Editing an Agreement

 

Screen Navigation: Agreements - Edit Agreement

 

From the customer listing and Details page, you can edit and modify the information related to the agreement.

Agreements in CRM can only be approved once so approved agreements can no longer be edited. However, payment plans can be generated based on all the fees and subscriptions agreed upon.

 

You can also deactivate an agreement to hide it from the Agreements listing page, unless the Include Deactivated check box is selected in the Advanced Search function.

Note: Deactivating an agreement does not remove the agreement from the System, or any payment plans, invoice requests or invoices tied to the agreement. To do that, please refer to Deleting an Agreement.

 

 

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Edit the Details of an Agreement

To edit the details of an agreement:

 

1. From the Agreement listing, choose the agreement you would like to edit and click Actions then select Edit.

 

 

 

Alternatively, you can also click Edit on the agreement Details page.

 

 

 

2. The Edit Agreement page will be displayed. Here, you may edit the customer's details.

 

 

 

3. After you have finished making changes, click Save. The Last Revised By information will be updated accordingly.

 

Note: If you have made changes to items in a table, remember to click Save changes above the table.

 

 

 

 

Approve an Agreement

To change the status of an agreement:

 

1. From the Agreement listing, choose the agreement you would like to edit and click Actions then select Edit.

Alternatively, you can also click Edit on the agreement Details page.

 

2. On the Edit Agreement page, change the Status of the Agreement using the drop-down menu.

 

 

 

For agreements that are Pending for Approval, an Approve button is available under the Agreement Header section on the agreement Details page to directly approve the agreement without editing the agreement.

 

 

 

3. After the agreement has been approved, the Agreement Summary tab will be displayed.

 

4. Under the Agreement Info tab, click Generate Payment Plan under the respective sections to create individual payment plans based on the fees and subscriptions agreed in that section. This option is only available after you have approved an agreement.

 

 

 

The payment plan generated will appear under the Payment Plan tab.

 

5. You can also click Generate Payment Plan on the Payment Plan tab to create payment plans for ALL the fees and subscriptions in the agreement.

 

 

 

The generated payment plan will also appear in the Payment Plans module.

 

 

 

 

Deactivate an Agreement

To deactivate an agreement:

 

1. Under the Agreement Info tab on the agreement Details page, click Deactivate agreement.

Note: Only agreements that have been approved can be deactivated.

 

 

 

2. Click OK to confirm.

 

3. The Deactivate agreement window will appear. Click on the Calendar icon to select a Termination Date.

 

Note: The Termination Date must not be a future date.

 

 

 

4. Click Deactivate.

Note: This action is irreversible (i.e. the agreement cannot be reactivated).

 

On the agreement Details page, the Termination Date and Deactivated label will be displayed.

 

 

 

 

 

 

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