally, click Save to add the implementation fees to the agreement.
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To add remaining vessel implementation fees to the agreement:
1. From the Agreement listing, choose the Agreement you would like to edit and click Actions then select Edit. Alternatively, if you are creating a new agreement, enter the agreement details in the Agreement Header section, then click Save.
2. Click Implementations and click the Subscription tab. You must save your entries under the Software License Fees sub tab before proceeding to create a subscription. Please refer to the Software License topic.
The following table provides you with more information on the available fields:
3. Click Save to add the newly created subscription to the agreement.
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