Adding Upgrade Fees

 

Screen Navigation: Agreements - Edit Agreement

 

Upgrading BASSnet to the latest version might not be a simple task due to the sheer size of the customer's database.

As new versions of BASSnet are rolled out to customers, an upgrade fee is charged depending on the total man days required for BASS to perform the upgrade.

 

Using this function, you can add upgrade fees to an agreement and specify the payment terms.

 

 

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Add Upgrade Fees

To add upgrade 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 Upgrade.

 

 

 

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

Field

Description

Total Man Days

Enter the number of days required to complete the upgrade.

Total Amount

Enter the total fee amount for the upgrade.
Remarks Enter any additional remarks regarding the upgrade.

 

3. After entering the necessary details, click Save.

 

 

 

 

Add Payment Terms

To add upgrade payment terms to the agreement:

 

1. In the Upgrade section, click the Payment Terms tab.

 

2. Click Add new record to add new Payment Terms.

 

Alternatively, you can also click Add Default Payment Terms to add all the payment terms that have been created in the register for upgrade fees.

Note: Payment Terms are created in the Register. Please refer to the Payment Term Register topic.

 

 

 

3. Select the Payment Terms and enter the % Due and Due Date of the payment in the table.

 

4. 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.

 

 

 

Click Save changes to confirm the payment terms.

 

 

 

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