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Viewing an Agreement |
Screen Navigation: Agreements - Details
The agreements' Details page displays all the terms and conditions as agreed with the customer, including fees and subscriptions, licenses and services. Since all the information is available by expanding the relevant sections, time is not wasted by loading new pages thus making you work more efficiently.
After an agreement has been approved, the details of the agreement can no longer be edited and two new tabs will be available.
The Agreement Summary tab displays a summary of the licenses and services applicable, and the total amounts payable, under the agreement.
The Payment Plan tab displays any payment plans generated based on the fees and subscriptions agreed upon.
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View an Agreement's Details
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To view an Agreement's Details:
1. On the Agreements listing page, click the Agreement Number to open the Details page. Alternatively, click Actions and select View to open the Details page.
2. The agreement's Details screen will be displayed. The Created By and Last Revised By dates are displayed along with the user who created/revised the agreement.
3. Click on the sections below to display the respective details pertaining to the agreement.
4. To view any documents attached, open the Documents tab.
5. Click Back to list to return to the Agreements listing.
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To view an Approved Agreement's Details:
1. On the Agreements listing page, click on the Agreement Number to open the Details page. Alternatively, click Actions and select View to open the Details page.
2. The Agreement Summary screen will be displayed to give you an overview of the agreed fees.
3. Open the Agreement Info tab to see all the details of this agreement.
4. In the respective sections, click Generate Payment Plan to create an individual payment plan based on the fees and subscriptions agreed in that section.
4. The payment plan generated will appear under the Payment Plan tab. 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 payment plan generated will also appear in the Payment Plans module.
5. To view any documents attached, open the Documents tab.
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